BlackRock Inc (BLK)vsLumentum Holdings Inc (LITE)
BLK
BlackRock Inc
$981.35
-1.34%
FINANCIAL SERVICES · Cap: $151.82B
LITE
Lumentum Holdings Inc
$777.17
-3.09%
TECHNOLOGY · Cap: $57.26B
Smart Verdict
WallStSmart Research — data-driven comparison
BlackRock Inc generates 1050% more annual revenue ($24.22B vs $2.11B). BLK leads profitability with a 22.9% profit margin vs 11.9%. LITE appears more attractively valued with a PEG of 0.97. BLK earns a higher WallStSmart Score of 70/100 (B-).
BLK
Strong Buy70
out of 100
Grade: B-
LITE
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-308.5%
Fair Value
$240.24
Current Price
$981.35
$741.11 premium
Margin of Safety
-255.6%
Fair Value
$161.46
Current Price
$777.17
$615.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 36.7%
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 23.4% year-over-year
Revenue surging 65.5% year-over-year
Earnings expanding 71.1% YoY
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Weak financial health signals
Earnings declined 31.7%
Premium valuation, high expectations priced in
Trading at 65.5x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : LITE
The strongest argument for LITE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 65.5% demonstrates continued momentum. PEG of 0.97 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 : LITE
The primary concerns for LITE are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 232.5x leaves little room for execution misses.
Key Dynamics to Monitor
BLK carries more volatility with a beta of 1.49 — expect wider price swings.
LITE is growing revenue faster at 65.5% — 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 69/100), 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.
Lumentum Holdings Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, Asia-Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
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