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Stock Comparison

AB vs BLK vs STT vs BEN

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

Live fundamentals10-year financials5-year price chart
AB
AllianceBernstein Holding L.P.

Asset Management

Financial ServicesNYSE • US
Market Cap$4.40B
5Y Perf.+59.5%
BLK
BlackRock, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$165.65B
5Y Perf.+102.0%
STT
State Street Corporation

Asset Management

Financial ServicesNYSE • US
Market Cap$41.99B
5Y Perf.+144.1%
BEN
Franklin Resources, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$15.86B
5Y Perf.+61.8%

AB vs BLK vs STT vs BEN — Key Financials

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

Company Snapshot
AB logoAB
BLK logoBLK
STT logoSTT
BEN logoBEN
IndustryAsset ManagementAsset ManagementAsset ManagementAsset Management
Market Cap$4.40B$165.65B$41.99B$15.86B
Revenue (TTM)$333M$20.41B$21.97B$8.77B
Net Income (TTM)$300M$6.10B$2.98B$812M
Gross Margin100.0%49.4%58.5%80.3%
Operating Margin100.0%37.1%15.5%6.9%
Forward P/E11.5x20.1x12.0x11.2x
Total Debt$0.00$14.22B$36.79B$13.30B
Cash & Equiv.$0.00$12.76B$116.10B$3.57B

AB vs BLK vs STT vs BENLong-Term Stock Performance

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

AB
BLK
STT
BEN
StockMay 20May 26Return
AllianceBernstein H… (AB)100159.5+59.5%
BlackRock, Inc. (BLK)100202.0+102.0%
State Street Corpor… (STT)100244.1+144.1%
Franklin Resources,… (BEN)100161.8+61.8%

Price return only. Dividends and distributions are not included.

Quick Verdict: AB vs BLK vs STT vs BEN

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

Bottom line: AB and BLK are tied at the top with 2 categories each — the right choice depends on your priorities. BlackRock, Inc. is the stronger pick specifically for profitability and margin quality and operational efficiency and capital deployment. STT and BEN also each lead in at least one category. As sector peers, any of these can serve as alternatives in the same allocation.
AB
AllianceBernstein Holding L.P.
The Banking Pick

AB has the current edge in this matchup, primarily because of its strength in income & stability and defensive.

  • Dividend streak 2 yrs, beta 0.60, yield 8.8%
  • Beta 0.60, yield 8.8%
  • Beta 0.60 vs BEN's 1.31
  • 8.8% yield, 2-year raise streak, vs BLK's 1.9%
Best for: income & stability and defensive
BLK
BlackRock, Inc.
The Banking Pick

BLK is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.

  • 245.8% 10Y total return vs STT's 186.8%
  • Lower volatility, beta 1.28, Low D/E 28.8%, current ratio 16.40x
  • Efficiency ratio 0.1% vs BEN's 0.7% (lower = leaner)
  • Efficiency ratio 0.1% vs BEN's 0.7%
Best for: long-term compounding and sleep-well-at-night
STT
State Street Corporation
The Banking Pick

STT is the clearest fit if your priority is growth exposure and valuation efficiency.

  • Rev growth 19.6%, EPS growth 47.1%
  • PEG 1.36 vs AB's 18.67
  • NIM 0.8% vs BLK's 0.2%
  • 19.6% NII/revenue growth vs AB's -28.0%
Best for: growth exposure and valuation efficiency
BEN
Franklin Resources, Inc.
The Banking Pick

BEN is the clearest fit if your priority is value.

  • Lower P/E (11.2x vs 20.1x)
Best for: value
See the full category breakdown
CategoryWinnerWhy
GrowthSTT logoSTT19.6% NII/revenue growth vs AB's -28.0%
ValueBEN logoBENLower P/E (11.2x vs 20.1x)
Quality / MarginsBLK logoBLKEfficiency ratio 0.1% vs BEN's 0.7% (lower = leaner)
Stability / SafetyAB logoABBeta 0.60 vs BEN's 1.31
DividendsAB logoAB8.8% yield, 2-year raise streak, vs BLK's 1.9%
Momentum (1Y)STT logoSTT+66.2% vs AB's +3.2%
Efficiency (ROA)BLK logoBLKEfficiency ratio 0.1% vs BEN's 0.7%

AB vs BLK vs STT vs BEN — Revenue Breakdown by Segment

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

ABAllianceBernstein Holding L.P.

