WallStSmart

Artisan Partners Asset Management Inc (APAM)vsBlackRock Inc (BLK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 1924% more annual revenue ($24.22B vs $1.20B). APAM leads profitability with a 24.3% profit margin vs 22.9%. BLK appears more attractively valued with a PEG of 0.99. APAM earns a higher WallStSmart Score of 77/100 (B+).

APAM

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 9.5Value: 10.0Quality: 8.5
Piotroski: 4/9Altman Z: 2.69

BLK

Strong Buy

70

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 7.3Quality: 4.8
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APAMUndervalued (+76.6%)

Margin of Safety

+76.6%

Fair Value

$189.54

Current Price

$36.71

$152.83 discount

UndervaluedFair: $189.54Overvalued
BLKSignificantly Overvalued (-308.5%)

Margin of Safety

-308.5%

Fair Value

$240.24

Current Price

$981.35

$741.11 premium

UndervaluedFair: $240.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APAM5 strengths · Avg: 9.4/10
P/E RatioValuation
8.8x10/10

Attractively priced relative to earnings

Return on EquityProfitability
49.3%10/10

Every $100 of equity generates 49 in profit

Operating MarginProfitability
39.2%10/10

Strong operational efficiency at 39.2%

Profit MarginProfitability
24.3%9/10

Keeps 24 of every $100 in revenue as profit

EPS GrowthGrowth
35.8%8/10

Earnings expanding 35.8% YoY

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

Areas to Watch

APAM1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-1.26M2/10

Negative free cash flow — burning cash

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%

Comparative Analysis Report

WallStSmart Research

Bull Case : APAM

The strongest argument for APAM centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 24.3% and operating margin at 39.2%. Revenue growth of 12.9% demonstrates continued momentum.

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.

Bear Case : APAM

The primary concerns for APAM are Free Cash Flow.

Bear Case : BLK

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

Key Dynamics to Monitor

APAM profiles as a mature stock while BLK is a growth play — different risk/reward profiles.

APAM carries more volatility with a beta of 1.76 — 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

APAM scores higher overall (77/100 vs 70/100), backed by strong 24.3% margins and 12.9% 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.

Artisan Partners Asset Management Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Artisan Partners Asset Management Inc. is a publicly owned investment manager. The company is headquartered in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.

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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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