BLK
BlackRock, Inc.
BLK's fundamentals are mixed, but it looks expensive: trading at 28x earnings, above its usual 22x.
OCCI
OFS Credit Company, Inc.
There isn't enough reported data to score OCCI 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.
OCCI Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| N/A | |
| N/A |
OCCI's revenue and profitability are currently under pressure. Free cash flow and net leverage aren't meaningful measures for financial services companies like OCCI.
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.
OCCI PE Valuation
OCCI has no meaningful PE right now: it lost money over the past year.
BLK Forward outlook
There aren't enough analyst estimates for BLK to show an outlook.
OCCI Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong decline | |
| Strong decline | |
| Improving | |
| Limited | |
| High |
Analysts expect OCCI's earnings and revenue to decline, though 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 has the stronger earnings trend. Trailing diluted EPS is up 11% for BLK versus OCCI down 863%.
OCCI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.85 | — |
| Q2 2026 | -$1.22 | -863% |
| Q1 2026 | -$1.31 | -311% |
| Q4 2025 | -$0.37 | -142% |
| Q3 2025 | $0.24 | -68% |
| Q2 2025 | $0.16 | -72% |
| Q1 2025 | $0.62 | +$1.08 |
| Q4 2024 | $0.89 | +$1.07 |
| Q3 2024 | $0.74 | +$1.04 |
OCCI has swung to a loss: it lost $1.22 per share over the past year, after a profit the year before.
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 stronger quarterly revenue trend. Revenue is up 19% for BLK versus down 83% for OCCI.
| 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.
OCCI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.7M | -83% |
| Q1 2026 | $10.4M | +3.1% |
| Q4 2025 | $11.1M | +30% |
| Q3 2025 | $11.9M | +59% |
| Q2 2025 | $10.2M | +27% |
| Q1 2025 | $10.1M | +53% |
| Q4 2024 | $8.6M | -5.4% |
| Q3 2024 | $7.5M | +3.1% |
OCCI's revenue has held roughly level: $2M last quarter, down 83% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -584% | -652 points |
| Q1 2026 | -188% | -256 points |
| Q4 2025 | -62% | -137 points |
| Q3 2025 | 71% | +12 points |
| Q2 2025 | 68% | -0.2 points |
| Q1 2025 | 67% | -53 points |
| Q4 2024 | 75% | +42 points |
| Q3 2024 | 59% | +38 points |
OCCI's operating margin was −584% last quarter, down 652 points from the same quarter a year ago, near the bottom 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% |
OCCI has the stronger cash trend. Its trailing FCF is up 22,168% versus its history, compared with BLK at up 20%.
OCCI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q4 2025 | $34.5M | +$34.5M |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | $0 |
| Q3 2024 | $0 | $0 |
| Q2 2024 | $0 | -100% |
| Q1 2024 | $0 | -100% |
OCCI's free cash flow was $35M over the past year, against $0 the year before. Free cash flow isn't a meaningful measure for financial services companies like OCCI.
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 OCCI 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 |
OCCI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.5% | +974K shares |
| 1 year | +16% | +4.1M shares |
| 3 years | +170% | +18.4M shares |
| 5 years | +432% | +23.7M shares |
| Available history | +854% | +26.1M shares |
OCCI has 29M diluted shares, up 16% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
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.
OCCI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q4 2025 | -0.9x | Net Cash |
| Q3 2025 | 3.9x | Elevated |
| Q2 2025 | 3.7x | Elevated |
| Q1 2025 | 3.2x | Elevated |
| Q4 2024 | -1.0x | Net Cash |
| Q3 2024 | 1.8x | Healthy |
| Q2 2024 | -0.9x | Net Cash |
| Q1 2024 | 27.3x | High |
OCCI has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like OCCI.
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).
OCCI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 22.0 | Oversold |
| Stochastic | 5.5 | Oversold |
OCCI's weekly RSI is 22 (oversold) and its Stochastic is 5 (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.
OCCI PE vs Financial Services Sector
| Metric | OCCI | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 13x | — |
OCCI 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 the edge over OCCI on trend strength, trading above more of its moving averages.
OCCI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.77 | 25% below |
| 20 week MA | $2.22 | 40% below |
| 50 week MA | $3.07 | 57% below |
| 100 week MA | $4.62 | 71% below |
| 200 week MA | $6.16 | 78% below |
OCCI is in a downtrend: it's below all five of its weekly moving averages, and 78% below 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 OCCI on returns for 2026, with the stronger performance.
OCCI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $15.7 | $12.3 | -22% |
| 2021 | $12.3 | $12.5 | +1.5% |
| 2022 | $12.5 | $8.36 | -33% |
| 2023 | $8.36 | $6.46 | -23% |
| 2024 | $6.46 | $7.07 | +9.4% |
| 2025 | $7.07 | $4.82 | -32% |
| 2026 YTD | $4.82 | $1.33 | -72% |
OCCI has finished lower in four of the last six years. It's down 72% so far in 2026.