BLK
BlackRock, Inc.
BLK trails on the overall score without a compensating advantage in the available component scores.
SBSI
Southside Bancshares, Inc.
SBSI 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.
SBSI Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| N/A | |
| N/A |
SBSI's revenue and profitability are currently strong. Free cash flow and net leverage aren't meaningful measures for financial services companies like SBSI.
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.
SBSI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.9x | $32.86 | -6% |
| Forward | 10x | $34.98 | — |
| Current | 11x | $34.98 | — |
| Fair | 12x | $39.16 | +12% |
| Expensive | 15x | $48.19 | +38% |
Historical ranges are pointers, not guarantees.
SBSI 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.
SBSI Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for SBSI, 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 edge over SBSI on earnings, with stronger typical year-over-year growth.
SBSI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.51 | +6% |
| Q3 2026 | $3.31 | +44% |
| Q2 2026 | $2.54 | -9.9% |
| Q1 2026 | $2.36 | -19% |
| Q4 2025 | $2.29 | -21% |
| Q3 2025 | $2.30 | -17% |
| Q2 2025 | $2.82 | +4.4% |
| Q1 2025 | $2.91 | +7.8% |
| Q4 2024 | $2.91 | +3.2% |
SBSI earned $3.31 per share over the past year, up 44% from 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 edge over SBSI 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's operating margin was 30% last quarter, about level with the same quarter a year ago, near the bottom of its range since 2019.
SBSI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $74M | +69% |
| Q2 2026 | $71.3M | +7.4% |
| Q1 2026 | $70.3M | +9.7% |
| Q4 2025 | $62.8M | -4.8% |
| Q3 2025 | $43.7M | -31% |
| Q2 2025 | $66.4M | +1.9% |
| Q1 2025 | $64.1M | +1.6% |
| Q4 2024 | $66M | +16% |
SBSI's revenue is growing: $74M last quarter, up 69% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 46% | +35 points |
| Q2 2026 | 46% | +5.7 points |
| Q1 2026 | 40% | -0.7 points |
| Q4 2025 | 39% | -0.7 points |
| Q3 2025 | 12% | -28 points |
| Q2 2025 | 40% | -5.9 points |
| Q1 2025 | 41% | -0.5 points |
| Q4 2024 | 40% | +5.8 points |
SBSI 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.
SBSI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $65.4M | +75% |
| Q2 2026 | $27.5M | +$29.5M |
| Q1 2026 | $45M | +109% |
| Q4 2025 | $16.6M | -51% |
| Q3 2025 | $37.4M | +$51.5M |
| Q2 2025 | -$2M | -113% |
| Q1 2025 | $21.5M | -61% |
| Q4 2024 | $33.7M | +$92.2M |
SBSI's free cash flow was $155M over the past year, up 71% from the year before. Free cash flow isn't a meaningful measure for financial services companies like SBSI.
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 |
SBSI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +28K shares |
| 1 year | -0.8% | -230K shares |
| 3 years | -2.1% | -638K shares |
| 5 years | -8.1% | -2.7M shares |
| Available history | -12% | -4M shares |
SBSI has the edge over BLK on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q4 2025 | $10.6M |
| Q3 2025 | $1.5M |
| Q4 2024 | $5,000 |
| Q3 2024 | — |
| Q2 2024 | $1.5M |
| Q1 2024 | — |
| Q4 2023 | $4.7M |
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.
SBSI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.8x | Net Cash |
| Q2 2026 | -1.9x | Net Cash |
| Q1 2026 | -1.9x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.8x | Net Cash |
| Q2 2025 | -2.1x | Net Cash |
| Q1 2025 | -2.4x | Net Cash |
| Q4 2024 | -2.3x | Net Cash |
SBSI 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).
SBSI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.5 | Neutral |
| Stochastic | 77.9 | Neutral |
SBSI's weekly RSI is 62 (neutral) and its Stochastic is 78 (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.
SBSI PE vs Financial Services Sector
| Metric | SBSI | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 13x | 19% below |
| PE % | 27 | 63 | 36 pts below |
SBSI 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 is in an uptrend: it's above all five of its weekly moving averages, and 33% above its 200-week average.
SBSI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $32.1 | 8.8% above |
| 20 week MA | $32.7 | 7% above |
| 50 week MA | $32.5 | 7.8% above |
| 100 week MA | $31.0 | 13% above |
| 200 week MA | $30.9 | 13% above |
SBSI is in an uptrend: it's above all five of its weekly moving averages, and 13% 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.
SBSI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $37.1 | $31.3 | -15% |
| 2021 | $31.3 | $41.3 | +32% |
| 2022 | $41.3 | $35.5 | -14% |
| 2023 | $35.5 | $31.3 | -12% |
| 2024 | $31.3 | $31.8 | +1.6% |
| 2025 | $31.8 | $31.3 | -1.7% |
| 2026 YTD | $31.3 | $35.0 | +12% |
SBSI has the edge over BLK on returns for 2026, with the stronger performance.