WallStSmart

BlackRock Inc (BLK)vsInvesco Plc (IVZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 295% more annual revenue ($27.30B vs $6.90B). BLK leads profitability with a 24.1% profit margin vs -0.9%. BLK appears more attractively valued with a PEG of 0.89. BLK earns a higher WallStSmart Score of 78/100 (B+).

BLK

Strong Buy

78

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 6.3Quality: 5.0
Piotroski: 1/9Altman Z: 1.11

IVZ

Strong Buy

70

out of 100

Grade: B

Growth: 7.3Profit: 4.0Value: 6.0Quality: 5.5
Piotroski: 5/9Altman Z: 1.15

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BLK6 strengths · Avg: 9.2/10
Operating MarginProfitability
35.1%10/10

Strong operational efficiency at 35.1%

Revenue GrowthGrowth
30.6%10/10

Revenue surging 30.6% year-over-year

Market CapQuality
$175.42B9/10

Large-cap with strong market position

Profit MarginProfitability
24.1%9/10

Keeps 24 of every $100 in revenue as profit

Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.898/10

Growing faster than its price suggests

IVZ6 strengths · Avg: 8.5/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Operating MarginProfitability
20.0%8/10

Strong operational efficiency at 20.0%

Revenue GrowthGrowth
20.5%8/10

Revenue surging 20.5% year-over-year

EPS GrowthGrowth
35.0%8/10

Earnings expanding 35.0% YoY

Areas to Watch

BLK3 concerns · Avg: 3.0/10
P/E RatioValuation
25.4x4/10

Moderate valuation

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.112/10

Distress zone — elevated risk

IVZ3 concerns · Avg: 1.7/10
Return on EquityProfitability
-0.5%2/10

ROE of -0.5% — below average capital efficiency

Altman Z-ScoreHealth
1.152/10

Distress zone — elevated risk

Profit MarginProfitability
-0.9%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : BLK

The strongest argument for BLK centers on Operating Margin, Revenue Growth, Market Cap. Profitability is solid with margins at 24.1% and operating margin at 35.1%. Revenue growth of 30.6% demonstrates continued momentum.

Bull Case : IVZ

The strongest argument for IVZ centers on Price/Book, Debt/Equity, PEG Ratio. Revenue growth of 20.5% demonstrates continued momentum. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bear Case : BLK

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

Bear Case : IVZ

The primary concerns for IVZ are Return on Equity, Altman Z-Score, Profit Margin.

Key Dynamics to Monitor

IVZ carries more volatility with a beta of 1.60 — expect wider price swings.

BLK is growing revenue faster at 30.6% — sustainability is the question.

IVZ generates stronger free cash flow (720M), providing more financial flexibility.

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

Bottom Line

BLK scores higher overall (78/100 vs 70/100), backed by strong 24.1% margins and 30.6% revenue growth. Both earn "Strong 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.

Invesco Plc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.

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