BLK

BlackRock, Inc.

50
Fundamentals63/ 100
Valuation31/ 100
Upside potential50/ 100
Risk potential15/ 100

BLK trails on the overall score without a compensating advantage in the available component scores.

WSFS

WSFS Financial Corporation

62
Fundamentals69/ 100
Valuation46/ 100
Upside potential67/ 100
Risk potential12/ 100

WSFS has the edge over BLK overall, supported by stronger modeled upside and stronger valuation.

BLK Fundamentals

MetricStatus
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.

WSFS Fundamentals

MetricStatus
Stable
Strong
N/A
N/A

WSFS's profitability is currently strong, and its revenue is stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like WSFS.

BLK PE Valuation

CHEAPFAIREXPENSIVE7.8x16x23x31x
CHEAPFAIREXPENSIVE7.8x16x23x31x
LevelPEPriceVs current
Cheap19x$848-30%
Fair22x$973-20%
Expensive26x$1,149-5.5%
Current28x$1,217—

Historical ranges are pointers, not guarantees.

BLK's PE is in its expensive range at 28x.

WSFS PE Valuation

CHEAPFAIREXPENSIVE6.2x12x19x25x
CHEAPFAIREXPENSIVE6.2x12x19x25x
LevelPEPriceVs current
Cheap9x$57.28-28%
Fair12x$75.10-6.1%
Forward12x$79.94—
Current13x$79.94—
Expensive14x$91.62+15%

Historical ranges are pointers, not guarantees.

WSFS 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.

WSFS Forward outlook

MetricOutlook
Improving
Growth
Growth
Strongly improving
Limited
Moderate

Analysts expect earnings and revenue growth for WSFS, with profitability improving.

BLK Risk to reward

ScenarioChangePrice
Upside+14%$1,392.25
Downside-15%$1,038.38

Calculated from the latest close: $1,216.61 on Nov 12.

BLK trails WSFS on modeled risk to reward, with less potential upside and more potential downside.

WSFS Risk to reward

ScenarioChangePrice
Upside+26%$100.37
Downside-12%$70.09

Calculated from the latest close: $79.94 on Nov 12.

WSFS has a better modeled risk to reward balance than BLK, with more potential upside and less potential downside.

BLK Earnings Per Share

Q4 2023: $36.51Q1 2024: $39.35Q2 2024: $40.28Q3 2024: $40.52Q4 2024: $42.53Q1 2025: $41.69Q2 2025: $41.89Q3 2025: $39.42Q4 2025: $35.31Q1 2026: $39.73Q2 2026: $41.73Q3 2026: $43.87
Q4 2023: $36.51Q1 2024: $39.35Q2 2024: $40.28Q3 2024: $40.52Q4 2024: $42.53Q1 2025: $41.69Q2 2025: $41.89Q3 2025: $39.42Q4 2025: $35.31Q1 2026: $39.73Q2 2026: $41.73Q3 2026: $43.87
QuarterTTM EPSYoY
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.

WSFS Earnings Per Share

Q4 2023: $4.40Q1 2024: $4.48Q2 2024: $4.52Q3 2024: $4.38Q4 2024: $4.41Q1 2025: $4.44Q2 2025: $4.55Q3 2025: $4.84Q4 2025: $5.09Q1 2026: $5.61Q2 2026: $5.97Q3 2026: $6.35Forward: $6.94
Q4 2023: $4.40Q1 2024: $4.48Q2 2024: $4.52Q3 2024: $4.38Q4 2024: $4.41Q1 2025: $4.44Q2 2025: $4.55Q3 2025: $4.84Q4 2025: $5.09Q1 2026: $5.61Q2 2026: $5.97Q3 2026: $6.35Forward: $6.94
QuarterTTM EPSYoY
Forward$6.94+9.3%
Q3 2026$6.35+31%
Q2 2026$5.97+31%
Q1 2026$5.61+26%
Q4 2025$5.09+15%
Q3 2025$4.84+11%
Q2 2025$4.55+0.7%
Q1 2025$4.44-0.9%
Q4 2024$4.41+0.2%

WSFS has the edge over BLK on earnings, with more consistent year-over-year improvement.

