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Stock Comparison

BLK vs IVZ

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

Live fundamentals10-year financials5-year price chart
BLK
BlackRock, Inc.

Asset Management

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

Asset Management

Financial ServicesNYSE • US
Market Cap$12.15B
5Y Perf.+243.2%

BLK vs IVZ — Key Financials

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

Company Snapshot
BLK logoBLK
IVZ logoIVZ
IndustryAsset ManagementAsset Management
Market Cap$166.54B$12.15B
Revenue (TTM)$20.41B$6.38B
Net Income (TTM)$6.10B$-243M
Gross Margin49.4%43.2%
Operating Margin37.1%-10.9%
Forward P/E20.2x10.6x
Total Debt$14.22B$10.12B
Cash & Equiv.$12.76B$1.98B

BLK vs IVZLong-Term Stock Performance

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

BLK
IVZ
StockMay 20May 26Return
BlackRock, Inc. (BLK)100203.1+103.1%
Invesco Ltd. (IVZ)100343.2+243.2%

Price return only. Dividends and distributions are not included.

Quick Verdict: BLK vs IVZ

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

Bottom line: BLK leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Invesco Ltd. is the stronger pick specifically for valuation and capital efficiency and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
BLK
BlackRock, Inc.
The Banking Pick

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

  • Dividend streak 15 yrs, beta 1.28, yield 1.9%
  • Rev growth 14.3%, EPS growth 15.1%
  • 246.4% 10Y total return vs IVZ's 23.3%
Best for: income & stability and growth exposure
IVZ
Invesco Ltd.
The Banking Pick

IVZ is the clearest fit if your priority is defensive.

  • Beta 1.67, yield 3.0%, current ratio 43.01x
  • Lower P/E (10.6x vs 20.2x)
  • +98.8% vs BLK's +19.7%
Best for: defensive
See the full category breakdown
CategoryWinnerWhy
GrowthBLK logoBLK14.3% NII/revenue growth vs IVZ's 5.1%
ValueIVZ logoIVZLower P/E (10.6x vs 20.2x)
Quality / MarginsBLK logoBLKEfficiency ratio 0.1% vs IVZ's 0.5% (lower = leaner)
Stability / SafetyBLK logoBLKBeta 1.28 vs IVZ's 1.67, lower leverage
DividendsBLK logoBLK1.9% yield, 15-year raise streak, vs IVZ's 3.0%
Momentum (1Y)IVZ logoIVZ+98.8% vs BLK's +19.7%
Efficiency (ROA)BLK logoBLKEfficiency ratio 0.1% vs IVZ's 0.5%

BLK vs IVZ — Revenue Breakdown by Segment

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

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

BLK vs IVZ — Financial Metrics

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

BEST OVERALLBLKLAGGINGIVZ

Income & Cash Flow (Last 12 Months)

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

BLK is the larger business by revenue, generating $20.4B annually — 3.2x 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%.

MetricBLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.
RevenueTrailing 12 months$20.4B$6.4B
EBITDAEarnings before interest/tax$8.3B$1.2B
Net IncomeAfter-tax profit$6.1B-$243M
Free Cash FlowCash after capex$3.9B$1.9B
Gross MarginGross profit ÷ Revenue+49.4%+43.2%
Operating MarginEBIT ÷ Revenue+37.1%-10.9%
Net MarginNet income ÷ Revenue+31.2%-4.4%
FCF MarginFCF ÷ Revenue+23.0%+22.6%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-22.7%+34.2%
BLK leads this category, winning 4 of 5 comparable metrics.

Valuation Metrics

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

On an enterprise value basis, IVZ's 16.5x EV/EBITDA is more attractive than BLK's 20.7x.

MetricBLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.
Market CapShares × price$166.5B$12.2B
Enterprise ValueMkt cap + debt − cash$168.0B$20.3B
Trailing P/EPrice ÷ TTM EPS25.56x-17.09x
Forward P/EPrice ÷ next-FY EPS est.20.21x10.64x
PEG RatioP/E ÷ EPS growth rate3.15x
EV / EBITDAEnterprise value multiple20.73x16.53x
Price / SalesMarket cap ÷ Revenue8.16x1.91x
Price / BookPrice ÷ Book value/share3.30x0.95x
Price / FCFMarket cap ÷ FCF35.43x8.43x
IVZ leads this category, winning 6 of 6 comparable metrics.

Profitability & Efficiency

BLK leads this category, winning 7 of 8 comparable metrics.

BLK delivers a 9.9% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $-2 for IVZ. BLK carries lower financial leverage with a 0.29x debt-to-equity ratio, signaling a more conservative balance sheet compared to IVZ's 0.78x.

MetricBLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.
ROE (TTM)Return on equity+9.9%-1.7%
ROA (TTM)Return on assets+3.7%-0.9%
ROICReturn on invested capital+9.9%-2.3%
ROCEReturn on capital employed+5.8%-2.6%
Piotroski ScoreFundamental quality 0–966
Debt / EquityFinancial leverage0.29x0.78x
Net DebtTotal debt minus cash$1.5B$8.1B
Cash & Equiv.Liquid assets$12.8B$2.0B
Total DebtShort + long-term debt$14.2B$10.1B
Interest CoverageEBIT ÷ Interest expense9.27x-6.19x
BLK leads this category, winning 7 of 8 comparable metrics.

