BlackRock Inc (BLK)vsVirtus Investment Partners, Inc. (VRTS)
BLK
BlackRock Inc
$981.35
+0.54%
FINANCIAL SERVICES · Cap: $151.82B
VRTS
Virtus Investment Partners, Inc.
$132.50
+1.73%
FINANCIAL SERVICES · Cap: $854.77M
Smart Verdict
WallStSmart Research — data-driven comparison
BlackRock Inc generates 2739% more annual revenue ($24.22B vs $852.87M). BLK leads profitability with a 22.9% profit margin vs 16.2%. VRTS appears more attractively valued with a PEG of 0.56. BLK earns a higher WallStSmart Score of 70/100 (B-).
BLK
Strong Buy70
out of 100
Grade: B-
VRTS
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-308.5%
Fair Value
$240.24
Current Price
$981.35
$741.11 premium
Margin of Safety
+70.8%
Fair Value
$477.68
Current Price
$132.50
$345.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 36.7%
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 23.4% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Weak financial health signals
Earnings declined 31.7%
Smaller company, higher risk/reward
Revenue declined 10.9%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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 : VRTS
The strongest argument for VRTS centers on P/E Ratio, Price/Book, PEG Ratio. Profitability is solid with margins at 16.2% and operating margin at 19.5%. PEG of 0.56 suggests the stock is reasonably priced for its growth.
Bear Case : BLK
The primary concerns for BLK are P/E Ratio, Piotroski F-Score, EPS Growth.
Bear Case : VRTS
The primary concerns for VRTS are Market Cap, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
BLK profiles as a growth stock while VRTS is a declining play — different risk/reward profiles.
VRTS 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 69/100), backed by strong 22.9% margins and 23.4% revenue growth. VRTS offers better value entry with a 70.8% 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.
Virtus Investment Partners, Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Virtus Investment Partners, Inc. is a publicly owned investment manager. The company is headquartered in Hartford, Connecticut.
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