-0.93%
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18.03%
27.02%
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1100.001100.001050.001050.001000.001000.00950.00950.00900.00900.0011/29/202411/29/202412/10/202412/10/202412/21/202412/21/20241/1/20251/1/20251/13/20251/13/20251/24/20251/24/20252/4/20252/4/20252/15/20252/15/2025
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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

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

BlackRock's investment products and services are highly diversified, making it difficult for substitutes to emerge.

BlackRock's customers, including institutional investors and individual investors, have some bargaining power due to the availability of alternative investment options.

BlackRock's suppliers, including technology providers and service providers, have limited bargaining power due to the company's large scale and diversified operations.

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.

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%

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

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
944.89$
Current Price
944.89$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

ValueQualityYieldMomentumVolatilityGrowth
Company A-Score: 6.00Peer Group Average: 5.00Leader: 5.20

Peers Group Analysis

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