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Stock Comparison

JXN vs BLK vs IVZ vs TROW

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

Live fundamentals10-year financials5-year price chart
JXN
Jackson Financial Inc.

Insurance - Life

Financial ServicesNYSE • US
Market Cap$7.68B
5Y Perf.+323.5%
BLK
BlackRock, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$165.65B
5Y Perf.+27.3%
IVZ
Invesco Ltd.

Asset Management

Financial ServicesNYSE • US
Market Cap$11.92B
5Y Perf.+11.3%
TROW
T. Rowe Price Group, Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$22.54B
5Y Perf.-47.3%

JXN vs BLK vs IVZ vs TROW — Key Financials

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

Company Snapshot
JXN logoJXN
BLK logoBLK
IVZ logoIVZ
TROW logoTROW
IndustryInsurance - LifeAsset ManagementAsset ManagementAsset Management
Market Cap$7.68B$165.65B$11.92B$22.54B
Revenue (TTM)$5.86B$20.41B$6.38B$7.31B
Net Income (TTM)$-373M$6.10B$-243M$2.09B
Gross Margin103.0%49.4%43.2%62.7%
Operating Margin-8.5%37.1%-10.9%29.9%
Forward P/E4.7x20.1x10.4x11.2x
Total Debt$4.61B$14.22B$10.12B$860M
Cash & Equiv.$5.70B$12.76B$1.98B$3.38B

JXN vs BLK vs IVZ vs TROWLong-Term Stock Performance

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

JXN
BLK
IVZ
TROW
StockSep 21May 26Return
Jackson Financial I… (JXN)100423.5+323.5%
BlackRock, Inc. (BLK)100127.3+27.3%
Invesco Ltd. (IVZ)100111.3+11.3%
T. Rowe Price Group… (TROW)10052.7-47.3%

Price return only. Dividends and distributions are not included.

Quick Verdict: JXN vs BLK vs IVZ vs TROW

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

Bottom line: JXN and BLK are tied at the top with 2 categories each — the right choice depends on your priorities. BlackRock, Inc. is the stronger pick specifically for profitability and margin quality and dividend income and shareholder returns. TROW and IVZ also each lead in at least one category. As sector peers, any of these can serve as alternatives in the same allocation.
JXN
Jackson Financial Inc.
The Insurance Pick

JXN has the current edge in this matchup, primarily because of its strength in long-term compounding.

  • 288.5% 10Y total return vs BLK's 245.8%
  • 116.1% revenue growth vs TROW's 3.1%
  • Lower P/E (4.7x vs 11.2x)
Best for: long-term compounding
BLK
BlackRock, Inc.
The Banking Pick

BLK is the #2 pick in this set and the best alternative if growth exposure is your priority.

  • Rev growth 14.3%, EPS growth 15.1%
  • 31.2% margin vs JXN's -6.4%
  • 1.9% yield, 15-year raise streak, vs TROW's 4.9%
Best for: growth exposure
IVZ
Invesco Ltd.
The Banking Pick

IVZ is the clearest fit if your priority is momentum.

  • +93.1% vs BLK's +18.3%
Best for: momentum
TROW
T. Rowe Price Group, Inc.
The Banking Pick

TROW is the clearest fit if your priority is income & stability and sleep-well-at-night.

  • 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%
Best for: income & stability and sleep-well-at-night
See the full category breakdown
CategoryWinnerWhy
GrowthJXN logoJXN116.1% revenue growth vs TROW's 3.1%
ValueJXN logoJXNLower P/E (4.7x vs 11.2x)
Quality / MarginsBLK logoBLK31.2% margin vs JXN's -6.4%
Stability / SafetyTROW logoTROWBeta 1.18 vs IVZ's 1.67, lower leverage
DividendsBLK logoBLK1.9% yield, 15-year raise streak, vs TROW's 4.9%
Momentum (1Y)IVZ logoIVZ+93.1% vs BLK's +18.3%
Efficiency (ROA)TROW logoTROW14.4% ROA vs IVZ's -0.9%, ROIC 13.3% vs -2.3%

JXN vs BLK vs IVZ vs TROW — Revenue Breakdown by Segment

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

JXNJackson Financial Inc.
FY 2024
Retail Annuities Segment
75.9%$5.3B
Closed Life And Annuity Blocks Segment
17.8%$1.2B
Institutional Products Segment
6.3%$438M
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
TROWT. Rowe Price Group, Inc.
FY 2025
Asset Management
98.8%$6.6B
Capital Allocation Based Income
1.2%$81M

JXN vs BLK vs IVZ vs TROW — Financial Metrics

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

BEST OVERALLJXNLAGGINGIVZ

Income & Cash Flow (Last 12 Months)

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

BLK is the larger business by revenue, generating $20.4B annually — 3.5x JXN's $5.9B. BLK is the more profitable business, keeping 31.2% of every revenue dollar as net income compared to JXN's -6.4%.

