WallStSmart

BlackRock Inc (BLK)vsInvesco Plc (IVZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 280% more annual revenue ($24.22B vs $6.38B). BLK leads profitability with a 22.9% profit margin vs -4.4%. IVZ appears more attractively valued with a PEG of 0.38. 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

IVZ

Strong Buy

66

out of 100

Grade: B-

Growth: 4.7Profit: 4.0Value: 6.7Quality: 4.5
Piotroski: 4/9
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 IVZ.

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

IVZ3 strengths · Avg: 9.3/10
PEG RatioValuation
0.3810/10

Growing faster than its price suggests

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
20.4%8/10

Strong operational efficiency at 20.4%

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%

IVZ3 concerns · Avg: 2.3/10
EPS GrowthGrowth
4.5%4/10

4.5% earnings growth

Return on EquityProfitability
-1.2%2/10

ROE of -1.2% — below average capital efficiency

Profit MarginProfitability
-4.4%1/10

Currently unprofitable

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 : IVZ

The strongest argument for IVZ centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.38 suggests the stock is reasonably priced for its growth.

Bear Case : BLK

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

Bear Case : IVZ

The primary concerns for IVZ are EPS Growth, Return on Equity, Profit Margin.

Key Dynamics to Monitor

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

IVZ carries more volatility with a beta of 1.65 — 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 66/100), backed by strong 22.9% margins and 23.4% 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.

BlackRock Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

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

Invesco Plc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.

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