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Stock Comparison

ASST vs BLK vs IVZ vs AMG

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

Live fundamentals10-year financials5-year price chart
ASST
Strive, Inc.

Asset Management

Communication ServicesNASDAQ • US
Market Cap$26M
5Y Perf.-90.7%
BLK
BlackRock, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$165.65B
5Y Perf.+54.9%
IVZ
Invesco Ltd.

Asset Management

Financial ServicesNYSE • US
Market Cap$11.92B
5Y Perf.+51.9%
AMG
Affiliated Managers Group, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$7.95B
5Y Perf.+86.8%

ASST vs BLK vs IVZ vs AMG — Key Financials

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

Company Snapshot
ASST logoASST
BLK logoBLK
IVZ logoIVZ
AMG logoAMG
IndustryAsset ManagementAsset ManagementAsset ManagementAsset Management
Market Cap$26M$165.65B$11.92B$7.95B
Revenue (TTM)$3M$20.41B$6.38B$2.45B
Net Income (TTM)$-217M$6.10B$-243M$717M
Gross Margin89.2%49.4%43.2%86.0%
Operating Margin-11.7%37.1%-10.9%31.8%
Forward P/E20.1x10.4x9.0x
Total Debt$4M$14.22B$10.12B$2.69B
Cash & Equiv.$67M$12.76B$1.98B$586M

ASST vs BLK vs IVZ vs AMGLong-Term Stock Performance

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

ASST
BLK
IVZ
AMG
StockFeb 23May 26Return
Strive, Inc. (ASST)1009.3-90.7%
BlackRock, Inc. (BLK)100154.9+54.9%
Invesco Ltd. (IVZ)100151.9+51.9%
Affiliated Managers… (AMG)100186.8+86.8%

Price return only. Dividends and distributions are not included.

Quick Verdict: ASST vs BLK vs IVZ vs AMG

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

Bottom line: AMG leads in 3 of 7 categories, making it the strongest pick for valuation and capital efficiency and capital preservation and lower volatility. BlackRock, Inc. is the stronger pick specifically for profitability and margin quality and dividend income and shareholder returns. ASST and IVZ also each lead in at least one category. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
ASST
Strive, Inc.
The Growth Play

ASST is the clearest fit if your priority is growth exposure.

  • Rev growth 476.2%, EPS growth 98.6%, 3Y rev CAGR 119.9%
  • 476.2% revenue growth vs IVZ's 5.1%
Best for: growth exposure
BLK
BlackRock, Inc.
The Banking Pick

BLK is the #2 pick in this set and the best alternative if income & stability and long-term compounding is your priority.

  • Dividend streak 15 yrs, beta 1.28, yield 1.9%
  • 245.8% 10Y total return vs AMG's 86.2%
  • Lower volatility, beta 1.28, Low D/E 28.8%, current ratio 16.40x
  • 31.2% margin vs ASST's -74.6%
Best for: income & stability and long-term compounding
IVZ
Invesco Ltd.
The Banking Pick

IVZ is the clearest fit if your priority is defensive.

  • Beta 1.67, yield 3.1%, current ratio 43.01x
  • +93.1% vs ASST's -77.2%
Best for: defensive
AMG
Affiliated Managers Group, Inc.
The Banking Pick

AMG carries the broadest edge in this set and is the clearest fit for valuation efficiency.

  • PEG 0.23 vs BLK's 2.47
  • Lower P/E (9.0x vs 20.1x), PEG 0.23 vs 2.47
  • Beta 1.14 vs ASST's 2.47
  • 8.0% ROA vs ASST's -108.1%, ROIC 8.1% vs -40.0%
Best for: valuation efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthASST logoASST476.2% revenue growth vs IVZ's 5.1%
ValueAMG logoAMGLower P/E (9.0x vs 20.1x), PEG 0.23 vs 2.47
Quality / MarginsBLK logoBLK31.2% margin vs ASST's -74.6%
Stability / SafetyAMG logoAMGBeta 1.14 vs ASST's 2.47
DividendsBLK logoBLK1.9% yield, 15-year raise streak, vs IVZ's 3.1%, (1 stock pays no dividend)
Momentum (1Y)IVZ logoIVZ+93.1% vs ASST's -77.2%
Efficiency (ROA)AMG logoAMG8.0% ROA vs ASST's -108.1%, ROIC 8.1% vs -40.0%

ASST vs BLK vs IVZ vs AMG — Revenue Breakdown by Segment

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

ASSTStrive, Inc.