MetricJXN logoJXNJackson Financial…BLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.TROW logoTROWT. Rowe Price Gro…
RevenueTrailing 12 months$5.9B$20.4B$6.4B$7.3B
EBITDAEarnings before interest/tax-$422M$8.3B$1.2B$2.7B
Net IncomeAfter-tax profit-$373M$6.1B-$243M$2.1B
Free Cash FlowCash after capex$4.2B$3.9B$1.9B$2.3B
Gross MarginGross profit ÷ Revenue+103.0%+49.4%+43.2%+62.7%
Operating MarginEBIT ÷ Revenue-8.5%+37.1%-10.9%+29.9%
Net MarginNet income ÷ Revenue-6.4%+31.2%-4.4%+28.5%
FCF MarginFCF ÷ Revenue+71.0%+23.0%+22.6%+20.2%
Rev. Growth (YoY)Latest quarter vs prior year-22.1%
EPS Growth (YoY)Latest quarter vs prior year-12.0%-22.7%+34.2%+3.7%
Evenly matched — JXN and BLK each lead in 2 of 5 comparable metrics.

Valuation Metrics

JXN leads this category, winning 5 of 6 comparable 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.

MetricJXN logoJXNJackson Financial…BLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.TROW logoTROWT. Rowe Price Gro…
Market CapShares × price$7.7B$165.7B$11.9B$22.5B
Enterprise ValueMkt cap + debt − cash$6.6B$167.1B$20.1B$20.0B
Trailing P/EPrice ÷ TTM EPS-458.79x25.42x-16.77x11.20x
Forward P/EPrice ÷ next-FY EPS est.4.67x20.10x10.44x11.22x
PEG RatioP/E ÷ EPS growth rate3.13x
EV / EBITDAEnterprise value multiple20.62x16.34x7.64x
Price / SalesMarket cap ÷ Revenue1.15x8.12x1.87x3.08x
Price / BookPrice ÷ Book value/share0.75x3.28x0.94x1.92x
Price / FCFMarket cap ÷ FCF1.33x35.24x8.27x15.24x
JXN leads this category, winning 5 of 6 comparable metrics.

Profitability & Efficiency

TROW leads this category, winning 7 of 9 comparable metrics.

TROW delivers a 17.6% return on equity — every $100 of shareholder capital generates $18 in annual profit, vs $-4 for JXN. 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), JXN scores 7/9 vs TROW's 4/9, reflecting strong financial health.

MetricJXN logoJXNJackson Financial…BLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.TROW logoTROWT. Rowe Price Gro…
ROE (TTM)Return on equity-3.6%+9.9%-1.7%+17.6%
ROA (TTM)Return on assets-0.1%+3.7%-0.9%+14.4%
ROICReturn on invested capital-0.9%+9.9%-2.3%+13.3%
ROCEReturn on capital employed-0.0%+5.8%-2.6%+15.9%
Piotroski ScoreFundamental quality 0–97664
Debt / EquityFinancial leverage0.45x0.29x0.78x0.07x
Net DebtTotal debt minus cash-$1.1B$1.5B$8.1B-$2.5B
Cash & Equiv.Liquid assets$5.7B$12.8B$2.0B$3.4B
Total DebtShort + long-term debt$4.6B$14.2B$10.1B$860M
Interest CoverageEBIT ÷ Interest expense-4.22x9.27x-6.19x
TROW leads this category, winning 7 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

JXN leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in JXN five years ago would be worth $38,852 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 JXN at 49.8% vs TROW's 3.7% — a key indicator of consistent wealth creation.

