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Stock Comparison

AEG vs BLK

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

Live fundamentals10-year financials5-year price chart
AEG
Aegon Ltd.

Insurance - Diversified

Financial ServicesNYSE • NL
Market Cap$12.62B
5Y Perf.+214.2%
BLK
BlackRock, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$166.54B
5Y Perf.+103.1%

AEG vs BLK — Key Financials

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

Company Snapshot
AEG logoAEG
BLK logoBLK
IndustryInsurance - DiversifiedAsset Management
Market Cap$12.62B$166.54B
Revenue (TTM)$29.40B$20.41B
Net Income (TTM)$1.25B$6.10B
Gross Margin100.0%49.4%
Operating Margin34.5%37.1%
Forward P/E9.6x20.2x
Total Debt$5.00B$14.22B
Cash & Equiv.$3.47B$12.76B

AEG vs BLKLong-Term Stock Performance

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

AEG
BLK
StockMay 20May 26Return
Aegon Ltd. (AEG)100314.2+214.2%
BlackRock, Inc. (BLK)100203.1+103.1%

Price return only. Dividends and distributions are not included.

Quick Verdict: AEG vs BLK

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

Bottom line: AEG leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. BlackRock, Inc. is the stronger pick specifically for profitability and margin quality and operational efficiency and capital deployment. As sector peers, any of these can serve as alternatives in the same allocation.
AEG
Aegon Ltd.
The Insurance Pick

AEG carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.

  • Dividend streak 0 yrs, beta 0.86, yield 3.6%
  • Rev growth 50.4%, EPS growth 350.0%, 3Y rev CAGR -25.1%
  • Lower volatility, beta 0.86, Low D/E 53.6%, current ratio 4.14x
Best for: income & stability and growth exposure
BLK
BlackRock, Inc.
The Banking Pick

BLK is the clearest fit if your priority is long-term compounding.

  • 246.4% 10Y total return vs AEG's 102.3%
  • 31.2% margin vs AEG's 4.2%
  • 3.7% ROA vs AEG's 0.4%, ROIC 9.9% vs 4.7%
Best for: long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthAEG logoAEG50.4% revenue growth vs BLK's 14.3%
ValueAEG logoAEGLower P/E (9.6x vs 20.2x)
Quality / MarginsBLK logoBLK31.2% margin vs AEG's 4.2%
Stability / SafetyAEG logoAEGBeta 0.86 vs BLK's 1.28
DividendsAEG logoAEG3.6% yield, vs BLK's 1.9%
Momentum (1Y)AEG logoAEG+33.0% vs BLK's +19.7%
Efficiency (ROA)BLK logoBLK3.7% ROA vs AEG's 0.4%, ROIC 9.9% vs 4.7%

AEG vs BLK — Revenue Breakdown by Segment

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

AEGAegon Ltd.

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

AEG vs BLK — Financial Metrics

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

BEST OVERALLAEGLAGGINGBLK

Income & Cash Flow (Last 12 Months)

BLK leads this category, winning 3 of 5 comparable metrics.

AEG and BLK operate at a comparable scale, with $29.4B and $20.4B in trailing revenue. BLK is the more profitable business, keeping 31.2% of every revenue dollar as net income compared to AEG's 4.2%.

MetricAEG logoAEGAegon Ltd.BLK logoBLKBlackRock, Inc.
RevenueTrailing 12 months$29.4B$20.4B
EBITDAEarnings before interest/tax$10.2B$8.3B
Net IncomeAfter-tax profit$1.2B$6.1B
Free Cash FlowCash after capex$509M$3.9B
Gross MarginGross profit ÷ Revenue+100.0%+49.4%
Operating MarginEBIT ÷ Revenue+34.5%+37.1%
Net MarginNet income ÷ Revenue+4.2%+31.2%
FCF MarginFCF ÷ Revenue+1.7%+23.0%
Rev. Growth (YoY)Latest quarter vs prior year+106.2%
EPS Growth (YoY)Latest quarter vs prior year+14.2%-22.7%
BLK leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

AEG leads this category, winning 6 of 6 comparable metrics.

