BlackRock (XSWX:BLK) 3-Year RORE % : -3.25% (As of Mar. 2026)


XSWX:BLK BlackRock Inc XSWX:BLK
93 GF Score
Price CHF834.80
GF Value CHF911.87
! 6 Warning Signs
View Full Analysis

What is BlackRock 3-Year RORE %?

BlackRock XSWX:BLK +2.22% 93 3-Year RORE % is -3.25 as of Mar. 2026. GuruFocus rates XSWX:BLK with a GF Score™ of 93/100 and a GF Value™ of CHF911.87. The stock has 6 warning signs investors should review. Among 1,536 Asset Management companies, BlackRock ranks worse than 58.01% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. BlackRock's 3-Year RORE % for the quarter that ended in Mar. 2026 was -3.25%.

The industry rank for BlackRock's 3-Year RORE % or its related term are showing as below:

XSWX:BLK's 3-Year RORE % is ranked worse than
58.01% of 1536 companies
in the Asset Management industry
Industry Median: 12.5 vs XSWX:BLK: -3.25

BlackRock  (XSWX:BLK) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


BlackRock 3-Year RORE % Related Terms


BlackRock 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for BlackRock's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

BlackRock 3-Year RORE % Chart

BlackRock Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 11.22 3.73 -2.38 4.60 -3.55

BlackRock Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 5.42 3.45 0.45 -3.55 -3.25

XSWX:BLK vs BX, KKR, APO: 3-Year RORE % Comparison

For the Asset Management subindustry, BlackRock's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


BlackRock 3-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, BlackRock's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where BlackRock's 3-Year RORE % falls into.


XSWX:BLK
93GF Score
BlackRock Inc XSWX:BLK
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

BlackRock 3-Year RORE % Calculation

BlackRock's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 31.773-34.974 )/( 102.906-4.511 )
=-3.201/98.395
=-3.25 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -3.25 mean?
BlackRock (XSWX:BLK) has a 3-Year RORE % of -3.25 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on BlackRock and its competitors. According to the industry distribution chart, BlackRock ranks #891 out of 1536 companies in the Asset Management industry, placing it in the top 58%.
Is BlackRock's 3-Year RORE % too high?
BlackRock's current 3-Year RORE % is -3.25. Based on the distribution chart, BlackRock ranks #891 out of 1536 companies in the Asset Management industry, which is below the industry midpoint. Overall, BlackRock has a GF Score™ of 93/100, reflecting its overall financial health beyond just this single metric.
How does BlackRock's 3-Year RORE % compare to BX and KKR?
According to the Asset Management industry distribution chart, BlackRock ranks #891 out of 1536 companies for 3-Year RORE %. This places BlackRock in the lower half of its industry. The industry median 3-Year RORE % is 12.50. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.50, based on 1,536 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on BlackRock and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BlackRock's current 3-Year RORE % is -3.25. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BlackRock stock overvalued right now?
BlackRock (XSWX:BLK) has a current 3-Year RORE % of -3.25. The stock's GF Value™ is CHF911.87, compared to a current price of CHF834.80 — trading 8.5% below its estimated fair value. The current 3-Year RORE % is -3.25. BlackRock's overall GF Score™ is 93/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For BlackRock (XSWX:BLK), the current 3-Year RORE % is -3.25 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is BlackRock (XSWX:BLK) Overvalued in 2026?

Based on GuruFocus' analysis, BlackRock stock appears to be undervalued. The current stock price of CHF834.80 is trading 8.5% below its estimated GF Value™ of CHF911.87.

Key valuation signals for XSWX:BLK:

  • 3-Year RORE %: -3.25
  • GF Value™: CHF911.87 vs. price of CHF834.80 (8.5% below fair value)
  • GF Score™: 93/100 with 6 warning signs

No single metric tells the full story. See the XSWX:BLK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


BlackRock Business Description

Address 50 Hudson Yards, New York, NY, USA, 10001
BlackRock is the largest asset manager in the world, with $14.041 trillion in assets under management at the end of December 2025. Its product mix is diverse, with 55% of managed assets in equity strategies, 23% in fixed income, 9% in multi-asset classes, 6% in money market funds, and 5% in alternatives. Passive strategies account for more than two-thirds of long-term AUM, with the company's ETF platform maintaining a leading market share domestically and on a global basis. Product distribution is weighted more toward institutional clients, which, by our calculations, account for around 80% of AUM. BlackRock is geographically diverse, with clients in more than 100 countries and more than one-third of managed assets coming from investors domiciled outside the US and Canada.
93GF Score

Get the complete analysis for XSWX:BLK

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF834.80
Price
CHF911.87
GF Value