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BLK

BlackRock, Inc.

NYQ · Financial Services

$1,173.00

$0.39 (+0.03%)up 0.03%

25 August 2026 · delayed 15+ min

C-

Quality score71.6 / 100

Cut-offs are the grader's own: 97+ for an A+, below 60 is an F.

BlackRock, Inc. earns a C- on excellent profit margins (>20%) and strong current ratio (>2.0) but high debt-to-equity ratio (>2.0) and MACD bearish (negative histogram). Reasonable investment with moderate upside potential.

Model stance HOLD Suggested position 6.0% · $600.00 IQInvest estimate
Adjusted for Moderate investors, Medium-term investors 6.0% suggested allocation Change these

These change the suggested position size and the stance, not the category scores. Amount is in dollars.

IQ-BLK-20260825engine v1 · 7-category weighted scorecard

What it is worth, depending who you ask.

Today’s price against the year it has had and the targets analysts publish. Every marker is a reported figure, not a projection of ours.

52-week low

$917.39

Today's price

$1,173.00

Lowest analyst target

$1,190.00

52-week high

$1,219.94

Mean analyst target

$1,320.81

Highest analyst target

$1,488.00

BLK trades 84% of the way up its 52-week range, between $917.39 and $1,219.94. The mean analyst target of $1,320.81 is 12.6% above today's price.

Today’s price 52-week range Analyst price targets

Scored categories

Financial healthExcellent profit margins (>20%); Strong current ratio (>2.0); High debt-to-equity ratio (>2.0) 100.023%

Profit margin

24.09%

Net profit per unit of revenue

exceptionalWhat this means

Of every 100 units of revenue, this much survives as profit.

Margins this wide usually mean real pricing power or a moat.

Operating margin

35.08%

Before interest and tax

very highWhat this means

Profit from operations, before interest and tax, per 100 of revenue.

Typical of software and other businesses with little cost per extra sale.

Gross margin

47.15%

After the cost of goods only

moderateWhat this means

What is left of revenue after only the direct cost of the product.

A conventional manufacturing or mixed-model range.

Return on equity

12.28%

Profit per unit of shareholder capital

strongWhat this means

Profit generated per unit of shareholder capital.

Above 15% is generally considered a good business.

Return on assets

3.74%

Profit per unit of assets

lowWhat this means

Profit generated per unit of everything the company owns.

Common in asset-heavy industries such as utilities, telecoms and airlines.

Debt to equity

23.19

Borrowings against equity

conservativeWhat this means

Borrowings measured against shareholder capital.

Comfortably financed.

Current ratio

2.45

Short-term assets over short-term debts

very liquidWhat this means

Short-term assets against short-term obligations.

Plenty of cover, though idle cash earns little.

Quick ratio

1.85

As above, excluding inventory

comfortableWhat this means

Short-term assets excluding inventory, against short-term debts.

Liquid assets exceed short-term obligations.

Revenue growth

30.60%

Year on year

fast-growingWhat this means

Change in revenue against the same period last year.

Rapid growth, though the question is always how long it can hold.

Earnings growth

19.60%

Year on year

strongWhat this means

Change in earnings against the same period last year.

Profit is compounding at a good clip.

Revenue

$13.78B

Trailing twelve months

Free cash flow

$7.58B

Cash left after capital spending

Operating cash flow

$3.94B

Cash from the business itself

Payout ratio

52.43%

Dividends as a share of earnings

highWhat this means

The share of earnings paid out as dividends.

Most of the profit goes out of the door, leaving less to reinvest.

Growth & momentumLow Sharpe ratio (0.32) 50.022%

Return, 1 month

6.87%

Return, 3 months

10.21%

Return, 6 months

8.45%

Return, year to date

9.32%

Return, 1 year

5.32%

Return, 3 years

87.13%

Sharpe ratio

0.32

Return earned per unit of risk

modestWhat this means

Return earned per unit of risk taken.

Below 1 is the common case; return did not strongly outpace the volatility.

Win rate

51.67%

Share of days that closed up

about evenWhat this means

The share of trading days that closed higher.

Close to a coin flip, which is the norm — returns come from the size of moves, not their count.

Average daily return

0.04%

Best day

13.47%

Worst day

-7.71%

Valuation9 measured figures 45.018%

P/E ratio

28.10

Price against trailing earnings

highWhat this means

You pay 28.10 for every 1 unit of annual earnings.

Above about 25 the market is paying up for expected growth.