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
STTState Street Corporation
FY 2024
Investment Servicing
82.0%$10.7B
Investment Management
18.0%$2.3B
BENFranklin Resources, Inc.
FY 2025
Investment Advisory, Management and Administrative Service
79.6%$7.0B
Sales And Distribution Fees
16.8%$1.5B
Shareholder Service
3.0%$265M
Service, Other
0.6%$50M

AB vs BLK vs STT vs BEN — Financial Metrics

Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLABLAGGINGBLK

Income & Cash Flow (Last 12 Months)

AB leads this category, winning 4 of 5 comparable metrics.

STT is the larger business by revenue, generating $22.0B annually — 66.0x AB's $333M. AB is the more profitable business, keeping 90.1% of every revenue dollar as net income compared to BEN's 6.0%.

MetricAB logoABAllianceBernstein…BLK logoBLKBlackRock, Inc.STT logoSTTState Street Corp…BEN logoBENFranklin Resource…
RevenueTrailing 12 months$333M$20.4B$22.0B$8.8B
EBITDAEarnings before interest/tax$243M$8.3B$4.3B$1.2B
Net IncomeAfter-tax profit$300M$6.1B$3.0B$812M
Free Cash FlowCash after capex$352M$3.9B-$6.1B$938M
Gross MarginGross profit ÷ Revenue+100.0%+49.4%+58.5%+80.3%
Operating MarginEBIT ÷ Revenue+100.0%+37.1%+15.5%+6.9%
Net MarginNet income ÷ Revenue+90.1%+31.2%+12.2%+6.0%
FCF MarginFCF ÷ Revenue+105.9%+23.0%-64.3%+10.4%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-2.2%-22.7%+23.0%+100.0%
AB leads this category, winning 4 of 5 comparable metrics.

Valuation Metrics

BEN leads this category, winning 3 of 7 comparable metrics.

At 13.4x trailing earnings, AB trades at a 60% valuation discount to BEN's 33.5x P/E. Adjusting for growth (PEG ratio), STT offers better value at 2.05x vs AB's 18.67x — a lower PEG means you pay less per unit of expected earnings growth.

MetricAB logoABAllianceBernstein…BLK logoBLKBlackRock, Inc.STT logoSTTState Street Corp…BEN logoBENFranklin Resource…
Market CapShares × price$4.4B$165.7B$42.0B$15.9B
Enterprise ValueMkt cap + debt − cash$4.4B$167.1B-$37.3B$25.6B
Trailing P/EPrice ÷ TTM EPS13.41x25.42x18.12x33.54x
Forward P/EPrice ÷ next-FY EPS est.11.52x20.10x11.99x11.21x
PEG RatioP/E ÷ EPS growth rate18.67x3.13x2.05x
EV / EBITDAEnterprise value multiple18.11x20.62x-9.33x22.53x
Price / SalesMarket cap ÷ Revenue13.23x8.12x1.91x1.81x
Price / BookPrice ÷ Book value/share3.25x3.28x1.78x1.11x
Price / FCFMarket cap ÷ FCF12.49x35.24x17.40x
BEN leads this category, winning 3 of 7 comparable metrics.

Profitability & Efficiency

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

AB delivers a 18.8% return on equity — every $100 of shareholder capital generates $19 in annual profit, vs $6 for BEN. BLK carries lower financial leverage with a 0.29x debt-to-equity ratio, signaling a more conservative balance sheet compared to STT's 1.45x. On the Piotroski fundamental quality scale (0–9), BLK scores 6/9 vs STT's 4/9, reflecting solid financial health.

