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BLK vs BN
BlackRock (BLK) vs Brookfield (BN) Earnings Preview: Q1 Momentum and Asset Growth in Focus
Key Takeaways
- BlackRock (BLK) reports Q1 2026 earnings on April 14, with consensus EPS at $12.01–$12.40 and revenue around $6.56–$6.62 billion, driven by expected AUM (assets under management) growth to $14.21 trillion.
- Brookfield (BN) Q4 2025 distributable earnings hit $6.0 billion annually, up 11% per share, with fee-bearing capital at $603 billion via its asset management arm.
- BLK boasts $14.04 trillion AUM as of year-end 2025, fueled by record $698 billion net inflows; BN leverages $1.2 trillion total AUM for diversified alternative assets.
- Both firms show strength in fees: BLK with 12% Q4 organic base fee growth; BN 22% fee-related earnings rise in recent quarter.
- Competitive edge in ETFs/iShares for BLK and infrastructure/private credit for BN, amid rising demand for alternatives and passive strategies.
Earnings Context and Why This Comparison Matters
BlackRock and Brookfield represent titans in asset management, with BLK dominating passive and ETF strategies and BN excelling in alternatives like infrastructure and private equity. Their earnings highlight industry trends: sustained inflows amid market rallies, fee pressure from scale, and diversification into high-growth areas like AI infrastructure and private credit. Comparing them reveals how pure-play index giants stack up against diversified operators, informing investor views on stability versus growth potential.
BlackRock Focus
BlackRock's Q1 2026 earnings, due April 14, preview continued momentum from Q4 2025's record performance. Analysts project EPS of $12.01–$12.40, up ~6% year-over-year, and revenue of $6.56–$6.62 billion, a ~25% surge. Key drivers include AUM expansion to an estimated $14.21 trillion, building on year-end $14.04 trillion after $698 billion full-year net inflows, including $342 billion in Q4. In Q4, revenue hit $7.01 billion (+23% YoY), adjusted EPS $13.16 (beating estimates), with 12% annualized organic base fee growth from iShares ETFs, private markets, and cash management. NII (net interest income), a key revenue stream from cash balances, benefited from higher rates, while technology services grew via acquisitions like Preqin.
Brookfield Context
Brookfield's latest Q4 2025 results showcased resilience, with annual distributable earnings (DE, a cash earnings proxy) at $6.0 billion (+11% per share), including $2.8 billion from asset management. Q4 DE before realizations was $1.5 billion ($0.63/share), revenue ~$20.2 billion. Fee-bearing capital (FBC) reached $603 billion (+12% YoY) via Brookfield Asset Management (BAM), with $112 billion raised in 2025. Total AUM hit $1.2 trillion, emphasizing infrastructure ($247 billion AUM) and credit. EPS was $0.67, beating estimates. Next earnings (Q1 2026, est. early May) will update FBC growth and realizations from operating businesses like wealth solutions.
Head-to-Head Earnings and Market Comparison
BlackRock's scale ($14T AUM) dwarfs Brookfield's ($1.2T), enabling superior fee stability via passive products (55% equity AUM), but BN counters with higher-growth alternatives (87% FBC long-dated/perpetual). Q4 revenues favor BLK ($7B vs. BN's $20B but volatile from operations), yet BN's DE growth signals operating leverage. Risks: BLK faces regulatory scrutiny on ETFs; BN private credit volatility. Sentiment tilts to BLK for inflows, BN for M&A (e.g., Oaktree) and AI infra exposure. Both exhibit strong ROE (~25–30%), with BLK's margins (~37%) edging BN's (~50% on fees).
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Tickeron AI Verdict
Tickeron AI favors BLK (65% probability) for superior earnings quality, AUM scale, and trend strength ahead of Q1, though BN offers upside in alternatives growth if realizations accelerate.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BLK is a Hold and BN is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BLK’s FA Score shows that 0 FA rating(s) are green whileBN’s FA Score has 1 green FA rating(s).
- BLK’s FA Score: 0 green, 5 red.
- BN’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BLK’s TA Score shows that 5 TA indicator(s) are bullish while BN’s TA Score has 4 bullish TA indicator(s).
- BLK’s TA Score: 5 bullish, 4 bearish.
- BN’s TA Score: 4 bullish, 3 bearish.
Price Growth
BLK (@Investment Managers) experienced а -4.36% price change this week, while BN (@Investment Managers) price change was -2.17% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.14%. For the same industry, the average monthly price growth was -5.49%, and the average quarterly price growth was -8.34%.
Reported Earning Dates
BLK is expected to report earnings on Jul 21, 2026.
BN is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Investment Managers (-2.14% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| BLK | BN | BLK / BN | |
| Capitalization | 155B | 99.8B | 155% |
| EBITDA | 10.6B | 29.7B | 36% |
| Gain YTD | -5.938 | -2.637 | 225% |
| P/E Ratio | 25.06 | 87.45 | 29% |
| Revenue | 25.6B | 74.4B | 34% |
| Total Cash | N/A | N/A | - |
| Total Debt | 15B | 259B | 6% |
BLK | BN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 87 | 81 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 62 | 28 | |
SMR RATING 1..100 | 66 | 90 | |
PRICE GROWTH RATING 1..100 | 58 | 52 | |
P/E GROWTH RATING 1..100 | 46 | 95 | |
SEASONALITY SCORE 1..100 | 65 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BLK's Valuation (70) in the Investment Managers industry is in the same range as BN (87). This means that BLK’s stock grew similarly to BN’s over the last 12 months.
BN's Profit vs Risk Rating (28) in the Investment Managers industry is somewhat better than the same rating for BLK (62). This means that BN’s stock grew somewhat faster than BLK’s over the last 12 months.
BLK's SMR Rating (66) in the Investment Managers industry is in the same range as BN (90). This means that BLK’s stock grew similarly to BN’s over the last 12 months.
BN's Price Growth Rating (52) in the Investment Managers industry is in the same range as BLK (58). This means that BN’s stock grew similarly to BLK’s over the last 12 months.
BLK's P/E Growth Rating (46) in the Investment Managers industry is somewhat better than the same rating for BN (95). This means that BLK’s stock grew somewhat faster than BN’s over the last 12 months.
| BLK | BN | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 63% | N/A |
| Stochastic ODDS (%) | 3 days ago 60% | 3 days ago 72% |
| Momentum ODDS (%) | 3 days ago 61% | 3 days ago 56% |
| MACD ODDS (%) | 3 days ago 60% | 3 days ago 66% |
| TrendWeek ODDS (%) | 3 days ago 55% | 3 days ago 63% |
| TrendMonth ODDS (%) | 3 days ago 57% | 3 days ago 57% |
| Advances ODDS (%) | 13 days ago 59% | 18 days ago 68% |
| Declines ODDS (%) | 5 days ago 57% | 7 days ago 65% |
| BollingerBands ODDS (%) | 3 days ago 64% | N/A |
| Aroon ODDS (%) | 3 days ago 54% | 3 days ago 61% |
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BLK and
Correlation & Price change
A.I.dvisor indicates that over the last year, BLK has been closely correlated with BX. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if BLK jumps, then BX could also see price increases.