WallStSmart

BlackRock Inc (BLK)vsFidus Investment Corp (FDUS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 15436% more annual revenue ($24.22B vs $155.87M). FDUS leads profitability with a 52.9% 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

FDUS

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 4.7Quality: 7.3
Piotroski: 3/9
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
FDUSSignificantly Overvalued (-21.2%)

Margin of Safety

-21.2%

Fair Value

$15.78

Current Price

$17.43

$1.65 premium

UndervaluedFair: $15.78Overvalued

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

FDUS5 strengths · Avg: 9.8/10
P/E RatioValuation
7.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
52.9%10/10

Keeps 53 of every $100 in revenue as profit

Operating MarginProfitability
73.1%10/10

Strong operational efficiency at 73.1%

Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

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%

FDUS4 concerns · Avg: 2.5/10
Market CapQuality
$652.06M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.522/10

Expensive relative to growth rate

EPS GrowthGrowth
-4.5%2/10

Earnings declined 4.5%

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 : FDUS

The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 52.9% and operating margin at 73.1%. Revenue growth of 12.5% demonstrates continued momentum.

Bear Case : BLK

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

Bear Case : FDUS

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

Key Dynamics to Monitor

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

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.

Bottom Line

BLK scores higher overall (70/100 vs 57/100), backed by strong 22.9% margins and 23.4% revenue growth. 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.

Fidus Investment Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Fidus Investment Corp (FDUS) is a publicly-traded business development company dedicated to providing customized debt and equity investment solutions specifically targeted at lower middle-market enterprises across a variety of industries. The company adopts a disciplined investment strategy that emphasizes high current income and capital appreciation, underpinned by a strong focus on credit quality and proactive portfolio management. As a regulated investment company, Fidus ensures transparency and compliance while serving as a reliable partner for growth-oriented firms. This strategic positioning, combined with its commitment to delivering consistent returns, makes FDUS an attractive investment choice for institutional investors aiming to enhance yield in a competitive market environment.

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