BLK
BlackRock, Inc.
BLK trails on the overall score without a compensating advantage in the available component scores.
BSRR
Sierra Bancorp
BSRR has the edge over BLK overall, supported by stronger modeled upside and stronger valuation.
BLK Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
BLK's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like BLK.
BSRR Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| N/A | |
| N/A |
BSRR's profitability is currently strong, and its revenue is stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like BSRR.
BLK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 19x | $848 | -30% |
| Fair | 22x | $973 | -20% |
| Expensive | 26x | $1,149 | -5.5% |
| Current | 28x | $1,217 | — |
Historical ranges are pointers, not guarantees.
BLK's PE is in its expensive range at 28x.
BSRR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.1x | $31.30 | -26% |
| Fair | 9.4x | $36.40 | -13% |
| Current | 11x | $42.06 | — |
| Forward | 11x | $42.06 | — |
| Expensive | 12x | $45.12 | +7.3% |
Historical ranges are pointers, not guarantees.
BSRR has the edge over BLK in the historical PE scenario, which offers more potential upside but is not a forecast.
BLK Forward outlook
There aren't enough analyst estimates for BLK to show an outlook.
BSRR Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect BSRR's earnings to grow and its profitability to improve, with its revenue holding steady.
BLK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $43.87 | +11% |
| Q2 2026 | $41.73 | -0.4% |
| Q1 2026 | $39.73 | -4.7% |
| Q4 2025 | $35.31 | -17% |
| Q3 2025 | $39.42 | -2.7% |
| Q2 2025 | $41.89 | +4% |
| Q1 2025 | $41.69 | +5.9% |
| Q4 2024 | $42.53 | +16% |
BLK earned $43.87 per share over the past year, up 11% from the year before.
BSRR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.87 | -0.1% |
| Q3 2026 | $3.87 | +35% |
| Q2 2026 | $3.41 | +18% |
| Q1 2026 | $3.42 | +21% |
| Q4 2025 | $3.11 | +11% |
| Q3 2025 | $2.87 | +14% |
| Q2 2025 | $2.89 | +17% |
| Q1 2025 | $2.82 | +17% |
| Q4 2024 | $2.81 | +19% |
BSRR has the edge over BLK on earnings, with more consistent year-over-year improvement.
BLK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $7.8B | +19% |
| Q2 2026 | $7.1B | +31% |
| Q1 2026 | $6.7B | +27% |
| Q4 2025 | $7B | +23% |
| Q3 2025 | $6.5B | +25% |
| Q2 2025 | $5.4B | +13% |
| Q1 2025 | $5.3B | +12% |
| Q4 2024 | $5.7B | +23% |
BLK has the edge over BSRR on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 30% | 0 points |
| Q2 2026 | 35% | +2.8 points |
| Q1 2026 | 42% | +9.8 points |
| Q4 2025 | 24% | -13 points |
| Q3 2025 | 30% | -8.6 points |
| Q2 2025 | 32% | -5.5 points |
| Q1 2025 | 32% | -3.6 points |
| Q4 2024 | 37% | +2.3 points |
BLK's operating margin was 30% last quarter, about level with the same quarter a year ago, near the bottom of its range since 2019.
BSRR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $40.1M | +0.1% |
| Q2 2026 | $39M | -0.6% |
| Q1 2026 | $38.6M | +5% |
| Q4 2025 | $39.3M | +3.8% |
| Q3 2025 | $40M | +3.8% |
| Q2 2025 | $39.2M | +3.7% |
| Q1 2025 | $36.8M | -1.5% |
| Q4 2024 | $37.9M | +5.4% |
BSRR's revenue grew through 2024 and has held roughly level since: $40M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 49% | +18 points |
| Q2 2026 | 34% | -2.3 points |
| Q1 2026 | 43% | +10 points |
| Q4 2025 | 44% | +10 points |
| Q3 2025 | 32% | -5.6 points |
| Q2 2025 | 36% | -1.3 points |
| Q1 2025 | 33% | -0.6 points |
| Q4 2024 | 33% | +10 points |
BSRR has the edge over BLK on profitability, with a higher operating margin.
BLK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.6B | +95% |
| Q2 2026 | $1.1B | -12% |
| Q1 2026 | -$1.1B | +$120M |
| Q4 2025 | $2.1B | -15% |
| Q2 2025 | $1.3B | -6.1% |
| Q1 2025 | -$1.2B | -$734M |
| Q4 2024 | $2.5B | +35% |
| Q2 2024 | $1.4B | +47% |
BLK has the edge over BSRR on cash flow, with more consistent year-over-year improvement.
