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BLK 
BlackRock Inc (BLK)
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Upturn Advisory Summary
12/04/2025: BLK (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
17 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $1328.64
1 Year Target Price $1328.64
| 9 | Strong Buy |
| 7 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 46.39% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 167.54B USD | Price to earnings Ratio 26.74 | 1Y Target Price 1328.64 |
Price to earnings Ratio 26.74 | 1Y Target Price 1328.64 | ||
Volume (30-day avg) 17 | Beta 1.48 | 52 Weeks Range 766.05 - 1219.94 | Updated Date 12/4/2025 |
52 Weeks Range 766.05 - 1219.94 | Updated Date 12/4/2025 | ||
Dividends yield (FY) 2.00% | Basic EPS (TTM) 40.39 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 26.64% | Operating Margin (TTM) 32.14% |
Management Effectiveness
Return on Assets (TTM) 3.41% | Return on Equity (TTM) 12.07% |
Valuation
Trailing PE 26.74 | Forward PE 19.34 | Enterprise Value 163792636305 | Price to Sales(TTM) 7.32 |
Enterprise Value 163792636305 | Price to Sales(TTM) 7.32 | ||
Enterprise Value to Revenue 7.16 | Enterprise Value to EBITDA 16.86 | Shares Outstanding 155150909 | Shares Floating 144009522 |
Shares Outstanding 155150909 | Shares Floating 144009522 | ||
Percent Insiders 1.98 | Percent Institutions 83.26 |
Upturn AI SWOT
BlackRock Inc
Company Overview
History and Background
BlackRock Inc. was founded in 1988 by Larry Fink, Robert Kapito, Susan Wagner, and others, initially as a risk management and fixed income institutional asset manager. It evolved into a global asset management firm through organic growth and strategic acquisitions.
Core Business Areas
- Investment Management: Provides investment strategies across various asset classes, including equities, fixed income, alternatives, and multi-asset solutions, to institutional and retail clients globally.
- Technology Services: Offers Aladdin, an end-to-end investment management platform that provides risk management, portfolio construction, and trading capabilities to institutional investors.
Leadership and Structure
Larry Fink is the Chairman and CEO. The organizational structure includes various investment divisions, technology teams, and support functions, operating under a global framework.
Top Products and Market Share
Key Offerings
- iShares ETFs: A leading provider of exchange-traded funds (ETFs), offering a diverse range of investment strategies and asset class exposures. BlackRock is the largest ETF provider globally. Competitors include Vanguard and State Street.
- Aladdin Platform: An end-to-end investment management platform used by institutional investors for portfolio management, risk analysis, and trading. Competitors include SimCorp Dimension and Charles River Development.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing globalization, regulatory scrutiny, and technological disruption, with a growing demand for passive investment strategies and ESG-focused products.
Positioning
BlackRock is the world's largest asset manager, benefiting from its scale, brand recognition, and diverse product offerings. Its competitive advantages include its global reach, technological capabilities, and strong relationships with institutional clients.
Total Addressable Market (TAM)
The global assets under management market is estimated to be in the trillions of dollars. BlackRock is positioned to capture a significant portion of this market through its diverse product offerings and global presence.
Upturn SWOT Analysis
Strengths
- Scale and Global Reach
- Brand Recognition
- Diversified Product Offerings
- Technological Capabilities (Aladdin)
- Strong Institutional Client Relationships
Weaknesses
- Reputational Risk (ESG concerns)
- Dependence on Market Performance
- Fee Pressure
- Complexity of Operations
Opportunities
- Growth in Passive Investing
- Expansion in Emerging Markets
- Increasing Demand for ESG Products
- Technological Innovation
- Acquisitions and Strategic Partnerships
Threats
- Increased Competition
- Regulatory Changes
- Market Volatility
- Geopolitical Risks
- Cybersecurity Threats
Competitors and Market Share
Key Competitors
- Vanguard (Not Listed)
- State Street (STT)
- Fidelity (Not Listed)
Competitive Landscape
BlackRock's advantages over its competitors include its scale, brand recognition, and the Aladdin platform. However, it faces increasing competition from low-cost providers like Vanguard and specialized asset managers.
Major Acquisitions
Cachematrix
- Year: 2017
- Acquisition Price (USD millions): 125
- Strategic Rationale: Expanded BlackRock's technology offerings for cash management.
eFront
- Year: 2019
- Acquisition Price (USD millions): 1300
- Strategic Rationale: Enhanced BlackRock's alternatives investment capabilities and technology.
Growth Trajectory and Initiatives
Historical Growth: BlackRock has experienced significant growth in assets under management (AUM) and revenue over the past decade, driven by organic growth, acquisitions, and market appreciation.
Future Projections: Analyst estimates project continued growth in AUM and revenue, driven by the secular trend toward passive investing and the increasing demand for ESG products. Growth rates are expected to be moderate.
Recent Initiatives: Recent initiatives include expanding its ETF offerings, investing in technology (Aladdin), and focusing on sustainable investing.
Summary
BlackRock is a robust global asset manager benefiting from its scale, diverse offerings, and technological edge via Aladdin. Its strong brand and institutional relationships drive growth, but reputational risks and market volatility pose challenges. Expanding in ESG and emerging markets offers opportunities, while increased competition demands innovation. The company's consistent financial performance and shareholder returns underscore its resilience and strategic positioning.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BlackRock Investor Relations, SEC Filings, Analyst Reports, Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered as investment advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BlackRock Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1999-10-01 | Founder, CEO & Chairman Mr. Laurence Douglas Fink | ||
Sector Financial Services | Industry Asset Management | Full time employees 24600 | Website https://www.blackrock.com |
Full time employees 24600 | Website https://www.blackrock.com | ||
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, New York with additional offices in A
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