MetricJXN logoJXNJackson Financial…BLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.TROW logoTROWT. Rowe Price Gro…
YTD ReturnYear-to-date+3.3%-1.1%+0.4%+0.2%
1-Year ReturnPast 12 months+36.5%+18.3%+93.1%+18.9%
3-Year ReturnCumulative with dividends+236.0%+75.7%+79.8%+11.5%
5-Year ReturnCumulative with dividends+288.5%+33.5%+8.2%-30.9%
10-Year ReturnCumulative with dividends+288.5%+245.8%+22.1%+93.6%
CAGR (3Y)Annualised 3-year return+49.8%+20.7%+21.6%+3.7%
JXN leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

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

TROW is the less volatile stock with a 1.18 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 90.6% from its 52-week high vs BLK's 87.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricJXN logoJXNJackson Financial…BLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.TROW logoTROWT. Rowe Price Gro…
Beta (5Y)Sensitivity to S&P 5001.31x1.28x1.67x1.18x
52-Week HighHighest price in past year$123.61$1219.94$29.61$118.22
52-Week LowLowest price in past year$78.76$914.84$14.10$85.51
% of 52W HighCurrent price vs 52-week peak+89.1%+87.5%+90.6%+87.6%
RSI (14)Momentum oscillator 0–10058.061.369.478.2
Avg Volume (50D)Average daily shares traded540K790K5.1M2.3M
Evenly matched — IVZ and TROW each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: JXN as "Hold", BLK as "Buy", IVZ as "Hold", TROW as "Hold". Consensus price targets imply 22.8% upside for BLK (target: $1312) vs -2.3% for TROW (target: $101). For income investors, TROW offers the higher dividend yield at 4.93% vs BLK's 1.92%.

MetricJXN logoJXNJackson Financial…BLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.TROW logoTROWT. Rowe Price Gro…
Analyst RatingConsensus buy/hold/sellHoldBuyHoldHold
Price TargetConsensus 12-month target$120.00$1311.78$29.72$101.20
# AnalystsCovering analysts6332838
Dividend YieldAnnual dividend ÷ price+2.9%+1.9%+3.1%+4.9%
Dividend StreakConsecutive years of raises41543
Dividend / ShareAnnual DPS$3.17$20.46$0.83$5.11
Buyback YieldShare repurchases ÷ mkt cap+8.7%+1.2%+15.6%+2.8%
Evenly matched — BLK and TROW each lead in 1 of 2 comparable metrics.
Key Takeaway

JXN leads in 2 of 6 categories (Valuation Metrics, Total Returns). TROW leads in 1 (Profitability & Efficiency). 3 tied.

Best OverallJackson Financial Inc. (JXN)Leads 2 of 6 categories
Loading custom metrics...

JXN vs BLK vs IVZ vs TROW: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is JXN or BLK or IVZ or TROW a better buy right now?

For growth investors, Jackson Financial Inc.

(JXN) is the stronger pick with 116. 1% 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.

02

Which has the better valuation — JXN 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, Jackson Financial Inc. is actually cheaper at 4. 7x — notably different from the trailing picture, reflecting expected earnings growth.

03

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

Over the past 5 years, Jackson Financial Inc.

(JXN) delivered a total return of +288. 5%, compared to -30. 9% for T. Rowe Price Group, Inc. (TROW). Over 10 years, the gap is even starker: JXN returned +288. 5% 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.

04

Which is safer — JXN or BLK or IVZ or TROW?

By beta (market sensitivity over 5 years), T.

Rowe Price Group, Inc. (TROW) is the lower-risk stock at 1. 18β versus Invesco Ltd. 's 1. 67β — meaning IVZ is approximately 42% more volatile than TROW 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.

05

Which is growing faster — JXN or BLK or IVZ or TROW?

By revenue growth (latest reported year), Jackson Financial Inc.

(JXN) is pulling ahead at 116. 1% versus 3. 1% for T. Rowe Price Group, Inc. (TROW). 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 — JXN 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 — JXN leads at 85. 5%, 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 JXN or BLK or IVZ or TROW more undervalued right now?

On forward earnings alone, Jackson Financial Inc.

(JXN) trades at 4. 7x forward P/E versus 20. 1x for BlackRock, Inc. — 15. 4x 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 — JXN 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).

09

Is JXN or BLK or IVZ or TROW better for a retirement portfolio?

For long-horizon retirement investors, Jackson Financial Inc.

(JXN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2. 9% yield, +288. 5% 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 (JXN: +288. 5%, 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.

10

What are the main differences between JXN 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: JXN is a small-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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JXN

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  • Sector: Financial Services
  • Market Cap > $100B
  • Gross Margin > 61%
  • Dividend Yield > 1.1%
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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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TROW

Dividend Mega-Cap Quality

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 17%
  • Dividend Yield > 1.9%
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(JXN: -22.1% · BLK: 14.3%)

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