WallStSmart

AMTD IDEA Group (AMTD)vsBlackRock Inc (BLK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 28878% more annual revenue ($25.64B vs $88.47M). AMTD leads profitability with a 49.3% profit margin vs 24.4%. AMTD trades at a lower P/E of 2.1x. BLK earns a higher WallStSmart Score of 78/100 (B+).

AMTD

Hold

37

out of 100

Grade: F

Growth: 2.0Profit: 5.5Value: 6.7Quality: 8.5
Piotroski: 2/9Altman Z: 4.36

BLK

Strong Buy

78

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 5.7Quality: 7.0
Piotroski: 2/9Altman Z: 1.13

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMTD5 strengths · Avg: 9.8/10
P/E RatioValuation
2.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
49.3%10/10

Keeps 49 of every $100 in revenue as profit

Altman Z-ScoreHealth
4.3610/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

BLK6 strengths · Avg: 8.8/10
Operating MarginProfitability
35.6%10/10

Strong operational efficiency at 35.6%

Market CapQuality
$158.18B9/10

Large-cap with strong market position

Profit MarginProfitability
24.4%9/10

Keeps 24 of every $100 in revenue as profit

Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
27.0%8/10

Revenue surging 27.0% year-over-year

Areas to Watch

AMTD4 concerns · Avg: 2.8/10
Market CapQuality
$94.06M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.3%3/10

ROE of 5.3% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-82.6%2/10

Revenue declined 82.6%

BLK4 concerns · Avg: 2.8/10
P/E RatioValuation
25.6x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-1.19B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
1.132/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AMTD

The strongest argument for AMTD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.3% and operating margin at -336.4%.

Bull Case : BLK

The strongest argument for BLK centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 24.4% and operating margin at 35.6%. Revenue growth of 27.0% demonstrates continued momentum.

Bear Case : AMTD

The primary concerns for AMTD are Market Cap, Return on Equity, Piotroski F-Score.

Bear Case : BLK

The primary concerns for BLK are P/E Ratio, Piotroski F-Score, Free Cash Flow.

Key Dynamics to Monitor

AMTD profiles as a declining stock while BLK is a growth play — different risk/reward profiles.

BLK carries more volatility with a beta of 1.46 — expect wider price swings.

BLK is growing revenue faster at 27.0% — sustainability is the question.

AMTD generates stronger free cash flow (17M), providing more financial flexibility.

Bottom Line

BLK scores higher overall (78/100 vs 37/100), backed by strong 24.4% margins and 27.0% 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.

AMTD IDEA Group

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

TD Ameritrade Holding Corporation provides securities brokerage and technology-related financial services to retail investors and traders and Registered Independent Investment Advisers (RIAs) in the United States. The company is headquartered in Omaha, Nebraska.

BlackRock Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

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

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