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AEG vs BLK vs IVZ vs TROW
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
AEG vs BLK vs IVZ vs TROW — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Insurance - Diversified | Asset Management | Asset Management | Asset Management |
| Market Cap | $12.37B | $165.65B | $11.92B | $22.54B |
| Revenue (TTM) | $29.40B | $20.41B | $6.38B | $7.31B |
| Net Income (TTM) | $1.25B | $6.10B | $-243M | $2.09B |
| Gross Margin | 100.0% | 49.4% | 43.2% | 62.7% |
| Operating Margin | 34.5% | 37.1% | -10.9% | 29.9% |
| Forward P/E | 9.4x | 20.1x | 10.4x | 11.2x |
| Total Debt | $5.00B | $14.22B | $10.12B | $860M |
| Cash & Equiv. | $3.47B | $12.76B | $1.98B | $3.38B |
AEG vs BLK vs IVZ vs TROW — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Aegon Ltd. (AEG) | 100 | 308.1 | +208.1% |
| BlackRock, Inc. (BLK) | 100 | 202.0 | +102.0% |
| Invesco Ltd. (IVZ) | 100 | 336.6 | +236.6% |
| T. Rowe Price Group… (TROW) | 100 | 85.7 | -14.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AEG vs BLK vs IVZ vs TROW
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AEG carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 50.4%, EPS growth 350.0%, 3Y rev CAGR -25.1%
- 50.4% revenue growth vs TROW's 3.1%
- Lower P/E (9.4x vs 11.2x)
- Beta 0.86 vs IVZ's 1.67, lower leverage
BLK is the clearest fit if your priority is long-term compounding.
- 245.8% 10Y total return vs AEG's 101.1%
- 31.2% margin vs IVZ's -4.4%
IVZ is the clearest fit if your priority is momentum.
- +93.1% vs BLK's +18.3%
TROW is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 3 yrs, beta 1.18, yield 4.9%
- Lower volatility, beta 1.18, Low D/E 7.1%, current ratio 73.08x
- Beta 1.18, yield 4.9%, current ratio 73.08x
- NIM 3.4% vs BLK's 0.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 50.4% revenue growth vs TROW's 3.1% | |
| Value | Lower P/E (9.4x vs 11.2x) | |
| Quality / Margins | 31.2% margin vs IVZ's -4.4% | |
| Stability / Safety | Beta 0.86 vs IVZ's 1.67, lower leverage | |
| Dividends | 4.9% yield, 3-year raise streak, vs BLK's 1.9% | |
| Momentum (1Y) | +93.1% vs BLK's +18.3% | |
| Efficiency (ROA) | 14.4% ROA vs IVZ's -0.9%, ROIC 13.3% vs -2.3% |
AEG vs BLK vs IVZ vs TROW — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
AEG vs BLK vs IVZ vs TROW — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
AEG leads in 2 of 6 categories
BLK leads 1 • IVZ leads 1 • TROW leads 1 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
BLK leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
AEG is the larger business by revenue, generating $29.4B annually — 4.6x IVZ's $6.4B. BLK is the more profitable business, keeping 31.2% of every revenue dollar as net income compared to IVZ's -4.4%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $29.4B | $20.4B | $6.4B | $7.3B |
| EBITDAEarnings before interest/tax | $10.2B | $8.3B | $1.2B | $2.7B |
| Net IncomeAfter-tax profit | $1.2B | $6.1B | -$243M | $2.1B |
| Free Cash FlowCash after capex | $509M | $3.9B | $1.9B | $2.3B |
| Gross MarginGross profit ÷ Revenue | +100.0% | +49.4% | +43.2% | +62.7% |
| Operating MarginEBIT ÷ Revenue | +34.5% | +37.1% | -10.9% | +29.9% |
| Net MarginNet income ÷ Revenue | +4.2% | +31.2% | -4.4% | +28.5% |
| FCF MarginFCF ÷ Revenue | +1.7% | +23.0% | +22.6% | +20.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +106.2% | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +14.2% | -22.7% | +34.2% | +3.7% |
Valuation Metrics
IVZ leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 11.2x trailing earnings, TROW trades at a 56% valuation discount to BLK's 25.4x P/E. On an enterprise value basis, TROW's 7.6x EV/EBITDA is more attractive than BLK's 20.6x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $12.4B | $165.7B | $11.9B | $22.5B |
| Enterprise ValueMkt cap + debt − cash | $14.2B | $167.1B | $20.1B | $20.0B |
| Trailing P/EPrice ÷ TTM EPS | 23.33x | 25.42x | -16.77x | 11.20x |