MetricAB logoABAllianceBernstein…BLK logoBLKBlackRock, Inc.STT logoSTTState Street Corp…BEN logoBENFranklin Resource…
ROE (TTM)Return on equity+18.8%+9.9%+10.8%+5.6%
ROA (TTM)Return on assets+18.7%+3.7%+0.8%+2.5%
ROICReturn on invested capital+15.3%+9.9%+4.6%+1.6%
ROCEReturn on capital employed+20.3%+5.8%+4.6%+2.0%
Piotroski ScoreFundamental quality 0–95646
Debt / EquityFinancial leverage0.29x1.45x0.94x
Net DebtTotal debt minus cash$0$1.5B-$79.3B$9.7B
Cash & Equiv.Liquid assets$0$12.8B$116.1B$3.6B
Total DebtShort + long-term debt$0$14.2B$36.8B$13.3B
Interest CoverageEBIT ÷ Interest expense9.27x0.42x15.19x
AB leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

STT leads this category, winning 4 of 6 comparable metrics.

A $10,000 investment in STT five years ago would be worth $18,620 today (with dividends reinvested), compared to $10,740 for BEN. Over the past 12 months, STT leads with a +66.2% total return vs AB's +3.2%. The 3-year compound annual growth rate (CAGR) favors STT at 31.7% vs BEN's 10.6% — a key indicator of consistent wealth creation.

MetricAB logoABAllianceBernstein…BLK logoBLKBlackRock, Inc.STT logoSTTState Street Corp…BEN logoBENFranklin Resource…
YTD ReturnYear-to-date+5.5%-1.1%+16.6%+29.6%
1-Year ReturnPast 12 months+3.2%+18.3%+66.2%+55.5%
3-Year ReturnCumulative with dividends+40.9%+75.7%+128.4%+35.3%
5-Year ReturnCumulative with dividends+25.5%+33.5%+86.2%+7.4%
10-Year ReturnCumulative with dividends+199.2%+245.8%+186.8%+23.5%
CAGR (3Y)Annualised 3-year return+12.1%+20.7%+31.7%+10.6%
STT leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

Evenly matched — AB and BEN each lead in 1 of 2 comparable metrics.

AB is the less volatile stock with a 0.60 beta — it tends to amplify market swings less than BEN's 1.31 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BEN currently trades 97.1% from its 52-week high vs BLK's 87.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricAB logoABAllianceBernstein…BLK logoBLKBlackRock, Inc.STT logoSTTState Street Corp…BEN logoBENFranklin Resource…
Beta (5Y)Sensitivity to S&P 5000.60x1.28x1.19x1.31x
52-Week HighHighest price in past year$44.11$1219.94$156.18$31.44
52-Week LowLowest price in past year$35.59$914.84$90.94$20.08
% of 52W HighCurrent price vs 52-week peak+90.3%+87.5%+95.3%+97.1%
RSI (14)Momentum oscillator 0–10060.361.363.978.4
Avg Volume (50D)Average daily shares traded312K790K2.0M5.1M
Evenly matched — AB and BEN each lead in 1 of 2 comparable metrics.

Analyst Outlook

Evenly matched — AB and BLK each lead in 1 of 2 comparable metrics.

Analyst consensus: AB as "Buy", BLK as "Buy", STT as "Buy", BEN as "Hold". Consensus price targets imply 22.8% upside for BLK (target: $1312) vs -5.8% for BEN (target: $29). For income investors, AB offers the higher dividend yield at 8.76% vs BLK's 1.92%.

MetricAB logoABAllianceBernstein…BLK logoBLKBlackRock, Inc.STT logoSTTState Street Corp…BEN logoBENFranklin Resource…
Analyst RatingConsensus buy/hold/sellBuyBuyBuyHold
Price TargetConsensus 12-month target$40.75$1311.78$160.44$28.75
# AnalystsCovering analysts13333727
Dividend YieldAnnual dividend ÷ price+8.8%+1.9%+2.3%+4.3%
Dividend StreakConsecutive years of raises21536
Dividend / ShareAnnual DPS$3.49$20.46$3.42$1.33
Buyback YieldShare repurchases ÷ mkt cap0.0%+1.2%+6.9%+1.5%
Evenly matched — AB and BLK each lead in 1 of 2 comparable metrics.
Key Takeaway

AB leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BEN leads in 1 (Valuation Metrics). 2 tied.

Best OverallAllianceBernstein Holding L… (AB)Leads 2 of 6 categories
Loading custom metrics...

AB vs BLK vs STT vs BEN: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is AB or BLK or STT or BEN a better buy right now?