Total Returns (Dividends Reinvested)

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

A $10,000 investment in BLK five years ago would be worth $13,522 today (with dividends reinvested), compared to $11,058 for IVZ. Over the past 12 months, IVZ leads with a +98.8% total return vs BLK's +19.7%. The 3-year compound annual growth rate (CAGR) favors IVZ at 22.3% vs BLK's 20.9% — a key indicator of consistent wealth creation.

MetricBLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.
YTD ReturnYear-to-date-0.5%+2.3%
1-Year ReturnPast 12 months+19.7%+98.8%
3-Year ReturnCumulative with dividends+76.6%+83.0%
5-Year ReturnCumulative with dividends+35.2%+10.6%
10-Year ReturnCumulative with dividends+246.4%+23.3%
CAGR (3Y)Annualised 3-year return+20.9%+22.3%
IVZ leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

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

BLK is the less volatile stock with a 1.28 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. IVZ currently trades 92.4% from its 52-week high vs BLK's 88.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricBLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.
Beta (5Y)Sensitivity to S&P 5001.28x1.67x
52-Week HighHighest price in past year$1219.94$29.61
52-Week LowLowest price in past year$906.57$14.04
% of 52W HighCurrent price vs 52-week peak+88.0%+92.4%
RSI (14)Momentum oscillator 0–10055.366.3
Avg Volume (50D)Average daily shares traded798K5.1M
Evenly matched — BLK and IVZ each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

Wall Street rates BLK as "Buy" and IVZ as "Hold". Consensus price targets imply 22.2% upside for BLK (target: $1312) vs 8.7% for IVZ (target: $30). For income investors, IVZ offers the higher dividend yield at 3.04% vs BLK's 1.91%.

MetricBLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.
Analyst RatingConsensus buy/hold/sellBuyHold
Price TargetConsensus 12-month target$1311.78$29.72
# AnalystsCovering analysts3328
Dividend YieldAnnual dividend ÷ price+1.9%+3.0%
Dividend StreakConsecutive years of raises154
Dividend / ShareAnnual DPS$20.46$0.83
Buyback YieldShare repurchases ÷ mkt cap+1.2%+15.3%
Evenly matched — BLK and IVZ each lead in 1 of 2 comparable metrics.
Key Takeaway

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

Best OverallBlackRock, Inc. (BLK)Leads 2 of 6 categories
Loading custom metrics...

BLK vs IVZ: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is BLK or IVZ a better buy right now?

For growth investors, BlackRock, Inc.

(BLK) is the stronger pick with 14. 3% revenue growth year-over-year, versus 5. 1% for Invesco Ltd. (IVZ). BlackRock, Inc. (BLK) offers the better valuation at 25. 6x trailing P/E (20. 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.

02

Which has the better valuation — BLK or IVZ?

On forward P/E, Invesco Ltd.

is actually cheaper at 10. 6x — notably different from the trailing picture, reflecting expected earnings growth.

03

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

Over the past 5 years, BlackRock, Inc.

(BLK) delivered a total return of +35. 2%, compared to +10. 6% for Invesco Ltd. (IVZ). Over 10 years, the gap is even starker: BLK returned +246. 4% versus IVZ's +23. 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 — BLK or IVZ?

By beta (market sensitivity over 5 years), BlackRock, Inc.

(BLK) is the lower-risk stock at 1. 28β versus Invesco Ltd. 's 1. 67β — meaning IVZ is approximately 30% more volatile than BLK relative to the S&P 500. On balance sheet safety, BlackRock, Inc. (BLK) carries a lower debt/equity ratio of 29% versus 78% for Invesco Ltd. — giving it more financial flexibility in a downturn.

05

Which is growing faster — BLK or IVZ?

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

(BLK) is pulling ahead at 14. 3% versus 5. 1% for Invesco Ltd. (IVZ). On earnings-per-share growth, the picture is similar: BlackRock, Inc. grew EPS 15. 1% 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 — BLK or IVZ?

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 — BLK leads at 49. 4%, 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 BLK or IVZ more undervalued right now?

On forward earnings alone, Invesco Ltd.

(IVZ) trades at 10. 6x forward P/E versus 20. 2x for BlackRock, Inc. — 9. 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 — BLK or IVZ?

All stocks in this comparison pay dividends.

Invesco Ltd. (IVZ) offers the highest yield at 3. 0%, versus 1. 9% for BlackRock, Inc. (BLK).

09

Is BLK or IVZ 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, +246. 4% 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 (BLK: +246. 4%, IVZ: +23. 3%), 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 BLK and IVZ?

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: BLK is a mid-cap quality compounder stock; IVZ 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.

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Stocks Like

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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(BLK: 14.3% · IVZ: 5.1%)

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