COMP <GO>
BLK vs BAC // ALTMAN Z-SCORE & DEBT/EQUITY
BlackRock Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: BLK 6
— BAC 6
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: BLK
LAST: $1,147.54 (-2.44%) • MKT CAP: $182.16B
balance-sheet
1.67
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
balance-sheet
0.45
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BLK VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BLK | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.20% | 2.50% | +3.70 | BLK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.4x | 30.2x | -0.80 | BLK | /valuation <GO> |
| Free Cash Flow Yield | 1.95% | 2.10% | -0.15 | BAC | /fcf-yield <GO> |
| Operating Margin | 29.10% | 32.90% | -3.80 | BAC | /operating-margins <GO> |
| Net Profit Margin | 22.90% | 27.00% | -4.10 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 18.70% | 6.80% | +11.90 | BLK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.67 | 0.45 | +1.22 | BLK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 6.60% | +0.70 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.2 | 27.7 | +30.51 | BLK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 0.90 | +0.23 | BLK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 10.9x | +16.70 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $182.16B | $357.61B | -$175.45B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BLK REV | BAC REV | BLK GROSS % | BAC GROSS % | BLK FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $24.22B | $113.10B | 44.0% | 44.0% | $3.55B | $7.52B |
| FY 2024 | $20.41B | $105.86B | 44.0% | 44.0% | $4.70B | -$13.57B |
| FY 2023 | $17.86B | $102.77B | 44.0% | 44.0% | $3.36B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BLK // BETA 1.13
BAC // BETA 0.90