BLK
BlackRock, Inc.
BLK trails on the overall score without a compensating advantage in the available component scores.
BWFG
Bankwell Financial Group, Inc.
BWFG has the edge over BLK overall, supported by stronger modeled upside and stronger fundamentals.
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.
BWFG Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
BWFG's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like BWFG.
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 has the edge over BWFG in the historical PE scenario, which offers more potential upside but is not a forecast.
BWFG PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.2x | $35.20 | -51% |
| Fair | 11x | $62.72 | -12% |
| Forward | 11x | $71.51 | — |
| Current | 13x | $71.51 | — |
| Expensive | 17x | $96.68 | +35% |
Historical ranges are pointers, not guarantees.
BWFG's PE is in its fair range at 13x. If earnings grow as analysts expect, today's price would be 11x next year's earnings.
BLK Forward outlook
There aren't enough analyst estimates for BLK to show an outlook.
BWFG Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for BWFG, with profitability improving.
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.
BWFG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.59 | +16% |
| Q3 2026 | $5.67 | +55% |
| Q2 2026 | $5.36 | +104% |
| Q1 2026 | $4.99 | +208% |
| Q4 2025 | $4.45 | +262% |
| Q3 2025 | $3.66 | +90% |
| Q2 2025 | $2.63 | -11% |
| Q1 2025 | $1.62 | -58% |
| Q4 2024 | $1.23 | -74% |
BWFG 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's revenue has grown year over year for 13 quarters in a row: $7.8B last quarter, up 19% from the same quarter a year ago.
| 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.
BWFG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $35.3M | +24% |
| Q2 2026 | $32.8M | +26% |
| Q1 2026 | $30.2M | +28% |
| Q4 2025 | $30.3M | +43% |
| Q3 2025 | $28.5M | +30% |
| Q2 2025 | $25.9M | +18% |
| Q1 2025 | $23.6M | +6.8% |
| Q4 2024 | $21.2M | -9.5% |
BWFG's revenue has grown year over year for seven quarters in a row: $35M last quarter, up 24% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +0.1 points |
| Q2 2026 | 50% | +4.2 points |
| Q1 2026 | 48% | +9.5 points |
| Q4 2025 | 47% | +28 points |
| Q3 2025 | 47% | +35 points |
| Q2 2025 | 46% | +39 points |
| Q1 2025 | 38% | +15 points |
| Q4 2024 | 19% | -30 points |
BWFG 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's free cash flow was $4.8B over the past year, up 22% from the year before. Free cash flow isn't a meaningful measure for financial services companies like BLK.
BWFG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $12.2M | +23% |
| Q2 2026 | $10M | +65% |
| Q1 2026 | $7.3M | +89% |
| Q4 2025 | $7.3M | -49% |
| Q3 2025 | $9.9M | +$10.6M |
| Q2 2025 | $6.1M | -10% |
| Q1 2025 | $3.8M | -57% |
| Q4 2024 | $14.3M | +$15M |
BWFG's free cash flow was $37M over the past year, up 7.9% from the year before. Free cash flow isn't a meaningful measure for financial services companies like BWFG.
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 the edge over BWFG on shareholder dilution, with a more favorable share count trend.
| 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 |
BWFG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -32.8K shares |
| 1 year | +1.3% | +103K shares |
| 3 years | +4.1% | +314K shares |
| 5 years | +2.7% | +209K shares |
| Available history | +2.1% | +164K shares |
BWFG has 8M diluted shares, up 1.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $150,000 |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $422,000 |
| Q1 2025 | $912,000 |
| Q4 2024 | — |
BWFG has spent almost nothing on buybacks in the past year.
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.
BWFG Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.7x | Net Cash |
| Q2 2026 | -2.6x | Net Cash |
| Q1 2026 | -2.6x | Net Cash |
| Q4 2025 | 1.5x | Healthy |
| Q3 2025 | -5.1x | Net Cash |
| Q2 2025 | -7.6x | Net Cash |
| Q1 2025 | -12.0x | Net Cash |
| Q4 2024 | -0.2x | Net Cash |
BWFG 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).
BWFG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 70.6 | Overbought |
| Stochastic | 77.6 | Neutral |
BWFG's weekly RSI is 71 (overbought) and its Stochastic is 78 (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.
BWFG PE vs Financial Services Sector
| Metric | BWFG | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 13x | 3.1% below |
| PE % | 64 | 63 | 1 pt above |
BWFG 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.
BWFG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $67.9 | 5.3% above |
| 20 week MA | $66.1 | 8.3% above |
| 50 week MA | $56.4 | 27% above |
| 100 week MA | $46.4 | 54% above |
| 200 week MA | $36.6 | 96% above |
BWFG is in an uptrend: it's above all five of its weekly moving averages, and 96% 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.
BWFG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $28.5 | $18.5 | -35% |
| 2021 | $18.5 | $32.0 | +73% |
| 2022 | $32.0 | $29.1 | -8.9% |
| 2023 | $29.1 | $30.2 | +3.6% |
| 2024 | $30.2 | $31.4 | +3.9% |
| 2025 | $31.4 | $47.0 | +50% |
| 2026 YTD | $47.0 | $71.5 | +52% |
BWFG has the edge over BLK on returns for 2026, with the stronger performance.