Value
5.5/10data confidence 100%| Component | Sub-score |
|---|---|
| P/E | 4.9 |
| P/S | 5.8 |
| EV/EBITDA | 2.2 |
| Fwd P/E | 7.3 |
| PEG | 5.8 |
| Analyst target | 6.0 |
- ▸Forward P/E: 17.0x
- ▸PEG: 1.31
BLK · Why this verdict
Why BlackRock (BLK) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score6.4/10
ConfidenceMEDIUM
MacroNEUTRAL
Per-dimension breakdown
Quality
7.0/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 4.0 |
| ROA | 2.4 |
| Gross margin | 5.4 |
| Op margin | 10.0 |
| Net margin | 10.0 |
| Current ratio | 7.5 |
| FCF quality | 7.7 |
| Moat | 7.1 |
| Piotroski F | 8.9 |
- ▸Strong margins: 24%
- ▸Strong Piotroski F-Score: 8/9
Growth
9.6/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 9.2 |
| EPS growth | 10.0 |
- ▸Strong growth: 27% YoY
Momentum
6.3/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 4.5 |
| MACD | 10.0 |
| OBV | 10.0 |
| MA position | 7.0 |
| Volume | 0.0 |
- ▸Volume accumulation (rising OBV)
- ▸Below 200-MA (recent, shallow — too early to call)
Sentiment
6.6/10data confidence 100%| Component | Sub-score |
|---|---|
| LLM sentiment | 4.9 |
| Analyst rating | 7.3 |
| Price target | 7.6 |
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.1 |
- ▸No net insider activity — $0 (0.000% of mkt cap)
Peer rank
4.3/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 3.8 |
| quality rank | 5.0 |
| growth rank | 8.4 |
- ▸Industry growth leader
Technical
4.9/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 3.4 |
| support resistance | 3.8 |
| 52w position | 7.5 |
| gap | 5.0 |
Risk (lower is worse)
6.9/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 9.3 |
| days to cover | 7.4 |
| volatility | 6.4 |
| put call | 7.9 |
| implied vol | 6.5 |
| max pain risk | 3.0 |
| beta | 5.3 |
| debt equity | 9.1 |
- ▸Above max pain $390
Catalyst
5.3/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 6.7 |
| earnings timing | 5.0 |
| surprise avg | 2.1 |
| dividend safety | 4.8 |
| news activity | 8.0 |
- ▸Strong earnings: 3B/1M
- ▸Yield trap warning: high yield but unsafe
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (7)
- MOMENTUM:6.3>=5.5
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:29d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (1)
- ASYMMETRY:1.0<1.5@spot
Warning (1)
- DEATH_CROSS:momentum=6.3>=5.0 recovering
Reward-to-Risk
1.02
Upside
+6.9%
Downside
6.8%
Sizing output
AVOID
SetupRECOVERY — Death cross but MACD improving, RSI 44
EdgeCATALYST — Earnings in 29d with 3/4 beat streak
SuitabilityAGGRESSIVE — Beta 1.43>1.3
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: MOMENTUM:6.3>=5.5. Top dim: Growth at 9.6; weakest: Peer rank at 4.3. No conviction either direction.
The strongest dimensions are Growth at 9.6, Quality at 7.0, and Risk (lower is worse) at 6.9; the weakest are Peer rank at 4.3, Technical at 4.9, and Insider at 5.0. The V9 engine flagged 1 failed gate with 1 warning, producing an asymmetric reward-to-risk of 1.02 and an engine sizing output of AVOID.