WallStSmart

BlackRock Inc (BLK)vsCapital Southwest Corporation (CSWC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 10580% more annual revenue ($24.22B vs $226.75M). CSWC leads profitability with a 45.5% profit margin vs 22.9%. BLK appears more attractively valued with a PEG of 0.99. BLK earns a higher WallStSmart Score of 70/100 (B-).

BLK

Strong Buy

70

out of 100

Grade: B-

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

CSWC

Buy

65

out of 100

Grade: C+

Growth: 8.7Profit: 8.0Value: 7.3Quality: 4.0
Piotroski: 1/9Altman Z: 0.60
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
CSWCUndervalued (+72.6%)

Margin of Safety

+72.6%

Fair Value

$84.71

Current Price

$22.05

$62.66 discount

UndervaluedFair: $84.71Overvalued

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

CSWC6 strengths · Avg: 9.3/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
45.5%10/10

Keeps 46 of every $100 in revenue as profit

Operating MarginProfitability
85.7%10/10

Strong operational efficiency at 85.7%

EPS GrowthGrowth
59.4%10/10

Earnings expanding 59.4% YoY

P/E RatioValuation
12.2x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.2%8/10

18.2% revenue growth

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%

CSWC4 concerns · Avg: 2.5/10
Market CapQuality
$1.33B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
12.542/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.602/10

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 : CSWC

The strongest argument for CSWC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 45.5% and operating margin at 85.7%. Revenue growth of 18.2% demonstrates continued momentum.

Bear Case : BLK

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

Bear Case : CSWC

The primary concerns for CSWC are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

BLK carries more volatility with a beta of 1.49 — 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.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BLK scores higher overall (70/100 vs 65/100), backed by strong 22.9% margins and 23.4% revenue growth. CSWC offers better value entry with a 72.6% margin of safety. Both earn "Strong Buy" and "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.

Capital Southwest Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Capital Southwest Corporation (CSWC) is a prominent publicly traded business development company that specializes in offering tailored financing solutions to middle-market businesses. With a focus on strategic debt and equity investments, CSWC aims to generate attractive risk-adjusted returns for its investors while supporting the growth of its portfolio companies across diverse sectors, including healthcare, technology, and manufacturing. The firm combines its deep private equity expertise and extensive industry relationships to drive operational enhancements and create long-term value, positioning itself as a reliable partner in the expansion journey of its clients.

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