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
IVZInvesco Ltd.
FY 2025
Investment Advice
72.4%$4.6B
Distribution and Shareholder Service
23.8%$1.5B
Financial Service, Other
3.2%$202M
Investment Performance
0.7%$42M
AMGAffiliated Managers Group, Inc.

Segment breakdown not available.

ASST vs BLK vs IVZ vs AMG — Financial Metrics

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

BEST OVERALLAMGLAGGINGIVZ

Income & Cash Flow (Last 12 Months)

Evenly matched — BLK and AMG each lead in 2 of 5 comparable metrics.

BLK is the larger business by revenue, generating $20.4B annually — 7011.5x ASST's $3M. BLK is the more profitable business, keeping 31.2% of every revenue dollar as net income compared to ASST's -74.6%.

MetricASST logoASSTStrive, Inc.BLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.AMG logoAMGAffiliated Manage…
RevenueTrailing 12 months$3M$20.4B$6.4B$2.4B
EBITDAEarnings before interest/tax-$34M$8.3B$1.2B$855M
Net IncomeAfter-tax profit-$217M$6.1B-$243M$717M
Free Cash FlowCash after capex-$45M$3.9B$1.9B$978M
Gross MarginGross profit ÷ Revenue+89.2%+49.4%+43.2%+86.0%
Operating MarginEBIT ÷ Revenue-11.7%+37.1%-10.9%+31.8%
Net MarginNet income ÷ Revenue-74.6%+31.2%-4.4%+29.3%
FCF MarginFCF ÷ Revenue-15.6%+23.0%+22.6%+41.1%
Rev. Growth (YoY)Latest quarter vs prior year+56.8%
EPS Growth (YoY)Latest quarter vs prior year+89.9%-22.7%+34.2%+149.1%
Evenly matched — BLK and AMG each lead in 2 of 5 comparable metrics.

Valuation Metrics

AMG leads this category, winning 4 of 7 comparable metrics.

At 13.1x trailing earnings, AMG trades at a 48% valuation discount to BLK's 25.4x P/E. Adjusting for growth (PEG ratio), AMG offers better value at 0.33x vs BLK's 3.13x — a lower PEG means you pay less per unit of expected earnings growth.

MetricASST logoASSTStrive, Inc.BLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.AMG logoAMGAffiliated Manage…
Market CapShares × price$26M$165.7B$11.9B$7.9B
Enterprise ValueMkt cap + debt − cash-$38M$167.1B$20.1B$10.1B
Trailing P/EPrice ÷ TTM EPS-1.59x25.42x-16.77x13.09x
Forward P/EPrice ÷ next-FY EPS est.20.10x10.44x8.98x
PEG RatioP/E ÷ EPS growth rate3.13x0.33x
EV / EBITDAEnterprise value multiple20.62x16.34x10.61x
Price / SalesMarket cap ÷ Revenue7.06x8.12x1.87x3.25x
Price / BookPrice ÷ Book value/share0.23x3.28x0.94x2.22x
Price / FCFMarket cap ÷ FCF35.24x8.27x7.91x
AMG leads this category, winning 4 of 7 comparable metrics.

Profitability & Efficiency

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

AMG delivers a 16.0% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $-110 for ASST. ASST carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to IVZ's 0.78x. On the Piotroski fundamental quality scale (0–9), AMG scores 8/9 vs ASST's 3/9, reflecting strong financial health.

