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BlackRock, Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Weak signals across every dimension
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0 of 5 met · composite below the peer average
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Weak fundamentals
3 signals unavailable
Profitability
2/4
Debt & liquidity
1/3
Efficiency
0/2
Revenue growth at 18.7% — roughly +135% above the sector median — is the one clear bright spot in an otherwise strained picture for BlackRock, Inc.. The P/E of 27.5× runs +58% above the sector median of 17.4×, yet EPS growth at -15.9% trails the sector median of 18.8% by -185%: the market is paying a premium for earnings momentum that has not arrived. An F-Score of 3/9 flags weak profitability signals, deteriorating leverage, and no efficiency gains — the composite of 32/100 against the sector median confirms the breadth of that weakness. On the forward axis, the beat rate over eight quarters is strong and the forward PEG reads as fair, so consensus is not obviously stretched on near-term estimates; still, the gap between a rich current P/E and lagging realized EPS growth is the tension this stock carries into any forward view.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AXP | American Express | 4/9 | 34% |
Quarter-by-quarter classification · a retrospective read by the current logic · not a price forecast
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice. The method did not see these quarters in real time; this is the current logic applied to past reports.
A simplified retrospective read: no analyst forecast (not available historically); the source is the annual report as of the date, so neighbouring quarters can rest on the same data. Quarters with the same classification in a row are merged into one row — each row is one change in the read, not a separate quarter. One ticker is an illustration of the classification logic, not statistics. How we calculate →
The market prices in earnings growth; analyst sentiment is steady; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When BlackRock reports on 2026-10-12, track whether revenue growth holds above the sector median pace of 7.94% year over year, and whether EPS growth — currently 185% below the sector median — shows any recovery. The F-Score profitability block sits at 2/4, so watch for margin and return-on-asset signals that could shift that reading.
Pull BlackRock's latest 10-K on SEC EDGAR and focus on management's discussion of fee compression and AUM flow trends, which directly bear on the EPS gap. The leverage and liquidity block scores 1/3 on the F-Score, so check the long-term debt and current ratio disclosures for context on that weakness.
From the same-sector table in section 06, pick two or three companies yourself and line up one metric — P/E, for instance, where BLK sits at 17.4× against the sector median — to see where it falls in the range. No single name in that table is ranked above another, so the comparison is yours to frame based on your own portfolio criteria.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: +23%-24%
Over 4 years: 1.211.571.74
Over 4 years: +14%+19%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 8 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| +6% |
| — |
| BAC | Bank of America | 5/9 | 10% | +7% | — |
| BLK | BlackRock, Inc. | 3/9 | 11% | +19% | 29% |
| C | Citigroup | 3/9 | 7% | +6% | — |
| CB | Chubb | 6/9 | 15% | +7% | — |
| GS | Goldman Sachs | 5/9 | 14% | +9% | — |
| JPM | JPMorgan Chase | 3/9 | 16% | +3% | — |
| MA | Mastercard | 7/9 | 210% | +16% | 58% |
| MS | Morgan Stanley | 3/9 | 16% | +14% | — |
| PGR | Progressive | 6/9 | 40% | +16% | — |
| SCHW | Charles Schwab | 5/9 | 18% | +22% | — |
| SPGI | S&P Global | 7/9 | 14% | +8% | 42% |
| USB | U.S. Bancorp | 7/9 | 12% | +4% | — |
| V | Visa | 5/9 | 64% | +11% | 60% |
| WFC | Wells Fargo | 3/9 | 12% | +2% | — |
A sample of 15 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.