WallStSmart

AMTD IDEA Group (AMTD)vsBlackRock Inc (BLK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 36026% more annual revenue ($24.22B vs $67.03M). AMTD leads profitability with a 76.1% profit margin vs 22.9%. AMTD trades at a lower P/E of 1.4x. BLK earns a higher WallStSmart Score of 70/100 (B-).

AMTD

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 8.3Quality: 5.0

BLK

Strong Buy

70

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 7.3Quality: 4.8
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMTDUndervalued (+79.6%)

Margin of Safety

+79.6%

Fair Value

$4.90

Current Price

$0.99

$3.91 discount

UndervaluedFair: $4.90Overvalued
BLKSignificantly Overvalued (-308.5%)

Margin of Safety

-308.5%

Fair Value

$240.24

Current Price

$981.35

$741.11 premium

UndervaluedFair: $240.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMTD4 strengths · Avg: 10.0/10
P/E RatioValuation
1.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
76.1%10/10

Keeps 76 of every $100 in revenue as profit

Revenue GrowthGrowth
116.8%10/10

Revenue surging 116.8% year-over-year

BLK6 strengths · Avg: 8.7/10
Operating MarginProfitability
36.7%10/10

Strong operational efficiency at 36.7%

Market CapQuality
$151.82B9/10

Large-cap with strong market position

Profit MarginProfitability
22.9%9/10

Keeps 23 of every $100 in revenue as profit

PEG RatioValuation
0.998/10

Growing faster than its price suggests

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
23.4%8/10

Revenue surging 23.4% year-over-year

Areas to Watch

AMTD3 concerns · Avg: 2.7/10
Market CapQuality
$81.83M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.6%3/10

ROE of 3.6% — below average capital efficiency

EPS GrowthGrowth
-73.8%2/10

Earnings declined 73.8%

BLK3 concerns · Avg: 3.0/10
P/E RatioValuation
27.6x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-31.7%2/10

Earnings declined 31.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : AMTD

The strongest argument for AMTD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 76.1% and operating margin at 15.7%. Revenue growth of 116.8% demonstrates continued momentum.

Bull Case : BLK

The strongest argument for BLK centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 22.9% and operating margin at 36.7%. Revenue growth of 23.4% demonstrates continued momentum.

Bear Case : AMTD

The primary concerns for AMTD are Market Cap, Return on Equity, EPS Growth.

Bear Case : BLK

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

Key Dynamics to Monitor

BLK carries more volatility with a beta of 1.49 — expect wider price swings.

AMTD is growing revenue faster at 116.8% — sustainability is the question.

BLK generates stronger free cash flow (2.2B), providing more financial flexibility.

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

Bottom Line

BLK scores higher overall (70/100 vs 56/100), backed by strong 22.9% margins and 23.4% revenue growth. AMTD offers better value entry with a 79.6% margin of safety. Both earn "Strong Buy" and "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.

AMTD IDEA Group

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

TD Ameritrade Holding Corporation provides securities brokerage and technology-related financial services to retail investors and traders and Registered Independent Investment Advisers (RIAs) in the United States. The company is headquartered in Omaha, Nebraska.

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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