| Forward P/EPrice ÷ next-FY EPS est. | 9.41x | 20.10x | 10.44x | 11.22x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.13x | — | — |
| EV / EBITDAEnterprise value multiple | 19.26x | 20.62x | 16.34x | 7.64x |
| Price / SalesMarket cap ÷ Revenue | 0.54x | 8.12x | 1.87x | 3.08x |
| Price / BookPrice ÷ Book value/share | 1.51x | 3.28x | 0.94x | 1.92x |
| Price / FCFMarket cap ÷ FCF | 14.81x | 35.24x | 8.27x | 15.24x |
Profitability & Efficiency
TROW leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
TROW delivers a 17.6% return on equity — every $100 of shareholder capital generates $18 in annual profit, vs $-2 for IVZ. TROW carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to IVZ's 0.78x. On the Piotroski fundamental quality scale (0–9), AEG scores 8/9 vs TROW's 4/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +13.3% | +9.9% | -1.7% | +17.6% |
| ROA (TTM)Return on assets | +0.4% | +3.7% | -0.9% | +14.4% |
| ROICReturn on invested capital | +4.7% | +9.9% | -2.3% | +13.3% |
| ROCEReturn on capital employed | +0.2% | +5.8% | -2.6% | +15.9% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 6 | 6 | 4 |
| Debt / EquityFinancial leverage | 0.54x | 0.29x | 0.78x | 0.07x |
| Net DebtTotal debt minus cash | $1.5B | $1.5B | $8.1B | -$2.5B |
| Cash & Equiv.Liquid assets | $3.5B | $12.8B | $2.0B | $3.4B |
| Total DebtShort + long-term debt | $5.0B | $14.2B | $10.1B | $860M |
| Interest CoverageEBIT ÷ Interest expense | 41.15x | 9.27x | -6.19x | — |
Total Returns (Dividends Reinvested)
AEG leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AEG five years ago would be worth $20,140 today (with dividends reinvested), compared to $6,915 for TROW. Over the past 12 months, IVZ leads with a +93.1% total return vs BLK's +18.3%. The 3-year compound annual growth rate (CAGR) favors AEG at 28.2% vs TROW's 3.7% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +6.0% | -1.1% | +0.4% | +0.2% |
| 1-Year ReturnPast 12 months | +29.3% | +18.3% | +93.1% | +18.9% |
| 3-Year ReturnCumulative with dividends | +110.8% | +75.7% | +79.8% | +11.5% |
| 5-Year ReturnCumulative with dividends | +101.4% | +33.5% | +8.2% | -30.9% |
| 10-Year ReturnCumulative with dividends | +101.1% | +245.8% | +22.1% | +93.6% |
| CAGR (3Y)Annualised 3-year return | +28.2% | +20.7% | +21.6% | +3.7% |
Risk & Volatility
AEG leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
AEG is the less volatile stock with a 0.86 beta — it tends to amplify market swings less than IVZ's 1.67 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AEG currently trades 97.8% from its 52-week high vs BLK's 87.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.86x | 1.28x | 1.67x | 1.18x |
| 52-Week HighHighest price in past year | $8.41 | $1219.94 | $29.61 | $118.22 |
| 52-Week LowLowest price in past year | $6.61 | $914.84 | $14.10 | $85.51 |
| % of 52W HighCurrent price vs 52-week peak | +97.8% | +87.5% | +90.6% | +87.6% |
| RSI (14)Momentum oscillator 0–100 | 69.8 | 61.3 | 69.4 | 78.2 |
| Avg Volume (50D)Average daily shares traded | 6.0M | 790K | 5.1M | 2.3M |
Analyst Outlook
Evenly matched — BLK and TROW each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: AEG as "Hold", BLK as "Buy", IVZ as "Hold", TROW as "Hold". Consensus price targets imply 22.8% upside for BLK (target: $1312) vs -8.8% for AEG (target: $8). For income investors, TROW offers the higher dividend yield at 4.93% vs BLK's 1.92%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $7.50 | $1311.78 | $29.72 | $101.20 |
| # AnalystsCovering analysts | 16 | 33 | 28 | 38 |
| Dividend YieldAnnual dividend ÷ price | +3.7% | +1.9% | +3.1% | +4.9% |
| Dividend StreakConsecutive years of raises | 0 | 15 | 4 | 3 |
| Dividend / ShareAnnual DPS | $0.26 | $20.46 | $0.83 | $5.11 |
| Buyback YieldShare repurchases ÷ mkt cap | +8.8% | +1.2% | +15.6% | +2.8% |
AEG leads in 2 of 6 categories (Total Returns, Risk & Volatility). BLK leads in 1 (Income & Cash Flow). 1 tied.
