UU2 Stock Overview

A publicly owned investment manager. More details

UU2 fundamental analysis
Snowflake Score
Valuation	1/6
Future Growth	2/6
Past Performance	5/6
Financial Health	4/6
Dividends	5/6

Rewards

Trading at 3.3% below our estimate of its fair value

Earnings are forecast to grow 11.35% per year

Earnings grew by 12.8% over the past year

Pays a reliable dividend of 1.95%

Risk Analysis

Shareholders have been diluted in the past year

My Notes

Capture your thoughts, links and company narrative

BlackRock, Inc. Competitors

DWS Group GmbH KGaA

XTRA:DWS

€8.0b

Deutsche Bank

XTRA:DBK

€32.3b

Deutsche Börse

XTRA:DB1

€40.8b

MLP

XTRA:MLP

€670.0m

Price History & Performance

Summary of share price highs, lows and changes for BlackRock
Historical stock prices
Current Share Price	US$1,004.20
52 Week High	US$1,060.00
52 Week Low	US$890.00
Beta	1.3
1 Month Change	3.01%
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	8.37%

Recent updates

Shareholder Returns

	UU2	DE Capital Markets	DE Market
7D	1.5%	1.0%	0.3%
1Y	n/a	20.8%	6.9%

Return vs Industry: Insufficient data to determine how UU2 performed against the German Capital Markets industry.

Return vs Market: Insufficient data to determine how UU2 performed against the German Market.

Price Volatility

Is UU2's price volatile compared to industry and market?
UU2 volatility
UU2 Average Weekly Movement	3.2%
Capital Markets Industry Average Movement	4.6%
Market Average Movement	4.9%
10% most volatile stocks in DE Market	11.8%
10% least volatile stocks in DE Market	2.4%

Stable Share Price: UU2 has not had significant price volatility in the past 3 months compared to the German market.

Volatility Over Time: Insufficient data to determine UU2's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1988	20,400	Larry Fink	www.blackrock.com

BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services.

BlackRock, Inc. Fundamentals Summary

How do BlackRock's earnings and revenue compare to its market cap?
UU2 fundamental statistics
Market cap	€154.77b
Earnings (TTM)	€5.81b
Revenue (TTM)	€18.53b

26.6x

P/E Ratio

8.4x

P/S Ratio

Is UU2 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
UU2 income statement (TTM)
Revenue	US$19.36b
Cost of Revenue	US$9.68b
Gross Profit	US$9.68b
Other Expenses	US$3.61b
Earnings	US$6.07b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	39.22
Gross Margin	49.99%
Net Profit Margin	31.37%
Debt/Equity Ratio	28.4%

How did UU2 perform over the long term?

See historical performance and comparison

Dividends

2.0%

Current Dividend Yield

50%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 10:09
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

BlackRock, Inc. is covered by 40 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Biggar	Argus Research Company
Kenneth Hill	Barclays
Benjamin Budish	Barclays