BLK vs. AM.PA
BLK (BlackRock, Inc.) and AM.PA (Dassault Aviation SA) are both stocks. BLK operates in Asset Management (Financial Services), while AM.PA operates in Aerospace & Defense (Industrials). Over the past 10 years, BLK returned 14.55%/yr vs 19.50%/yr for AM.PA. At a 0.17 correlation, their price movements are largely independent.
Performance
BLK vs. AM.PA - Performance Comparison
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Different Trading Currencies
BLK is traded in USD, while AM.PA is traded in EUR. To make them comparable, the AM.PA values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BLK achieves a -2.50% return, which is significantly lower than AM.PA's 8.65% return. Over the past 10 years, BLK has underperformed AM.PA with an annualized return of 14.55%, while AM.PA has yielded a comparatively higher 19.50% annualized return.
BLK
- 1D
- 1.52%
- 1M
- -5.14%
- YTD
- -2.50%
- 6M
- -4.18%
- 1Y
- 6.62%
- 3Y*
- 17.07%
- 5Y*
- 5.74%
- 10Y*
- 14.55%
AM.PA
- 1D
- -1.17%
- 1M
- 5.41%
- YTD
- 8.65%
- 6M
- 9.34%
- 1Y
- -1.01%
- 3Y*
- 24.94%
- 5Y*
- 24.44%
- 10Y*
- 19.50%
BLK vs. AM.PA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | -2.50% | 6.55% | 29.29% | 17.86% | -20.40% | 29.39% | 47.21% | 31.87% | -21.59% | 38.20% |
AM.PA Dassault Aviation SA | 8.65% | 59.93% | 4.93% | 18.88% | 59.08% | 12.93% | -16.55% | 14.16% | -2.09% | 53.39% |
Correlation
The correlation between BLK and AM.PA is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2007 | 0.17 |
The correlation between BLK and AM.PA shifts across timeframes, from 0.06 (1 year) to 0.20 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
BLK vs. AM.PA — Risk / Return Rank
BLK
AM.PA
BLK vs. AM.PA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock, Inc. (BLK) and Dassault Aviation SA (AM.PA). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BLK | AM.PA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.02 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | -0.05 | +0.34 |
| Martin ratioReturn relative to average drawdown | 0.66 | -0.10 | +0.75 |
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Drawdowns
BLK vs. AM.PA - Drawdown Comparison
The maximum BLK drawdown since its inception was -60.36%, roughly equal to the maximum AM.PA drawdown of -58.61%. Use the drawdown chart below to compare losses from any high point for BLK and AM.PA.
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Drawdown Indicators
| BLK | AM.PA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.36% | -58.61% | -1.75% |
Max Drawdown (1Y)Largest decline over 1 year | -22.45% | -21.79% | -0.66% |
Max Drawdown (3Y)Largest decline over 3 years | -23.74% | -22.11% | -1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -43.90% | -35.72% | -8.18% |
Max Drawdown (10Y)Largest decline over 10 years | -43.90% | -58.61% | +14.71% |
Current DrawdownCurrent decline from peak | -12.80% | -16.08% | +3.28% |
Average DrawdownAverage peak-to-trough decline | -11.93% | -13.76% | +1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.05% | 10.52% | -0.47% |
Volatility
BLK vs. AM.PA - Volatility Comparison
BlackRock, Inc. (BLK) and Dassault Aviation SA (AM.PA) have volatilities of 8.55% and 8.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLK | AM.PA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.55% | 8.30% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 20.59% | 25.12% | -4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.90% | 31.78% | -5.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.76% | 30.48% | -3.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.75% | 31.03% | -3.28% |
Dividends
BLK vs. AM.PA - Dividend Comparison
BLK's dividend yield for the trailing twelve months is around 2.12%, more than AM.PA's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM.PA Dassault Aviation SA | 1.61% | 1.72% | 1.71% | 1.67% | 1.57% | 12.95% | 0.00% | 18.12% | 12.64% | 9.32% | 11.40% | 8.72% |
BLK BlackRock, Inc. | 2.12% | 1.95% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.08% | 1.95% | 2.41% | 2.56% |
Financials
BLK vs. AM.PA - Financials Comparison
This section allows you to compare key financial metrics between BlackRock, Inc. and Dassault Aviation SA. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BLK and AM.PA have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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