Company Analysis BlackRock
1. Summary
Disadvantages
- Price (988.25 $) is higher than fair price (512.75 $)
- Dividends (2.1%) are below the sector average (2.98%).
- The stock's return over the last year (11.9%) is lower than the sector average (21.82%).
- Current debt level 10.26% has increased over 5 years from 2.94%.
- The company's current efficiency (ROE=15.35%) is lower than the sector average (ROE=16.53%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| BlackRock | Financials | Index | |
|---|---|---|---|
| 7 days | -0.1% | 15.2% | -0.5% |
| 90 days | 10.2% | 1% | 6.4% |
| 1 year | 11.9% | 21.8% | 10.4% |
BLK vs Sector: BlackRock has significantly underperformed the "Financials" sector by -9.91% over the past year.
BLK vs Market: BlackRock has outperformed the market by 1.48% 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 0.2289% 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 (988.25 $) is higher than the fair price (512.75 $).
Price is higher than fair: The current price (988.25 $) is 48.1% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (24.46) is lower than that of the sector as a whole (63.37).
P/E vs Market: The company's P/E (24.46) is lower than that of the market as a whole (62.08).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (3.16) is higher than that of the sector as a whole (2.7).
P/BV vs Market: The company's P/BV (3.16) is lower than that of the market as a whole (20.84).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (7.63) is higher than that of the sector as a whole (4.12).
P/S vs Market: The company's P/S indicator (7.63) is lower than that of the market as a whole (16.02).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (19.37) is higher than that of the sector as a whole (-69.15).
EV/Ebitda vs Market: The company's EV/Ebitda (19.37) is lower than that of the market as a whole (27.1).
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 5.84% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (5.84%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-52.19%).
5.4. ROE
ROE vs Sector: The company's ROE (15.35%) is lower than that of the sector as a whole (16.53%).
ROE vs Market: The company's ROE (15.35%) is lower than that of the market as a whole (43%).
5.5. ROA
ROA vs Sector: The company's ROA (4.87%) is higher than that of the sector as a whole (3.56%).
ROA vs Market: The company's ROA (4.87%) is lower than that of the market as a whole (23.28%).
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 (9.2%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 2.1% is below the average for the sector '2.98%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.1% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 2.1% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (48.69%) are at a comfortable level.
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