Blackrock Stock Five Year Return

BLK Stock

USD 762.99 0.41 0.05%

BlackRock fundamentals help investors to digest information that contributes to BlackRock's financial success or failures. It also enables traders to predict the movement of BlackRock Stock. The fundamental analysis module provides a way to measure BlackRock's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to BlackRock stock.

Short Long Term Debt Total Total Assets

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

BlackRock Company Five Year Return Analysis

BlackRock's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current BlackRock Five Year Return

2.38 %

Most of BlackRock's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, BlackRock is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

BlackRock Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for BlackRock is extremely important. It helps to project a fair market value of BlackRock Stock properly, considering its historical fundamentals such as Five Year Return. Since BlackRock's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of BlackRock's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of BlackRock's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Short Term Investments	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Accounts Payable	Net Receivables	Good Will	Common Stock	Treasury Stock	Property Plant Equipment	Long Term Debt	Deferred Long Term Liab	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock	Current Deferred Revenue
Total Assets		0.48	0.01	-0.14	-0.13	0.99	0.83	0.63	0.75	0.61	0.37	0.63	0.59	0.25	-0.3	0.5	0.89	-0.23	0.03	-0.24	-0.3	0.0	-0.22	-0.4	-0.34	0.29	-0.4
Total Stockholder Equity	0.48		-0.19	0.65	0.45	0.34	0.4	0.12	0.91	0.92	0.49	0.96	0.84	-0.63	0.33	0.84	0.4	0.57	0.75	-0.43	0.61	0.65	0.4	0.43	0.43	0.06	0.33
Net Debt	0.01	-0.19		-0.27	-0.39	0.05	-0.23	-0.17	0.0	-0.06	0.13	-0.03	-0.19	0.29	0.12	0.12	0.33	-0.44	-0.03	0.0	-0.08	-0.74	-0.19	-0.02	0.04	-0.11	0.12
Retained Earnings	-0.14	0.65	-0.27		0.52	-0.27	-0.05	-0.13	0.38	0.49	0.56	0.54	0.5	-0.98	0.8	0.54	-0.18	0.97	0.79	-0.71	0.81	0.79	0.67	0.89	0.73	-0.57	0.77
Short Term Investments	-0.13	0.45	-0.39	0.52		-0.22	-0.05	-0.48	0.27	0.27	0.11	0.34	0.27	-0.57	0.01	0.27	-0.24	0.55	0.44	-0.14	0.56	0.52	0.34	0.37	0.23	0.04	0.13
Total Liab	0.99	0.34	0.05	-0.27	-0.22		0.82	0.65	0.65	0.49	0.3	0.51	0.49	0.38	-0.38	0.39	0.88	-0.35	-0.1	-0.19	-0.42	-0.12	-0.31	-0.5	-0.44	0.3	-0.49
Total Current Assets	0.83	0.4	-0.23	-0.05	-0.05	0.82		0.66	0.56	0.52	0.46	0.47	0.72	0.14	-0.26	0.46	0.61	-0.08	0.02	-0.25	-0.27	0.16	-0.17	-0.34	-0.32	0.25	-0.37
Short Term Debt	0.63	0.12	-0.17	-0.13	-0.48	0.65	0.66		0.24	0.22	0.19	0.17	0.36	0.2	-0.14	0.19	0.39	-0.16	-0.15	-0.11	-0.31	0.03	-0.1	-0.27	-0.14	0.12	-0.14
Intangible Assets	0.75	0.91	0.0	0.38	0.27	0.65	0.56	0.24		0.93	0.52	0.98	0.8	-0.32	0.14	0.8	0.73	0.27	0.54	-0.43	0.3	0.39	0.15	0.14	0.15	0.15	0.08
