Block, Inc. (XYZ) is a transaction & payment processing services company in the Financials sector. Listed on the NASDAQ, Block, Inc. is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $66.63.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $66.63 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | -5.97% |
| Risk / Std Dev (Annualized) | 60.02% |
| Sharpe Ratio (rf=4.5%) | -0.17 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Transaction & Payment Processing Services
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of -5.97% with an annualized volatility of 60.02%. The Sharpe ratio of -0.17 (assuming 4.5% risk-free rate) indicates negative 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 | 39.66B |
| Enterprise Value | 40.44B |
| Trailing P/E | 52.05 |
| Forward P/E | 13.38 |
| Price to Book | 1.81 |
| Price to Sales | 1.62 |
| EV/Revenue | 1.65 |
| EV/EBITDA | 25.66 |
| Profitability | | | Profit Margin | 3.3% | | Operating Margin | -2.63% | | ROE | 3.74% | | ROA | 2.05% |
| Growth | | | Revenue Growth | 4.9% |
| Financial Health | | | Total Revenue | 24.48B | | Total Debt | 8.13B | | Total Cash | 7.32B | | Free Cash Flow | -0.79B | | Operating Cash Flow | 3.41B |
| Price & Technical | | | 52W High | $82.5$ | | 52W Low | $48.21$ | | 50-Day Avg | $68.94$ | | 200-Day Avg | $67.56$ | | Beta | 2.55 | | Shares Outstanding | 0.54B | | Float Shares | 0.53B | | Insider Holdings | 1.33% | | Institutional Holdings | 84.49% | | Short Ratio | 3.19 | | Short % of Float | 4.27% |
| Analyst Targets | | | Target High | $119.16$ | | Target Low | $58.0$ | | Target Mean | $90.52$ | | Target Median | $90.0$ | | # of Analysts | 41 | | 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.