BlackRock, Inc.
BLK · Financial Services · · USDFahodi Score BUY Mid-term (Position)
68
/ 100
Technical
100
Trend & RS
78
Momentum
59
Fundamental
78
Macro
24
Liquidity
70
| Component | Score | Weight |
|---|---|---|
| Technical | 100.0 | 20% |
| Trend & RS | 77.9 | 30% |
| Momentum | 59.1 | 15% |
| Fundamental | 77.8 | 10% |
| Macro | 23.6 | 20% |
| Liquidity | 69.8 | 5% |
Trade Setup
| Entry | 1170.67 |
| Stop Loss | 1104.89 (5.6%) |
| Target 1 (1:1) | 1236.45 (+5.6%) |
| Target 2 (2:1) | 1302.23 (+11.2%) |
| ATR(14) | 32.89 (2.8%) |
| Risk per Share | 65.78 |
| Reward:Risk | 2:1 |
ATR-based levels. Adjust for support/resistance zones.
Factor Profile
| Factor | Score | Z | Bar |
|---|---|---|---|
| Value | 62.2 | +0.49 | |
| Momentum | 59.1 | +0.36 | |
| Quality | 57.0 | +0.28 | |
| Composite | 59.4 | ||
Quality Scores
Piotroski F-Score
7
/9 —
Strong
✓
✓
✗
✗
✓
✓
✓
✓
✓
1. Positive Net Income
2. Positive Roa
3. Positive Cfo
4. Quality Earnings
5. Lower Leverage
6. Higher Liquidity
7. No Dilution
8. Higher Gross Margin
9. Higher Asset Turnover
Altman Z-Score
Insufficient Data
Valuation vs Peers Overvalued
| Metric | Stock | Sector | vs Peers |
|---|---|---|---|
| P/E Ratio | 26.6 | 18.0 | +48% above |
| P/B Ratio | 3.1 | 2.5 | Above |
| Dividend Yield | 2.0% | 2.0% | Below avg |
Comparing against Financial Services median multiples.
Trading at a premium to sector peers — verify growth justifies premium.
Intrinsic Value (DCF) Fairly Valued
Intrinsic Value
1093.94
vs
Market Price
1170.67
Upside
-6.6%
| Margin of Safety | -7.0% |
| Stage 1 PV (5yr FCF) | 37,529,474,806 |
| Terminal Value PV | 140,209,973,863 |
| Total Enterprise Value | 177,739,448,669 |
Assumptions
| Base FCF | 5,708,763,898 |
| Growth Rate (5yr) | 19.1% |
| Terminal Growth | 2.5% |
| Discount Rate (WACC) | 9.0% |
2-stage DCF: 5yr projected FCF + Gordon Growth terminal value. Estimates only — adjust growth and WACC for your own assumptions.
Position Sizing — Kelly Criterion
4.6%
Recommended Size
44.65%
Full Kelly
22.32%
Half Kelly
5.0%
Max Cap (Moderate)
Kelly inputs derived from quant score 68/100. Estimated win rate 60%, avg win 9.1%, avg loss 3.6%. Position was capped at the moderate risk maximum. This is analytical output, not a recommendation to trade.
RECOVERY
Regime: RECOVERY (40% confidence) — position size reduced 8%
Signal Summary STRONG BUY
4
Bullish Signals
0
Bearish Signals
57.16
RSI(14)
24.5617
MACD
Relative Strength (RS) NEUTRAL
69
/ 99
RS Rating
O'Neil filter: <80
| RS vs SPY | → FLAT (+8.5% vs SPY 3M) |
| RS vs Sector | UNDERPERFORMING (Financial Services) |
| RS New High | ✓ RS at 3-month high Institutional accumulation signal |
| Sector Outperformance | -2.2% (3M) |
RS Line — stock / SPY (90 bars)
← older
newer →
RS vs SPY
50-day SMA of RS
NEUTRAL:
In line with the market — no strong outperformance or underperformance.
