WallStSmart

BlackRock Inc (BLK)vsCarlyle Group Inc (CG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 501% more annual revenue ($24.22B vs $4.03B). BLK leads profitability with a 22.9% profit margin vs 20.1%. CG appears more attractively valued with a PEG of 0.66. CG earns a higher WallStSmart Score of 80/100 (A-).

BLK

Strong Buy

70

out of 100

Grade: B-

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

CG

Exceptional Buy

80

out of 100

Grade: A-

Growth: 9.3Profit: 7.5Value: 10.0Quality: 3.3
Piotroski: 3/9Altman Z: 0.90
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BLKSignificantly Overvalued (-308.5%)

Margin of Safety

-308.5%

Fair Value

$240.24

Current Price

$981.35

$741.11 premium

UndervaluedFair: $240.24Overvalued
CGUndervalued (+47.5%)

Margin of Safety

+47.5%

Fair Value

$102.02

Current Price

$47.01

$55.01 discount

UndervaluedFair: $102.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

CG6 strengths · Avg: 9.2/10
Operating MarginProfitability
30.6%10/10

Strong operational efficiency at 30.6%

Revenue GrowthGrowth
93.9%10/10

Revenue surging 93.9% year-over-year

EPS GrowthGrowth
70.2%10/10

Earnings expanding 70.2% YoY

Profit MarginProfitability
20.1%9/10

Keeps 20 of every $100 in revenue as profit

PEG RatioValuation
0.668/10

Growing faster than its price suggests

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

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%

CG2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.902/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : CG

The strongest argument for CG centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 20.1% and operating margin at 30.6%. Revenue growth of 93.9% demonstrates continued momentum.

Bear Case : BLK

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

Bear Case : CG

The primary concerns for CG are Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

CG carries more volatility with a beta of 2.06 — expect wider price swings.

CG is growing revenue faster at 93.9% — 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

CG scores higher overall (80/100 vs 70/100), backed by strong 20.1% margins and 93.9% revenue growth. Both earn "Exceptional 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.

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 specializing in private equity, alternative asset management, and a wide range of innovative investment solutions across various industries. With a robust presence in North America, Europe, and Asia, Carlyle leverages its deep sector expertise and strategic relationships to drive superior returns for its clients. Known for its disciplined operational approach and a strong commitment to value creation, Carlyle is a leading option for institutional investors seeking resilient and diverse exposure within the alternative asset space.

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