BLK
BlackRock, Inc.
BLK trails on the overall score without a compensating advantage in the available component scores.
JMSB
John Marshall Bancorp, Inc.
JMSB 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.
JMSB Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
JMSB's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like JMSB.
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.
JMSB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.9x | $18.46 | -20% |
| Forward | 11x | $23.07 | — |
| Current | 12x | $23.07 | — |
| Fair | 13x | $24.76 | +7.3% |
| Expensive | 15x | $27.86 | +21% |
Historical ranges are pointers, not guarantees.
JMSB 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.
JMSB Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly weakening | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for JMSB, but weaker profitability.
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.
JMSB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.09 | +12% |
| Q3 2026 | $1.87 | +33% |
| Q2 2026 | $1.72 | +29% |
| Q1 2026 | $1.58 | +27% |
| Q4 2025 | $1.49 | +24% |
| Q3 2025 | $1.41 | +18% |
JMSB 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 JMSB 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.
JMSB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $18.1M | +11% |
| Q2 2026 | $18.8M | +22% |
| Q1 2026 | $16.8M | +15% |
| Q4 2025 | $16.4M | +14% |
| Q3 2025 | $16.3M | +18% |
| Q2 2025 | $15.4M | +22% |
| Q1 2025 | $14.6M | +16% |
| Q4 2024 | $14.3M | +13% |
JMSB's revenue has grown year over year for nine quarters in a row: $18M last quarter, up 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 54% | +12 points |
| Q2 2026 | 48% | +5.4 points |
| Q1 2026 | 47% | +4.4 points |
| Q4 2025 | 47% | +4.9 points |
| Q3 2025 | 42% | +3.4 points |
| Q2 2025 | 43% | +2.9 points |
| Q1 2025 | 42% | -0.8 points |
| Q4 2024 | 43% | -3.9 points |
JMSB 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 JMSB on cash flow, with more consistent year-over-year improvement.
JMSB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $7.4M | +522% |
| Q2 2026 | $5M | -32% |
| Q1 2026 | $8.5M | +29% |
| Q4 2025 | $6.9M | +31% |
| Q3 2025 | $1.2M | -9.6% |
| Q2 2025 | $7.4M | -27% |
| Q1 2025 | $6.6M | +6517% |
| Q4 2024 | $5.2M | -1.1% |
JMSB's free cash flow was $28M over the past year, up 36% from the year before. Free cash flow isn't a meaningful measure for financial services companies like JMSB.
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 |
JMSB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | +248 shares |
| 1 year | -0.9% | -128K shares |
| 3 years | -0.7% | -98.7K shares |
JMSB has the edge over BLK on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $2M |
| Q4 2025 | $768,000 |
| Q3 2025 | $294,000 |
| Q2 2025 | $1.3M |
| Q1 2025 | $46,000 |
| Q4 2024 | — |
JMSB spent $3M buying back its own shares over the past year, up 70% 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.
JMSB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -3.2x | Net Cash |
| Q2 2026 | -2.4x | Net Cash |
| Q1 2026 | -2.3x | Net Cash |
| Q4 2025 | -1.8x | Net Cash |
| Q3 2025 | -3.2x | Net Cash |
| Q2 2025 | -1.5x | Net Cash |
| Q1 2025 | -3.8x | Net Cash |
| Q4 2024 | -1.9x | Net Cash |
JMSB 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).
JMSB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.2 | Neutral |
| Stochastic | 39.7 | Neutral |
JMSB's weekly RSI is 57 (neutral) and its Stochastic is 40 (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.
JMSB PE vs Financial Services Sector
| Metric | JMSB | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 13x | 5.2% below |
| PE % | 32 | 63 | 31 pts below |
JMSB 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 JMSB on trend strength, trading above more of its moving averages.
JMSB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $23.1 | 0% below |
| 20 week MA | $22.9 | 0.6% above |
| 50 week MA | $21.5 | 7.3% above |
| 100 week MA | $20.0 | 15% above |
| 200 week MA | $20.0 | 16% above |
JMSB's trend is up, with a small recent dip: it's below only its 8-week average, and 16% 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.
JMSB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $16.5 | $14.2 | -14% |
| 2021 | $14.2 | $19.6 | +38% |
| 2022 | $19.6 | $29.1 | +49% |
| 2023 | $29.1 | $22.6 | -23% |
| 2024 | $22.6 | $20.1 | -11% |
| 2025 | $20.1 | $20.4 | +1.8% |
| 2026 YTD | $20.4 | $23.1 | +13% |
JMSB has the edge over BLK on returns for 2026, with the stronger performance.