MetricASST logoASSTStrive, Inc.BLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.AMG logoAMGAffiliated Manage…
ROE (TTM)Return on equity-110.0%+9.9%-1.7%+16.0%
ROA (TTM)Return on assets-108.1%+3.7%-0.9%+8.0%
ROICReturn on invested capital-40.0%+9.9%-2.3%+8.1%
ROCEReturn on capital employed-6.1%+5.8%-2.6%+8.6%
Piotroski ScoreFundamental quality 0–93668
Debt / EquityFinancial leverage0.02x0.29x0.78x0.61x
Net DebtTotal debt minus cash-$64M$1.5B$8.1B$2.1B
Cash & Equiv.Liquid assets$67M$12.8B$2.0B$586M
Total DebtShort + long-term debt$4M$14.2B$10.1B$2.7B
Interest CoverageEBIT ÷ Interest expense-186463.21x9.27x-6.19x9.69x
AMG leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

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

A $10,000 investment in AMG five years ago would be worth $17,168 today (with dividends reinvested), compared to $435 for ASST. Over the past 12 months, IVZ leads with a +93.1% total return vs ASST's -77.2%. The 3-year compound annual growth rate (CAGR) favors AMG at 28.0% vs ASST's -45.6% — a key indicator of consistent wealth creation.

MetricASST logoASSTStrive, Inc.BLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.AMG logoAMGAffiliated Manage…
YTD ReturnYear-to-date-10.6%-1.1%+0.4%+3.1%
1-Year ReturnPast 12 months-77.2%+18.3%+93.1%+70.0%
3-Year ReturnCumulative with dividends-83.9%+75.7%+79.8%+109.8%
5-Year ReturnCumulative with dividends-95.6%+33.5%+8.2%+71.7%
10-Year ReturnCumulative with dividends-95.6%+245.8%+22.1%+86.2%
CAGR (3Y)Annualised 3-year return-45.6%+20.7%+21.6%+28.0%
AMG leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

Evenly matched — IVZ and AMG each lead in 1 of 2 comparable metrics.

AMG is the less volatile stock with a 1.14 beta — it tends to amplify market swings less than ASST's 2.47 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IVZ currently trades 90.6% from its 52-week high vs ASST's 5.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricASST logoASSTStrive, Inc.BLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.AMG logoAMGAffiliated Manage…
Beta (5Y)Sensitivity to S&P 5002.47x1.28x1.67x1.14x
52-Week HighHighest price in past year$268.40$1219.94$29.61$334.78
52-Week LowLowest price in past year$0.84$914.84$14.10$172.54
% of 52W HighCurrent price vs 52-week peak+5.8%+87.5%+90.6%+88.9%
RSI (14)Momentum oscillator 0–10064.861.369.461.3
Avg Volume (50D)Average daily shares traded3.6M790K5.1M345K
Evenly matched — IVZ and AMG each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: BLK as "Buy", IVZ as "Hold", AMG as "Buy". Consensus price targets imply 22.8% upside for BLK (target: $1312) vs -90.3% for ASST (target: $2). For income investors, IVZ offers the higher dividend yield at 3.10% vs BLK's 1.92%.

MetricASST logoASSTStrive, Inc.BLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.AMG logoAMGAffiliated Manage…
Analyst RatingConsensus buy/hold/sellBuyHoldBuy
Price TargetConsensus 12-month target$1.50$1311.78$29.72$331.50
# AnalystsCovering analysts332812
Dividend YieldAnnual dividend ÷ price+1.9%+3.1%+0.0%
Dividend StreakConsecutive years of raises1540
Dividend / ShareAnnual DPS$20.46$0.83$0.03
Buyback YieldShare repurchases ÷ mkt cap0.0%+1.2%+15.6%+8.9%
Evenly matched — BLK and IVZ each lead in 1 of 2 comparable metrics.
Key Takeaway

AMG leads in 3 of 6 categories — strongest in Valuation Metrics and Profitability & Efficiency. 3 categories are tied.

Best OverallAffiliated Managers Group, … (AMG)Leads 3 of 6 categories
Loading custom metrics...

