Company Analysis BlackRock
1. Summary
Advantages
- The company's current efficiency (ROE=13.98%) is higher than the sector average (ROE=10.99%)
Disadvantages
- Price (973.48 $) is higher than fair price (443.57 $)
- Dividends (2.26%) are below the sector average (2.69%).
- The stock's return over the last year (18.69%) is lower than the sector average (24.61%).
- Current debt level 7.23% has increased over 5 years from 2.94%.
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
10 march 03:43 BlackRock inks $23B deal for Panama Canal ports
3 march 03:33 BlackRock drops DEI references from annual report
2.3. Market efficiency
| BlackRock | Financials | Index | |
|---|---|---|---|
| 7 days | 1.7% | -1.3% | -2.2% |
| 90 days | -7.7% | 12.6% | -4.3% |
| 1 year | 18.7% | 24.6% | 7.4% |
BLK vs Sector: BlackRock has significantly underperformed the "Financials" sector by -5.92% over the past year.
BLK vs Market: BlackRock has outperformed the market by 11.31% over the past year.
Stable price: BLK is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: BLK with weekly volatility of 0.3594% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (973.48 $) is higher than the fair price (443.57 $).
Price is higher than fair: The current price (973.48 $) is 54.4% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (21.98) is lower than that of the sector as a whole (62.98).
P/E vs Market: The company's P/E (21.98) is lower than that of the market as a whole (73.03).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (2.93) is higher than that of the sector as a whole (1.47).
P/BV vs Market: The company's P/BV (2.93) is lower than that of the market as a whole (22.33).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (6.48) is higher than that of the sector as a whole (3.6).
P/S vs Market: The company's P/S indicator (6.48) is lower than that of the market as a whole (16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (16.33) is higher than that of the sector as a whole (-77.97).
EV/Ebitda vs Market: The company's EV/Ebitda (16.33) is lower than that of the market as a whole (23.03).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 2.32% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (2.32%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-71.87%).
5.4. ROE
ROE vs Sector: The company's ROE (13.98%) is higher than that of the sector as a whole (10.99%).
ROE vs Market: The company's ROE (13.98%) is lower than that of the market as a whole (25.16%).
5.5. ROA
ROA vs Sector: The company's ROA (4.47%) is higher than that of the sector as a whole (3.23%).
ROA vs Market: The company's ROA (4.47%) is lower than that of the market as a whole (6.67%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (13.94%) is higher than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (13.94%) is higher than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 2.26% is below the average for the sector '2.69%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.26% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 2.26% has been growing over the last 5 years. Growth over 15 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (55.16%) are at a comfortable level.
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