BlackRock Long Term Investments vs Retained Earnings Analysis

BLK Stock

USD 762.88 5.23 0.69%

BlackRock financial indicator trend analysis is way more than just evaluating BlackRock prevailing accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether BlackRock is a good investment. Please check the relationship between BlackRock Long Term Investments and its Retained Earnings accounts. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BlackRock. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.

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

Long Term Investments vs Retained Earnings

Long Term Investments vs Retained Earnings Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of BlackRock Long Term Investments account and Retained Earnings. At this time, the significance of the direction appears to have very strong relationship.

The correlation between BlackRock's Long Term Investments and Retained Earnings is 0.81. Overlapping area represents the amount of variation of Long Term Investments that can explain the historical movement of Retained Earnings in the same time period over historical financial statements of BlackRock, assuming nothing else is changed. The correlation between historical values of BlackRock's Long Term Investments and Retained Earnings is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Long Term Investments of BlackRock are associated (or correlated) with its Retained Earnings. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Retained Earnings has no effect on the direction of Long Term Investments i.e., BlackRock's Long Term Investments and Retained Earnings go up and down completely randomly.

Correlation Coefficient

0.81

Relationship Direction	Positive
Relationship Strength	Strong

View All Relationships

Long Term Investments

Long Term Investments is an item on the asset side of BlackRock balance sheet that represents investments BlackRock intends to hold for over a year. BlackRock long term investments may include different instruments such as stocks, bonds, real estate and cash.

Retained Earnings

The cumulative amount of net income that a company retains for reinvestment in its operations, rather than distributing it to shareholders as dividends.

Most indicators from BlackRock's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into BlackRock current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BlackRock. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.

For more information on how to buy BlackRock Stock please use our How to buy in BlackRock Stock guide.Enterprise Value is expected to rise to about 128.3 B this year, although the value of Selling General Administrative will most likely fall to about 1.5 B.

	2021	2022	2023	2024 (projected)
Gross Profit	9.8B	8.8B	14.5B	15.2B
Total Revenue	19.4B	17.9B	18.7B	19.6B