ASST vs BLK vs IVZ vs AMG: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is ASST or BLK or IVZ or AMG a better buy right now?

For growth investors, Strive, Inc.

(ASST) is the stronger pick with 476. 2% revenue growth year-over-year, versus 5. 1% for Invesco Ltd. (IVZ). Affiliated Managers Group, Inc. (AMG) offers the better valuation at 13. 1x trailing P/E (9. 0x 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 — ASST or BLK or IVZ or AMG?

On trailing P/E, Affiliated Managers Group, Inc.

(AMG) is the cheapest at 13. 1x versus BlackRock, Inc. at 25. 4x. On forward P/E, Affiliated Managers Group, Inc. is actually cheaper at 9. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Affiliated Managers Group, Inc. wins at 0. 23x versus BlackRock, Inc. 's 2. 47x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — ASST or BLK or IVZ or AMG?

Over the past 5 years, Affiliated Managers Group, Inc.

(AMG) delivered a total return of +71. 7%, compared to -95. 6% for Strive, Inc. (ASST). Over 10 years, the gap is even starker: BLK returned +245. 8% versus ASST's -95. 6%. 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 — ASST or BLK or IVZ or AMG?

By beta (market sensitivity over 5 years), Affiliated Managers Group, Inc.

(AMG) is the lower-risk stock at 1. 14β versus Strive, Inc. 's 2. 47β — meaning ASST is approximately 117% more volatile than AMG relative to the S&P 500. On balance sheet safety, Strive, Inc. (ASST) carries a lower debt/equity ratio of 2% versus 78% for Invesco Ltd. — giving it more financial flexibility in a downturn.

05

Which is growing faster — ASST or BLK or IVZ or AMG?

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

(ASST) is pulling ahead at 476. 2% versus 5. 1% for Invesco Ltd. (IVZ). On earnings-per-share growth, the picture is similar: Strive, Inc. grew EPS 98. 6% 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.

06

Which has better profit margins — ASST or BLK or IVZ or AMG?

BlackRock, Inc.

(BLK) is the more profitable company, earning 31. 2% net margin versus -591. 2% for Strive, Inc. — 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 -620. 7% for ASST. At the gross margin level — before operating expenses — AMG leads at 86. 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 ASST or BLK or IVZ or AMG 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, Affiliated Managers Group, Inc. (AMG) is the more undervalued stock at a PEG of 0. 23x versus BlackRock, Inc. 's 2. 47x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Affiliated Managers Group, Inc. (AMG) trades at 9. 0x forward P/E versus 20. 1x for BlackRock, Inc. — 11. 1x 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 — ASST or BLK or IVZ or AMG?

In this comparison, IVZ (3.

1% yield), BLK (1. 9% yield) pay a dividend. ASST, AMG do not pay a meaningful dividend and should not be held primarily for income.

09

Is ASST or BLK or IVZ or AMG better for a retirement portfolio?

For long-horizon retirement investors, BlackRock, Inc.

(BLK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 28), 1. 9% yield, +245. 8% 10Y return). Strive, Inc. (ASST) carries a higher beta of 2. 47 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BLK: +245. 8%, ASST: -95. 6%), 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 ASST and BLK and IVZ and AMG?

These companies operate in different sectors (ASST (Communication Services) and BLK (Financial Services) and IVZ (Financial Services) and AMG (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: ASST is a small-cap high-growth stock; BLK is a mid-cap quality compounder stock; IVZ is a mid-cap income-oriented stock; AMG is a small-cap high-growth stock. BLK, IVZ pay a dividend while ASST, AMG do 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.

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ASST

High-Growth Disruptor

  • Sector: Communication Services
  • Market Cap > $100B
  • Revenue Growth > 28%
  • Gross Margin > 53%
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BLK

Dividend Mega-Cap Quality

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 7%
  • Net Margin > 18%
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IVZ

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Gross Margin > 25%
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AMG

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 9%
  • Net Margin > 17%
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Beat Both

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Revenue Growth>
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(ASST: 56.8% · BLK: 14.3%)

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