WallStSmart

BlackRock Inc (BLK)vsCaliberCos Inc. Class A Common Stock (CWD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 98111% more annual revenue ($24.22B vs $24.66M). BLK leads profitability with a 22.9% profit margin vs -103.3%. BLK earns a higher WallStSmart Score of 70/100 (B-).

BLK

Strong Buy

70

out of 100

Grade: B-

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

CWD

Avoid

28

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 3.0
Piotroski: 4/9Altman Z: -0.51
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BLKSignificantly Overvalued (-308.5%)

Margin of Safety

-308.5%

Fair Value

$240.24

Current Price

$981.35

$741.11 premium

UndervaluedFair: $240.24Overvalued

Intrinsic value data unavailable for CWD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

CWD1 strengths · Avg: 8.0/10
Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

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%

CWD4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$8.08M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-74.6%2/10

ROE of -74.6% — below average capital efficiency

Revenue GrowthGrowth
-67.8%2/10

Revenue declined 67.8%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : CWD

The strongest argument for CWD centers on Price/Book.

Bear Case : BLK

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

Bear Case : CWD

The primary concerns for CWD are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 8.49 is elevated, increasing financial risk.

Key Dynamics to Monitor

BLK profiles as a growth stock while CWD is a turnaround play — different risk/reward profiles.

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

BLK is growing revenue faster at 23.4% — sustainability is the question.

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

Bottom Line

BLK scores higher overall (70/100 vs 28/100), backed by strong 22.9% margins and 23.4% revenue growth. Both earn "Strong Buy" and "Avoid" 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.

CaliberCos Inc. Class A Common Stock

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

CaliberCos Inc. (CWD) is a prominent diversified real estate investment firm focused on the development, management, and investment of commercial and residential properties across the United States. Leveraging a strong network of subsidiaries and deep industry expertise, the company is dedicated to delivering innovative solutions that enhance investor returns while prioritizing sustainability and community impact. CaliberCos strategically positions itself for long-term growth by forming partnerships and adhering to exemplary asset management standards, enabling it to adeptly navigate market fluctuations and adapt to evolving consumer demands within the real estate sector.

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