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Stock Comparison

NXC vs BLK

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
NXC
Nuveen California Select Tax-Free Income Portfolio

Asset Management - Income

Financial ServicesNYSE • US
Market Cap$86M
5Y Perf.-14.2%
BLK
BlackRock, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$165.65B
5Y Perf.+102.5%

NXC vs BLK — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
NXC logoNXC
BLK logoBLK
IndustryAsset Management - IncomeAsset Management
Market Cap$86M$165.65B
Revenue (TTM)$4M$20.41B
Net Income (TTM)$7M$6.10B
Gross Margin100.0%49.4%
Operating Margin90.8%37.1%
Forward P/E38.0x20.1x
Total Debt$6K$14.22B
Cash & Equiv.$391K$12.76B

NXC vs BLKLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

NXC
BLK
StockMay 20Jan 26Return
Nuveen California S… (NXC)10085.8-14.2%
BlackRock, Inc. (BLK)100202.5+102.5%

Price return only. Dividends and distributions are not included.

Quick Verdict: NXC vs BLK

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: BLK leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Nuveen California Select Tax-Free Income Portfolio is the stronger pick specifically for profitability and margin quality and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
NXC
Nuveen California Select Tax-Free Income Portfolio
The Banking Pick

NXC is the clearest fit if your priority is income & stability and sleep-well-at-night.

  • beta 0.04
  • Lower volatility, beta 0.04, Low D/E 0.0%, current ratio 4.13x
  • Beta 0.04, current ratio 4.13x
Best for: income & stability and sleep-well-at-night
BLK
BlackRock, Inc.
The Banking Pick

BLK carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.

  • Rev growth 14.3%, EPS growth 15.1%
  • 245.8% 10Y total return vs NXC's 13.1%
  • 14.3% NII/revenue growth vs NXC's -28.6%
Best for: growth exposure and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthBLK logoBLK14.3% NII/revenue growth vs NXC's -28.6%
ValueBLK logoBLKLower P/E (20.1x vs 38.0x)
Quality / MarginsNXC logoNXCEfficiency ratio 0.1% vs BLK's 0.1% (lower = leaner)
Stability / SafetyNXC logoNXCBeta 0.04 vs BLK's 1.28, lower leverage
DividendsBLK logoBLK1.9% yield; 15-year raise streak; the other pay no meaningful dividend
Momentum (1Y)BLK logoBLK+18.3% vs NXC's +4.2%
Efficiency (ROA)NXC logoNXCEfficiency ratio 0.1% vs BLK's 0.1%

NXC vs BLK — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

NXCNuveen California Select Tax-Free Income Portfolio

Segment breakdown not available.

BLKBlackRock, Inc.
FY 2024
Investment Advice
78.9%$16.1B
Technology Service
7.9%$1.6B
Distribution and Shareholder Service
6.2%$1.3B
Investment Performance
5.9%$1.2B
Service, Other
1.1%$224M

NXC vs BLK — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLNXCLAGGINGBLK

Income & Cash Flow (Last 12 Months)

NXC leads this category, winning 3 of 4 comparable metrics.

BLK is the larger business by revenue, generating $20.4B annually — 5509.5x NXC's $4M. NXC is the more profitable business, keeping 60.7% of every revenue dollar as net income compared to BLK's 31.2%.

MetricNXC logoNXCNuveen California…BLK logoBLKBlackRock, Inc.
RevenueTrailing 12 months$4M$20.4B
EBITDAEarnings before interest/tax$7M$8.3B
Net IncomeAfter-tax profit$7M$6.1B
Free Cash FlowCash after capex$0$3.9B
Gross MarginGross profit ÷ Revenue+100.0%+49.4%
Operating MarginEBIT ÷ Revenue+90.8%+37.1%
Net MarginNet income ÷ Revenue+60.7%+31.2%
FCF MarginFCF ÷ Revenue+23.0%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-88.4%-22.7%
NXC leads this category, winning 3 of 4 comparable metrics.

Valuation Metrics

BLK leads this category, winning 2 of 3 comparable metrics.

At 25.4x trailing earnings, BLK trades at a 33% valuation discount to NXC's 38.0x P/E.

MetricNXC logoNXCNuveen California…BLK logoBLKBlackRock, Inc.
Market CapShares × price$86M$165.7B
Enterprise ValueMkt cap + debt − cash$85M$167.1B
Trailing P/EPrice ÷ TTM EPS37.97x25.42x
Forward P/EPrice ÷ next-FY EPS est.20.10x
PEG RatioP/E ÷ EPS growth rate3.13x
EV / EBITDAEnterprise value multiple20.62x
Price / SalesMarket cap ÷ Revenue23.16x8.12x
Price / BookPrice ÷ Book value/share0.96x3.28x
Price / FCFMarket cap ÷ FCF35.24x
BLK leads this category, winning 2 of 3 comparable metrics.

Profitability & Efficiency

NXC leads this category, winning 5 of 9 comparable metrics.

BLK delivers a 9.9% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $8 for NXC. NXC carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to BLK's 0.29x. On the Piotroski fundamental quality scale (0–9), BLK scores 6/9 vs NXC's 3/9, reflecting solid financial health.

MetricNXC logoNXCNuveen California…BLK logoBLKBlackRock, Inc.
ROE (TTM)Return on equity+8.3%+9.9%
ROA (TTM)Return on assets+8.3%+3.7%
ROICReturn on invested capital+2.8%+9.9%
ROCEReturn on capital employed+3.8%+5.8%
Piotroski ScoreFundamental quality 0–936
Debt / EquityFinancial leverage0.00x0.29x
Net DebtTotal debt minus cash-$390,878$1.5B
Cash & Equiv.Liquid assets$390,878$12.8B
Total DebtShort + long-term debt$6,477$14.2B
Interest CoverageEBIT ÷ Interest expense85.16x9.27x
NXC leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

BLK leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in BLK five years ago would be worth $13,352 today (with dividends reinvested), compared to $9,665 for NXC. Over the past 12 months, BLK leads with a +18.3% total return vs NXC's +4.2%. The 3-year compound annual growth rate (CAGR) favors BLK at 20.7% vs NXC's 3.1% — a key indicator of consistent wealth creation.