BLK Quarterly Revenue

Q4 2023: $4.6BQ1 2024: $4.7BQ2 2024: $4.8BQ3 2024: $5.2BQ4 2024: $5.7BQ1 2025: $5.3BQ2 2025: $5.4BQ3 2025: $6.5BQ4 2025: $7BQ1 2026: $6.7BQ2 2026: $7.1BQ3 2026: $7.8B
Q4 2023: $4.6BQ1 2024: $4.7BQ2 2024: $4.8BQ3 2024: $5.2BQ4 2024: $5.7BQ1 2025: $5.3BQ2 2025: $5.4BQ3 2025: $6.5BQ4 2025: $7BQ1 2026: $6.7BQ2 2026: $7.1BQ3 2026: $7.8B
QuarterRevenueYoY
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 WSFS on sales, with more consistent year-over-year improvement.

WSFS Quarterly Revenue

Q4 2023: $265MQ1 2024: $251MQ2 2024: $266MQ3 2024: $268MQ4 2024: $262MQ1 2025: $256MQ2 2025: $268MQ3 2025: $270MQ4 2025: $272MQ1 2026: $275MQ2 2026: $282MQ3 2026: $288M
Q4 2023: $265MQ1 2024: $251MQ2 2024: $266MQ3 2024: $268MQ4 2024: $262MQ1 2025: $256MQ2 2025: $268MQ3 2025: $270MQ4 2025: $272MQ1 2026: $275MQ2 2026: $282MQ3 2026: $288M
QuarterRevenueYoY
Q3 2026$287.6M+6.3%
Q2 2026$282.5M+5.6%
Q1 2026$275.3M+7.5%
Q4 2025$271.9M+4%
Q3 2025$270.5M+1.1%
Q2 2025$267.5M+0.5%
Q1 2025$256.1M+2%
Q4 2024$261.5M-1.4%

WSFS's revenue has grown year over year for seven quarters in a row: $288M last quarter, up 6.3% from the same quarter a year ago.

BLK Free Cash Flow

Q4 2023: $1.9BQ1 2024: −$472MQ2 2024: $1.4BQ3 2024: --Q4 2024: $2.5BQ1 2025: −$1.2BQ2 2025: $1.3BQ3 2025: $1.3BQ4 2025: $2.1BQ1 2026: −$1.1BQ2 2026: $1.1BQ3 2026: $2.6B
Q4 2023: $1.9BQ1 2024: −$472MQ2 2024: $1.4BQ3 2024: --Q4 2024: $2.5BQ1 2025: −$1.2BQ2 2025: $1.3BQ3 2025: $1.3BQ4 2025: $2.1BQ1 2026: −$1.1BQ2 2026: $1.1BQ3 2026: $2.6B
QuarterFree cash flowYoY
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 WSFS on cash flow, with more consistent year-over-year improvement.

WSFS Free Cash Flow

Q4 2023: −$54MQ1 2024: $109MQ2 2024: $42MQ3 2024: −$489,000Q4 2024: $55MQ1 2025: $6MQ2 2025: $35MQ3 2025: $120MQ4 2025: $52MQ1 2026: $85MQ2 2026: −$14MQ3 2026: $163M
Q4 2023: −$54MQ1 2024: $109MQ2 2024: $42MQ3 2024: −$489,000Q4 2024: $55MQ1 2025: $6MQ2 2025: $35MQ3 2025: $120MQ4 2025: $52MQ1 2026: $85MQ2 2026: −$14MQ3 2026: $163M
QuarterFree cash flowYoY
Q3 2026$163.4M+36%
Q2 2026-$14.4M-141%
Q1 2026$85.5M+1254%
Q4 2025$51.8M-6.5%
Q3 2025$120.3M+$120.8M
Q2 2025$35.2M-16%
Q1 2025$6.3M-94%
Q4 2024$55.4M+$109.6M

WSFS's free cash flow was $286M over the past year, up 32% from the year before. Free cash flow isn't a meaningful measure for financial services companies like WSFS.

BLK Total Shares

Q4 2023: 150MQ1 2024: 150MQ2 2024: 150MQ3 2024: 150MQ4 2024: 152MQ1 2025: 157MQ2 2025: 156MQ3 2025: 165MQ4 2025: 161MQ1 2026: 165MQ2 2026: 165MQ3 2026: 165M
Q4 2023: 150MQ1 2024: 150MQ2 2024: 150MQ3 2024: 150MQ4 2024: 152MQ1 2025: 157MQ2 2025: 156MQ3 2025: 165MQ4 2025: 161MQ1 2026: 165MQ2 2026: 165MQ3 2026: 165M
PeriodChange %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.