Accounts Payable	0.61	0.92	-0.06	0.49	0.27	0.49	0.52	0.22	0.93		0.62	0.94	0.86	-0.42	0.28	0.75	0.56	0.37	0.55	-0.48	0.33	0.51	0.17	0.23	0.26	0.04	0.24
Net Receivables	0.37	0.49	0.13	0.56	0.11	0.3	0.46	0.19	0.52	0.62		0.55	0.65	-0.41	0.56	0.63	0.35	0.46	0.49	-0.87	0.2	0.27	0.32	0.41	0.31	-0.59	0.38
Good Will	0.63	0.96	-0.03	0.54	0.34	0.51	0.47	0.17	0.98	0.94	0.55		0.82	-0.49	0.28	0.85	0.62	0.42	0.67	-0.49	0.46	0.5	0.28	0.32	0.31	0.05	0.24
Common Stock	0.59	0.84	-0.19	0.5	0.27	0.49	0.72	0.36	0.8	0.86	0.65	0.82		-0.45	0.24	0.76	0.44	0.43	0.59	-0.48	0.38	0.54	0.23	0.25	0.24	0.04	0.17
Treasury Stock	0.25	-0.63	0.29	-0.98	-0.57	0.38	0.14	0.2	-0.32	-0.42	-0.41	-0.49	-0.45		-0.75	-0.5	0.29	-0.96	-0.8	0.55	-0.88	-0.78	-0.68	-0.89	-0.76	0.46	-0.77
Property Plant Equipment	-0.3	0.33	0.12	0.8	0.01	-0.38	-0.26	-0.14	0.14	0.28	0.56	0.28	0.24	-0.75		0.34	-0.14	0.73	0.59	-0.71	0.6	0.44	0.49	0.83	0.69	-0.79	0.84
Long Term Debt	0.5	0.84	0.12	0.54	0.27	0.39	0.46	0.19	0.8	0.75	0.63	0.85	0.76	-0.5	0.34		0.46	0.43	0.77	-0.47	0.55	0.32	0.49	0.47	0.49	-0.06	0.36
Deferred Long Term Liab	0.89	0.4	0.33	-0.18	-0.24	0.88	0.61	0.39	0.73	0.56	0.35	0.62	0.44	0.29	-0.14	0.46		-0.32	0.03	-0.28	-0.3	-0.18	-0.31	-0.34	-0.33	0.18	-0.32
Net Tangible Assets	-0.23	0.57	-0.44	0.97	0.55	-0.35	-0.08	-0.16	0.27	0.37	0.46	0.42	0.43	-0.96	0.73	0.43	-0.32		0.72	-0.61	0.78	0.83	0.66	0.83	0.65	-0.52	0.67
Long Term Debt Total	0.03	0.75	-0.03	0.79	0.44	-0.1	0.02	-0.15	0.54	0.55	0.49	0.67	0.59	-0.8	0.59	0.77	0.03	0.72		-0.49	0.85	0.55	0.83	0.84	0.83	-0.3	0.67
Capital Surpluse	-0.24	-0.43	0.0	-0.71	-0.14	-0.19	-0.25	-0.11	-0.43	-0.48	-0.87	-0.49	-0.48	0.55	-0.71	-0.47	-0.28	-0.61	-0.49		-0.29	-0.44	-0.33	-0.54	-0.34	0.8	-0.48
Long Term Investments	-0.3	0.61	-0.08	0.81	0.56	-0.42	-0.27	-0.31	0.3	0.33	0.2	0.46	0.38	-0.88	0.6	0.55	-0.3	0.78	0.85	-0.29		0.57	0.69	0.87	0.8	-0.24	0.7
Short Long Term Debt	0.0	0.65	-0.74	0.79	0.52	-0.12	0.16	0.03	0.39	0.51	0.27	0.5	0.54	-0.78	0.44	0.32	-0.18	0.83	0.55	-0.44	0.57		0.44	0.54	0.43	-0.22	0.41
Cash And Equivalents	-0.22	0.4	-0.19	0.67	0.34	-0.31	-0.17	-0.1	0.15	0.17	0.32	0.28	0.23	-0.68	0.49	0.49	-0.31	0.66	0.83	-0.33	0.69	0.44		0.82	0.87	-0.37	0.68
Net Invested Capital	-0.4	0.43	-0.02	0.89	0.37	-0.5	-0.34	-0.27	0.14	0.23	0.41	0.32	0.25	-0.89	0.83	0.47	-0.34	0.83	0.84	-0.54	0.87	0.54	0.82		0.92	-0.63	0.9
Net Working Capital	-0.34	0.43	0.04	0.73	0.23	-0.44	-0.32	-0.14	0.15	0.26	0.31	0.31	0.24	-0.76	0.69	0.49	-0.33	0.65	0.83	-0.34	0.8	0.43	0.87	0.92		-0.44	0.92
Capital Stock	0.29	0.06	-0.11	-0.57	0.04	0.3	0.25	0.12	0.15	0.04	-0.59	0.05	0.04	0.46	-0.79	-0.06	0.18	-0.52	-0.3	0.8	-0.24	-0.22	-0.37	-0.63	-0.44		-0.61
Current Deferred Revenue	-0.4	0.33	0.12	0.77	0.13	-0.49	-0.37	-0.14	0.08	0.24	0.38	0.24	0.17	-0.77	0.84	0.36	-0.32	0.67	0.67	-0.48	0.7	0.41	0.68	0.9	0.92	-0.61

