BlackRock Inc (BLK)vsCarlyle Group Inc (CG)
BLK
BlackRock Inc
$1,065.80
-1.28%
FINANCIAL SERVICES · Cap: $175.42B
CG
Carlyle Group Inc
$42.34
-1.69%
FINANCIAL SERVICES · Cap: $16.37B
Smart Verdict
WallStSmart Research — data-driven comparison
BlackRock Inc generates 876% more annual revenue ($27.30B vs $2.80B). BLK leads profitability with a 24.1% profit margin vs 13.0%. CG appears more attractively valued with a PEG of 0.80. BLK earns a higher WallStSmart Score of 78/100 (B+).
BLK
Strong Buy78
out of 100
Grade: B+
CG
Hold50
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 35.1%
Revenue surging 30.6% year-over-year
Large-cap with strong market position
Keeps 24 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Growing faster than its price suggests
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 26.9%
Areas to Watch
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
ROE of 5.0% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : CG
The strongest argument for CG centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bear Case : BLK
The primary concerns for BLK are P/E Ratio, Piotroski F-Score, Altman Z-Score.
Bear Case : CG
The primary concerns for CG are Return on Equity, Debt/Equity, Piotroski F-Score. A P/E of 47.9x leaves little room for execution misses. Debt-to-equity of 1.98 is elevated, increasing financial risk.
Key Dynamics to Monitor
BLK profiles as a growth stock while CG is a declining play — different risk/reward profiles.
CG carries more volatility with a beta of 1.83 — expect wider price swings.
BLK is growing revenue faster at 30.6% — sustainability is the question.
BLK generates stronger free cash flow (32M), providing more financial flexibility.
Bottom Line
BLK scores higher overall (78/100 vs 50/100), backed by strong 24.1% margins and 30.6% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
BlackRock Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
BlackRock, Inc. is an American multinational investment management corporation based in New York City.
Carlyle Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Carlyle Group Inc (CG) is a leading global investment firm specializing in private equity and alternative asset management, recognized for its innovative investment strategies across multiple sectors. With a robust footprint in North America, Europe, and Asia, Carlyle utilizes its extensive market knowledge and deep industry connections to generate superior returns for institutional investors. The firm's disciplined investment approach and dedication to value creation have established it as a premier partner for institutions seeking resilient and diversified opportunities within the alternative investment landscape.
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