At 23.8x trailing earnings, AEG trades at a 7% valuation discount to BLK's 25.6x P/E. On an enterprise value basis, AEG's 19.6x EV/EBITDA is more attractive than BLK's 20.7x.

MetricAEG logoAEGAegon Ltd.BLK logoBLKBlackRock, Inc.
Market CapShares × price$12.6B$166.5B
Enterprise ValueMkt cap + debt − cash$14.4B$168.0B
Trailing P/EPrice ÷ TTM EPS23.83x25.56x
Forward P/EPrice ÷ next-FY EPS est.9.60x20.21x
PEG RatioP/E ÷ EPS growth rate3.15x
EV / EBITDAEnterprise value multiple19.62x20.73x
Price / SalesMarket cap ÷ Revenue0.55x8.16x
Price / BookPrice ÷ Book value/share1.54x3.30x
Price / FCFMarket cap ÷ FCF15.13x35.43x
AEG leads this category, winning 6 of 6 comparable metrics.

Profitability & Efficiency

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

AEG delivers a 13.3% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $10 for BLK. BLK carries lower financial leverage with a 0.29x debt-to-equity ratio, signaling a more conservative balance sheet compared to AEG's 0.54x. On the Piotroski fundamental quality scale (0–9), AEG scores 8/9 vs BLK's 6/9, reflecting strong financial health.

MetricAEG logoAEGAegon Ltd.BLK logoBLKBlackRock, Inc.
ROE (TTM)Return on equity+13.3%+9.9%
ROA (TTM)Return on assets+0.4%+3.7%
ROICReturn on invested capital+4.7%+9.9%
ROCEReturn on capital employed+0.2%+5.8%
Piotroski ScoreFundamental quality 0–986
Debt / EquityFinancial leverage0.54x0.29x
Net DebtTotal debt minus cash$1.5B$1.5B
Cash & Equiv.Liquid assets$3.5B$12.8B
Total DebtShort + long-term debt$5.0B$14.2B
Interest CoverageEBIT ÷ Interest expense41.15x9.27x
BLK leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

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

A $10,000 investment in AEG five years ago would be worth $20,964 today (with dividends reinvested), compared to $13,522 for BLK. Over the past 12 months, AEG leads with a +33.0% total return vs BLK's +19.7%. The 3-year compound annual growth rate (CAGR) favors AEG at 29.0% vs BLK's 20.9% — a key indicator of consistent wealth creation.

MetricAEG logoAEGAegon Ltd.BLK logoBLKBlackRock, Inc.
YTD ReturnYear-to-date+8.1%-0.5%
1-Year ReturnPast 12 months+33.0%+19.7%
3-Year ReturnCumulative with dividends+114.5%+76.6%
5-Year ReturnCumulative with dividends+109.6%+35.2%
10-Year ReturnCumulative with dividends+102.3%+246.4%
CAGR (3Y)Annualised 3-year return+29.0%+20.9%
AEG leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

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

AEG is the less volatile stock with a 0.86 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. AEG currently trades 99.8% from its 52-week high vs BLK's 88.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricAEG logoAEGAegon Ltd.BLK logoBLKBlackRock, Inc.
Beta (5Y)Sensitivity to S&P 5000.86x1.28x
52-Week HighHighest price in past year$8.41$1219.94
52-Week LowLowest price in past year$6.61$906.57
% of 52W HighCurrent price vs 52-week peak+99.8%+88.0%
RSI (14)Momentum oscillator 0–10063.855.3
Avg Volume (50D)Average daily shares traded5.9M798K
AEG leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

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

Wall Street rates AEG as "Hold" and BLK as "Buy". Consensus price targets imply 22.2% upside for BLK (target: $1312) vs -10.6% for AEG (target: $8). For income investors, AEG offers the higher dividend yield at 3.63% vs BLK's 1.91%.

