WallStSmart

BlackRock Capital Allocation Trust (BCAT)vsBlackRock Inc (BLK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BLK leads profitability with a 22.9% profit margin vs 0.0%. BCAT trades at a lower P/E of 6.7x. BLK earns a higher WallStSmart Score of 70/100 (B-).

BCAT

Avoid

32

out of 100

Grade: F

Growth: 4.3Profit: 4.0Value: 6.3Quality: 5.3
Piotroski: 4/9

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

BCATOvervalued (-5.5%)

Margin of Safety

-5.5%

Fair Value

$14.42

Current Price

$14.50

$0.08 premium

UndervaluedFair: $14.42Overvalued
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

BCAT1 strengths · Avg: 10.0/10
P/E RatioValuation
6.7x10/10

Attractively priced relative to earnings

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

BCAT4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.49B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

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 : BCAT

The strongest argument for BCAT centers on P/E Ratio.

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 : BCAT

The primary concerns for BCAT are Revenue Growth, EPS Growth, Market Cap.

Bear Case : BLK

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

Key Dynamics to Monitor

BCAT profiles as a value stock while BLK is a growth play — different risk/reward profiles.

BLK is growing revenue faster at 23.4% — 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 32/100), backed by strong 22.9% margins and 23.4% revenue growth. Both earn "Strong Buy" and "Avoid" 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 Capital Allocation Trust

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

BlackRock Capital Allocation Trust (BCAT) is a strategically managed investment vehicle designed for institutional investors seeking diversified exposure to global equities and fixed-income markets. Leveraging BlackRock's unparalleled market insights and extensive research capabilities, BCAT employs a dynamic investment approach that prioritizes effective capital allocation across various asset classes. This adaptability enables the trust to respond promptly to shifting market conditions, while its disciplined investment practices aim to deliver attractive risk-adjusted returns. As a result, BCAT presents a compelling option for investors looking to achieve both sustainable income and capital appreciation.

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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