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ASST vs BLK vs IVZ vs AMG
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
ASST vs BLK vs IVZ vs AMG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Asset Management | Asset 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 Margin | 89.2% | 49.4% | 43.2% | 86.0% |
| Operating Margin | -11.7% | 37.1% | -10.9% | 31.8% |
| Forward P/E | — | 20.1x | 10.4x | 9.0x |
| Total Debt | $4M | $14.22B | $10.12B | $2.69B |
| Cash & Equiv. | $67M | $12.76B | $1.98B | $586M |
ASST vs BLK vs IVZ vs AMG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Feb 23 | May 26 | Return |
|---|---|---|---|
| Strive, Inc. (ASST) | 100 | 9.3 | -90.7% |
| BlackRock, Inc. (BLK) | 100 | 154.9 | +54.9% |
| Invesco Ltd. (IVZ) | 100 | 151.9 | +51.9% |
| Affiliated Managers… (AMG) | 100 | 186.8 | +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.
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%
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%
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%
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%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 476.2% revenue growth vs IVZ's 5.1% | |
| Value | Lower P/E (9.0x vs 20.1x), PEG 0.23 vs 2.47 | |
| Quality / Margins | 31.2% margin vs ASST's -74.6% | |
| Stability / Safety | Beta 1.14 vs ASST's 2.47 | |
| Dividends | 1.9% yield, 15-year raise streak, vs IVZ's 3.1%, (1 stock pays no dividend) | |
| Momentum (1Y) | +93.1% vs ASST's -77.2% | |
| Efficiency (ROA) | 8.0% 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
Segment breakdown not available.
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.
Who Leads Where
AMG leads in 3 of 6 categories
ASST leads 0 • BLK leads 0 • IVZ leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — BLK and AMG each lead in 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
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%.
| Metric | ||||
|---|---|---|---|---|
| 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% |
Valuation Metrics
AMG leads this category, winning 4 of 7 comparable metrics.
Valuation 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.
| Metric | ||||
|---|---|---|---|---|
| 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 | -1.59x | 25.42x | -16.77x | 13.09x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 20.10x | 10.44x | 8.98x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.13x | — | 0.33x |
| EV / EBITDAEnterprise value multiple | — | 20.62x | 16.34x | 10.61x |
| Price / SalesMarket cap ÷ Revenue | 7.06x | 8.12x | 1.87x | 3.25x |
| Price / BookPrice ÷ Book value/share | 0.23x | 3.28x | 0.94x | 2.22x |
| Price / FCFMarket cap ÷ FCF | — | 35.24x | 8.27x | 7.91x |
Profitability & Efficiency
AMG leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
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.
| Metric | ||||
|---|---|---|---|---|
| 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 0–9 | 3 | 6 | 6 | 8 |
| Debt / EquityFinancial leverage | 0.02x | 0.29x | 0.78x | 0.61x |
| 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 | -186463.21x | 9.27x | -6.19x | 9.69x |
Total Returns (Dividends Reinvested)
AMG leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
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.
| Metric | ||||
|---|---|---|---|---|
| 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% |
Risk & Volatility
Evenly matched — IVZ and AMG each lead in 1 of 2 comparable metrics.
Risk & Volatility
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.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.47x | 1.28x | 1.67x | 1.14x |
| 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 0–100 | 64.8 | 61.3 | 69.4 | 61.3 |
| Avg Volume (50D)Average daily shares traded | 3.6M | 790K | 5.1M | 345K |
Analyst Outlook
Evenly matched — BLK and IVZ each lead in 1 of 2 comparable metrics.
Analyst Outlook
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%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Hold | Buy |
| Price TargetConsensus 12-month target | $1.50 | $1311.78 | $29.72 | $331.50 |
| # AnalystsCovering analysts | — | 33 | 28 | 12 |
| Dividend YieldAnnual dividend ÷ price | — | +1.9% | +3.1% | +0.0% |
| Dividend StreakConsecutive years of raises | — | 15 | 4 | 0 |
| Dividend / ShareAnnual DPS | — | $20.46 | $0.83 | $0.03 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.2% | +15.6% | +8.9% |
AMG leads in 3 of 6 categories — strongest in Valuation Metrics and Profitability & Efficiency. 3 categories are tied.
ASST vs BLK vs IVZ vs AMG: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Is 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.
08Which 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.
09Is 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.
10What 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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- Sector: Communication Services
- Market Cap > $100B
- Revenue Growth > 28%
- Gross Margin > 53%
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