Gross Profit Total Revenue

BlackRock fundamental ratios Correlations

	Total Assets	Short Long Term Debt Total	Total Current Liabilities	Total Stockholder Equity	Property Plant And Equipment Net	Net Debt	Retained Earnings	Non Current Assets Total	Cash And Short Term Investments	Common Stock Shares Outstanding	Short Term Investments	Non Current Liabilities Total	Other Current Assets	Other Stockholder Equity	Total Liab	Property Plant And Equipment Gross	Total Current Assets	Short Term Debt	Intangible Assets	Accounts Payable	Cash	Non Currrent Assets Other	Net Receivables	Good Will	Common Stock Total Equity	Common Stock
Total Assets		0.39	0.37	0.48	-0.29	0.01	-0.14	0.99	0.26	0.88	-0.07	0.98	0.42	0.9	0.99	-0.34	0.83	0.55	0.75	0.61	0.26	0.97	0.37	0.63	0.59	0.59
Short Long Term Debt Total	0.39		0.47	0.76	0.54	0.39	0.46	0.41	0.65	0.62	0.14	0.28	0.09	0.33	0.29	0.51	0.25	0.15	0.74	0.71	0.64	0.24	0.58	0.79	0.66	0.66
Total Current Liabilities	0.37	0.47		0.47	0.31	0.29	0.24	0.46	0.35	0.71	0.06	0.33	0.09	0.58	0.32	0.27	-0.08	-0.09	0.61	0.51	0.34	0.38	0.29	0.6	0.08	0.08
Total Stockholder Equity	0.48	0.76	0.47		0.46	-0.19	0.65	0.47	0.77	0.66	0.47	0.32	-0.24	0.29	0.34	0.41	0.4	0.14	0.91	0.92	0.76	0.28	0.49	0.96	0.84	0.84
Property Plant And Equipment Net	-0.29	0.54	0.31	0.46		0.07	0.87	-0.28	0.72	0.0	0.19	-0.35	-0.44	-0.33	-0.39	1.0	-0.28	-0.1	0.23	0.36	0.72	-0.42	0.48	0.39	0.28	0.29
Net Debt	0.01	0.39	0.29	-0.19	0.07		-0.27	0.08	-0.28	0.2	-0.44	0.06	0.57	0.28	0.05	0.09	-0.23	-0.07	0.0	-0.06	-0.28	0.09	0.13	-0.03	-0.19	-0.19
Retained Earnings	-0.14	0.46	0.24	0.65	0.87	-0.27		-0.16	0.86	0.08	0.51	-0.23	-0.66	-0.31	-0.27	0.84	-0.05	-0.09	0.38	0.49	0.87	-0.31	0.56	0.54	0.49	0.5
Non Current Assets Total	0.99	0.41	0.46	0.47	-0.28	0.08	-0.16		0.24	0.9	-0.09	0.97	0.43	0.93	0.98	-0.33	0.75	0.51	0.76	0.6	0.23	0.98	0.32	0.64	0.53	0.53
Cash And Short Term Investments	0.26	0.65	0.35	0.77	0.72	-0.28	0.86	0.24		0.4	0.42	0.18	-0.45	0.07	0.15	0.68	0.32	0.17	0.62	0.64	1.0	0.09	0.7	0.72	0.68	0.69
Common Stock Shares Outstanding	0.88	0.62	0.71	0.66	0.0	0.2	0.08	0.9	0.4		0.02	0.82	0.33	0.9	0.82	-0.05	0.58	0.3	0.91	0.79	0.39	0.82	0.47	0.83	0.59	0.59
Short Term Investments	-0.07	0.14	0.06	0.47	0.19	-0.44	0.51	-0.09	0.42	0.02		-0.17	-0.58	-0.2	-0.16	0.15	0.02	-0.3	0.3	0.3	0.42	-0.2	0.12	0.37	0.32	0.32
