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Upturn AI SWOT - About
BLK 
BlackRock Inc (BLK)
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Upturn Advisory Summary
08/28/2025: BLK (3-star) is a STRONG-BUY. BUY since 74 days. Profits (17.52%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
17 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $1165.2
1 Year Target Price $1165.2
| 9 | Strong Buy |
| 7 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 49.03% | Avg. Invested days 78 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 175.24B USD | Price to earnings Ratio 27.32 | 1Y Target Price 1165.2 |
Price to earnings Ratio 27.32 | 1Y Target Price 1165.2 | ||
Volume (30-day avg) 17 | Beta 1.43 | 52 Weeks Range 769.66 - 1171.89 | Updated Date 08/28/2025 |
52 Weeks Range 769.66 - 1171.89 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 1.81% | Basic EPS (TTM) 41.42 |
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 29.69% | Operating Margin (TTM) 34.23% |
Management Effectiveness
Return on Assets (TTM) 3.61% | Return on Equity (TTM) 13.92% |
Valuation
Trailing PE 27.32 | Forward PE 23.92 | Enterprise Value 178296681749 | Price to Sales(TTM) 8.12 |
Enterprise Value 178296681749 | Price to Sales(TTM) 8.12 | ||
Enterprise Value to Revenue 8.26 | Enterprise Value to EBITDA 18.26 | Shares Outstanding 154852992 | Shares Floating 143697703 |
Shares Outstanding 154852992 | Shares Floating 143697703 | ||
Percent Insiders 1.99 | Percent Institutions 83.25 |
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 focused on institutional fixed-income asset management, it grew through acquisitions, including Merrill Lynch Investment Management in 2006 and Barclays Global Investors (BGI) in 2009, which brought iShares ETF platform.
Core Business Areas
- Investment Management: Offers a range of investment strategies across asset classes (equities, fixed income, alternatives) to institutional and retail clients. Includes actively managed funds and index-tracking products.
- Advisory and Risk Management: Provides advisory services, risk management, and technology services to institutional clients. Includes Aladdin, a portfolio management platform.
Leadership and Structure
Larry Fink is the Chairman and CEO. The organizational structure includes business segments for Investment Management and Technology & Risk Management, supported by functional departments like Legal & Compliance, Finance, and Human Resources.
Top Products and Market Share
Key Offerings
- iShares ETFs: Exchange-Traded Funds (ETFs) that track various market indexes. BlackRock is the largest ETF provider globally. Market Share ~ 30%. Competitors: Vanguard, State Street.
- Aladdin Platform: End-to-end portfolio management system. Competitors: Bloomberg, SimCorp.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing demand for passive investments, growing regulatory scrutiny, and technological advancements. Competition is intense, with both large and niche players.
Positioning
BlackRock is the world's largest asset manager, benefiting from its scale, brand recognition, and diversified product offerings. Its competitive advantage lies in its technology platform (Aladdin) and global reach.
Total Addressable Market (TAM)
The global assets under management (AUM) is in the hundreds of trillions of dollars. BlackRock is positioned to capture a significant portion of this TAM due to its market leadership.
Upturn SWOT Analysis
Strengths
- Global Scale and Reach
- Brand Recognition
- Diversified Product Offerings
- Technological Expertise (Aladdin)
- Strong Institutional Client Relationships
Weaknesses
- Dependence on Market Performance
- Reputational Risks (ESG focus controversies)
- Potential Conflicts of Interest (large ownership in companies)
- High Fixed Cost Base
Opportunities
- Growth in Emerging Markets
- Increasing Demand for Sustainable Investing
- Technological Innovation (AI, Blockchain)
- Expansion of Advisory Services
Threats
- Market Volatility and Economic Downturns
- Increased Regulatory Scrutiny
- Intense Competition and Fee Pressure
- Geopolitical Risks
Competitors and Market Share
Key Competitors
- Vanguard (Private)
- State Street (STT)
- Fidelity (Private)
- JPMorgan Chase (JPM)
- Goldman Sachs (GS)
Competitive Landscape
BlackRock's size and diversified product offerings give it a competitive advantage. However, Vanguard's low-cost index funds and State Street's institutional focus pose significant competition.
Major Acquisitions
Kreos Capital
- Year: 2023
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expands its reach into the venture debt market, offering clients access to fast-growing technology and healthcare companies.
Growth Trajectory and Initiatives
Historical Growth: BlackRock has grown significantly over the past decade, driven by acquisitions and organic growth in AUM.
Future Projections: Analysts project continued growth in AUM and revenue, driven by market appreciation and net inflows.
Recent Initiatives: Focus on sustainable investing (ESG), expanding its technology platform (Aladdin), and growing its private markets business.
Summary
BlackRock is a dominant force in asset management, leveraging its scale and technology. Its diversified product offerings, particularly iShares ETFs and the Aladdin platform, contribute to its success. However, market volatility, regulatory scrutiny and ESG focus are areas to watch and the firm will have to adapt to changing market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10K, 10Q), Market Research Reports, Analyst Estimates, Investopedia
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly.
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 22700 | Website https://www.blackrock.com |
Full time employees 22700 | Website https://www.blackrock.com | ||
BlackRock, Inc. is a privately 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
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