WallStSmart

Affiliated Managers Group, Inc. (AMG)vsBlackRock Inc (BLK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 1102% more annual revenue ($27.30B vs $2.27B). AMG leads profitability with a 37.7% profit margin vs 24.1%. AMG appears more attractively valued with a PEG of 0.62. AMG earns a higher WallStSmart Score of 80/100 (B+).

AMG

Strong Buy

80

out of 100

Grade: B+

Growth: 7.3Profit: 8.5Value: 7.0Quality: 6.0
Piotroski: 5/9Altman Z: 2.49

BLK

Strong Buy

78

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 6.3Quality: 5.0
Piotroski: 1/9Altman Z: 1.11

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMG6 strengths · Avg: 9.2/10
Profit MarginProfitability
37.7%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
30.4%10/10

Strong operational efficiency at 30.4%

EPS GrowthGrowth
148.2%10/10

Earnings expanding 148.2% YoY

Return on EquityProfitability
24.4%9/10

Every $100 of equity generates 24 in profit

PEG RatioValuation
0.628/10

Growing faster than its price suggests

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

BLK6 strengths · Avg: 9.2/10
Operating MarginProfitability
35.1%10/10

Strong operational efficiency at 35.1%

Revenue GrowthGrowth
30.6%10/10

Revenue surging 30.6% year-over-year

Market CapQuality
$175.42B9/10

Large-cap with strong market position

Profit MarginProfitability
24.1%9/10

Keeps 24 of every $100 in revenue as profit

Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.898/10

Growing faster than its price suggests

Areas to Watch

AMG0 concerns · Avg: 0/10

No major concerns identified

BLK3 concerns · Avg: 3.0/10
P/E RatioValuation
25.4x4/10

Moderate valuation

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.112/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AMG

The strongest argument for AMG centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.7% and operating margin at 30.4%. Revenue growth of 29.9% demonstrates continued momentum.

Bull Case : BLK

The strongest argument for BLK centers on Operating Margin, Revenue Growth, Market Cap. Profitability is solid with margins at 24.1% and operating margin at 35.1%. Revenue growth of 30.6% demonstrates continued momentum.

Bear Case : AMG

No major red flags identified for AMG, but monitor valuation.

Bear Case : BLK

The primary concerns for BLK are P/E Ratio, Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

BLK carries more volatility with a beta of 1.43 — expect wider price swings.

BLK is growing revenue faster at 30.6% — sustainability is the question.

AMG generates stronger free cash flow (252M), providing more financial flexibility.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AMG scores higher overall (80/100 vs 78/100), backed by strong 37.7% margins and 29.9% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Affiliated Managers Group, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Affiliated Managers Group, Inc., through its affiliates, is an asset management company providing investment management services to mutual funds, institutional clients and high net worth individuals in the United States. The company is headquartered in Prides Crossing, Massachusetts.

BlackRock Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

BlackRock, Inc. is an American multinational investment management corporation based in New York City.

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