BLK · BLACKROCK INC · Top AI ETF

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BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services.

Close · 3M

+17.70%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals2

Win rate100% (2/2)

Avg buy return+9.08%

LQAIno longer held3 signals

LQAI · Exit · 1d

weight 0.250% → 0 (exited)·stock up 14.0% in the 30 days before

Aug 6·entry $1129.30·now $1147.11

+1.58%

since Aug 6

LQAI · Weight increase · 2d

weight 0.230% → 0.250% (+0.020 pp)·stock up 8.0% in the 30 days before

Jul 28·entry $1097.55·now $1147.11Drifting

+4.52%

since Jul 28

LQAI · New entry · 1d

weight 0 → 0.220% (new)·stock down 4.0% in the 30 days before

Jul 7·entry $1009.43·now $1147.11Chased

+13.64%

since Jul 7

PQUSno longer held1 signal

PQUS · Exit · 1d

weight 0.030% → 0 (exited)·stock up 5.6% in the 30 days before

May 16·entry $1085.88·now $1147.11

+5.64%

since May 16

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of May 18

AI ETFs show mixed signals, with PQUS exiting BlackRock while QRFT made a new entry. The framework's 'Fail' verdict, driven by valuation and financial health concerns, aligns with PQUS's exit but conflicts with QRFT's recent entry into the stock.

Circle of CompetenceBlackRock's diversified asset management business model, based on AUM and fee percentages, offers sufficient stability for projecting ten-year cash flows.
Economic MoatBlackRock possesses strong durable competitive advantages through its immense scale, well-recognized brands like iShares, and client switching costs in the asset management industry.
ManagementDue to limited information, it is not possible to assess management's candor, capital allocation discipline, or skin in the game.
Financial HealthThe reported ROE of 11.52% does not meet the framework's requirement for a 10-year average ROE of at least 15%, causing this stage to fail.
Margin of SafetyThe current valuation metrics, including a PER of 26.85 and EV/EBITDA of 46.53, indicate the stock is trading at a premium without a defensible margin of safety.

BlackRock, while operating within a predictable circle of competence and possessing a strong economic moat, fails to meet the financial health criteria due to its reported return on equity. Furthermore, the company's current valuation multiples suggest an insufficient margin of safety, leading to an overall 'Fail' verdict within this investment framework.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.