Och-Ziff Capital Management Group LLC (OZM)’s Financial Results Comparing With BlackRock Inc. (NYSE:BLK)

We are contrasting Och-Ziff Capital Management Group LLC (NYSE:OZM) and BlackRock Inc. (NYSE:BLK) on their analyst recommendations, profitability, risk, institutional ownership, dividends, earnings and valuation. They both are Asset Management companies, competing one another.

Valuation and Earnings

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Och-Ziff Capital Management Group LLC 770.02M 5.01 16.74M 1.39 1.05
BlackRock Inc. 14.20B 4.77 4.30B 27.69 14.20

Table 1 highlights Och-Ziff Capital Management Group LLC and BlackRock Inc.’s top-line revenue, earnings per share (EPS) and valuation. BlackRock Inc. is observed to has higher revenue and earnings than Och-Ziff Capital Management Group LLC. When business has lower P/E means it is more affordable than its counterpart presently. Och-Ziff Capital Management Group LLC is trading at a lower P/E ratio than BlackRock Inc., indicating that it is presently more affordable of the two stocks.

Profitability

Table 2 has Och-Ziff Capital Management Group LLC and BlackRock Inc.’s return on assets, return on equity and net margins.

Net Margins Return on Equity Return on Assets
Och-Ziff Capital Management Group LLC -2.17% 3.9% -1.1%
BlackRock Inc. 30.28% 17.7% 2.8%

Volatility and Risk

Och-Ziff Capital Management Group LLC is 31.00% less volatile than S&P 500 due to its 0.69 beta. BlackRock Inc.’s 58.00% more volatile than S&P 500 which is a result of the 1.58 beta.

Dividends

Och-Ziff Capital Management Group LLC pays out a $1.3 per share dividend on a yearly basis and it also offers 9.86% dividend yield. The dividend yield for BlackRock Inc. is 2.82% while its annual dividend payout is $12.02 per share.

Analyst Recommendations

The Recommendations and Ratings for Och-Ziff Capital Management Group LLC and BlackRock Inc. are featured in the next table.

Sell Ratings Hold Ratings Buy Ratings Rating Score
Och-Ziff Capital Management Group LLC 0 0 0 0.00
BlackRock Inc. 0 2 6 2.75

Meanwhile, BlackRock Inc.’s consensus price target is $512.14, while its potential upside is 19.81%.

Institutional & Insider Ownership

Och-Ziff Capital Management Group LLC and BlackRock Inc. has shares held by institutional investors as follows: 41% and 84.4%. Insiders held 0.2% of Och-Ziff Capital Management Group LLC shares. Competitively, BlackRock Inc. has 1.4% of it’s share held by insiders.

Performance

In this table we provide the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
Och-Ziff Capital Management Group LLC 43.14% 32.73% -14.12% -30.48% -48.41% -41.6%
BlackRock Inc. -8.12% -7.41% -16.99% -28.38% -23.25% -23.45%

For the past year BlackRock Inc. has weaker performance than Och-Ziff Capital Management Group LLC

Summary

BlackRock Inc. beats on 15 of the 15 factors Och-Ziff Capital Management Group LLC.

Och-Ziff Capital Management Group LLC is a publicly owned hedge fund sponsor. The firm provides investment advisory services for its clients. It primarily caters to institutional investors which include pension funds, fund-of-funds, foundations and endowments, corporations and other institutions, private banks and family offices. The firm invests in equity and alternative markets across the world. It employs quantitative and qualitative analysis to make its investments. For its multi-strategy portfolios, the firm employs strategies like convertible and derivative arbitrage, corporate credit, long/short equity special situations, buyout investments, merger arbitrage, private investments, and structured credit. It also invests in real estate and traditional real estate assets including multifamily, office, hotel and retail, loans, portfolio acquisitions, loan pools, operating companies, structured debt products, public securities, and non-traditional real estate assets including gaming, distressed land and residential, cell towers, parking, golf, debt and senior housing. For private equity investments, it considers investments in a variety of special situations that seek to realize value through strategic sales or initial public offerings. The firm typically invests in the energy investments. It prefers to invest in United States. It also manages a buyout fund, Och-Ziff Energy Fund. Och-Ziff Capital Management Group LLC was founded in 1994 and is based New York City with additional offices in Houston, Texas, London, United Kingdom, Hong Kong, Tokyo, Japan, Bangalore, India, Singapore, and Beijing, China.

BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds. The firm launches equity, fixed income, balanced, and real estate mutual funds. It also launches equity, fixed income, balanced, currency, commodity, and multi-asset exchange traded funds. The firm also launches and manages hedge funds. It invests in the public equity, fixed income, real estate, currency, commodity, and alternative markets across the globe. The firm primarily invests in growth and value stocks of small-cap, mid-cap, SMID-cap, large-cap, and multi-cap companies. It also invests in dividend-paying equity securities. The firm invests in investment grade municipal securities, government securities including securities issued or guaranteed by a government or a government agency or instrumentality, corporate bonds, and asset-backed and mortgage-backed securities. It employs fundamental and quantitative analysis with a focus on bottom-up and top-down approach to make its investments. The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments. In real estate sector, it seeks to invest in Poland and Germany. The firm benchmarks the performance of its portfolios against various S&P, Russell, Barclays, MSCI, Citigroup, and Merrill Lynch indices. BlackRock, Inc. was founded in 1988 and is based in New York City with additional offices in Boston, Massachusetts; London, United Kingdom; Brazil; Philadelphia, Pennsylvania; Plainsboro, New Jersey; and San Francisco, California.