BlackRock (BLK) AI Stock Analysis

• Market Cap: $162.33B
• Dividend Yield: 1.99%
• Average Volume (3M): 582.03K
• Price to Earnings (P/E): 25.5
• Beta (1Y): 1.23
• Revenue Growth: 11.73%
• EPS Growth: 4.76%
• Country: US
• Employees: 22,600
• Sector: Financial
• Sector Strength: 78
• Industry: Asset Management
• EPS (TTM): 11.30
• Shares Outstanding: 154,926,180
• 10 Day Avg. Volume: 677,649
• 30 Day Avg. Volume: 582,031
• PEG Ratio: -12.10
• Price to Book (P/B): 3.14
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 38.06
• Enterprise Value/Market Cap: 0.97
• Enterprise Value/Revenue: 1.94
• Enterprise Value/Gross Profit: 11.34
• Enterprise Value/Ebitda: 4.84
• 1Y Price Target: $1,062.86
• Price Target Upside: 1.44% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 14

• Rating: 78 Outperform
• Price Target: $1,109.00 ▲(5.84%Upside)

BlackRock's strong financial performance and positive earnings call are key strengths, supported by robust revenue growth and strategic acquisitions. The stock's slightly overvalued status and high stochastic indicator suggest caution, but overall, BlackRock is well-positioned for future growth.

Positive Factors

Market Position

BLK is the #1 ETF manager, #1 technology/solutions provider, and a top 5 player in private credit, infrastructure, SMAs, cash management, and OCIO.

Revenue Growth

BlackRock's management is optimistic about achieving a 10% revenue growth annually until 2030, supported by strong organic base fee growth and performance fees.

Strategic Flexibility

Management of BlackRock is open to strategic partnerships and bolt-on acquisitions, indicating flexibility and adaptability in their growth strategy.

Negative Factors

Operating Margin Focus

Operating margin is in focus, and there is an expectation for management to articulate a path to margin expansion with a target margin profile in flat markets.

Revenue Dependence

BLK projects 30% of its revenues from privates and technology, increasing from 15% currently, which could create dependency on these sectors.

BlackRock Business Overview & Revenue Model

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.

How the Company Makes Money

BlackRock primarily generates revenue through investment advisory and administration fees collected from managing assets on behalf of its clients. These fees are generally based on a percentage of assets under management (AUM), which fluctuate with market conditions and client inflows or outflows. BlackRock's revenue streams also include performance fees, which are contingent on achieving specific investment returns, and technology service fees from its Aladdin platform. Furthermore, the company benefits from securities lending activities, where it earns income by lending securities held in client portfolios to borrowers. Significant partnerships with financial institutions and distribution networks expand BlackRock's market reach and contribute to its earnings growth.

BlackRock Financial Statement Overview

Summary

BlackRock exhibits strong financial health with robust profitability, efficient equity use, and reasonable leverage. However, cash flow generation could be improved to ensure sustained growth and financial flexibility.

Income Statement

BlackRock shows a strong income statement with robust gross and net profit margins. The TTM (Trailing-Twelve-Months) gross profit margin is approximately 65.7%, and the net profit margin is around 29.8%, indicating high profitability. Revenue has grown steadily, with a TTM growth rate of 3.55% compared to the previous annual report. EBIT and EBITDA margins remain solid, highlighting operational efficiency.

Balance Sheet

The balance sheet reveals a stable financial position with a debt-to-equity ratio of 0.30, suggesting moderate leverage. The return on equity (ROE) for the TTM is an impressive 13.1%, indicating efficient use of equity. However, the equity ratio is relatively low at 33.8%, suggesting a higher reliance on liabilities.

Cash Flow

Cash flow analysis shows a slight decline in free cash flow, with a decrease of 15.6% from the previous period. The operating cash flow to net income ratio is 0.66, indicating a reasonable conversion of income into cash. However, free cash flow to net income ratio is 0.63, suggesting room for improvement in cash generation.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	21.13B	20.41B	17.86B	17.87B	19.37B	16.20B
Gross Profit	13.89B	10.09B	8.58B	8.79B	9.82B	8.27B
EBITDA	8.15B	8.12B	7.47B	6.90B	7.90B	6.08B
Net Income	6.31B	6.37B	5.50B	5.18B	5.90B	4.93B
Balance Sheet
Total Assets	141.94B	138.62B	123.21B	117.63B	152.65B	176.98B
Cash, Cash Equivalents and Short-Term Investments	9.71B	14.59B	8.74B	7.42B	9.32B	8.66B
Total Debt	14.26B	14.22B	9.70B	8.49B	9.32B	8.02B
Total Liabilities	91.75B	89.26B	81.97B	78.84B	113.75B	139.33B
Stockholders Equity	48.04B	47.49B	39.35B	37.74B	37.69B	35.28B
Cash Flow
Free Cash Flow	3.97B	4.70B	3.79B	4.42B	4.60B	3.55B
Operating Cash Flow	4.17B	4.96B	4.14B	4.96B	4.94B	3.74B
Investing Cash Flow	-6.25B	-3.31B	-933.00M	-1.13B	-1.94B	-254.00M
Financing Cash Flow	480.00M	2.24B	-1.99B	-5.44B	-2.29B	244.00M

BlackRock Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 1047.82
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BLK, the sentiment is Positive. The current price of 1047.82 is above the 20-day moving average (MA) of 990.51, above the 50-day MA of 954.93, and above the 200-day MA of 966.10, indicating a bullish trend. The MACD of 17.28 indicates Negative momentum. The RSI at 73.74 is Negative, neither overbought nor oversold. The STOCH value of 95.06 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BLK.

BlackRock Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BLK	78 Outperform	$162.33B	25.45	14.37%	1.99%	11.73%	4.76%
BK	77 Outperform	$65.23B	14.86	11.29%	2.09%	10.30%	49.77%
STT	71 Outperform	$30.23B	11.90	11.21%	2.87%	15.02%	66.71%
ARES	71 Outperform	$56.56B	100.09	12.97%	2.59%	19.02%	-22.75%
BX	71 Outperform	$183.33B	45.71	34.07%	2.46%	22.06%	16.57%
KKR	68 Neutral	$119.60B	58.22	9.03%	0.55%	-27.45%	-46.67%
Sector *	58 Neutral	$12.55B	5.32	-2.71%	5.27%	5.88%	-56.03%

BlackRock Corporate Events

BlackRock Approves Executive Compensation at Annual Meeting

On May 15, 2025, BlackRock, Inc. held its Annual Meeting of Shareholders, where all director nominees were elected, and the compensation for named executive officers was approved through a non-binding advisory vote. Additionally, Deloitte & Touche LLP was ratified as the independent registered public accounting firm for fiscal year 2025. However, shareholder proposals regarding a report on risks associated with stakeholder capitalism and reform of board elections were not approved.

The most recent analyst rating on (BLK) stock is a Hold with a $774.00 price target. To see the full list of analyst forecasts on BlackRock stock, see the BLK Stock Forecast page.

BlackRock Reports Strong Q1 2025 Financial Results

On April 11, 2025, BlackRock reported its financial results for the first quarter of 2025, highlighting a 12% increase in revenue year-over-year and a record $84 billion in quarterly net inflows. The company achieved a 6% organic base fee growth, driven by strong performance in ETFs, private markets, and technology services, despite challenges such as acquisition-related costs and market volatility. BlackRock’s strategic positioning and client connectivity have strengthened, allowing it to navigate market changes and deliver value to shareholders.