For growth investors, State Street Corporation (STT) is the stronger pick with 19.

6% revenue growth year-over-year, versus -28. 0% for AllianceBernstein Holding L. P. (AB). AllianceBernstein Holding L. P. (AB) offers the better valuation at 13. 4x trailing P/E (11. 5x forward), making it the more compelling value choice. Analysts rate AllianceBernstein Holding L. P. (AB) a "Buy" — based on 13 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 — AB or BLK or STT or BEN?

On trailing P/E, AllianceBernstein Holding L.

P. (AB) is the cheapest at 13. 4x versus Franklin Resources, Inc. at 33. 5x. On forward P/E, Franklin Resources, Inc. is actually cheaper at 11. 2x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: State Street Corporation wins at 1. 36x versus AllianceBernstein Holding L. P. 's 18. 67x — a reasonable growth-adjusted valuation.

03

Which is the better long-term investment — AB or BLK or STT or BEN?

Over the past 5 years, State Street Corporation (STT) delivered a total return of +86.

2%, compared to +7. 4% for Franklin Resources, Inc. (BEN). Over 10 years, the gap is even starker: BLK returned +245. 8% versus BEN's +23. 5%. 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 — AB or BLK or STT or BEN?

By beta (market sensitivity over 5 years), AllianceBernstein Holding L.

P. (AB) is the lower-risk stock at 0. 60β versus Franklin Resources, Inc. 's 1. 31β — meaning BEN is approximately 118% more volatile than AB relative to the S&P 500. On balance sheet safety, BlackRock, Inc. (BLK) carries a lower debt/equity ratio of 29% versus 145% for State Street Corporation — giving it more financial flexibility in a downturn.

05

Which is growing faster — AB or BLK or STT or BEN?

By revenue growth (latest reported year), State Street Corporation (STT) is pulling ahead at 19.

6% versus -28. 0% for AllianceBernstein Holding L. P. (AB). On earnings-per-share growth, the picture is similar: State Street Corporation grew EPS 47. 1% year-over-year, compared to -19. 9% for AllianceBernstein Holding L. P.. 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 — AB or BLK or STT or BEN?

AllianceBernstein Holding L.

P. (AB) is the more profitable company, earning 90. 1% net margin versus 6. 0% for Franklin Resources, Inc. — meaning it keeps 90. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AB leads at 100. 0% versus 6. 9% for BEN. At the gross margin level — before operating expenses — AB 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

Is AB or BLK or STT or BEN more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, State Street Corporation (STT) is the more undervalued stock at a PEG of 1. 36x versus AllianceBernstein Holding L. P. 's 18. 67x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Franklin Resources, Inc. (BEN) trades at 11. 2x forward P/E versus 20. 1x for BlackRock, Inc. — 8. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BLK: 22. 8% to $1311. 78.

08

Which pays a better dividend — AB or BLK or STT or BEN?

All stocks in this comparison pay dividends.

AllianceBernstein Holding L. P. (AB) offers the highest yield at 8. 8%, versus 1. 9% for BlackRock, Inc. (BLK).

09

Is AB or BLK or STT or BEN better for a retirement portfolio?

For long-horizon retirement investors, AllianceBernstein Holding L.

P. (AB) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 60), 8. 8% yield, +199. 2% 10Y return). Both have compounded well over 10 years (AB: +199. 2%, BEN: +23. 5%), 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.

10

What are the main differences between AB and BLK and STT and BEN?

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.

In terms of investment character: AB is a small-cap deep-value stock; BLK is a mid-cap quality compounder stock; STT is a mid-cap high-growth stock; BEN is a mid-cap income-oriented stock. 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 all of them.

Stocks Like

AB

Dividend Mega-Cap Quality

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 54%
  • Dividend Yield > 3.5%
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
Stocks Like

STT

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 9%
  • Net Margin > 7%
Run This Screen
Stocks Like

BEN

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 5%
  • Dividend Yield > 1.7%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform AB and BLK and STT and BEN on the metrics below

Revenue Growth>
%
(AB: -28.0% · BLK: 14.3%)
Net Margin>
%
(AB: 90.1% · BLK: 31.2%)
P/E Ratio<
x
(AB: 13.4x · BLK: 25.4x)

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