MetricAEG logoAEGAegon Ltd.BLK logoBLKBlackRock, Inc.
Analyst RatingConsensus buy/hold/sellHoldBuy
Price TargetConsensus 12-month target$7.50$1311.78
# AnalystsCovering analysts1633
Dividend YieldAnnual dividend ÷ price+3.6%+1.9%
Dividend StreakConsecutive years of raises015
Dividend / ShareAnnual DPS$0.26$20.46
Buyback YieldShare repurchases ÷ mkt cap+8.6%+1.2%
Evenly matched — AEG and BLK each lead in 1 of 2 comparable metrics.
Key Takeaway

AEG leads in 3 of 6 categories (Valuation Metrics, Total Returns). BLK leads in 2 (Income & Cash Flow, Profitability & Efficiency). 1 tied.

Best OverallAegon Ltd. (AEG)Leads 3 of 6 categories
Loading custom metrics...

AEG vs BLK: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is AEG or BLK a better buy right now?

For growth investors, Aegon Ltd.

(AEG) is the stronger pick with 50. 4% revenue growth year-over-year, versus 14. 3% for BlackRock, Inc. (BLK). Aegon Ltd. (AEG) offers the better valuation at 23. 8x trailing P/E (9. 6x 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 — AEG or BLK?

On trailing P/E, Aegon Ltd.

(AEG) is the cheapest at 23. 8x versus BlackRock, Inc. at 25. 6x. On forward P/E, Aegon Ltd. is actually cheaper at 9. 6x.

03

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

Over the past 5 years, Aegon Ltd.

(AEG) delivered a total return of +109. 6%, compared to +35. 2% for BlackRock, Inc. (BLK). Over 10 years, the gap is even starker: BLK returned +246. 4% versus AEG's +102. 3%. 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 — AEG or BLK?

By beta (market sensitivity over 5 years), Aegon Ltd.

(AEG) is the lower-risk stock at 0. 86β versus BlackRock, Inc. 's 1. 28β — meaning BLK is approximately 49% more volatile than AEG relative to the S&P 500. On balance sheet safety, BlackRock, Inc. (BLK) carries a lower debt/equity ratio of 29% versus 54% for Aegon Ltd. — giving it more financial flexibility in a downturn.

05

Which is growing faster — AEG or BLK?

By revenue growth (latest reported year), Aegon Ltd.

(AEG) is pulling ahead at 50. 4% versus 14. 3% for BlackRock, Inc. (BLK). On earnings-per-share growth, the picture is similar: Aegon Ltd. grew EPS 350. 0% year-over-year, compared to 15. 1% for BlackRock, Inc.. 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 — AEG or BLK?

BlackRock, Inc.

(BLK) is the more profitable company, earning 31. 2% net margin versus 3. 5% for Aegon Ltd. — meaning it keeps 31. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BLK leads at 37. 1% versus 3. 4% for AEG. At the gross margin level — before operating expenses — AEG 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 AEG or BLK more undervalued right now?

On forward earnings alone, Aegon Ltd.

(AEG) trades at 9. 6x forward P/E versus 20. 2x for BlackRock, Inc. — 10. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BLK: 22. 2% to $1311. 78.

08

Which pays a better dividend — AEG or BLK?

All stocks in this comparison pay dividends.

Aegon Ltd. (AEG) offers the highest yield at 3. 6%, versus 1. 9% for BlackRock, Inc. (BLK).

09

Is AEG or BLK better for a retirement portfolio?

For long-horizon retirement investors, Aegon Ltd.

(AEG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 86), 3. 6% yield, +102. 3% 10Y return). Both have compounded well over 10 years (AEG: +102. 3%, BLK: +246. 4%), 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 AEG 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.

In terms of investment character: AEG is a mid-cap high-growth stock; BLK is a mid-cap quality compounder 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 both.

Stocks Like

AEG

High-Growth Disruptor

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 53%
  • Gross Margin > 60%
Run This Screen
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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 AEG and BLK on the metrics below

Revenue Growth>
%
(AEG: 106.2% · BLK: 14.3%)
Net Margin>
%
(AEG: 4.2% · BLK: 31.2%)
P/E Ratio<
x
(AEG: 23.8x · BLK: 25.6x)

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