WallStSmart

BlackRock Inc (BLK)vsInvesco Plc (IVZ)

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Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 314% more annual revenue ($28.54B vs $6.90B). BLK leads profitability with a 24.2% profit margin vs -0.9%. IVZ appears more attractively valued with a PEG of 0.90. BLK earns a higher WallStSmart Score of 73/100 (B).

BLK

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 6.3Quality: 4.0
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: 1.46

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BLK6 strengths · Avg: 8.7/10
Operating MarginProfitability
37.9%10/10

Strong operational efficiency at 37.9%

Market CapQuality
$186.45B9/10

Large-cap with strong market position

Profit MarginProfitability
24.2%9/10

Keeps 24 of every $100 in revenue as profit

PEG RatioValuation
0.958/10

Growing faster than its price suggests

Revenue GrowthGrowth
19.1%8/10

19.1% revenue growth

EPS GrowthGrowth
25.4%8/10

Earnings expanding 25.4% YoY

IVZ6 strengths · Avg: 8.5/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.109/10

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
26.1x4/10

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
-0.6%2/10

ROE of -0.6% — below average capital efficiency

Altman Z-ScoreHealth
1.462/10

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, Market Cap, Profit Margin. Profitability is solid with margins at 24.2% and operating margin at 37.9%. Revenue growth of 19.1% 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 1.63 — expect wider price swings.

IVZ is growing revenue faster at 20.5% — sustainability is the question.

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

Bottom Line

BLK scores higher overall (73/100 vs 70/100), backed by strong 24.2% margins and 19.1% 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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