BLK
BlackRock, Inc.
BLK has the edge over VALU overall, supported by stronger fundamentals and lower modeled downside.
VALU
Value Line, Inc.
VALU offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
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.
VALU Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| N/A | |
| N/A |
VALU's revenue and profitability are currently stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like VALU.
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.
VALU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $33.31 | -18% |
| Fair | 19x | $39.26 | -3.6% |
| Current | 19x | $40.73 | — |
| Expensive | 25x | $52.04 | +28% |
Historical ranges are pointers, not guarantees.
VALU 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.
VALU Forward outlook
There aren't enough analyst estimates for VALU to show an outlook.
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.
VALU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $2.11 | -6.6% |
| Q2 2026 | $2.30 | +5% |
| Q1 2026 | $2.34 | +2.6% |
| Q4 2025 | $2.26 | -3.8% |
| Q3 2025 | $2.26 | +6.6% |
| Q2 2025 | $2.19 | +8.4% |
| Q1 2025 | $2.28 | +18% |
| Q4 2024 | $2.35 | +26% |
VALU 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 VALU 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 has the edge over VALU on profitability, with a higher operating margin.
VALU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $8.1M | -6.4% |
| Q2 2026 | $8M | -4.5% |
| Q1 2026 | $8.3M | -7.7% |
| Q4 2025 | $8.6M | -3.2% |
| Q3 2025 | $8.6M | -3.1% |
| Q2 2025 | $8.4M | -6.8% |
| Q1 2025 | $9M | -1.8% |
| Q4 2024 | $8.8M | -8% |
VALU's revenue has slid since its 2020 peak: $8M last quarter, down 6.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | -4.6 points |
| Q2 2026 | 0.2% | -9.7 points |
| Q1 2026 | 12% | -5.3 points |
| Q4 2025 | 18% | -2.1 points |
| Q3 2025 | 17% | -3.4 points |
| Q2 2025 | 9.9% | -6.6 points |
| Q1 2025 | 17% | -7 points |
| Q4 2024 | 20% | -8.1 points |
VALU's operating margin was 13% last quarter, down 4.6 points from the same quarter a year ago.
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 VALU on cash flow, with more consistent year-over-year improvement.
VALU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $4.7M | -15% |
| Q2 2026 | $4.8M | -14% |
| Q1 2026 | $5.3M | -22% |
| Q4 2025 | $3M | -2% |
| Q3 2025 | $5.6M | +17% |
| Q2 2025 | $5.5M | +47% |
| Q1 2025 | $6.8M | -20% |
| Q4 2024 | $3M | +327% |
VALU's free cash flow was $18M over the past year, down 15% from the year before. Free cash flow isn't a meaningful measure for financial services companies like VALU.
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 VALU 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 |
VALU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -14.8K shares |
| 1 year | -0.3% | -30.4K shares |
| 3 years | -0.5% | -48.3K shares |
| 5 years | -1.8% | -176K shares |
| Available history | -2.8% | -273K shares |
VALU has 9M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $100,000 |
| Q2 2026 | $62,000 |
| Q1 2026 | $647,000 |
| Q4 2025 | $160,000 |
| Q3 2025 | $59,000 |
| Q2 2025 | $179,000 |
| Q1 2025 | $96,000 |
| Q4 2024 | $1,000 |
VALU spent $969,000 buying back its own shares over the past year, up 189% 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.
VALU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -3.3x | Net Cash |
| Q2 2026 | -4.5x | Net Cash |
| Q1 2026 | -7.6x | Net Cash |
| Q4 2025 | -6.5x | Net Cash |
| Q3 2025 | -4.9x | Net Cash |
| Q2 2025 | -4.7x | Net Cash |
| Q1 2025 | -3.4x | Net Cash |
| Q4 2024 | -1.3x | Net Cash |
VALU 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).
VALU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.4 | Neutral |
| Stochastic | 56.2 | Neutral |
VALU's weekly RSI is 54 (neutral) and its Stochastic is 56 (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.
VALU PE vs Financial Services Sector
| Metric | VALU | Sector median | Relative |
|---|---|---|---|
| PE | 19x | 13x | 48% above |
| PE % | 51 | 63 | 12 pts below |
VALU 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 VALU on trend strength, trading above more of its moving averages.
VALU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $42.0 | 3% below |
| 20 week MA | $39.8 | 2.3% above |
| 50 week MA | $37.6 | 8.4% above |
| 100 week MA | $38.7 | 5.4% above |
| 200 week MA | $42.2 | 3.4% below |
VALU's trend is mixed: it's above three of its five weekly moving averages, and 3.4% 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 VALU on returns for 2026, with the stronger performance.
VALU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $28.6 | $29.7 | +3.6% |
| 2021 | $29.7 | $47.6 | +60% |
| 2022 | $47.6 | $50.8 | +6.8% |
| 2023 | $50.8 | $48.8 | -4% |
| 2024 | $48.8 | $53.4 | +9.6% |
| 2025 | $53.4 | $38.1 | -29% |
| 2026 YTD | $38.1 | $40.7 | +7% |
VALU has finished higher in four of the last six years. It's up 7% so far in 2026.