Forward P/E

18.24

Price against forecast earnings

moderateWhat this means

Price against next year's *forecast* earnings.

A conventional range.

PEG ratio

1.12

P/E adjusted for growth

fairWhat this means

P/E divided by the growth rate — it asks whether the price is justified by the growth.

Between 1 and 2 price and growth are roughly in step.

Price to book

3.16

Price against balance-sheet equity

well above bookWhat this means

Price against the accounting value of the company's net assets.

Normal for asset-light businesses, where the value sits in brands and software the balance sheet never records.

Price to sales

6.98

Price against revenue

highWhat this means

Price against revenue — usable when a company has no profit yet.

The price assumes today's revenue will convert into much more profit later.

EV / EBITDA

17.06

Whole-company value against cash earnings

highWhat this means

Whole-company value, debt included, against cash earnings.

Expensive even before interest, tax and depreciation are considered.

Enterprise value

$189.65B

Market value plus debt, minus cash — the price of the whole business

Shares outstanding

154,869,259

Shares the profit is split across

Dividend yield

1.95%

Annual dividend against price

modestWhat this means

Annual dividend as a percentage of the share price.

A small income component.

TechnicalPrice well above 200-day SMA (strong uptrend); Strong trend (ADX > 25); MACD bearish (negative histogram) 100.015%

RSI (14)

63.6

Above 70 overbought, below 30 oversold

neutralWhat this means

A 0–100 momentum gauge over the last 14 sessions.

The middle band, where most trading days sit.

MACD

26.63

Momentum against its own trend

MACD histogram

-1.35

Positive is bullish

ADX

31.1

Trend strength; above 25 is a real trend

trendingWhat this means

Trend strength, regardless of direction.

Above 25 is conventionally read as a genuine trend in force.

20-day average

$1,141.25

50-day average

$1,073.59

200-day average

$1,049.20

Price vs 50-day

9.26%

Price vs 200-day

11.80%

Bollinger upper

$1,195.82

Bollinger lower

$1,086.68

Average true range

22.48

Typical daily trading range

Stochastic %K

79.3

Risk4 measured figures 50.012%

Volatility, annualised

27.03%

How far it swings in a year

normalWhat this means

How far the price typically swings over a year.

A typical range for an individual share.

Beta

1.43

Moves against the wider market

more volatile than the marketWhat this means

How much the price moves relative to the wider market.

Amplifies the index — bigger gains, bigger falls.

Maximum drawdown

-43.90%

Worst peak-to-trough fall

significantWhat this means

The worst peak-to-trough fall in the period measured.

A serious decline, though not unusual over a multi-year window.

Risk category

High

The engine's own banding

Analyst viewAnalyst consensus: Buy 85.010%

Consensus

Buy

What covering analysts rate it

Analysts covering

16

Mean price target

$1,320.81

Highest target

$1,488.00

Lowest target

$1,190.00

Implied upside

12.60%

Target against today's price

meaningfulWhat this means

How far the mean analyst target sits above today's price.

Analysts see real room above today's price.

Price against the S&P 500

180 trading days to 2026-08-25

BLK is 10.6% up over the window, against 11.6% up for the S&P 500 — behind by 0.9 points.
BLK +10.6%S&P 500 +11.6%
Show the numbers
Sampled across the window. Both columns are rebased to 100 on 2025-12-05, so they can be compared directly.
DateCloseBLK rebasedS&P 500 rebased
2025-12-05$1,060.25100.0100.0
2025-12-29$1,076.31101.5100.5
2026-01-21$1,115.32105.2100.1
2026-02-11$1,070.85101.0101.0
2026-03-05$1,023.5096.599.4
2026-03-26$963.0390.894.3
2026-04-17$1,046.2498.7103.7
2026-05-08$1,078.75101.7107.7
2026-06-01$1,015.0195.7110.6
2026-06-23$1,015.3395.8107.2
2026-07-15$1,093.40103.1110.2
2026-08-05$1,133.58106.9112.4

How the score was built

Each category is scored 0–100, then multiplied by its weight. The seven contributions sum to the quality score.
CategoryScoreWeightContribution
Financial health100.023%23.0
Growth & momentum50.022%11.0
Valuation45.018%8.1
Technical100.015%15.0
Risk50.012%6.0
Analyst view85.010%8.5
ESG50.00%0.0
Quality score100%71.6

ESG is scored but carries no weight in this grade. Add ?esg=1 to the address to include it — the engine then redistributes weight across the other six, so the whole scorecard changes, not just one row.