AEG vs BLK vs IVZ vs TROW: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AEG or BLK or IVZ or TROW a better buy right now?
For growth investors, Aegon Ltd.
(AEG) is the stronger pick with 50. 4% revenue growth year-over-year, versus 3. 1% for T. Rowe Price Group, Inc. (TROW). T. Rowe Price Group, Inc. (TROW) offers the better valuation at 11. 2x trailing P/E (11. 2x 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.
02Which has the better valuation — AEG or BLK or IVZ or TROW?
On trailing P/E, T.
Rowe Price Group, Inc. (TROW) is the cheapest at 11. 2x versus BlackRock, Inc. at 25. 4x. On forward P/E, Aegon Ltd. is actually cheaper at 9. 4x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — AEG or BLK or IVZ or TROW?
Over the past 5 years, Aegon Ltd.
(AEG) delivered a total return of +101. 4%, compared to -30. 9% for T. Rowe Price Group, Inc. (TROW). Over 10 years, the gap is even starker: BLK returned +245. 8% versus IVZ's +22. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AEG or BLK or IVZ or TROW?
By beta (market sensitivity over 5 years), Aegon Ltd.
(AEG) is the lower-risk stock at 0. 86β versus Invesco Ltd. 's 1. 67β — meaning IVZ is approximately 94% more volatile than AEG relative to the S&P 500. On balance sheet safety, T. Rowe Price Group, Inc. (TROW) carries a lower debt/equity ratio of 7% versus 78% for Invesco Ltd. — giving it more financial flexibility in a downturn.
05Which is growing faster — AEG or BLK or IVZ or TROW?
By revenue growth (latest reported year), Aegon Ltd.
(AEG) is pulling ahead at 50. 4% versus 3. 1% for T. Rowe Price Group, Inc. (TROW). On earnings-per-share growth, the picture is similar: Aegon Ltd. grew EPS 350. 0% year-over-year, compared to -235. 6% for Invesco Ltd.. 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.
06Which has better profit margins — AEG or BLK or IVZ or TROW?
BlackRock, Inc.
(BLK) is the more profitable company, earning 31. 2% net margin versus -4. 4% for Invesco 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 -10. 9% for IVZ. 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.
07Is AEG or BLK or IVZ or TROW more undervalued right now?
On forward earnings alone, Aegon Ltd.
(AEG) trades at 9. 4x forward P/E versus 20. 1x for BlackRock, Inc. — 10. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BLK: 22. 8% to $1311. 78.
08Which pays a better dividend — AEG or BLK or IVZ or TROW?
All stocks in this comparison pay dividends.
T. Rowe Price Group, Inc. (TROW) offers the highest yield at 4. 9%, versus 1. 9% for BlackRock, Inc. (BLK).
09Is AEG or BLK or IVZ or TROW 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. 7% yield, +101. 1% 10Y return). Invesco Ltd. (IVZ) carries a higher beta of 1. 67 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (AEG: +101. 1%, IVZ: +22. 1%), 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.
10What are the main differences between AEG and BLK and IVZ and TROW?
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; IVZ is a mid-cap income-oriented stock; TROW is a mid-cap deep-value 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.
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