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Upturn AI SWOT - About
BLK 
BlackRock Inc (BLK)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/21/2025: BLK (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $1300.75
1 Year Target Price $1300.75
| 9 | Strong Buy |
| 7 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 46.22% | Avg. Invested days 69 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/21/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 180.10B USD | Price to earnings Ratio 29.85 | 1Y Target Price 1300.75 |
Price to earnings Ratio 29.85 | 1Y Target Price 1300.75 | ||
Volume (30-day avg) 17 | Beta 1.46 | 52 Weeks Range 766.05 - 1219.94 | Updated Date 10/21/2025 |
52 Weeks Range 766.05 - 1219.94 | Updated Date 10/21/2025 | ||
Dividends yield (FY) 1.79% | Basic EPS (TTM) 38.86 |
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 2025-10-14 | When Before Market | Estimate 11.34 | Actual 11.55 |
Profitability
Profit Margin 26.64% | Operating Margin (TTM) 32.14% |
Management Effectiveness
Return on Assets (TTM) 3.61% | Return on Equity (TTM) 13.92% |
Valuation
Trailing PE 29.85 | Forward PE 22.03 | Enterprise Value 182773491721 | Price to Sales(TTM) 7.87 |
Enterprise Value 182773491721 | Price to Sales(TTM) 7.87 | ||
Enterprise Value to Revenue 8.47 | Enterprise Value to EBITDA 18.72 | Shares Outstanding 155100000 | Shares Floating 143943657 |
Shares Outstanding 155100000 | Shares Floating 143943657 | ||
Percent Insiders 1.98 | Percent Institutions 83.02 |
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 as a risk management and institutional asset management firm. It evolved from a division of The Blackstone Group and became a publicly traded company in 1999. BlackRock has grown through organic expansion and acquisitions, becoming the world's largest asset manager.
Core Business Areas
- Investment Management: Offers a range of investment strategies across asset classes, including equity, fixed income, alternatives, and multi-asset strategies, serving institutional and retail clients.
- Technology and Risk Management (Aladdin): Provides investment management technology, risk analytics, and enterprise investment system services through its Aladdin platform to institutional investors.
- Advisory and Other Services: Offers financial advisory and consulting services, including risk management, regulatory advice, and strategic advice to institutional clients.
Leadership and Structure
Larry Fink is the Chairman and CEO. The organizational structure includes various investment management teams, technology divisions (focused on Aladdin), and a global network of client relationship managers.
Top Products and Market Share
Key Offerings
- iShares ETFs: Exchange-Traded Funds (ETFs) offering diverse investment exposures across markets and asset classes. BlackRock is the largest ETF provider globally, holding around 31% of the global ETF market share. Competitors include Vanguard, State Street, and Invesco. Revenue is a significant portion of BlackRock's total revenue (disclosed in annual reports).
- Aladdin Platform: An end-to-end investment management technology platform used by institutional investors for portfolio construction, risk management, and trading. BlackRock's key competitors in this sector include SimCorp and FactSet. Aladdin generates substantial revenues for BlackRock through subscriptions.
- Active Management: Actively managed portfolios across various asset classes, seeking to outperform benchmarks. BlackRock's competitors include Capital Group, Fidelity, and PIMCO. BlackRock's active management strategies contribute a large portion of its assets under management (AUM) and revenue.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and influenced by macroeconomic trends, regulatory changes, and technological advancements. There is increasing demand for passive investment strategies and ESG-focused products.
Positioning
BlackRock is a leading global asset manager, known for its scale, diversified product offerings, and advanced technology. Its competitive advantages include its brand reputation, global distribution network, and the Aladdin platform.
Total Addressable Market (TAM)
The global asset management market is estimated to be hundreds of trillions of dollars. BlackRock is positioned to capture a significant portion of this TAM through its diversified product offerings and global reach.
Upturn SWOT Analysis
Strengths
- Global scale and AUM
- Strong brand reputation
- Technological capabilities (Aladdin)
- Diversified product offerings
- Extensive distribution network
Weaknesses
- Dependence on market performance
- Potential for regulatory scrutiny
- Key person risk (Larry Fink)
- Reputational risk from ESG controversies
- Fee pressure in passive management
Opportunities
- Growth in emerging markets
- Expansion of ESG investing
- Technological innovation (AI, data analytics)
- Increasing demand for retirement solutions
- Acquisitions of smaller asset managers
Threats
- Market downturns
- Increased competition
- Regulatory changes
- Geopolitical risks
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- Vanguard
- State Street (STATE)
- Fidelity
- Capital Group
- PIMCO (Allianz SE ADR: AZSEY)
Competitive Landscape
BlackRock's advantages include its scale, brand, and technology. Disadvantages include higher fees compared to Vanguard and increased regulatory scrutiny.
Major Acquisitions
Kreos Capital
- Year: 2023
- Acquisition Price (USD millions): 900
- Strategic Rationale: Bolster its private debt capabilities.
Aperio
- Year: 2020
- Acquisition Price (USD millions): 1050
- Strategic Rationale: Expanded custom indexing capabilities
Growth Trajectory and Initiatives
Historical Growth: BlackRock has experienced significant growth in AUM and revenue over the past decade, driven by organic growth and acquisitions.
Future Projections: Analysts expect BlackRock to continue growing AUM and revenue in the coming years, driven by growth in passive investing, ESG, and emerging markets. Check analyst reports for specific projections.
Recent Initiatives: Recent initiatives include expanding its ESG offerings, investing in technology, and growing its presence in emerging markets.
Summary
BlackRock is a dominant force in the asset management industry with strong brand recognition and technological capabilities. Its scale and diversified offerings provide a competitive edge, though it faces increasing competition and regulatory scrutiny. Market downturns and reputational risk pose challenges, but growth opportunities in ESG and emerging markets remain substantial. Overall, BlackRock is a well-positioned company but must carefully navigate the evolving landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Investor Relations
- SEC Filings
- Bloomberg
- MarketWatch
- Analyst Reports (e.g., Morningstar, S&P Capital IQ)
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market data and financial metrics are subject to change. Investment decisions should be based on individual risk tolerance and financial circumstances.
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 21100 | Website https://www.blackrock.com |
Full time employees 21100 | 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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