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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BlackRock Return On Tangible Assets

Return On Tangible Assets

0.0936

At this time, BlackRock's Return On Tangible Assets are quite stable compared to the past year.

According to the company disclosure, BlackRock has a Five Year Return of 2.38%. This is much higher than that of the Capital Markets sector and significantly higher than that of the Financials industry. The five year return for all United States stocks is notably lower than that of the firm.

BlackRock Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses BlackRock's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of BlackRock could also be used in its relative valuation, which is a method of valuing BlackRock by comparing valuation metrics of similar companies.

BlackRock is currently under evaluation in five year return category among related companies.

BlackRock Current Valuation Drivers

We derive many important indicators used in calculating different scores of BlackRock from analyzing BlackRock's financial statements. These drivers represent accounts that assess BlackRock's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of BlackRock's important valuation drivers and their relationship over time.

	2019	2020	2021	2022	2023	2024 (projected)
Market Cap	78.4B	110.7B	139.4B	106.9B	121.2B	127.3B
Enterprise Value	78.6B	109.3B	139.4B	108.0B	122.2B	128.3B

BlackRock ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, BlackRock's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to BlackRock's managers, analysts, and investors.

Environment Score

Governance Score

Social Score

BlackRock Fundamentals

	Return On Equity	0.14
	Return On Asset	0.0329
	Profit Margin	0.32 %
	Operating Margin	0.36 %
	Current Valuation	116.49 B
	Shares Outstanding	148.76 M
	Shares Owned By Insiders	0.96 %
	Shares Owned By Institutions	88.22 %
	Number Of Shares Shorted	1.82 M
	Price To Earning	19.81 X
	Price To Book	2.89 X
	Price To Sales	6.19 X
	Revenue	18.66 B
	Gross Profit	8.79 B
	EBITDA	7.47 B
	Net Income	5.5 B
	Cash And Equivalents	7.42 B
	Cash Per Share	43.42 X
	Total Debt	9.7 B
	Debt To Equity	0.22 %
	Current Ratio	1.74 X
	Book Value Per Share	264.96 X
	Cash Flow From Operations	4.14 B
	Short Ratio	3.11 X
	Earnings Per Share	39.37 X
	Price To Earnings To Growth	2.46 X
	Target Price	932.31
	Number Of Employees	19.8 K
	Beta	1.37
	Market Capitalization	113.5 B
	Total Asset	123.21 B
	Retained Earnings	32.34 B
	Working Capital	17.93 B
	Current Asset	8.32 B
	Current Liabilities	3.04 B
	Annual Yield	0.03 %
	Five Year Return	2.38 %
	Net Asset	123.21 B
	Last Dividend Paid	20.1

About BlackRock Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze BlackRock's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of BlackRock using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of BlackRock based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

BlackRock Investors Sentiment

The influence of BlackRock's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in BlackRock. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.

Investor biases related to BlackRock's public news can be used to forecast risks associated with an investment in BlackRock. The trend in average sentiment can be used to explain how an investor holding BlackRock can time the market purely based on public headlines and social activities around BlackRock. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

BlackRock's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for BlackRock's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average BlackRock's news discussions. The higher the estimated score, the more favorable is the investor's outlook on BlackRock.

BlackRock Implied Volatility

35.53

BlackRock's implied volatility exposes the market's sentiment of BlackRock stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if BlackRock's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that BlackRock stock will not fluctuate a lot when BlackRock's options are near their expiration.

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards BlackRock in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, BlackRock's short interest history, or implied volatility extrapolated from BlackRock options trading.

Pair Trading with BlackRock

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BlackRock position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BlackRock will appreciate offsetting losses from the drop in the long position's value.

Moving together with BlackRock Stock

0.65

AllianceBernstein Financial Report 24th of April 2024

Pair Corr

The ability to find closely correlated positions to BlackRock could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BlackRock when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BlackRock - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BlackRock to buy it.

The correlation of BlackRock is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BlackRock moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BlackRock moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for BlackRock can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

When determining whether BlackRock is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if BlackRock Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Blackrock Stock. Highlighted below are key reports to facilitate an investment decision about Blackrock Stock:

How To Invest In BlackRock

Details

Is BlackRock Stock a good investment?

Details

What is BlackRock's Net Worth?

Details

Largest Asset Management & Custody Banks Companies

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Largest Financial Services Companies

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Check out BlackRock Piotroski F Score and BlackRock Altman Z Score analysis.

For more information on how to buy BlackRock Stock please use our How to buy in BlackRock Stock guide.

You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

Complementary Tools for BlackRock Stock analysis

When running BlackRock's price analysis, check to measure BlackRock's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BlackRock is operating at the current time. Most of BlackRock's value examination focuses on studying past and present price action to predict the probability of BlackRock's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BlackRock's price. Additionally, you may evaluate how the addition of BlackRock to your portfolios can decrease your overall portfolio volatility.

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Is BlackRock's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BlackRock. If investors know BlackRock will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BlackRock listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.372

Dividend Share

20.1

Earnings Share

39.37

Revenue Per Share

123.091

Quarterly Revenue Growth

0.114

The market value of BlackRock is measured differently than its book value, which is the value of BlackRock that is recorded on the company's balance sheet. Investors also form their own opinion of BlackRock's value that differs from its market value or its book value, called intrinsic value, which is BlackRock's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BlackRock's market value can be influenced by many factors that don't directly affect BlackRock's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between BlackRock's value and its price as these two are different measures arrived at by different means. Investors typically determine if BlackRock is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BlackRock's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Blackrock Stock Five Year Return

BlackRock Company Five Year Return Analysis

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

Current BlackRock Five Year Return

BlackRock Five Year Return Driver Correlations

BlackRock Return On Tangible Assets

Return On Tangible Assets

0.0936

BlackRock Five Year Return Peer Comparison

BlackRock Current Valuation Drivers

BlackRock ESG Sustainability

BlackRock Fundamentals

About BlackRock Fundamental Analysis

BlackRock Investors Sentiment

BlackRock Implied Volatility

Pair Trading with BlackRock

Moving together with BlackRock Stock

Complementary Tools for BlackRock Stock analysis

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