BLK
BlackRock, Inc.
BLK trails on the overall score without a compensating advantage in the available component scores.
SCHW
The Charles Schwab Corporation
SCHW 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.
SCHW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
SCHW's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like SCHW.
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.
SCHW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $91.72 | — |
| Cheap | 16x | $95.94 | +4.6% |
| Current | 16x | $91.72 | — |
| Fair | 24x | $140 | +52% |
| Expensive | 30x | $178 | +94% |
Historical ranges are pointers, not guarantees.
SCHW 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.
SCHW Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect earnings and revenue growth for SCHW, 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.
SCHW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.48 | +28% |
| Q3 2026 | $5.85 | +37% |
| Q2 2026 | $5.49 | +48% |
| Q1 2026 | $5.03 | +52% |
| Q4 2025 | $4.65 | +56% |
| Q3 2025 | $4.27 | +67% |
| Q2 2025 | $3.72 | +54% |
| Q1 2025 | $3.30 | +38% |
| Q4 2024 | $2.99 | +18% |
SCHW 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 SCHW 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.
SCHW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $7.2B | +17% |
| Q2 2026 | $7.1B | +21% |
| Q1 2026 | $6.5B | +16% |
| Q4 2025 | $6.3B | +19% |
| Q3 2025 | $6.1B | +27% |
| Q2 2025 | $5.9B | +25% |
| Q1 2025 | $5.6B | +18% |
| Q4 2024 | $5.3B | +20% |
SCHW's revenue has grown year over year for 10 quarters in a row: $7.2B last quarter, up 17% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 53% | +3.4 points |
| Q2 2026 | 52% | +4 points |
| Q1 2026 | 49% | +5.3 points |
| Q4 2025 | 50% | +6.9 points |
| Q3 2025 | 49% | +11 points |
| Q2 2025 | 48% | +11 points |
| Q1 2025 | 44% | +5.9 points |
| Q4 2024 | 43% | +17 points |
SCHW 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.
SCHW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.3B | +231% |
| Q2 2026 | $4.1B | +35% |
| Q1 2026 | $7.2B | +15% |
| Q4 2025 | -$921M | +$10.2B |
| Q3 2025 | $393M | -98% |
| Q2 2025 | $3B | +$7.4B |
| Q1 2025 | $6.2B | +$7.7B |
| Q4 2024 | -$11.1B | -155% |
SCHW 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 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 |
SCHW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -6M shares |
| 1 year | -4.3% | -78M shares |
| 3 years | -5.1% | -94M shares |
| 5 years | -8.7% | -165M shares |
| Available history | +34% | +440M shares |
SCHW has the edge over BLK on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $500M |
| Q2 2026 | $999M |
| Q1 2026 | $2.4B |
| Q1 2025 | $1.5B |
| 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.
SCHW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2020 | -5.4x | Net Cash |
| Q1 2020 | -12.0x | Net Cash |
| Q4 2019 | -4.2x | Net Cash |
SCHW has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like SCHW.
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).
SCHW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.9 | Neutral |
| Stochastic | 11.2 | Oversold |
SCHW's weekly RSI is 41 (neutral) and its Stochastic is 11 (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.
SCHW PE vs Financial Services Sector
| Metric | SCHW | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 13x | 20% above |
| PE % | 14 | 63 | 49 pts below |
SCHW 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 SCHW on trend strength, trading above more of its moving averages.
SCHW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $93.3 | 1.7% below |
| 20 week MA | $100.9 | 9.1% below |
| 50 week MA | $97.3 | 5.7% below |
| 100 week MA | $92.0 | 0.3% below |
| 200 week MA | $78.5 | 17% above |
SCHW has fallen below most of its moving averages, though it's still 17% 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 SCHW on returns for 2026, with the stronger performance.
SCHW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $48.3 | $52.1 | +7.7% |
| 2021 | $52.1 | $85.1 | +64% |
| 2022 | $85.1 | $81.8 | -3.9% |
| 2023 | $81.8 | $68.8 | -16% |
| 2024 | $68.8 | $74.7 | +8.6% |
| 2025 | $74.7 | $101.9 | +36% |
| 2026 YTD | $101.9 | $91.7 | -10% |
SCHW has finished higher in four of the last six years. It's down 10% so far in 2026.