BLK
BlackRock, Inc.
BLK has lower modeled downside risk, despite its lower overall score.
HAPN
Happen, Inc. Common Stock
HAPN has the edge over BLK overall, supported by stronger valuation and stronger modeled upside.
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.
HAPN Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| N/A | |
| N/A |
HAPN'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 HAPN.
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.
HAPN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 7.1x | $15.27 | — |
| Current | 8.5x | $15.27 | — |
| Cheap | 12x | $21.59 | +41% |
| Fair | 23x | $42.16 | +176% |
| Expensive | 29x | $52.47 | +244% |
Historical ranges are pointers, not guarantees.
HAPN 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.
HAPN Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for HAPN, 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.
HAPN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.16 | +20% |
| Q3 2026 | $1.80 | +105% |
| Q2 2026 | $1.67 | +161% |
| Q1 2026 | $1.50 | +241% |
| Q4 2025 | $1.16 | +158% |
| Q3 2025 | $0.88 | +91% |
| Q2 2025 | $0.64 | +68% |
| Q1 2025 | $0.44 | +29% |
| Q4 2024 | $0.45 | +25% |
HAPN 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 HAPN 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 HAPN on profitability, with a higher operating margin.
HAPN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $263.2M | -1.2% |
| Q2 2026 | $262.9M | +5.8% |
| Q1 2026 | $252.3M | +16% |
| Q4 2025 | $266.5M | +23% |
| Q3 2025 | $266.2M | +32% |
| Q2 2025 | $248.4M | +33% |
| Q1 2025 | $217.7M | +20% |
| Q4 2024 | $217.2M | +17% |
HAPN's revenue is growing: $263M last quarter, down 1.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 29% | +7.7 points |
| Q2 2026 | 29% | +7.1 points |
| Q1 2026 | 27% | +20 points |
| Q4 2025 | 19% | +14 points |
| Q3 2025 | 22% | +13 points |
| Q2 2025 | 22% | +11 points |
| Q1 2025 | 7.2% | -1.9 points |
| Q4 2024 | 5.1% | -2.3 points |
HAPN's operating margin was 29% last quarter, up 7.7 points from the same quarter a year ago, near the top of its range since 2019.
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 HAPN on cash generation, producing positive trailing cash flow while its opponent burns cash.
HAPN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$709.7M | +$82.1M |
| Q2 2026 | -$600.9M | +$202.9M |
| Q1 2026 | -$644.8M | -$292.5M |
| Q4 2025 | -$919.3M | -$716.8M |
| Q3 2025 | -$791.8M | -$109.6M |
| Q2 2025 | -$803.8M | +$141.5M |
| Q1 2025 | -$352.3M | +$506M |
| Q4 2024 | -$202.6M | +$623.5M |
HAPN's free cash flow was −$2.9B over the past year, against −$2.2B the year before. Free cash flow isn't a meaningful measure for financial services companies like HAPN.
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 |
HAPN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +308K shares |
| 1 year | -0.5% | -606K shares |
| 3 years | +7.8% | +8.5M shares |
HAPN has the edge over BLK on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $8.2M |
| Q2 2026 | $7.8M |
| Q1 2026 | $12.6M |
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.
HAPN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2025 | -0.1x | Net Cash |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.2x | Net Cash |
| Q4 2024 | -0.1x | Net Cash |
| Q3 2024 | -0.2x | Net Cash |
| Q2 2024 | -0.1x | Net Cash |
| Q1 2024 | 2.5x | Moderate |
| Q4 2023 | -0.1x | Net Cash |
HAPN has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like HAPN.
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).
HAPN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.2 | Neutral |
HAPN's weekly RSI is 43 (neutral) and its Stochastic is 26 (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.
HAPN PE vs Financial Services Sector
| Metric | HAPN | Sector median | Relative |
|---|---|---|---|
| PE | 8.5x | 13x | 35% below |
| PE % | 1 | 63 | 62 pts below |
HAPN 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 has the edge over HAPN on trend strength, trading above more of its moving averages.
HAPN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $15.1 | 1% above |
| 20 week MA | $17.2 | 11% below |
| 50 week MA | $17.2 | 11% below |
| 100 week MA | $15.5 | 1.7% below |
| 200 week MA | $12.3 | 24% above |
HAPN's trend is mixed: it's above two of its five weekly moving averages, and 24% 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 the edge over HAPN on returns for 2026, with the stronger performance.
HAPN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $12.5 | $8.82 | -30% |
| 2021 | $8.82 | $25.8 | +192% |
| 2022 | $25.8 | $8.67 | -66% |
| 2023 | $8.67 | $8.74 | +0.8% |
| 2024 | $8.74 | $16.7 | +91% |
| 2025 | $16.7 | $19.6 | +18% |
| 2026 YTD | $19.6 | $15.3 | -22% |
HAPN's yearly returns have swung widely, from +192% in 2021 to −66% in 2022. It's down 22% so far in 2026.