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AI Spotlight on BLK
Company Description
BlackRock, Inc.is a publicly owned investment manager.The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks.
It also provides global risk management and advisory services.The firm manages separate client-focused equity, fixed income, and balanced portfolios.It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds.
The firm launches equity, fixed income, balanced, and real estate mutual funds.It also launches equity, fixed income, balanced, currency, commodity, and multi-asset exchange traded funds.The firm also launches and manages hedge funds.
It invests in the public equity, fixed income, real estate, currency, commodity, and alternative markets across the globe.The firm primarily invests in growth and value stocks of small-cap, mid-cap, SMID-cap, large-cap, and multi-cap companies.It also invests in dividend-paying equity securities.
The firm invests in investment grade municipal securities, government securities including securities issued or guaranteed by a government or a government agency or instrumentality, corporate bonds, and asset-backed and mortgage-backed securities.It employs fundamental and quantitative analysis with a focus on bottom-up and top-down approach to make its investments.The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments.
In real estate sector, it seeks to invest in Poland and Germany.The firm benchmarks the performance of its portfolios against various S&P, Russell, Barclays, MSCI, Citigroup, and Merrill Lynch indices.BlackRock, Inc.
was founded in 1988 and is based in New York City with additional offices in Boston, Massachusetts; London, United Kingdom; Gurgaon, India; Hong Kong; Greenwich, Connecticut; Princeton, New Jersey; Edinburgh, United Kingdom; Sydney, Australia; Taipei, Taiwan; Singapore; Sao Paulo, Brazil; Philadelphia, Pennsylvania; Washington, District of Columbia; Toronto, Canada; Wilmington, Delaware; and San Francisco, California.
Market Data
Last Price | 944.89 |
Change Percentage | -0.93% |
Open | 959.1 |
Previous Close | 953.77 |
Market Cap ( Millions) | 146344 |
Volume | 672198 |
Year High | 1084.22 |
Year Low | 745.55 |
M A 50 | 1010.39 |
M A 200 | 923.96 |
Financial Ratios
FCF Yield | 1.60% |
Dividend Yield | 2.16% |
ROE | 15.47% |
Debt / Equity | 32.60% |
Net Debt / EBIDTA | 17.95% |
Price To Book | 3.36 |
Price Earnings Ratio | 23.0 |
Price To FCF | 62.43 |
Price To sales | 6.99 |
EV / EBITDA | 18.17 |
News
- Feb -27 - BlackRock (BLK) Stock Sinks As Market Gains: Here's Why
- Feb -26 - BlackRock drops DEI references from annual report
- Feb -26 - Billionaire Israel Englander Sold Nvidia and Piled Into a BlackRock ETF That MicroStrategy's Michael Saylor Says Could Soar 13,200%
- Feb -25 - The economy is in good shape but will soften a bit, says BlackRock's Rick Rieder
- Feb -25 - BlackRock's Laurence D. Fink to Present at the 2025 RBC Capital Markets Global Financial Institutions Conference on March 4th
- Feb -25 - The Behemoth BlackRock's Next Trillion Comes From Private Assets
- Feb -25 - Certain BlackRock Funds Announce Final Results of Tender Offers
- Feb -24 - How Two High-Yield Picks Can Boost Your Portfolio's Income: One Yields 20%
- Feb -24 - BlackRock® Canada Announces Final February Cash Distributions for the iShares® Premium Money Market ETF
- Feb -24 - New BlackRock Survey Shows One Third of Americans Have No Retirement Savings as BlackRock, Bipartisan Policy Center Launch National Retirement Summit in D.C.
- Feb -24 - IEUR: European Equities Are Going To Be Great Again!
- Feb -22 - Certain BlackRock Funds Announce Expiration and Preliminary Results of Tender Offers
- Feb -21 - BlackRock (BLK) Advances While Market Declines: Some Information for Investors
- Feb -18 - BlackRock® Canada Announces February Cash Distributions for the iShares® ETFs
- Feb -17 - Orion Corporation: Disclosure Under Chapter 9 Section 10 of the Securities Market Act (BlackRock, Inc.)
- Feb -17 - BlackRock Chairman and CEO Laurence D. Fink to Address CERAWeek by S&P Global in Houston, March 10-14
- Feb -15 - BlackRock: Assessing A $30 Billion Year
- Feb -14 - Orion Corporation: Disclosure Under Chapter 9 Section 10 of the Securities Market Act (BlackRock, Inc.)
- Feb -13 - Archer Aviation Lands BlackRock Investment—What's Next for ACHR?
- Feb -12 - Orion Corporation: Disclosure Under Chapter 9 Section 10 of the Securities Market Act (BlackRock, Inc.)
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Investment Advisory, Administration Fees and Securities Lending
Expected Growth : 9.76 %
What the company do ?
BlackRock's Investment Advisory provides portfolio management, Administration Fees cover operational costs, and Securities Lending generates revenue by lending securities to other institutions.
Why we expect these perspectives ?