Non Current Liabilities Total	0.98	0.28	0.33	0.32	-0.35	0.06	-0.23	0.97	0.18	0.82	-0.17		0.47	0.92	0.99	-0.4	0.82	0.57	0.63	0.48	0.17	0.99	0.35	0.5	0.48	0.48
Other Current Assets	0.42	0.09	0.09	-0.24	-0.44	0.57	-0.66	0.43	-0.45	0.33	-0.58	0.47		0.56	0.49	-0.44	0.28	0.43	0.06	-0.08	-0.45	0.5	-0.14	-0.07	-0.12	-0.12
Other Stockholder Equity	0.9	0.33	0.58	0.29	-0.33	0.28	-0.31	0.93	0.07	0.9	-0.2	0.92	0.56		0.92	-0.37	0.6	0.37	0.65	0.49	0.05	0.94	0.29	0.51	0.33	0.33
Total Liab	0.99	0.29	0.32	0.34	-0.39	0.05	-0.27	0.98	0.15	0.82	-0.16	0.99	0.49	0.92		-0.44	0.82	0.57	0.65	0.49	0.14	0.99	0.3	0.51	0.49	0.49
Property Plant And Equipment Gross	-0.34	0.51	0.27	0.41	1.0	0.09	0.84	-0.33	0.68	-0.05	0.15	-0.4	-0.44	-0.37	-0.44		-0.32	-0.11	0.16	0.3	0.68	-0.46	0.46	0.33	0.23	0.24
Total Current Assets	0.83	0.25	-0.08	0.4	-0.28	-0.23	-0.05	0.75	0.32	0.58	0.02	0.82	0.28	0.6	0.82	-0.32		0.6	0.56	0.52	0.31	0.75	0.46	0.47	0.72	0.72
Short Term Debt	0.55	0.15	-0.09	0.14	-0.1	-0.07	-0.09	0.51	0.17	0.3	-0.3	0.57	0.43	0.37	0.57	-0.11	0.6		0.24	0.24	0.17	0.54	0.28	0.18	0.35	0.35
Intangible Assets	0.75	0.74	0.61	0.91	0.23	0.0	0.38	0.76	0.62	0.91	0.3	0.63	0.06	0.65	0.65	0.16	0.56	0.24		0.93	0.61	0.61	0.52	0.98	0.8	0.8
Accounts Payable	0.61	0.71	0.51	0.92	0.36	-0.06	0.49	0.6	0.64	0.79	0.3	0.48	-0.08	0.49	0.49	0.3	0.52	0.24	0.93		0.64	0.44	0.62	0.94	0.86	0.86
Cash	0.26	0.64	0.34	0.76	0.72	-0.28	0.87	0.23	1.0	0.39	0.42	0.17	-0.45	0.05	0.14	0.68	0.31	0.17	0.61	0.64		0.09	0.7	0.71	0.67	0.68
Non Currrent Assets Other	0.97	0.24	0.38	0.28	-0.42	0.09	-0.31	0.98	0.09	0.82	-0.2	0.99	0.5	0.94	0.99	-0.46	0.75	0.54	0.61	0.44	0.09		0.25	0.47	0.4	0.39
Net Receivables	0.37	0.58	0.29	0.49	0.48	0.13	0.56	0.32	0.7	0.47	0.12	0.35	-0.14	0.29	0.3	0.46	0.46	0.28	0.52	0.62	0.7	0.25		0.55	0.64	0.65
Good Will	0.63	0.79	0.6	0.96	0.39	-0.03	0.54	0.64	0.72	0.83	0.37	0.5	-0.07	0.51	0.51	0.33	0.47	0.18	0.98	0.94	0.71	0.47	0.55		0.82	0.82
Common Stock Total Equity	0.59	0.66	0.08	0.84	0.28	-0.19	0.49	0.53	0.68	0.59	0.32	0.48	-0.12	0.33	0.49	0.23	0.72	0.35	0.8	0.86	0.67	0.4	0.64	0.82		1.0
Common Stock	0.59	0.66	0.08	0.84	0.29	-0.19	0.5	0.53	0.69	0.59	0.32	0.48	-0.12	0.33	0.49	0.24	0.72	0.35	0.8	0.86	0.68	0.39	0.65	0.82	1.0

