BLK

BlackRock

NYSEFinancialsAsset ManagementSnapshot 2026-05-08

$1084.83+1.60%

Close 2026-05-08 · 1-day change

The bottom line

As of May 8, 2026, BLK has a composite score of 0.6, indicating a mixed signal with medium confidence at 68.7. The score is influenced by a macro risk of -7.7 and a sector score of 14.6, while management quality is rated at 64.7. The analysis is provisional and reflects various scenarios, including potential guidance cuts and sector trends.

Composite +0.6as of 2026-05-08

Price

Daily closes from AlphaVantage. Earnings/event dots are placed inline.

Close 2026-05-08

Daily closes. Scroll over the chart to zoom; click a range to reset.

EarningsMaterial event

Factor signals

Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.

Thesis

— is this a strong company over a 1–3 year hold?

F1 · Recent financial performance

strong

Top 10% of financials cohort

Why this rank

Direction share
1.00
Slope (norm)
0.09
Bonus
0.00

Operating income, last 4 quarters ($M)

1693173119552195

F2 · Value

expensive

Most expensive 30% of financials cohort

Why this rank

Price

$1084.83

TTM EPS

$40.00

Earnings yield

3.7%

P/E (TTM)

27.1

Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3

F3 · Earnings quality

fragile

Bottom 30% cash conversion in financials cohort

Why this rank

TTM NI ($M)

6,369

TTM CFO ($M)

4,956

CFO/NI

0.78

Watch

— has something changed worth re-reading?

F4 · Management stability

Insufficient data

No score yet

Earnings setup · pre-print positioning

forward-looking

neutralEPS revised -3.5% / 30d, n=13for period ending 2026-06-30

Why this setup

Consensus revisions

EPS estimate $13.01 → $12.55 (-3.5% / 30d). 2 raised, 9 cut, 13 covering analysts.

Rating actions

0 upgrades, 0 downgrades / 30d, 10 maintained. 82% of analysts rate Buy.

Price target activity

4 PT revisions / 30d. Avg target 23.0% above current price.

Position context

— how violent might the path be while I hold it?

Risk profile · realized

backward-looking

moderateworst 12m loss −22%, typical day ±1.0%

Why this risk level

Recent vol — 30d annualized 26%; 252d 25%.

Drawdown — Max 1y −22%. Bad day move −3%.

Beta to sector ETF (XLF) — 1.21 over 1y.

Liquidity — score 100/100.

Sub-scores — vol 58/100, drawdown 55/100, beta 79/100, earnings vol —.

Sector regime

headwind-9.7%sector vs S&P 500, 60d

via XLF

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.

AI cycle regime · market-wide

2-axis classifier

HeatingE +0.13 · M +0.71

Single-axisCHASEz +2.97+1.285d

Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-05-08.

What changed

The most important moves since the prior daily snapshot.

No material changes since the prior snapshot.

No material changes since the prior snapshot.

as of 2026-05-08

Management scorecard

How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.

Composite63.2 / 100Provisional · capped at 85

Capital allocation50

Earnings discipline90

Margin discipline—

Balance sheet—

Guidance credibility—

Post-call reaction47

as of 2026-05-08

What management is focused on

Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.

No qualifying priorities for this snapshot. Check back after the next refresh.

How this stock is priced

Two ways to read price: against peers in the same business, and against the company's own history.

Compared to peers

16higher = cheaper

Looks more expensive than peers.

Compared to its own history

—higher = cheaper

Self-history needs ~20 months of data.

P/E

21.7x

EV/EBITDA

18.8x

FCF yield

2.1%

P/E over the last 5 years

14 monthly points

expensiveas of 2026-05-08

How this compares

A side-by-side read on composite, valuation, and risk versus peers.

Stock	Composite	Valuation	Risk
BLK BlackRock	+0.6	expensive	moderate
BRK-B Berkshire Hathaway	+6.0	—	moderate
JPM JPMorgan Chase	-0.9	full	low
V Visa Inc.	+20	—	low
MA Mastercard	+15	full	low

Risk — how this stock moves

What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.

A typical day

How much price usually moves either way.

1.0%

A bad day (95th %ile)

A rough but not unusual down day.

-2.5%

Worst 12-month loss

Deepest peak-to-trough drop in the last year.

-22.4%

Earnings-day move

How much price usually moves on earnings day.

—

moderateas of 2026-05-08

What could change this view

Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.

Upside triggers

If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
If next-quarter guidance is raised (currently NEW as of 2026-01-15)+4.0 pts

Downside triggers

If next-quarter guidance is cut (currently NEW as of 2026-01-15)-8.0 pts
If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts

Material updates

Recent SEC 8-K filings ranked by likely impact, confidence, and recency.

No material events in the last 90 days.

Score history

The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.

60 snapshots

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.