WallStSmart

BlackRock Inc (BLK)vsOaktree Specialty Lending Corp (OCSL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 7833% more annual revenue ($24.22B vs $305.25M). BLK leads profitability with a 22.9% profit margin vs 10.6%. OCSL appears more attractively valued with a PEG of 0.93. 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

OCSL

Buy

55

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 7.3Quality: 5.0
Piotroski: 4/9Altman Z: 0.31
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
OCSLSignificantly Overvalued (-404.1%)

Margin of Safety

-404.1%

Fair Value

$2.45

Current Price

$11.33

$8.88 premium

UndervaluedFair: $2.45Overvalued

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

OCSL3 strengths · Avg: 9.3/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
84.4%10/10

Strong operational efficiency at 84.4%

PEG RatioValuation
0.938/10

Growing faster than its price suggests

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%

OCSL4 concerns · Avg: 3.3/10
P/E RatioValuation
30.8x4/10

Premium valuation, high expectations priced in

Market CapQuality
$975.11M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.2%3/10

ROE of 2.2% — below average capital efficiency

Debt/EquityHealth
1.123/10

Elevated debt levels

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 : OCSL

The strongest argument for OCSL centers on Price/Book, Operating Margin, PEG Ratio. PEG of 0.93 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 : OCSL

The primary concerns for OCSL are P/E Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

BLK profiles as a growth stock while OCSL is a declining 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 55/100), backed by strong 22.9% margins and 23.4% revenue growth. 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.

BlackRock Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

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

Oaktree Specialty Lending Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company focused on delivering bespoke financing solutions to middle-market enterprises. As a key subsidiary of Oaktree Capital Management, OCSL employs a sophisticated investment strategy aimed at achieving attractive risk-adjusted returns for its shareholders. The firm primarily invests in secured debt instruments, ensuring a well-diversified portfolio across various industries while leveraging Oaktree’s extensive market expertise. With a strong commitment to credit quality and risk management, OCSL is strategically positioned to navigate the complexities of the specialty lending landscape, enhancing its value proposition in a competitive financial environment.

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