Click cells to compare fundamentals

BlackRock Account Relationship Matchups

BlackRock fundamental ratios Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	168.6B	177.0B	152.6B	117.6B	123.2B	119.8B
Short Long Term Debt Total	5.0B	7.3B	9.3B	8.5B	9.7B	5.4B
Total Current Liabilities	1.2B	1.0B	1.4B	1.3B	1.2B	1.5B
Total Stockholder Equity	33.5B	35.3B	37.7B	37.7B	39.3B	21.1B
Property Plant And Equipment Net	715M	681M	2.4B	2.5B	2.5B	2.7B
Net Debt	126M	(1.4B)	(5M)	1.1B	966M	1.0B
Retained Earnings	21.7B	24.3B	27.7B	29.9B	32.3B	34.0B
Non Current Assets Total	145.1B	148.3B	132.5B	101.2B	104.0B	102.8B
Cash And Short Term Investments	4.8B	8.7B	9.3B	7.4B	8.7B	9.2B
Common Stock Shares Outstanding	157.5M	154.8M	154.4M	152.4M	150.7M	141.1M
Liabilities And Stockholders Equity	168.6B	177.0B	152.6B	117.6B	123.2B	119.8B
Non Current Liabilities Total	132.5B	138.3B	112.4B	77.5B	80.7B	119.4B
Other Current Assets	(8.9B)	(13.1B)	(15.0B)	5.8B	(15.1B)	(14.3B)
Other Stockholder Equity	12.5B	11.3B	10.6B	9.0B	7.8B	11.1B
Total Liab	133.7B	139.3B	113.8B	78.8B	82.0B	98.1B
Property Plant And Equipment Gross	715M	681M	3.6B	3.9B	4.0B	4.2B
Total Current Assets	23.5B	28.7B	20.2B	16.4B	19.2B	16.7B
Short Term Debt	152M	750M	1.9B	1.8B	995M	1.5B
Intangible Assets	18.4B	18.3B	18.5B	18.3B	18.3B	12.6B
Accounts Payable	1.2B	897M	1.2B	1.2B	1.4B	789.0M
Cash	4.8B	8.7B	9.3B	7.4B	8.7B	9.2B
Non Currrent Assets Other	105.8B	107.6B	86.2B	54.1B	58.5B	80.8B
Net Receivables	3.2B	3.5B	3.8B	3.3B	6.3B	6.7B
Good Will	14.6B	14.6B	15.4B	15.3B	15.5B	10.6B
Accumulated Other Comprehensive Income	(571M)	(337M)	(550M)	(1.1B)	(840M)	(798M)
Other Current Liab	17.8B	19.2B	(475M)	(541M)	245M	232.8M
Other Liab	109.1B	111.2B	93.0B	61.0B	70.2B	81.0B
Other Assets	104.0B	131.3B	96.1B	61.8B	70.7B	80.3B
Treasury Stock	(6.7B)	(8.0B)	(9.1B)	(10.8B)	(9.7B)	(9.2B)
Property Plant Equipment	715M	681M	762M	2.5B	2.9B	3.1B
Inventory	30.6B	24.4B	29.6B	22.1B	25.4B	26.7B
Long Term Debt	5.0B	7.3B	7.4B	6.7B	7.9B	4.7B
Noncontrolling Interest In Consolidated Entity	66M	51M	113M	132M	118.8M	112.9M
Retained Earnings Total Equity	21.7B	24.3B	27.7B	29.9B	34.4B	17.6B
Deferred Long Term Liab	3.7B	3.7B	2.8B	3.4B	3.0B	3.2B

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 against BlackRock Stock

0.53	FSK	FS KKR Capital Financial Report 3rd of May 2024	Pair Corr
0.47	WHF	WhiteHorse Finance Financial Report 14th of May 2024	Pair Corr
0.43	SCM	Stellus Capital Inve Financial Report 14th of May 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

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Is BlackRock Stock a good investment?

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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 Trending Equities to better understand how to build diversified portfolios, which includes a position in BlackRock. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic 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 Bonds Directory module to find actively traded corporate debentures issued by US companies.

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

39.36

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 Long Term Investments vs Retained Earnings Analysis

Long Term Investments vs Retained Earnings

Long Term Investments vs Retained Earnings Correlation Analysis

Correlation Coefficient

Long Term Investments

Retained Earnings

BlackRock fundamental ratios Correlations

BlackRock Account Relationship Matchups

High Positive Relationship

High Negative Relationship

BlackRock fundamental ratios Accounts

Pair Trading with BlackRock

Moving against BlackRock Stock

Complementary Tools for BlackRock Stock analysis

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Property Plant And Equipment Gross	+ 1.0	Property Plant And Equipment Net
Cash	+ 1.0	Cash And Short Term Investments
Common Stock	+ 1.0	Common Stock Total Equity
Non Current Assets Total	+ 0.99	Total Assets
Total Liab	+ 0.99	Total Assets
Total Liab	+ 0.99	Non Current Liabilities Total

Other Current Assets	- 0.66	Retained Earnings
Other Current Assets	- 0.58	Short Term Investments
Non Currrent Assets Other	- 0.46	Property Plant And Equipment Gross
Cash	- 0.45	Other Current Assets
Other Current Assets	- 0.45	Cash And Short Term Investments
Property Plant And Equipment Gross	- 0.44	Total Liab