BlackRock Inc (BLK)vsSRH Total Return Fund Inc. (STEW)
BLK
BlackRock Inc
$981.35
-1.34%
FINANCIAL SERVICES · Cap: $151.82B
STEW
SRH Total Return Fund Inc.
$17.11
+0.74%
FINANCIAL SERVICES · Cap: $1.64B
Smart Verdict
WallStSmart Research — data-driven comparison
BlackRock Inc generates 74568% more annual revenue ($24.22B vs $32.43M). BLK leads profitability with a 22.9% profit margin vs 5.4%. STEW trades at a lower P/E of 9.4x. BLK earns a higher WallStSmart Score of 70/100 (B-).
BLK
Strong Buy70
out of 100
Grade: B-
STEW
Hold41
out of 100
Grade: D
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
-49.1%
Fair Value
$12.24
Current Price
$17.11
$4.87 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
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Weak financial health signals
Earnings declined 31.7%
Smaller company, higher risk/reward
5.4% margin — thin
Revenue declined 11.6%
Earnings declined 44.1%
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 : STEW
The strongest argument for STEW centers on P/E Ratio, Price/Book.
Bear Case : BLK
The primary concerns for BLK are P/E Ratio, Piotroski F-Score, EPS Growth.
Bear Case : STEW
The primary concerns for STEW are Market Cap, Profit Margin, Revenue Growth.
Key Dynamics to Monitor
BLK profiles as a growth stock while STEW is a value 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 41/100), backed by strong 22.9% margins and 23.4% 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.
SRH Total Return Fund Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
SRH Total Return Fund Inc. (STEW) is a closed-end management investment company that seeks to achieve total return through a balanced strategy of capital appreciation and income generation. The fund employs a diversified investment portfolio that includes equities, fixed income, and hybrid instruments, aimed at long-term growth while managing risk effectively. Led by a skilled management team, STEW is adept at navigating changing market conditions to identify promising opportunities, ultimately providing investors with an attractive risk-adjusted return profile.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?