BlackRock's 9.76% growth in Investment Advisory, Administration Fees, and Securities Lending is driven by increasing demand for ETFs and index funds, expansion in emerging markets, and strategic acquisitions. Additionally, the company's technology platform, Aladdin, continues to attract new clients and drive revenue growth. Furthermore, the rise of sustainable investing and ESG-focused products also contributes to the segment's growth.
Segment n°2 -> Technology Services
Expected Growth : 10.27 %
What the company do ?
Technology Services from BlackRock, Inc. provides a range of innovative solutions and tools to support investment management, risk management, and trading operations.
Why we expect these perspectives ?
BlackRock's Technology Services segment growth of 10.27% is driven by increasing adoption of Aladdin, its investment management platform, and rising demand for digital wealth management solutions. Additionally, the company's strategic acquisitions, such as eFront, have expanded its technology offerings, contributing to the segment's growth.
Segment n°3 -> Distribution
Expected Growth : 9.9 %
What the company do ?
BlackRock, Inc.'s distribution refers to the regular payment of dividends and capital gains to shareholders, typically quarterly or annually, from its investment portfolios.
Why we expect these perspectives ?
BlackRock's 9.9% distribution growth is driven by its dominant market position, increasing adoption of ETFs, and growing demand for sustainable investments. Additionally, its diversified product offerings, strong brand recognition, and strategic acquisitions have contributed to its growth. Furthermore, the company's ability to navigate the shift towards passive investing and its expanding presence in the Asian market have also fueled its growth.
Segment n°4 -> Investment Advisory Performance
Expected Growth : 9.9 %
What the company do ?
BlackRock's Investment Advisory Performance provides personalized investment advice, leveraging its expertise to help clients achieve their financial goals through tailored portfolio management.
Why we expect these perspectives ?
BlackRock's 9.9% investment advisory performance growth is driven by increasing demand for sustainable investing, expansion into new markets, and strategic acquisitions. Additionally, the company's technology-driven platform, Aladdin, continues to attract institutional clients. Furthermore, BlackRock's strong brand reputation, diversified product offerings, and expertise in fixed income and equity management also contribute to its growth.
Segment n°5 -> Advisory and Other
Expected Growth : 9.76 %
What the company do ?
Advisory and Other from BlackRock, Inc. refers to the company's investment advisory, administration, and distribution services, as well as other revenue streams.
Why we expect these perspectives ?
BlackRock's Advisory and Other segment growth of 9.76% is driven by increasing demand for sustainable investing, expansion of Aladdin platform, and growth in cash management services. Additionally, the company's strategic acquisitions, such as eFront, and partnerships with fintech companies have contributed to the segment's growth.
Blackrock, Inc. Products
Product Range | What is it ? |
---|---|
Index Funds | A type of investment vehicle that tracks a particular market index, such as the S&P 500, to provide broad diversification and low fees. |
Active Equity Funds | Actively managed funds that aim to beat the market by selecting stocks that are undervalued or have strong growth potential. |
Fixed Income Funds | Investment vehicles that generate income through bonds, loans, and other debt securities. |
Multi-Asset Funds | Funds that combine different asset classes, such as stocks, bonds, and commodities, to provide a diversified portfolio. |
Exchange-Traded Funds (ETFs) | Traded on an exchange like stocks, ETFs track a particular index, sector, or commodity, offering flexibility and diversification. |
Alternative Investments | Investments that don't fit into traditional asset classes, such as private equity, real estate, and hedge funds. |
iShares ETFs | A range of ETFs that track various market indexes, sectors, and commodities, offering diversification and flexibility. |
Aladdin Platform | A comprehensive investment and risk management platform for institutional investors and wealth managers. |
BlackRock, Inc.'s Porter Forces
Threat Of Substitutes
BlackRock's investment products and services are highly diversified, making it difficult for substitutes to emerge.
Bargaining Power Of Customers
BlackRock's customers, including institutional investors and individual investors, have some bargaining power due to the availability of alternative investment options.
Bargaining Power Of Suppliers
BlackRock's suppliers, including technology providers and service providers, have limited bargaining power due to the company's large scale and diversified operations.
Threat Of New Entrants
The asset management industry has high barriers to entry, including regulatory hurdles and the need for significant capital investment, making it difficult for new entrants to emerge.
Intensity Of Rivalry
The asset management industry is highly competitive, with many established players competing for market share, leading to a high intensity of rivalry.
Capital Structure
Value | |
---|---|
Debt Weight | 16.75% |
Debt Cost | 3.95% |
Equity Weight | 83.25% |
Equity Cost | 10.85% |
WACC | 9.70% |
Leverage | 20.12% |
BlackRock, Inc. : Quality Control
BlackRock, Inc. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
Company | Rational |
---|---|
ARES | Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as … |
BK | The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth … |
AMP | Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & … |
BX | Blackstone Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. … |
KKR | KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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BNY Mellon
A-Score
1-Year Total Return ->
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Ameriprise Financial
A-Score
1-Year Total Return ->
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Ares Management
A-Score
1-Year Total Return ->
4
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BlackRock
A-Score
1-Year Total Return ->
5
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Blackstone
A-Score
1-Year Total Return ->
6
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