BLK
BlackRock, Inc.
BLK trails on the overall score without a compensating advantage in the available component scores.
ISTR
Investar Holding Corporation
ISTR 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.
ISTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| N/A | |
| N/A |
ISTR's revenue and profitability are currently strong. Free cash flow and net leverage aren't meaningful measures for financial services companies like ISTR.
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 ISTR in the historical PE scenario, which offers more potential upside but is not a forecast.
ISTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.7x | $17.54 | -38% |
| Forward | 9.1x | $28.15 | — |
| Current | 11x | $28.15 | — |
| Fair | 12x | $30.37 | +7.9% |
| Expensive | 14x | $37.39 | +33% |
Historical ranges are pointers, not guarantees.
ISTR's PE is in its fair range at 11x. If earnings grow as analysts expect, today's price would be 9.1x next year's earnings, in its cheap range.
BLK Forward outlook
There aren't enough analyst estimates for BLK to show an outlook.
ISTR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for ISTR, 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.
ISTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.09 | +18% |
| Q3 2026 | $2.62 | +17% |
| Q2 2026 | $2.42 | +8% |
| Q1 2026 | $2.27 | +3.7% |
| Q4 2025 | $2.13 | +4.4% |
| Q3 2025 | $2.24 | +25% |
| Q2 2025 | $2.24 | +46% |
| Q1 2025 | $2.19 | +22% |
| Q4 2024 | $2.04 | +21% |
ISTR 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 ISTR on sales, with stronger typical year-over-year growth.
| 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.
ISTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $36.8M | +53% |
| Q2 2026 | $36.5M | +65% |
| Q1 2026 | $35.6M | +49% |
| Q4 2025 | $23.5M | +0.9% |
| Q3 2025 | $24M | +7.4% |
| Q2 2025 | $22.1M | +8.7% |
| Q1 2025 | $24M | +12% |
| Q4 2024 | $23.3M | +18% |
ISTR's revenue has grown year over year for nine quarters in a row: $37M last quarter, up 53% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 39% | +7.5 points |
| Q2 2026 | 32% | +7.2 points |
| Q1 2026 | 42% | +9.6 points |
| Q4 2025 | 31% | -0.3 points |
| Q3 2025 | 31% | +3.6 points |
| Q2 2025 | 25% | +0.5 points |
| Q1 2025 | 32% | +3.7 points |
| Q4 2024 | 31% | +9.3 points |
ISTR 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.
ISTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.1M | +60% |
| Q2 2026 | $6.4M | +103% |
| Q1 2026 | $9.9M | +122% |
| Q4 2025 | $3.6M | +$3.9M |
| Q3 2025 | $6.9M | +25% |
| Q2 2025 | $3.2M | +12% |
| Q1 2025 | $4.5M | -43% |
| Q4 2024 | -$291K | -198% |
ISTR has the edge over BLK on cash flow, with more consistent year-over-year improvement.
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 ISTR 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 |
ISTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.2% | +182K shares |
| 1 year | +58% | +5.8M shares |
| 3 years | +59% | +5.8M shares |
| 5 years | +49% | +5.2M shares |
| Available history | +57% | +5.7M shares |
ISTR has 16M diluted shares, up 58% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $747,000 |
| Q2 2026 | $763,000 |
| Q1 2026 | $1.5M |
| Q4 2025 | $689,000 |
| Q3 2025 | $321,000 |
| Q2 2025 | $634,000 |
| Q1 2025 | $649,000 |
| Q4 2024 | — |
ISTR spent $4M buying back its own shares over the past year, up 134% 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 the edge over ISTR on leverage, with a lower net debt burden relative to earnings.
ISTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.2x | Elevated |
| Q2 2026 | 2.7x | Moderate |
| Q1 2026 | 3.0x | Moderate |
| Q4 2025 | -0.6x | Net Cash |
| Q3 2025 | 1.4x | Healthy |
| Q2 2025 | 2.0x | Healthy |
| Q1 2025 | 1.7x | Healthy |
| Q4 2024 | -0.6x | Net Cash |
ISTR's net debt is about 3.2 years of its operating earnings (EBITDA), up from 1.4 years a year ago. Net leverage isn't a meaningful measure for financial services companies like ISTR.
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).
ISTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.5 | Neutral |
| Stochastic | 14.8 | Oversold |
ISTR's weekly RSI is 44 (neutral) and its Stochastic is 15 (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.
ISTR PE vs Financial Services Sector
| Metric | ISTR | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 13x | 18% below |
| PE % | 43 | 63 | 20 pts below |
ISTR 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 ISTR on trend strength, trading above more of its moving averages.
ISTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $28.5 | 1.2% below |
| 20 week MA | $29.5 | 4.7% below |
| 50 week MA | $28.7 | 1.8% below |
| 100 week MA | $24.7 | 14% above |
| 200 week MA | $20.2 | 39% above |
ISTR has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 39% 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 ISTR on returns for 2026, with the stronger performance.
ISTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $24.1 | $16.6 | -31% |
| 2021 | $16.6 | $17.8 | +6.8% |
| 2022 | $17.8 | $21.6 | +21% |
| 2023 | $21.6 | $14.9 | -31% |
| 2024 | $14.9 | $22.0 | +47% |
| 2025 | $22.0 | $27.3 | +24% |
| 2026 YTD | $27.3 | $28.2 | +3.2% |
ISTR has finished higher in four of the last six years. It's up 3.2% so far in 2026.