WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 9372% more annual revenue ($27.30B vs $288.20M). BLK leads profitability with a 24.1% profit margin vs -16.8%. 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

NMFC

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 5.0Value: 5.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.68

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

NMFC3 strengths · Avg: 10.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
76.6%10/10

Strong operational efficiency at 76.6%

EPS GrowthGrowth
157.1%10/10

Earnings expanding 157.1% 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

NMFC4 concerns · Avg: 2.8/10
Market CapQuality
$660.22M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.313/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-4.7%2/10

ROE of -4.7% — below average capital efficiency

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 : NMFC

The strongest argument for NMFC centers on Price/Book, Operating Margin, EPS Growth. 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, Altman Z-Score.

Bear Case : NMFC

The primary concerns for NMFC are Market Cap, Debt/Equity, Piotroski F-Score.

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 30.6% — sustainability is the question.

BLK generates stronger free cash flow (32M), providing more financial flexibility.

Bottom Line

BLK scores higher overall (78/100 vs 56/100), backed by strong 24.1% margins and 30.6% revenue growth. Both earn "Strong Buy" and "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.

New Mountain Finance Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

New Mountain Finance Corporation (NMFC) is a leading business development company focused on delivering tailored debt and equity financing solutions for middle-market enterprises across a variety of industries. Strategically backed by New Mountain Capital, NMFC emphasizes a disciplined investment approach aimed at capital preservation and sustainable income, thereby providing attractive risk-adjusted returns for its investors. With a seasoned management team and a strong commitment to shareholder value, NMFC is adept at managing the complexities of the middle-market, positioning itself for resilience and growth in a competitive investment environment.

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