WallStSmart

BlackRock Inc (BLK)vsUS Global Investors Inc (GROW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 274302% more annual revenue ($24.22B vs $8.82M). BLK leads profitability with a 22.9% profit margin vs 1.1%. 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

GROW

Hold

43

out of 100

Grade: D

Growth: 4.0Profit: 3.0Value: 5.0Quality: 8.5
Piotroski: 3/9Altman Z: 11.63
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

Intrinsic value data unavailable for GROW.

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

GROW3 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
11.6310/10

Safe zone — low bankruptcy risk

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%

GROW4 concerns · Avg: 3.3/10
EPS GrowthGrowth
4.8%4/10

4.8% earnings growth

Market CapQuality
$36.96M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.2%3/10

ROE of 0.2% — below average capital efficiency

Profit MarginProfitability
1.1%3/10

1.1% margin — thin

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 : GROW

The strongest argument for GROW centers on Price/Book, Debt/Equity, Altman Z-Score. 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 : GROW

The primary concerns for GROW are EPS Growth, Market Cap, Return on Equity. Thin 1.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

BLK profiles as a growth stock while GROW is a value 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 43/100), backed by strong 22.9% margins and 23.4% 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.

US Global Investors Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

US Global Investors, Inc. is a publicly owned investment manager. The company is headquartered in San Antonio, Texas.

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