Blackrock Fundamentals

BLK
 Stock
  

USD 751.83  23.18  3.18%   

Blackrock fundamentals help investors to digest information that contributes to Blackrock's financial success or failures. It also enables traders to predict the movement of Blackrock Stock. The fundamental analysis module provides a way to measure Blackrock's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Blackrock stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
The current Net Income to Non Controlling Interests is estimated to increase to about 328 M, while Consolidated Income is projected to decrease to under 5.5 B.

Blackrock Earnings Per Share Analysis

Blackrock's Earnings per Share (EPS) denotes the portion of a company's earnings that is allocated to each share of common stock. To calculate Earnings per Share investors will need to take a company's net income, subtract any dividends for preferred stock, and divide it by the number of average outstanding shares. EPS is usually presented in two different ways: basic and diluted. Fully diluted Earnings per Share takes into account effects of warrants, options, and convertible securities and is generally viewed by analysts as a more accurate measure.
Earnings per Share 
 = 
Earnings 
Average Shares 
More About Earnings Per Share | All Equity Analysis

Current Blackrock Earnings Per Share

    
  37.61 X  
Most of Blackrock's fundamental indicators, such as Earnings Per Share, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Blackrock is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Blackrock Earnings Per Share Historical Pattern

Today, most investors in Blackrock Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Blackrock's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's earnings per share growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Blackrock earnings per share as a starting point in their analysis.
   Blackrock Earnings Per Share   
Share
       Timeline  
Earnings per Share is one of the most critical measures of the firm's current share price and is used by investors to determine the overall company profitability, especially when compared to the EPS of similar companies.
Compare to competition

Blackrock Shareholders Equity

Shareholders Equity

37.34 Billion

Blackrock Shareholders Equity is increasing as compared to previous years. The last year's value of Shareholders Equity was reported at 37.69 Billion
According to the company disclosure, Blackrock has an Earnings Per Share of 37.61 times. This is much higher than that of the Financial Services sector and notably higher than that of the Asset Management industry. The earnings per share for all United States stocks is notably lower than that of the firm.

Blackrock Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Blackrock's current stock value. Our valuation model uses many indicators to compare Blackrock value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Blackrock competition to find correlations between indicators driving Blackrock's intrinsic value. More Info.
Blackrock is the top company in total debt category among related companies. It is the top company in current valuation category among related companies reporting about  11.28  of Current Valuation per Total Debt. Blackrock Total Debt is increasing as compared to previous years. The last year's value of Total Debt was reported at 9.32 Billion. Comparative valuation analysis is a catch-all model that can be used if you cannot value Blackrock by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Blackrock's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Blackrock's earnings, one of the primary drivers of an investment's value.

Blackrock Current Valuation Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Blackrock's direct or indirect competition against its Current Valuation to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Blackrock could also be used in its relative valuation, which is a method of valuing Blackrock by comparing valuation metrics of similar companies.
Blackrock is currently under evaluation in current valuation category among related companies.

Blackrock Current Valuation Drivers

We derive many important indicators used in calculating different scores of Blackrock from analyzing Blackrock's financial statements. These drivers represent accounts that assess Blackrock's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Blackrock's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee357.55 K288.93 K276.3 K298.09 K320.71 K283.19 K
Revenue Per Employee898.63 K952.89 K897.47 K979.44 K1.05 M941.72 K
Average Assets222.22 B186.5 B165.21 B162.12 B168.28 B171.37 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA5.67 B5.79 B6.34 B6.85 B8.63 B7.73 B
Earnings Before Interest Taxes and Depreciation Amortization USD5.67 B5.79 B6.34 B6.85 B8.63 B7.73 B
Earnings before Tax5.22 B5.38 B5.74 B6.17 B7.87 B7.01 B
Average Equity30.14 B32.22 B32.29 B33.72 B36.48 B36.29 B
Enterprise Value81.12 B60.41 B79.11 B110.76 B140.15 B114.38 B
Free Cash Flow3.79 B2.87 B2.63 B3.55 B4.6 B4.19 B
Invested Capital187.61 B126.7 B135.82 B143.52 B118.84 B132.38 B
Invested Capital Average190.62 B154.06 B133.85 B130.09 B134.95 B141.19 B
Market Capitalization82.36 B61.95 B77.6 B110.04 B139.09 B113.22 B
Tangible Asset Value189.63 B128.21 B135.69 B144.17 B118.84 B132.21 B

Blackrock ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Blackrock's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Blackrock's managers, analysts, and investors.
Environment Score
Governance Score
Social Score

Blackrock Fundamentals

About Blackrock Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Blackrock's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Blackrock using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Blackrock based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Last ReportedProjected for 2022
Cost of Revenue3.5 BB
Revenues19.4 B17.6 B
Revenue to Assets 0.13  0.14 
Revenue Per Employee1.1 M941.7 K
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. 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. Blackrock operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 18400 people.

Blackrock Investors Sentiment

The influence of Blackrock's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Blackrock. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Investor biases related to Blackrock's public news can be used to forecast risks associated with investment in Blackrock. The trend in average sentiment can be used to explain how an investor holding Blackrock can time the market purely based on public headlines and social activities around Blackrock. Please note that most equiteis that are difficult to arbitrage are affected by market sentiment the most.
Blackrock's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Blackrock's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Blackrock's news discussions. The higher the estimate score, the more favorable is the investor's outlook on Blackrock.

Blackrock Implied Volatility

    
  28.95  
Blackrock's implied volatility exposes the market's sentiment of Blackrock stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Blackrock's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Blackrock stock will not fluctuate a lot when Blackrock's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Blackrock in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Blackrock's short interest history, or implied volatility extrapolated from Blackrock options trading.

Pair Trading with Blackrock

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Blackrock position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Blackrock will appreciate offsetting losses from the drop in the long position's value.

Moving together with Blackrock

0.89BENFranklin Resources Fiscal Year End 7th of November 2022 PairCorr
0.61ICMBInvestcorp Credit Fiscal Year End 24th of August 2022 PairCorr

Moving against Blackrock

0.81ACCAmerican Campus Comm DelistingPairCorr
0.59BGSXBuild Acquisition Corp Earnings Call  This WeekPairCorr
The ability to find closely correlated positions to Blackrock could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Blackrock when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Blackrock - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Blackrock to buy it.
The correlation of Blackrock is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Blackrock moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Blackrock moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Blackrock can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Blackrock Piotroski F Score and Blackrock Altman Z Score analysis. Note that the Blackrock information on this page should be used as a complementary analysis to other Blackrock's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

Complementary Tools for Blackrock Stock analysis

When running Blackrock price analysis, check to measure Blackrock's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Blackrock is operating at the current time. Most of Blackrock's value examination focuses on studying past and present price action to predict the probability of Blackrock's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Blackrock's price. Additionally, you may evaluate how the addition of Blackrock to your portfolios can decrease your overall portfolio volatility.
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Go
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Is Blackrock's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Blackrock. If investors know Blackrock will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Blackrock listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
-0.21
Market Capitalization
109.9 B
Quarterly Revenue Growth YOY
-0.061
Return On Assets
0.0307
Return On Equity
0.15
The market value of Blackrock is measured differently than its book value, which is the value of Blackrock that is recorded on the company's balance sheet. Investors also form their own opinion of Blackrock's value that differs from its market value or its book value, called intrinsic value, which is Blackrock's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Blackrock's market value can be influenced by many factors that don't directly affect Blackrock's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Blackrock's value and its price as these two are different measures arrived at by different means. Investors typically determine Blackrock value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Blackrock's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.