BLK vs. FDS: BlackRock vs. FactSet Research Systems Stock Comparison
How do BlackRock (BLK) and FactSet Research Systems (FDS) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
BlackRock (BLK) and FactSet Research Systems (FDS) both belong to the Capital Markets industry, though BLK is classified under Asset Management & Custody Banks while FDS falls under Financial Exchanges & Data.
| Profile Item | BLK | FDS |
|---|---|---|
| Name | BlackRock, Inc. | FactSet Research Systems Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Financial Exchanges & Data |
| Market Capitalization | 182.05 billion USD | 11.56 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | October 1, 1999 | June 28, 1996 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BLK | FDS |
|---|---|---|
| Total Return (1Y) | 15.55% | 27.49% |
| Total Return (3Y, Annualized) | 26.16% | -8.71% |
| Total Return (5Y, Annualized) | 7.41% | -4.88% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
BlackRock (BLK) has an aggressive beta of 1.34, indicating higher sensitivity to broad-market moves, while FactSet Research Systems (FDS) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | BLK | FDS |
|---|---|---|
| Volatility (1Y, Annualized) | 28.45% | 48.03% |
| Beta (5Y) | 1.34 | 0.69 |
| Max Drawdown (5Y) | -43.90% | -61.13% |
| Avg. Volume (3M) | 600.75K | 803.71K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BLK | FDS |
|---|---|---|
| Sharpe Ratio (1Y) | 0.40 | 0.48 |
| Sortino Ratio (1Y) | 0.58 | 0.71 |
Profitability
ROE (TTM)
FactSet Research Systems (FDS) at 25.48% sits in the top ROE quartile, while BlackRock (BLK) at 11.61% is closer to the peer norm — stronger capital efficiency for FDS.
BLK
Financial Services industry group
11.61%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- BLK
- 11.61%
- Q1
- 4.48%
- Min
- -18.71%
FDS
Financial Services industry group
25.48%
- Max
- 44.78%
- FDS
- 25.48%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both BlackRock (BLK) at 24.22% and FactSet Research Systems (FDS) at 21.54% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
BLK
Financial Services industry group
24.22%
- Max
- 62.84%
- Q3
- 28.05%
- BLK
- 24.22%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
FDS
Financial Services industry group
21.54%
- Max
- 62.84%
- Q3
- 28.05%
- FDS
- 21.54%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both BlackRock (BLK) at 37.90% and FactSet Research Systems (FDS) at 22.22% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BLK
Financial Services industry group
37.90%
- Max
- 107.33%
- Q3
- 55.90%
- BLK
- 37.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
FDS
Financial Services industry group
22.22%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- FDS
- 22.22%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BLK | FDS |
|---|---|---|
| ROE (TTM) | 11.61% | 25.48% |
| ROA (TTM) | 3.85% | 10.65% |
| Net Margin (TTM) | 24.22% | 21.54% |
| Operating Margin (TTM) | 37.90% | 22.22% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both BlackRock (BLK) at 18.67% and FactSet Research Systems (FDS) at 6.65% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both BlackRock (BLK) at -15.95% and FactSet Research Systems (FDS) at -6.30% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | BLK | FDS |
|---|---|---|
| Revenue Growth (YoY) | 18.67% | 6.65% |
| Revenue Growth (3Y CAGR) | 10.65% | 5.89% |
| EPS Growth (YoY) | -15.95% | -6.30% |
| EPS Growth (3Y CAGR) | 1.30% | 6.59% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: BlackRock (BLK) in Financial Services and FactSet Research Systems (FDS) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: BlackRock (BLK) in Financial Services and FactSet Research Systems (FDS) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | BLK | FDS |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both BlackRock (BLK) at 1.91% and FactSet Research Systems (FDS) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
BLK
Financial Services industry group
1.91%
- Max
- 9.77%
- Q3
- 3.92%
- BLK
- 1.91%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
FDS
Financial Services industry group
1.33%
- Max
- 9.77%
- Q3
- 3.92%
- FDS
- 1.33%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both BlackRock (BLK) at 51.00% and FactSet Research Systems (FDS) at 31.02% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
BLK
Financial Services industry group
51.00%
- Max
- 241.07%
- Q3
- 97.36%
- BLK
- 51.00%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
FDS
Financial Services industry group
31.02%
- Max
- 241.07%
- Q3
- 97.36%
- FDS
- 31.02%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BLK | FDS |
|---|---|---|
| Dividend Yield (TTM) | 1.91% | 1.33% |
| Dividend Payout Ratio (TTM) | 51.00% | 31.02% |
Valuation
P/E Ratio (TTM)
FactSet Research Systems (FDS) at 22.50 is near its industry’s usual P/E ratio, while BlackRock (BLK) at 26.84 sits in the richer quartile — BLK needs stronger growth or earnings quality to justify the premium.
BLK
Financial Services industry group
26.84
- Max
- 45.85
- BLK
- 26.84
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
FDS
Financial Services industry group
22.50
- Max
- 45.85
- Q3
- 24.64
- FDS
- 22.50
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Both BlackRock (BLK) at 6.38 and FactSet Research Systems (FDS) at 4.67 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
BLK
Financial Services industry group
6.38
- Max
- 9.23
- BLK
- 6.38
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
FDS
Financial Services industry group
4.67
- Max
- 9.23
- FDS
- 4.67
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
BlackRock (BLK) at 3.14 is valued about in line with its industry on P/B ratio, while FactSet Research Systems (FDS) at 5.77 carries an above-peer premium to book — FDS is pricier on assets.
BLK
Financial Services industry group
3.14
- Max
- 7.79
- Q3
- 3.63
- BLK
- 3.14
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
FDS
Financial Services industry group
5.77
- Max
- 7.79
- FDS
- 5.77
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BLK | FDS |
|---|---|---|
| P/E Ratio (TTM) | 26.84 | 22.50 |
| P/S Ratio (TTM) | 6.38 | 4.67 |
| P/B Ratio (MRQ) | 3.14 | 5.77 |
| Free Cash Flow Yield (TTM) | -- | -- |