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Stock Comparison

BTX vs BLK

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

Live fundamentals10-year financials5-year price chart
BTX
BlackRock Technology and Private Equity Term Trust

Biotechnology

HealthcareNASDAQ • US
Market Cap$945M
5Y Perf.-60.1%
BLK
BlackRock, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$165.65B
5Y Perf.+41.6%

BTX vs BLK — Key Financials

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

Company Snapshot
BTX logoBTX
BLK logoBLK
IndustryBiotechnologyAsset Management
Market Cap$945M$165.65B
Revenue (TTM)$41M$20.41B
Net Income (TTM)$36M$6.10B
Gross Margin100.0%49.4%
Operating Margin87.7%37.1%
Forward P/E47.6x20.1x
Total Debt$0.00$14.22B
Cash & Equiv.$12.76B

BTX vs BLKLong-Term Stock Performance

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

BTX
BLK
StockMar 21May 26Return
BlackRock Technolog… (BTX)10039.9-60.1%
BlackRock, Inc. (BLK)100141.6+41.6%

Price return only. Dividends and distributions are not included.

Quick Verdict: BTX vs BLK

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

Bottom line: BLK leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. BlackRock Technology and Private Equity Term Trust is the stronger pick specifically for profitability and margin quality and dividend income and shareholder returns. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
BTX
BlackRock Technology and Private Equity Term Trust
The Quality Compounder

BTX is the clearest fit if your priority is quality and dividends.

  • 87.7% margin vs BLK's 31.2%
  • 10.6% yield, 1-year raise streak, vs BLK's 1.9%
  • +37.7% vs BLK's +18.3%
Best for: quality and dividends
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%
  • 245.8% 10Y total return vs BTX's -37.6%
Best for: income & stability and growth exposure
See the full category breakdown
CategoryWinnerWhy
GrowthBLK logoBLK14.3% NII/revenue growth vs BTX's -81.1%
ValueBLK logoBLKLower P/E (20.1x vs 47.6x)
Quality / MarginsBTX logoBTX87.7% margin vs BLK's 31.2%
Stability / SafetyBLK logoBLKBeta 1.28 vs BTX's 1.29
DividendsBTX logoBTX10.6% yield, 1-year raise streak, vs BLK's 1.9%
Momentum (1Y)BTX logoBTX+37.7% vs BLK's +18.3%
Efficiency (ROA)BLK logoBLK3.7% ROA vs BTX's 1.8%, ROIC 9.9% vs 1.4%

BTX vs BLK — Revenue Breakdown by Segment

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

BTXBlackRock Technology and Private Equity Term Trust

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

BTX vs BLK — Financial Metrics

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

BEST OVERALLBLKLAGGINGBTX

Income & Cash Flow (Last 12 Months)

BTX leads this category, winning 4 of 4 comparable metrics.

BLK is the larger business by revenue, generating $20.4B annually — 501.5x BTX's $41M. BTX is the more profitable business, keeping 87.7% of every revenue dollar as net income compared to BLK's 31.2%.

MetricBTX logoBTXBlackRock Technol…BLK logoBLKBlackRock, Inc.
RevenueTrailing 12 months$41M$20.4B
EBITDAEarnings before interest/tax$8.3B
Net IncomeAfter-tax profit$6.1B
Free Cash FlowCash after capex$3.9B
Gross MarginGross profit ÷ Revenue+100.0%+49.4%
Operating MarginEBIT ÷ Revenue+87.7%+37.1%
Net MarginNet income ÷ Revenue+87.7%+31.2%
FCF MarginFCF ÷ Revenue+6.8%+23.0%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-22.7%
BTX leads this category, winning 4 of 4 comparable metrics.

Valuation Metrics

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

At 25.4x trailing earnings, BLK trades at a 47% valuation discount to BTX's 47.6x P/E. On an enterprise value basis, BLK's 20.6x EV/EBITDA is more attractive than BTX's 26.5x.

MetricBTX logoBTXBlackRock Technol…BLK logoBLKBlackRock, Inc.
Market CapShares × price$945M$165.7B
Enterprise ValueMkt cap + debt − cash$945M$167.1B
Trailing P/EPrice ÷ TTM EPS47.65x25.42x
Forward P/EPrice ÷ next-FY EPS est.20.10x
PEG RatioP/E ÷ EPS growth rate3.13x
EV / EBITDAEnterprise value multiple26.48x20.62x
Price / SalesMarket cap ÷ Revenue23.23x8.12x
Price / BookPrice ÷ Book value/share0.98x3.28x
Price / FCFMarket cap ÷ FCF3.41x35.24x
BLK leads this category, winning 3 of 5 comparable metrics.

Profitability & Efficiency

BLK leads this category, winning 5 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 BTX. On the Piotroski fundamental quality scale (0–9), BLK scores 6/9 vs BTX's 3/9, reflecting solid financial health.

MetricBTX logoBTXBlackRock Technol…BLK logoBLKBlackRock, Inc.
ROE (TTM)Return on equity+1.9%+9.9%
ROA (TTM)Return on assets+1.8%+3.7%
ROICReturn on invested capital+1.4%+9.9%
ROCEReturn on capital employed+1.8%+5.8%
Piotroski ScoreFundamental quality 0–936
Debt / EquityFinancial leverage0.29x
Net DebtTotal debt minus cash$0$1.5B
Cash & Equiv.Liquid assets$12.8B
Total DebtShort + long-term debt$0$14.2B
Interest CoverageEBIT ÷ Interest expense2313.25x9.27x
BLK leads this category, winning 5 of 8 comparable metrics.