MetricNXC logoNXCNuveen California…BLK logoBLKBlackRock, Inc.
YTD ReturnYear-to-date+1.2%-1.1%
1-Year ReturnPast 12 months+4.2%+18.3%
3-Year ReturnCumulative with dividends+9.7%+75.7%
5-Year ReturnCumulative with dividends-3.4%+33.5%
10-Year ReturnCumulative with dividends+13.1%+245.8%
CAGR (3Y)Annualised 3-year return+3.1%+20.7%
BLK leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

NXC leads this category, winning 2 of 2 comparable metrics.

NXC is the less volatile stock with a 0.04 beta — it tends to amplify market swings less than BLK's 1.28 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NXC currently trades 98.8% from its 52-week high vs BLK's 87.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricNXC logoNXCNuveen California…BLK logoBLKBlackRock, Inc.
Beta (5Y)Sensitivity to S&P 5000.04x1.28x
52-Week HighHighest price in past year$13.45$1219.94
52-Week LowLowest price in past year$12.66$914.84
% of 52W HighCurrent price vs 52-week peak+98.8%+87.5%
RSI (14)Momentum oscillator 0–10060.161.3
Avg Volume (50D)Average daily shares traded0790K
NXC leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Insufficient data to determine a leader in this category.

BLK is the only dividend payer here at 1.92% yield — a key consideration for income-focused portfolios.

MetricNXC logoNXCNuveen California…BLK logoBLKBlackRock, Inc.
Analyst RatingConsensus buy/hold/sellBuy
Price TargetConsensus 12-month target$1311.78
# AnalystsCovering analysts33
Dividend YieldAnnual dividend ÷ price+1.9%
Dividend StreakConsecutive years of raises15
Dividend / ShareAnnual DPS$20.46
Buyback YieldShare repurchases ÷ mkt cap0.0%+1.2%
Insufficient data to determine a leader in this category.
Key Takeaway

NXC leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BLK leads in 2 (Valuation Metrics, Total Returns).

Best OverallNuveen California Select Ta… (NXC)Leads 3 of 6 categories
Loading custom metrics...

NXC vs BLK: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is NXC or BLK a better buy right now?

For growth investors, BlackRock, Inc.

(BLK) is the stronger pick with 14. 3% revenue growth year-over-year, versus -28. 6% for Nuveen California Select Tax-Free Income Portfolio (NXC). BlackRock, Inc. (BLK) offers the better valuation at 25. 4x trailing P/E (20. 1x forward), making it the more compelling value choice. Analysts rate BlackRock, Inc. (BLK) a "Buy" — based on 33 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — NXC or BLK?

On trailing P/E, BlackRock, Inc.

(BLK) is the cheapest at 25. 4x versus Nuveen California Select Tax-Free Income Portfolio at 38. 0x.

03

Which is the better long-term investment — NXC or BLK?

Over the past 5 years, BlackRock, Inc.

(BLK) delivered a total return of +33. 5%, compared to -3. 4% for Nuveen California Select Tax-Free Income Portfolio (NXC). Over 10 years, the gap is even starker: BLK returned +245. 8% versus NXC's +13. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — NXC or BLK?

By beta (market sensitivity over 5 years), Nuveen California Select Tax-Free Income Portfolio (NXC) is the lower-risk stock at 0.

04β versus BlackRock, Inc. 's 1. 28β — meaning BLK is approximately 3119% more volatile than NXC relative to the S&P 500. On balance sheet safety, Nuveen California Select Tax-Free Income Portfolio (NXC) carries a lower debt/equity ratio of 0% versus 29% for BlackRock, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — NXC or BLK?

By revenue growth (latest reported year), BlackRock, Inc.

(BLK) is pulling ahead at 14. 3% versus -28. 6% for Nuveen California Select Tax-Free Income Portfolio (NXC). On earnings-per-share growth, the picture is similar: BlackRock, Inc. grew EPS 15. 1% year-over-year, compared to -56. 3% for Nuveen California Select Tax-Free Income Portfolio. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — NXC or BLK?

Nuveen California Select Tax-Free Income Portfolio (NXC) is the more profitable company, earning 60.

7% net margin versus 31. 2% for BlackRock, Inc. — meaning it keeps 60. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NXC leads at 90. 8% versus 37. 1% for BLK. At the gross margin level — before operating expenses — NXC leads at 100. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Which pays a better dividend — NXC or BLK?

In this comparison, BLK (1.

9% yield) pays a dividend. NXC does not pay a meaningful dividend and should not be held primarily for income.

08

Is NXC or BLK better for a retirement portfolio?

For long-horizon retirement investors, Nuveen California Select Tax-Free Income Portfolio (NXC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

04)). Both have compounded well over 10 years (NXC: +13. 1%, BLK: +245. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

09

What are the main differences between NXC and BLK?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

BLK pays a dividend while NXC does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.

Stocks Like

NXC

Quality Mega-Cap Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 36%
Run This Screen
Stocks Like

BLK

Dividend Mega-Cap Quality

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 7%
  • Net Margin > 18%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform NXC and BLK on the metrics below

Revenue Growth>
%
(NXC: -28.6% · BLK: 14.3%)
Net Margin>
%
(NXC: 60.7% · BLK: 31.2%)
P/E Ratio<
x
(NXC: 38.0x · BLK: 25.4x)

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