Technical Indicators
| Indicator | Value | Signal |
|---|---|---|
| Rsi | 57.16 | NEUTRAL |
| Macd | 24.5617 | BULLISH |
| Ma Cross | 1103.88 / 1056.67 | GOLDEN CROSS |
| Trend Short | ABOVE SMA50 | |
| Trend Long | ABOVE SMA200 | |
| Bollinger | MIDDLE | |
| Volume | 1.19x | NORMAL |
Key Levels
| Level | Price |
|---|---|
| 52-Week High | 1242.12 |
| Bollinger Upper | 1211.39 |
| SMA(200) | 1056.67 |
| SMA(50) | 1103.88 |
| SMA(20) | 1134.43 |
| Current Price | 1170.67 |
| Bollinger Lower | 1057.47 |
| 52-Week Low | 917.39 |
| ATR(14) | 32.89 |
Advanced Technical Analysis
Click to expand
Wyckoff Phase & Volume Spread Analysis
Wyckoff Phase
ACCUMULATION E
Confidence
50%
Acc: 1.0 |
Dist: 1.0 |
Markup: 0.0 |
Markdown: 0.0
Volume Spread Analysis (last 5 bars)
| Date | Signal | Vol | Description |
|---|---|---|---|
| 2026-10-30 | Normal | 0.85x | Normal bar — no special VSA pattern |
| 2026-11-02 | Normal | 0.91x | Normal bar — no special VSA pattern |
| 2026-11-03 | Normal | 0.92x | Normal bar — no special VSA pattern |
| 2026-11-04 | Normal | 1.44x | Normal bar — no special VSA pattern |
| 2026-11-05 | Normal | 1.19x | Normal bar — no special VSA pattern |
Ichimoku Cloud BULLISH
| Line | Value | Status |
|---|---|---|
| Tenkan-sen (9) | 1181.61 | Above Kijun |
| Kijun-sen (26) | 1141.27 | Base line |
| Senkou A | 1161.44 | Leading span A |
| Senkou B | 1129.79 | Leading span B |
| Cloud | 1129.79 – 1161.44 | Bullish (Green) |
| Price vs Cloud | 1170.67 | Above Cloud |
| Chikou Span | 1064.36 | Bullish |
| Alignment Score | 4/4 | BULLISH |
TTM Squeeze & Divergences
TTM Squeeze
SQUEEZE OFF
No squeeze
Momentum:
BULLISH FADING
BB: 1057.47 – 1211.39 | KC: 1085.99 – 1182.87
Divergences (last 60 bars)
| Type | Indicator | Bars Ago | Strength |
|---|---|---|---|
| Regular Bearish | MACD | 6 | |
| Hidden Bearish | RSI | 30 |
Anchored VWAP
VWAP: 1050.67
Anchor: 2026-03-12 (52w Low)
ABOVE AVWAP
+11.4%
Heikin-Ashi Trend
BULLISH
Full data via /api/advanced/BLK
Valuation
| Metric | Value |
|---|---|
| Market Cap | 190.21B |
| P/E (TTM) | 26.65 |
| Forward P/E | N/A |
| P/B | 3.11 |
| EPS | 43.92 |
Financial Health
| Metric | Value |
|---|---|
| Revenue Growth | 19.1% |
| Profit Margin | 24.2% |
| ROE | 11.6% |
| Debt/Equity | 22.11 |
| Current Ratio | 2.58 |
| Dividend Yield | 2.0% |
| Payout Ratio | N/A |
| Beta | 1.38 |
Trading Data
1170.67
Open
1170.67
Day High
1170.67
Day Low
905.3K
Volume (1.5x avg)
Price Chart (90 Days)
Candlesticks (green=up, red=down)
SMA 20
SMA 50
Bollinger Bands (upper/lower)
Volume (green=buying, red=selling)