Argue with the model

Every other grader hands you a number. This one hands you the model.

Move a slider, press Recalculate, and the grade is rebuilt from the same category scores. Nothing is hidden: the scores are the engine's, only the weighting is yours.

18%
23%
22%
12%
15%
10%
0%

These are IQInvest's own weights, totalling 100%.

Your grade

C-

71.6 / 100

Identical to the IQInvest grade.

All 66 metricsOne flat sortable table, for when you want everything at once.
Metric Category Value Source
Analysts coveringAnalyst view16Yahoo Finance
ConsensusAnalyst viewBuyYahoo Finance
Highest targetAnalyst view$1,488.00Yahoo Finance
Implied upsideAnalyst view12.60%Yahoo Finance
Lowest targetAnalyst view$1,190.00Yahoo Finance
Mean price targetAnalyst view$1,320.81Yahoo Finance
Current ratioFinancial health2.45Yahoo Finance
Debt to equityFinancial health23.19Yahoo Finance
Earnings growthFinancial health19.60%Yahoo Finance
Free cash flowFinancial health$7.58BYahoo Finance
Gross marginFinancial health47.15%Yahoo Finance
Operating cash flowFinancial health$3.94BYahoo Finance
Operating marginFinancial health35.08%Yahoo Finance
Payout ratioFinancial health52.43%Yahoo Finance
Profit marginFinancial health24.09%Yahoo Finance
Quick ratioFinancial health1.85Yahoo Finance
Return on assetsFinancial health3.74%Yahoo Finance
Return on equityFinancial health12.28%Yahoo Finance
RevenueFinancial health$13.78BYahoo Finance
Revenue growthFinancial health30.60%Yahoo Finance
Average daily returnGrowth & momentum0.04%Yahoo Finance
Best dayGrowth & momentum13.47%Yahoo Finance
Return, 1 monthGrowth & momentum6.87%Yahoo Finance
Return, 1 yearGrowth & momentum5.32%Yahoo Finance
Return, 3 monthsGrowth & momentum10.21%Yahoo Finance
Return, 3 yearsGrowth & momentum87.13%Yahoo Finance
Return, 6 monthsGrowth & momentum8.45%Yahoo Finance
Return, year to dateGrowth & momentum9.32%Yahoo Finance
Sharpe ratioGrowth & momentum0.32Yahoo Finance
Win rateGrowth & momentum51.67%Yahoo Finance
Worst dayGrowth & momentum-7.71%Yahoo Finance
52-week highMarket data$1,219.94Yahoo Finance
52-week lowMarket data$917.39Yahoo Finance
Average volumeMarket data757,638Yahoo Finance
Day highMarket data$1,174.39Yahoo Finance
Day lowMarket data$1,163.84Yahoo Finance
EmployeesMarket data26,200Yahoo Finance
OpenMarket data$1,170.94Yahoo Finance
Previous closeMarket data$1,172.61Yahoo Finance
VolumeMarket data81,144Yahoo Finance
BetaRisk1.43Yahoo Finance
Maximum drawdownRisk-43.90%Yahoo Finance
Risk categoryRiskHighYahoo Finance
Volatility, annualisedRisk27.03%Yahoo Finance
20-day averageTechnical$1,141.25Yahoo Finance
200-day averageTechnical$1,049.20Yahoo Finance
50-day averageTechnical$1,073.59Yahoo Finance
ADXTechnical31.1Yahoo Finance
Average true rangeTechnical22.48Yahoo Finance
Bollinger lowerTechnical$1,086.68Yahoo Finance
Bollinger upperTechnical$1,195.82Yahoo Finance
MACDTechnical26.63Yahoo Finance
MACD histogramTechnical-1.35Yahoo Finance
Price vs 200-dayTechnical11.80%Yahoo Finance
Price vs 50-dayTechnical9.26%Yahoo Finance
RSI (14)Technical63.6Yahoo Finance
Stochastic %KTechnical79.3Yahoo Finance
Dividend yieldValuation1.95%Yahoo Finance
Enterprise valueValuation$189.65BYahoo Finance
EV / EBITDAValuation17.06Yahoo Finance
Forward P/EValuation18.24Yahoo Finance
P/E ratioValuation28.10Yahoo Finance
PEG ratioValuation1.12Yahoo Finance
Price to bookValuation3.16Yahoo Finance
Price to salesValuation6.98Yahoo Finance
Shares outstandingValuation154,869,259Yahoo Finance
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