BlackRock Inc (BLK)vsCarlyle Group Inc (CG)
BLK
BlackRock Inc
$995.60
+1.12%
FINANCIAL SERVICES · Cap: $158.18B
CG
Carlyle Group Inc
$43.48
-0.11%
FINANCIAL SERVICES · Cap: $16.47B
Smart Verdict
WallStSmart Research — data-driven comparison
BlackRock Inc generates 689% more annual revenue ($25.64B vs $3.25B). BLK leads profitability with a 24.4% profit margin vs 16.8%. BLK appears more attractively valued with a PEG of 1.30. BLK earns a higher WallStSmart Score of 78/100 (B+).
BLK
Strong Buy78
out of 100
Grade: B+
CG
Hold50
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 35.6%
Large-cap with strong market position
Keeps 24 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 27.0% year-over-year
Earnings expanding 70.2% YoY
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 94.1%
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 24.4% and operating margin at 35.6%. Revenue growth of 27.0% demonstrates continued momentum.
Bull Case : CG
The strongest argument for CG centers on EPS Growth, Price/Book. Profitability is solid with margins at 16.8% and operating margin at -233.9%.
Bear Case : BLK
The primary concerns for BLK are P/E Ratio, Piotroski F-Score, Free Cash Flow.
Bear Case : CG
The primary concerns for CG are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.71 is elevated, increasing financial risk.
Key Dynamics to Monitor
BLK profiles as a growth stock while CG is a declining play — different risk/reward profiles.
CG carries more volatility with a beta of 1.82 — expect wider price swings.
BLK is growing revenue faster at 27.0% — sustainability is the question.
CG generates stronger free cash flow (441M), providing more financial flexibility.
Bottom Line
BLK scores higher overall (78/100 vs 50/100), 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.
BlackRock Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
BlackRock, Inc. is an American multinational investment management corporation based in New York City.
Carlyle Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Carlyle Group Inc (CG) is a prominent global investment firm known for its leadership in private equity and alternative asset management, offering a wide range of innovative investment solutions across various sectors. With a strong presence in North America, Europe, and Asia, Carlyle leverages its deep market insights and extensive networks to drive superior returns for institutional investors. The firm's disciplined and strategic investment approach, combined with a steadfast commitment to value creation, solidifies its reputation as a leading partner for institutions pursuing resilient and diversified opportunities in the alternative investment space.
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