BJRI vs. BLK

Last updated Jun 4, 2026

BJRI (BJ's Restaurants, Inc.) and BLK (BlackRock, Inc.) are both stocks. BJRI operates in Restaurants (Consumer Cyclical), while BLK operates in Asset Management (Financial Services). Over the past 10 years, BJRI returned -0.21%/yr vs 13.38%/yr for BLK. At a 0.28 correlation, their price movements are largely independent.

Performance

BJRI vs. BLK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BJ's Restaurants, Inc. (BJRI) and BlackRock, Inc. (BLK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BJRI achieves a 11.29% return, which is significantly higher than BLK's -6.91% return. Over the past 10 years, BJRI has underperformed BLK with an annualized return of -0.21%, while BLK has yielded a comparatively higher 13.38% annualized return.

BJRI

• 1D: -1.13%
• 1M: 18.64%
• YTD: 11.29%
• 6M: 15.96%
• 1Y: -2.49%
• 3Y*: 11.48%
• 5Y*: -3.21%
• 10Y*: -0.21%

BLK

• 1D: -2.76%
• 1M: -5.83%
• YTD: -6.91%
• 6M: -7.28%
• 1Y: 2.97%
• 3Y*: 15.97%
• 5Y*: 4.62%
• 10Y*: 13.38%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BJRI vs. BLK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BJRI BJ's Restaurants, Inc.	11.29%	12.14%	-2.43%	36.50%	-23.65%	-10.24%	1.84%	-24.08%	40.05%	-7.05%
BLK BlackRock, Inc.	-6.91%	6.55%	29.29%	17.86%	-20.40%	29.39%	47.21%	31.87%	-21.59%	38.20%

Correlation

The correlation between BJRI and BLK is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.35
Correlation (3Y) Calculated over the trailing 3-year period	0.35
Correlation (5Y) Calculated over the trailing 5-year period	0.36
Correlation (10Y) Calculated over the trailing 10-year period	0.31
Correlation (All Time) Calculated using the full available price history since Oct 4, 1999	0.28

Fundamentals

Market Cap BJRI : $959.96M BLK : $163.49B
EPS BJRI : $1.97 BLK : $38.89
PE Ratio BJRI : 22.28 BLK : 25.48
PS Ratio BJRI : 0.70 BLK : 6.20
Total Revenue (TTM) BJRI : $1.41B BLK : $25.71B
Gross Profit (TTM) BJRI : $1.05B BLK : $15.21B
EBITDA (TTM) BJRI : $126.20M BLK : $9.79B

Return for Risk

BJRI vs. BLK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BJRI

BJRI Risk / Return Rank: 37
BJRI Sharpe Ratio Rank: 39
BJRI Sortino Ratio Rank: 35
BJRI Omega Ratio Rank: 34
BJRI Calmar Ratio Rank: 39
BJRI Martin Ratio Rank: 39

BLK

BLK Risk / Return Rank: 41
BLK Sharpe Ratio Rank: 44
BLK Sortino Ratio Rank: 37
BLK Omega Ratio Rank: 37
BLK Calmar Ratio Rank: 43
BLK Martin Ratio Rank: 43

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BJRI vs. BLK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BJ's Restaurants, Inc. (BJRI) and BlackRock, Inc. (BLK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BJRI	BLK	Difference
Sharpe ratio Return per unit of total volatility	-0.06	0.12	-0.18
Sortino ratio Return per unit of downside risk	0.22	0.34	-0.12
Omega ratio Gain probability vs. loss probability	1.02	1.04	-0.02
Calmar ratio Return relative to maximum drawdown	-0.06	0.13	-0.20
Martin ratio Return relative to average drawdown	-0.12	0.31	-0.42
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BJRI vs. BLK - Sharpe Ratio Comparison

The current BJRI Sharpe Ratio is -0.06, which is lower than the BLK Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of BJRI and BLK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BJRI	BLK	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.06	0.12	-0.18
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.07	0.17	-0.24
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.00	0.48	-0.49
Sharpe Ratio (All Time) Calculated using the full available price history	0.12	0.59	-0.47

Drawdowns

BJRI vs. BLK - Drawdown Comparison

The maximum BJRI drawdown since its inception was -91.21%, which is greater than BLK's maximum drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for BJRI and BLK.

Drawdown Indicators

	BJRI	BLK	Difference
Max Drawdown Largest peak-to-trough decline	-91.21%	-60.36%	-30.85%
Max Drawdown (1Y) Largest decline over 1 year	-38.67%	-22.45%	-16.22%
Max Drawdown (3Y) Largest decline over 3 years	-41.61%	-23.74%	-17.87%
Max Drawdown (5Y) Largest decline over 5 years	-63.55%	-43.90%	-19.65%
Max Drawdown (10Y) Largest decline over 10 years	-91.21%	-43.90%	-47.31%
Current Drawdown Current decline from peak	-41.05%	-16.74%	-24.31%
Average Drawdown Average peak-to-trough decline	-37.10%	-11.92%	-25.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	20.93%	9.75%	+11.18%

Volatility

BJRI vs. BLK - Volatility Comparison

BJ's Restaurants, Inc. (BJRI) has a higher volatility of 10.69% compared to BlackRock, Inc. (BLK) at 7.86%. This indicates that BJRI's price experiences larger fluctuations and is considered to be riskier than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BJRI	BLK	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.69%	7.86%	+2.83%
Volatility (6M) Calculated over the trailing 6-month period	24.72%	20.55%	+4.17%
Volatility (1Y) Calculated over the trailing 1-year period	40.70%	25.52%	+15.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	46.68%	26.72%	+19.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	53.66%	27.74%	+25.92%

Dividends

BJRI vs. BLK - Dividend Comparison

BJRI has not paid dividends to shareholders, while BLK's dividend yield for the trailing twelve months is around 2.16%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BJRI BJ's Restaurants, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.34%	1.29%	0.89%	0.30%	0.00%	0.00%
BLK BlackRock, Inc.	2.16%	1.95%	1.99%	2.46%	2.75%	1.80%	2.01%	2.63%	3.08%	1.95%	2.41%	2.56%

Financials

BJRI vs. BLK - Profitability Comparison

The chart below illustrates the profitability comparison between BJ's Restaurants, Inc. and BlackRock, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BJRI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BJ's Restaurants, Inc. reported a gross profit of 268.21M and revenue of 358.12M. Therefore, the gross margin over that period was 74.9%.

BLK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported a gross profit of 5.51B and revenue of 6.77B. Therefore, the gross margin over that period was 81.4%.

BJRI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BJ's Restaurants, Inc. reported an operating income of 10.62M and revenue of 358.12M, resulting in an operating margin of 3.0%.

BLK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported an operating income of 2.33B and revenue of 6.77B, resulting in an operating margin of 34.5%.

BJRI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BJ's Restaurants, Inc. reported a net income of 9.03M and revenue of 358.12M, resulting in a net margin of 2.5%.

BLK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported a net income of 2.21B and revenue of 6.77B, resulting in a net margin of 32.7%.

Frequently Asked Questions

Can I hold both BJRI and BLK in my portfolio?

BJRI and BLK have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BJRI or BLK?

BJRI has higher volatility (10.69%) compared to BLK (7.86%). In terms of maximum drawdown, BJRI dropped -91.21% vs BLK's -60.36%.

Which has better risk-adjusted returns?

BLK currently has the higher Sharpe Ratio (0.12 vs -0.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.