BSRR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $20.7M | +41% |
| Q2 2026 | $5.4M | +$41.7M |
| Q1 2026 | $11M | -73% |
| Q4 2025 | $13.5M | -38% |
| Q3 2025 | $14.7M | -46% |
| Q2 2025 | -$36.3M | -18076% |
| Q1 2025 | $40.2M | +509% |
| Q4 2024 | $21.9M | +437% |
BSRR's free cash flow was $51M over the past year, up 25% from the year before. Free cash flow isn't a meaningful measure for financial services companies like BSRR.
BLK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -148K shares |
| 1 year | -0.4% | -677K shares |
| 3 years | +9.3% | +14M shares |
| 5 years | +6.2% | +9.6M shares |
| Available history | +4.4% | +7M shares |
BLK has 165M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q2 2025 | $396M |
| Q1 2025 | $657M |
| Q4 2024 | $386M |
| Q2 2024 | $519M |
| Q1 2024 | $634M |
| Q4 2023 | $384M |
| Q3 2023 | $396M |
| Q2 2023 | $383M |
BSRR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -35.6K shares |
| 1 year | -4.1% | -547K shares |
| 3 years | -12% | -1.7M shares |
| 5 years | -16% | -2.4M shares |
| Available history | -16% | -2.5M shares |
BSRR has the edge over BLK on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $5M |
| Q1 2026 | $9.9M |
| Q4 2025 | $7.5M |
| Q3 2025 | $6M |
| Q2 2025 | $4M |
| Q1 2025 | $14.3M |
| Q4 2024 | $7.2M |
BSRR spent $22M buying back its own shares over the past year, down 29% from the year before.
BLK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.0x | Net Cash |
| Q2 2026 | 0.2x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2024 | 0.2x | Very low |
| Q1 2024 | 0.3x | Very low |
| Q4 2023 | 0.1x | Very low |
BLK has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like BLK.
BSRR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.5x | Net Cash |
| Q2 2026 | -1.6x | Net Cash |
| Q1 2026 | -1.8x | Net Cash |
| Q4 2025 | 4.7x | High |
| Q3 2025 | -0.9x | Net Cash |
| Q2 2025 | -1.5x | Net Cash |
| Q1 2025 | -2.1x | Net Cash |
| Q4 2024 | 1.1x | Healthy |
BSRR has the edge over BLK on leverage, with a lower net debt burden relative to earnings.
BLK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.5 | Neutral |
| Stochastic | 79.0 | Neutral |
BLK's weekly RSI is 64 (neutral) and its Stochastic is 79 (neutral).
BSRR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.1 | Neutral |
| Stochastic | 60.4 | Neutral |
BSRR's weekly RSI is 62 (neutral) and its Stochastic is 60 (neutral).
BLK PE vs Financial Services Sector
| Metric | BLK | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 13x | 113% above |
| PE % | 97 | 63 | 34 pts above |
BLK is trading at 28x earnings, a 113% premium to the Financial Services sector's median of 13x.
BSRR PE vs Financial Services Sector
| Metric | BSRR | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 13x | 17% below |
| PE % | 71 | 63 | 8 pts above |
BSRR has the edge over BLK on valuation relative to its sector.
BLK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,128.0 | 7.9% above |
| 20 week MA | $1,108.9 | 9.7% above |
| 50 week MA | $1,071.6 | 14% above |
| 100 week MA | $1,051.1 | 16% above |
| 200 week MA | $914.1 | 33% above |
BLK is in an uptrend: it's above all five of its weekly moving averages, and 33% above its 200-week average.
BSRR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $40.7 | 3.4% above |
| 20 week MA | $40.8 | 3.2% above |
| 50 week MA | $37.9 | 11% above |
| 100 week MA | $33.4 | 26% above |
| 200 week MA | $27.5 | 53% above |
BSRR is in an uptrend: it's above all five of its weekly moving averages, and 53% above its 200-week average.
BLK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $503.0 | $707.2 | +41% |
| 2021 | $707.2 | $913.9 | +29% |
| 2022 | $913.9 | $703.9 | -23% |
| 2023 | $703.9 | $811.8 | +15% |
| 2024 | $811.8 | $1,044.2 | +29% |
| 2025 | $1,044.2 | $1,088.1 | +4.2% |
| 2026 YTD | $1,088.1 | $1,216.6 | +12% |
BLK has finished higher in five of the last six years. It's up 12% so far in 2026.
BSRR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $29.2 | $23.6 | -19% |
| 2021 | $23.6 | $27.3 | +16% |
| 2022 | $27.3 | $21.7 | -21% |
| 2023 | $21.7 | $22.6 | +4% |
| 2024 | $22.6 | $29.0 | +29% |
| 2025 | $29.0 | $33.1 | +14% |
| 2026 YTD | $33.1 | $42.1 | +27% |
BSRR has the edge over BLK on returns for 2026, with the stronger performance.