WSFS Total Shares

Q4 2023: 61MQ1 2024: 61MQ2 2024: 60MQ3 2024: 59MQ4 2024: 60MQ1 2025: 59MQ2 2025: 57MQ3 2025: 56MQ4 2025: 56MQ1 2026: 53MQ2 2026: 52MQ3 2026: 51M
Q4 2023: 61MQ1 2024: 61MQ2 2024: 60MQ3 2024: 59MQ4 2024: 60MQ1 2025: 59MQ2 2025: 57MQ3 2025: 56MQ4 2025: 56MQ1 2026: 53MQ2 2026: 52MQ3 2026: 51M
PeriodChange %Net change
Quarterly-1.6%-835K shares
1 year-8.7%-4.9M shares
3 years-16%-9.9M shares
5 years+7.1%+3.4M shares
Available history+3.1%+1.5M shares

WSFS has the edge over BLK on shareholder dilution, with a more favorable share count trend.

BLK Net Leverage

Q4 2023: 0.1xQ1 2024: 0.3xQ2 2024: 0.2xQ3 2025: 0.3xQ4 2025: 0.2xQ1 2026: 0.3xQ2 2026: 0.2xQ3 2026: -0.0x
Q4 2023: 0.1xQ1 2024: 0.3xQ2 2024: 0.2xQ3 2025: 0.3xQ4 2025: 0.2xQ1 2026: 0.3xQ2 2026: 0.2xQ3 2026: -0.0x
QuarterNet LeverageStatus
Q3 2026-0.0xNet Cash
Q2 20260.2xVery low
Q1 20260.3xVery low
Q4 20250.2xVery low
Q3 20250.3xVery low
Q2 20240.2xVery low
Q1 20240.3xVery low
Q4 20230.1xVery low

BLK has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like BLK.

WSFS Net Leverage

Q4 2023: -1.3xQ1 2024: 0.1xQ2 2024: 0.5xQ3 2024: 0.4xQ4 2024: -3.0xQ1 2025: -1.8xQ2 2025: -2.3xQ3 2025: -3.0xQ4 2025: -4.1xQ1 2026: -4.2xQ2 2026: -4.3xQ3 2026: -3.6x
Q4 2023: -1.3xQ1 2024: 0.1xQ2 2024: 0.5xQ3 2024: 0.4xQ4 2024: -3.0xQ1 2025: -1.8xQ2 2025: -2.3xQ3 2025: -3.0xQ4 2025: -4.1xQ1 2026: -4.2xQ2 2026: -4.3xQ3 2026: -3.6x
QuarterNet LeverageStatus
Q3 2026-3.6xNet Cash
Q2 2026-4.3xNet Cash
Q1 2026-4.2xNet Cash
Q4 2025-4.1xNet Cash
Q3 2025-3.0xNet Cash
Q2 2025-2.3xNet Cash
Q1 2025-1.8xNet Cash
Q4 2024-3.0xNet Cash

WSFS has the edge over BLK on leverage, with a lower net debt burden relative to earnings.

BLK Weekly Momentum

MetricValueStatus
RSI64.5Neutral
Stochastic79.0Neutral

BLK's weekly RSI is 64 (neutral) and its Stochastic is 79 (neutral).

WSFS Weekly Momentum

MetricValueStatus
RSI62.0Neutral
Stochastic55.5Neutral

WSFS's weekly RSI is 62 (neutral) and its Stochastic is 56 (neutral).

BLK PE vs Financial Services Sector

MetricBLKSector medianRelative
PE28x13x113% above
PE %976334 pts above

BLK is trading at 28x earnings, a 113% premium to the Financial Services sector's median of 13x.

WSFS PE vs Financial Services Sector

MetricWSFSSector medianRelative
PE13x13x3.3% below
PE %60633 pts below

WSFS has the edge over BLK on valuation relative to its sector.

BLK Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$1,128.07.9% above
20 week MA$1,108.99.7% above
50 week MA$1,071.614% above
100 week MA$1,051.116% above
200 week MA$914.133% above

BLK is in an uptrend: it's above all five of its weekly moving averages, and 33% above its 200-week average.

WSFS Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$78.02.5% above
20 week MA$78.91.3% above
50 week MA$71.013% above
100 week MA$62.428% above
200 week MA$53.350% above

WSFS is in an uptrend: it's above all five of its weekly moving averages, and 50% above its 200-week average.

BLK Yearly ROI

YearStart priceEnd priceROI
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.

WSFS Yearly ROI

YearStart priceEnd priceROI
2020$43.9$44.6+1.6%
2021$44.6$50.5+13%
2022$50.5$45.9-9.1%
2023$45.9$45.9+0.2%
2024$45.9$53.4+16%
2025$53.4$56.9+6.6%
2026 YTD$56.9$79.9+40%

WSFS has the edge over BLK on returns for 2026, with the stronger performance.

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