Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
BLK 
BlackRock Inc (BLK)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/03/2025: 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 $1069.96
1 Year Target Price $1069.96
| 9 | Strong Buy |
| 7 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 42.66% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 167.65B USD | Price to earnings Ratio 26.32 | 1Y Target Price 1069.96 |
Price to earnings Ratio 26.32 | 1Y Target Price 1069.96 | ||
Volume (30-day avg) 17 | Beta 1.42 | 52 Weeks Range 769.00 - 1082.48 | Updated Date 07/4/2025 |
52 Weeks Range 769.00 - 1082.48 | Updated Date 07/4/2025 | ||
Dividends yield (FY) 1.99% | Basic EPS (TTM) 41.12 |
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 30.09% | Operating Margin (TTM) 34.74% |
Management Effectiveness
Return on Assets (TTM) 3.67% | Return on Equity (TTM) 13.93% |
Valuation
Trailing PE 26.32 | Forward PE 23.58 | Enterprise Value 170407321593 | Price to Sales(TTM) 8 |
Enterprise Value 170407321593 | Price to Sales(TTM) 8 | ||
Enterprise Value to Revenue 8.13 | Enterprise Value to EBITDA 18.19 | Shares Outstanding 154926000 | Shares Floating 143760651 |
Shares Outstanding 154926000 | Shares Floating 143760651 | ||
Percent Insiders 2.01 | Percent Institutions 82.68 |
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. It started as a risk management and institutional asset management firm, later expanding into retail investment and technology services through acquisitions and organic growth.
Core Business Areas
- Investment Management: Offers a wide range of investment strategies across asset classes, including equities, fixed income, alternatives, and multi-asset solutions for institutional and retail clients.
- Technology Services (Aladdin): Provides an end-to-end investment management platform, Aladdin, which offers portfolio management, risk analytics, and trading capabilities to institutional investors.
Leadership and Structure
Larry Fink is the Chairman and CEO. The organizational structure consists of various investment teams and functional departments reporting to senior management.
Top Products and Market Share
Key Offerings
- Market Share (%): 31
- iShares ETFs: BlackRock's iShares ETFs are a leading provider of exchange-traded funds, offering a diverse range of investment strategies across various asset classes and geographies. BlackRock is the largest ETF provider with roughly 31% of the global market share (as of Q4 2023). Competitors include Vanguard and State Street.
- Aladdin: Aladdin is BlackRock's proprietary investment management platform, used by institutional investors for portfolio management, risk analytics, and trading. It is estimated to manage over $20 trillion in assets. Competitors include SimCorp Dimension, Charles River IMS, and Bloomberg PORT.
- Market Share (%):
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, regulatory scrutiny, and a shift towards passive investing. Technological advancements and data analytics are playing a growing role.
Positioning
BlackRock is the world's largest asset manager, benefiting from its scale, diversified product offerings, and strong brand recognition. Its Aladdin platform provides a competitive advantage.
Total Addressable Market (TAM)
The global assets under management (AUM) market is estimated to be hundreds of trillions of dollars. BlackRock, with AUM of around $10 trillion, has a significant share but also considerable room for growth, especially in emerging markets and alternative investments.
Upturn SWOT Analysis
Strengths
- Largest asset manager globally
- Diversified product offerings
- Strong brand reputation
- Proprietary technology platform (Aladdin)
- Global presence
Weaknesses
- High dependence on market performance
- Reputational risks associated with ESG controversies
- Potential conflicts of interest due to its size and influence
- High fixed cost base
Opportunities
- Growth in passive investing
- Expansion into emerging markets
- Increasing demand for alternative investments
- Technological innovation in asset management
- Increased focus on sustainable investing
Threats
- Increased competition from other asset managers
- Regulatory changes
- Economic downturns
- Geopolitical risks
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- Vanguard (Private)
- State Street (STT)
- Fidelity (Private)
- Invesco (IVZ)
- T. Rowe Price (TROW)
Competitive Landscape
BlackRock's scale and diversified product offerings provide a competitive advantage. However, Vanguard's low-cost index funds and State Street's strong institutional relationships pose significant challenges.
Major Acquisitions
Aperio Group
- Year: 2020
- Acquisition Price (USD millions): 1050
- Strategic Rationale: Expanded BlackRock's personalized indexing capabilities and strengthened its position in the separately managed accounts (SMA) market.
Growth Trajectory and Initiatives
Historical Growth: BlackRock has experienced significant growth in AUM and revenue over the past decade, driven by both organic growth and acquisitions.
Future Projections: Analysts project continued growth for BlackRock, driven by the trends in passive investing, alternative investments, and emerging markets. Growth rates are expected to be in the mid-single digits.
Recent Initiatives: BlackRock is focusing on expanding its presence in private markets, enhancing its technology capabilities, and integrating sustainability into its investment processes.
Summary
BlackRock is a dominant force in the asset management industry with strong fundamentals and a well-diversified business. Its scale and Aladdin platform provide significant competitive advantages. However, it faces challenges from increased competition, regulatory scrutiny, and market volatility, and is always in search of new acquisitions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports (10-K, 10-Q), Investor presentations, Analyst reports, Market data providers (e.g., Bloomberg, FactSet), Industry publications
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data are estimates and may vary depending on the source. Financial data is based on publicly available information and may not be comprehensive. Investment decisions should be made 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 | Chairman, CEO & Member of Board of Directors Mr. Laurence Douglas Fink | ||
Sector Financial Services | Industry Asset Management | Full time employees 22600 | Website https://www.blackrock.com |
Full time employees 22600 | 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
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.