WallStSmart

BlackRock Inc (BLK)vsInvesco Plc (IVZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 289% more annual revenue ($25.64B vs $6.59B). BLK leads profitability with a 24.4% profit margin vs -3.7%. IVZ appears more attractively valued with a PEG of 0.38. BLK earns a higher WallStSmart Score of 78/100 (B+).

BLK

Strong Buy

78

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 5.7Quality: 4.8
Piotroski: 2/9

IVZ

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 4.0Value: 6.7Quality: 4.5
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BLK5 strengths · Avg: 8.8/10
Operating MarginProfitability
35.6%10/10

Strong operational efficiency at 35.6%

Market CapQuality
$165.75B9/10

Large-cap with strong market position

Profit MarginProfitability
24.4%9/10

Keeps 24 of every $100 in revenue as profit

Revenue GrowthGrowth
27.0%8/10

Revenue surging 27.0% year-over-year

EPS GrowthGrowth
45.9%8/10

Earnings expanding 45.9% YoY

IVZ3 strengths · Avg: 9.3/10
PEG RatioValuation
0.3810/10

Growing faster than its price suggests

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
35.0%8/10

Earnings expanding 35.0% YoY

Areas to Watch

BLK3 concerns · Avg: 3.0/10
P/E RatioValuation
26.9x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-1.09B2/10

Negative free cash flow — burning cash

IVZ3 concerns · Avg: 1.7/10
Return on EquityProfitability
-1.5%2/10

ROE of -1.5% — below average capital efficiency

Free Cash FlowQuality
$02/10

Negative free cash flow — burning cash

Profit MarginProfitability
-3.7%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 24.4% and operating margin at 35.6%. Revenue growth of 27.0% demonstrates continued momentum.

Bull Case : IVZ

The strongest argument for IVZ centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.1% demonstrates continued momentum. PEG of 0.38 suggests the stock is reasonably priced for its growth.

Bear Case : BLK

The primary concerns for BLK are P/E Ratio, Piotroski F-Score, Free Cash Flow.

Bear Case : IVZ

The primary concerns for IVZ are Return on Equity, Free Cash Flow, Profit Margin.

Key Dynamics to Monitor

BLK profiles as a growth stock while IVZ is a turnaround play — different risk/reward profiles.

IVZ carries more volatility with a beta of 1.57 — expect wider price swings.

BLK is growing revenue faster at 27.0% — sustainability is the question.

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

Bottom Line

BLK scores higher overall (78/100 vs 66/100), backed by strong 24.4% margins and 27.0% 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.

Want to dig deeper into these stocks?