Total Returns (Dividends Reinvested)

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

A $10,000 investment in BLK five years ago would be worth $13,352 today (with dividends reinvested), compared to $6,198 for BTX. Over the past 12 months, BTX leads with a +37.7% total return vs BLK's +18.3%. The 3-year compound annual growth rate (CAGR) favors BLK at 20.7% vs BTX's 12.8% — a key indicator of consistent wealth creation.

MetricBTX logoBTXBlackRock Technol…BLK logoBLKBlackRock, Inc.
YTD ReturnYear-to-date+24.2%-1.1%
1-Year ReturnPast 12 months+37.7%+18.3%
3-Year ReturnCumulative with dividends+43.5%+75.7%
5-Year ReturnCumulative with dividends-38.0%+33.5%
10-Year ReturnCumulative with dividends-37.6%+245.8%
CAGR (3Y)Annualised 3-year return+12.8%+20.7%
BLK leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

Evenly matched — BTX and BLK 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 BTX's 1.29 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BTX currently trades 98.5% from its 52-week high vs BLK's 87.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricBTX logoBTXBlackRock Technol…BLK logoBLKBlackRock, Inc.
Beta (5Y)Sensitivity to S&P 5001.29x1.28x
52-Week HighHighest price in past year$8.22$1219.94
52-Week LowLowest price in past year$6.13$914.84
% of 52W HighCurrent price vs 52-week peak+98.5%+87.5%
RSI (14)Momentum oscillator 0–10073.361.3
Avg Volume (50D)Average daily shares traded727K790K
Evenly matched — BTX and BLK each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

For income investors, BTX offers the higher dividend yield at 10.56% vs BLK's 1.92%.

MetricBTX logoBTXBlackRock Technol…BLK logoBLKBlackRock, Inc.
Analyst RatingConsensus buy/hold/sellBuy
Price TargetConsensus 12-month target$1311.78
# AnalystsCovering analysts33
Dividend YieldAnnual dividend ÷ price+10.6%+1.9%
Dividend StreakConsecutive years of raises115
Dividend / ShareAnnual DPS$0.86$20.46
Buyback YieldShare repurchases ÷ mkt cap+9.8%+1.2%
Evenly matched — BTX and BLK each lead in 1 of 2 comparable metrics.
Key Takeaway

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

Best OverallBlackRock, Inc. (BLK)Leads 3 of 6 categories
Loading custom metrics...

BTX vs BLK: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is BTX or BLK a better buy right now?

For growth investors, BlackRock, Inc.

(BLK) is the stronger pick with 14. 3% revenue growth year-over-year, versus -81. 1% for BlackRock Technology and Private Equity Term Trust (BTX). BlackRock, Inc. (BLK) offers the better valuation at 25. 4x trailing P/E (20. 1x 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 — BTX or BLK?

On trailing P/E, BlackRock, Inc.

(BLK) is the cheapest at 25. 4x versus BlackRock Technology and Private Equity Term Trust at 47. 6x.

03

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

Over the past 5 years, BlackRock, Inc.

(BLK) delivered a total return of +33. 5%, compared to -38. 0% for BlackRock Technology and Private Equity Term Trust (BTX). Over 10 years, the gap is even starker: BLK returned +245. 8% versus BTX's -37. 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 — BTX or BLK?

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

(BLK) is the lower-risk stock at 1. 28β versus BlackRock Technology and Private Equity Term Trust's 1. 29β — meaning BTX is approximately 0% more volatile than BLK relative to the S&P 500.

05

Which is growing faster — BTX or BLK?

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

(BLK) is pulling ahead at 14. 3% versus -81. 1% for BlackRock Technology and Private Equity Term Trust (BTX). On earnings-per-share growth, the picture is similar: BlackRock, Inc. grew EPS 15. 1% year-over-year, compared to -82. 7% for BlackRock Technology and Private Equity Term Trust. 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 — BTX or BLK?

BlackRock Technology and Private Equity Term Trust (BTX) is the more profitable company, earning 87.

7% net margin versus 31. 2% for BlackRock, Inc. — meaning it keeps 87. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BTX leads at 87. 7% versus 37. 1% for BLK. At the gross margin level — before operating expenses — BTX 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

Which pays a better dividend — BTX or BLK?

All stocks in this comparison pay dividends.

BlackRock Technology and Private Equity Term Trust (BTX) offers the highest yield at 10. 6%, versus 1. 9% for BlackRock, Inc. (BLK).

08

Is BTX or BLK 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). Both have compounded well over 10 years (BLK: +245. 8%, BTX: -37. 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.

09

What are the main differences between BTX and BLK?

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

In terms of investment character: BTX is a small-cap income-oriented 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

BTX

Dividend Mega-Cap Quality

  • Sector: Healthcare
  • Market Cap > $100B
  • Net Margin > 52%
  • Dividend Yield > 4.2%
Run This Screen
Stocks Like

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 BTX and BLK on the metrics below

Revenue Growth>
%
(BTX: -81.1% · BLK: 14.3%)
Net Margin>
%
(BTX: 87.7% · BLK: 31.2%)
P/E Ratio<
x
(BTX: 47.6x · BLK: 25.4x)

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