BlackRock (BLK) is a asset management & custody banks company in the Financials sector. Listed on the NASDAQ, BlackRock is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $1010.68.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $1010.68 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 8.76% |
| Risk / Std Dev (Annualized) | 26.78% |
| Sharpe Ratio (rf=4.5%) | 0.16 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Asset Management & Custody Banks
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 8.76% with an annualized volatility of 26.78%. The Sharpe ratio of 0.16 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 164.59B |
| Enterprise Value | 165.34B |
| Trailing P/E | 25.45 |
| Forward P/E | 16.65 |
| Price to Book | 2.77 |
| Price to Sales | 6.42 |
| EV/Revenue | 6.45 |
| EV/EBITDA | 15.99 |
| Profitability | | | Profit Margin | 24.4% | | Operating Margin | 35.64% | | ROE | 11.9% | | ROA | 3.62% |
| Growth | | | Revenue Growth | 27.0% | | Earnings Growth | 45.9% |
| Dividend | | | Dividend Yield | 227.0% | | Payout Ratio | 53.76% | | 5Y Avg Yield | 234.0% |
| Financial Health | | | Total Revenue | 25.64B | | Total Debt | 14.97B | | Total Cash | 13.14B | | Free Cash Flow | 7.08B | | Operating Cash Flow | 4.08B |
| Price & Technical | | | 52W High | $1219.94$ | | 52W Low | $917.39$ | | 50-Day Avg | $1037.15$ | | 200-Day Avg | $1073.01$ | | Beta | 1.43 | | Shares Outstanding | 0.16B | | Float Shares | 0.14B | | Insider Holdings | 1.91% | | Institutional Holdings | 84.35% | | Short Ratio | 3.36 | | Short % of Float | 1.32% |
| Analyst Targets | | | Target High | $1393.0$ | | Target Low | $1140.0$ | | Target Mean | $1246.25$ | | Target Median | $1250.0$ | | # of Analysts | 16 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.