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Upturn AI SWOT - About
BLK 
BlackRock Inc (BLK)
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Upturn Advisory Summary
04/16/2025: BLK (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 32.99% | 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 04/16/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 137.54B USD | Price to earnings Ratio 21.55 | 1Y Target Price 1029.2 |
Price to earnings Ratio 21.55 | 1Y Target Price 1029.2 | ||
Volume (30-day avg) 1071971 | Beta 1.39 | 52 Weeks Range 731.12 - 1078.33 | Updated Date 04/23/2025 |
52 Weeks Range 731.12 - 1078.33 | Updated Date 04/23/2025 | ||
Dividends yield (FY) 2.35% | Basic EPS (TTM) 41.17 |
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 2025-04-11 | When Before Market | Estimate 10.14 | Actual 11.3 |
Profitability
Profit Margin 30.09% | Operating Margin (TTM) 36.35% |
Management Effectiveness
Return on Assets (TTM) 3.67% | Return on Equity (TTM) 14.38% |
Valuation
Trailing PE 21.55 | Forward PE 19.84 | Enterprise Value 137175869036 | Price to Sales(TTM) 6.56 |
Enterprise Value 137175869036 | Price to Sales(TTM) 6.56 | ||
Enterprise Value to Revenue 6.55 | Enterprise Value to EBITDA 15.03 | Shares Outstanding 155022000 | Shares Floating 144518900 |
Shares Outstanding 155022000 | Shares Floating 144518900 | ||
Percent Insiders 2.03 | Percent Institutions 83.96 |
Analyst Ratings
Rating 4.28 | Target Price 1150 | Buy 5 | Strong Buy 9 |
Buy 5 | Strong Buy 9 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
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 focusing on institutional asset management. It has grown through organic growth and acquisitions to become the world's largest asset manager.
Core Business Areas
- Investment Management: Offers a range of investment strategies across asset classes, including equities, fixed income, alternatives, and multi-asset strategies, through actively managed and index-tracking funds.
- Technology Services: Provides investment management technology platforms, most notably Aladdin, to institutional investors and other asset managers.
- Advisory: Offers financial advisory services to institutional clients on a variety of topics including portfolio construction, risk management, and regulatory changes.
Leadership and Structure
Larry Fink is the Chairman and CEO. The company has a well-defined organizational structure with various departments responsible for different aspects of the business, including investment management, technology, and client service.
Top Products and Market Share
Key Offerings
- iShares ETFs: BlackRock's iShares ETFs are a leading provider of exchange-traded funds, offering exposure to various asset classes and investment strategies. BlackRock holds ~30% of the US ETF market share. Competitors include Vanguard and State Street.
- Aladdin: Aladdin is an end-to-end investment management platform used by institutional investors. It provides portfolio management, risk management, and trading capabilities. While specific revenue figures are not public, it generates billions in revenue annually. Competitors include SimCorp Dimension and Charles River IMS.
- Actively Managed Funds: BlackRock offers actively managed funds across asset classes with the goal of outperforming benchmarks. Revenue fluctuates with market performance and AUM. Competitors include Fidelity, Capital Group, and T. Rowe Price.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee compression, regulatory changes, and a growing demand for passive investment strategies and sustainable investing.
Positioning
BlackRock is a dominant player in the asset management industry due to its scale, diversified product offerings, and strong brand recognition. Its competitive advantages include its global reach, technology platform (Aladdin), and low-cost ETFs.
Total Addressable Market (TAM)
The global asset management market is estimated at over $100 trillion. BlackRock is positioned well to capture a significant portion of this TAM due to its diversified product offerings and global presence.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Leading market share in ETFs
- Sophisticated technology platform (Aladdin)
- Diversified product offerings
- Strong distribution network
- Large AUM (Assets Under Management)
Weaknesses
- High dependence on market performance
- Potential for reputational risk
- Sensitivity to regulatory changes
- Concentration of AUM in a few large clients
- Fees are under pressure
Opportunities
- Growth in emerging markets
- Increasing demand for sustainable investing
- Expansion of technology services
- Acquisitions of smaller asset managers
- Increasing adoption of ETFs
Threats
- Market downturns
- Increased competition from low-cost providers
- Regulatory changes
- Geopolitical risks
- Cybersecurity threats
- Loss of key personnel
Competitors and Market Share
Key Competitors
- Vanguard
- State Street (STT)
- Fidelity
Competitive Landscape
BlackRock's advantages include its scale, global reach, and technology platform. Disadvantages include potential regulatory scrutiny due to its size and the pressure on fees. Vanguard's advantages are its low-cost structure. State Street has specialized institutional services. Fidelity has a strong retail presence.
Major Acquisitions
Cachematrix
- Year: 2017
- Acquisition Price (USD millions):
- Strategic Rationale: Enhanced BlackRock's cash management capabilities for institutional clients.
eFront
- Year: 2019
- Acquisition Price (USD millions): 1300
- Strategic Rationale: Expanded BlackRock's alternative investment technology platform.
Growth Trajectory and Initiatives
Historical Growth: BlackRock has experienced significant growth in AUM and revenue over the past decade, driven by organic growth, acquisitions, and market appreciation.
Future Projections: Future growth is expected to be driven by continued expansion in ETFs, technology services, and emerging markets. Analysts project continued moderate growth in AUM and revenue.
Recent Initiatives: Recent strategic initiatives include investments in sustainable investing, technology, and emerging markets.
Summary
BlackRock is a dominant player in the asset management industry, leveraging its size, technology (Aladdin), and ETF market share. Strengths include global reach and diverse offerings, but it faces challenges like market volatility and fee pressure. Future growth hinges on emerging markets, sustainable investing, and continued technological advancements. Regulatory scrutiny and competition are key risks.
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Sources and Disclaimers
Data Sources:
- BlackRock Investor Relations
- SEC Filings
- MarketWatch
- Bloomberg
- Company Website
Disclaimers:
This analysis is for informational purposes only and does not constitute financial 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 | Chairman, CEO & Member of Board of Directors Mr. Laurence Douglas Fink | ||
Sector Financial Services | Industry Asset Management | Full time employees 23000 | Website https://www.blackrock.com |
Full time employees 23000 | 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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