BLK
BlackRock, Inc.
BLK's fundamentals are mixed, but it looks expensive: trading at 28x earnings, above its usual 22x.
CWD
CaliberCos Inc.
There isn't enough reported data to score CWD yet.
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.
CWD Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| N/A | |
| N/A |
CWD's revenue and profitability are currently under pressure. Free cash flow and net leverage aren't meaningful measures for financial services companies like CWD.
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.
CWD PE Valuation
CWD has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 1.5x next year's earnings.
BLK Forward outlook
There aren't enough analyst estimates for BLK to show an outlook.
CWD Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Decline | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect CWD to return to profit, with revenue declining.
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 has the edge over CWD in the latest year-over-year earnings comparison.
CWD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.27 | — |
| Q3 2026 | -$4.37 | +$15.48 |
CWD is still losing money, but far less than before: $4.37 per share over the past year, against $19.85 at its worst in late 2025.
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 CWD 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 has the edge over CWD on profitability, with a higher operating margin.
CWD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3M | +19% |
| Q2 2026 | $4.2M | -17% |
| Q1 2026 | $4.3M | -41% |
| Q4 2025 | $4.1M | -52% |
CWD's revenue is recovering but still below its 2024 peak: $4M last quarter, up 19% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -131% | -19 points |
| Q1 2026 | -138% | -75 points |
| Q4 2025 | -195% | -70 points |
| Q3 2025 | -130% | N/A |
| Q2 2025 | -112% | N/A |
| Q1 2025 | -63% | N/A |
| Q4 2024 | -125% | N/A |
CWD's operating margin was −131% last quarter, down 19 points from the same quarter a year ago.
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.
CWD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$2.7M | -$1.5M |
| Q1 2026 | -$2.6M | -$897K |
| Q4 2025 | -$4.5M | -702% |
CWD and BLK do not have enough comparable growth data to identify a winner.
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 CWD 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 |
CWD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +26% | +1.8M shares |
| 1 year | +590% | +7.5M shares |
CWD has 9M diluted shares, up 590% from a year ago.
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.
CWD Net Leverage
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).
CWD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.3 | Neutral |
| Stochastic | 7.2 | Oversold |
CWD's weekly RSI is 37 (neutral) and its Stochastic is 7 (oversold).
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.
CWD PE vs Financial Services Sector
CWD has no meaningful PE right now: it lost money over the past year.
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 has stronger trend alignment. BLK is above 5 of 5 weekly averages versus CWD above 0 of 4.
CWD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $0.47 | 13% below |
| 20 week MA | $0.56 | 27% below |
| 50 week MA | $0.93 | 56% below |
| 100 week MA | $3.69 | 89% below |
CWD is in a downtrend: it's below all four of its weekly moving averages, and 89% below its 100-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 the edge over CWD on returns for 2026, with the stronger performance.
CWD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2023 | $105.0 | $25.8 | -75% |
| 2024 | $25.8 | $11.0 | -57% |
| 2025 | $11.0 | $1.58 | -86% |
| 2026 YTD | $1.58 | $0.41 | -74% |
CWD has finished every year since 2023 lower, and it's down 74% so far in 2026.