WallStSmart

BlackRock Inc (BLK)vsNew Mountain Finance Corporation (NMFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 8165% more annual revenue ($25.64B vs $310.21M). BLK leads profitability with a 24.4% profit margin vs -18.6%. BLK appears more attractively valued with a PEG of 1.32. 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: 7.0
Piotroski: 2/9Altman Z: 1.13

NMFC

Hold

46

out of 100

Grade: D+

Growth: 2.7Profit: 5.0Value: 5.3Quality: 4.0
Piotroski: 4/9Altman Z: 0.76

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BLK6 strengths · Avg: 8.8/10
Operating MarginProfitability
35.6%10/10

Strong operational efficiency at 35.6%

Market CapQuality
$169.83B9/10

Large-cap with strong market position

Profit MarginProfitability
24.4%9/10

Keeps 24 of every $100 in revenue as profit

Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
27.0%8/10

Revenue surging 27.0% year-over-year

NMFC2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
84.5%10/10

Strong operational efficiency at 84.5%

Areas to Watch

BLK4 concerns · Avg: 2.8/10
P/E RatioValuation
26.3x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-1.19B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
1.132/10

Distress zone — elevated risk

NMFC4 concerns · Avg: 2.5/10
Market CapQuality
$735.78M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.273/10

Elevated debt levels

Return on EquityProfitability
-5.5%2/10

ROE of -5.5% — below average capital efficiency

Revenue GrowthGrowth
-19.7%2/10

Revenue declined 19.7%

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 : NMFC

The strongest argument for NMFC centers on Price/Book, Operating Margin. PEG of 1.34 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 : NMFC

The primary concerns for NMFC are Market Cap, Debt/Equity, Return on Equity.

Key Dynamics to Monitor

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

BLK carries more volatility with a beta of 1.43 — expect wider price swings.

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

NMFC generates stronger free cash flow (401M), providing more financial flexibility.

Bottom Line

BLK scores higher overall (78/100 vs 46/100), backed by strong 24.4% margins and 27.0% 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.

New Mountain Finance Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

New Mountain Finance Corporation (NMFC) is a distinguished business development company specializing in tailored debt and equity financing solutions for middle-market enterprises across various industries. Supported by New Mountain Capital, NMFC adopts a rigorous investment approach that emphasizes capital preservation and the generation of sustainable income, striving to achieve attractive risk-adjusted returns for its investors. The company is characterized by its experienced management team and a strategic focus on enhancing shareholder value while cultivating resilience and growth within its investment portfolio, solidifying its position as a key player in the competitive middle-market landscape.

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