WallStSmart

BlackRock Inc (BLK)vsSEI Investments Company (SEIC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 954% more annual revenue ($24.22B vs $2.30B). SEIC leads profitability with a 31.1% profit margin vs 22.9%. BLK appears more attractively valued with a PEG of 0.99. BLK earns a higher WallStSmart Score of 70/100 (B-).

BLK

Strong Buy

70

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 7.3Quality: 4.8
Piotroski: 2/9

SEIC

Strong Buy

67

out of 100

Grade: B-

Growth: 6.0Profit: 9.5Value: 10.0Quality: 7.8
Piotroski: 4/9Altman Z: 5.12
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BLKSignificantly Overvalued (-308.5%)

Margin of Safety

-308.5%

Fair Value

$240.24

Current Price

$981.35

$741.11 premium

UndervaluedFair: $240.24Overvalued
SEICUndervalued (+57.8%)

Margin of Safety

+57.8%

Fair Value

$190.18

Current Price

$77.20

$112.98 discount

UndervaluedFair: $190.18Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BLK6 strengths · Avg: 8.7/10
Operating MarginProfitability
36.7%10/10

Strong operational efficiency at 36.7%

Market CapQuality
$151.82B9/10

Large-cap with strong market position

Profit MarginProfitability
22.9%9/10

Keeps 23 of every $100 in revenue as profit

PEG RatioValuation
0.998/10

Growing faster than its price suggests

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
23.4%8/10

Revenue surging 23.4% year-over-year

SEIC5 strengths · Avg: 9.0/10
Profit MarginProfitability
31.1%10/10

Keeps 31 of every $100 in revenue as profit

Altman Z-ScoreHealth
5.1210/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
29.0%9/10

Every $100 of equity generates 29 in profit

P/E RatioValuation
13.8x8/10

Attractively priced relative to earnings

Operating MarginProfitability
26.4%8/10

Strong operational efficiency at 26.4%

Areas to Watch

BLK3 concerns · Avg: 3.0/10
P/E RatioValuation
27.6x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-31.7%2/10

Earnings declined 31.7%

SEIC1 concerns · Avg: 4.0/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

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 22.9% and operating margin at 36.7%. Revenue growth of 23.4% demonstrates continued momentum.

Bull Case : SEIC

The strongest argument for SEIC centers on Profit Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 31.1% and operating margin at 26.4%.

Bear Case : BLK

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

Bear Case : SEIC

The primary concerns for SEIC are PEG Ratio.

Key Dynamics to Monitor

BLK profiles as a growth stock while SEIC is a mature play — different risk/reward profiles.

BLK carries more volatility with a beta of 1.49 — expect wider price swings.

BLK is growing revenue faster at 23.4% — sustainability is the question.

BLK generates stronger free cash flow (2.2B), providing more financial flexibility.

Bottom Line

BLK scores higher overall (70/100 vs 67/100), backed by strong 22.9% margins and 23.4% revenue growth. SEIC offers better value entry with a 57.8% margin of safety. 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.

SEI Investments Company

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SEI Investments Company is a publicly owned asset management portfolio company. The company is headquartered in Oaks, Pennsylvania.

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