JXN vs BLK vs IVZ vs TROW vs APO

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.

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. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Apollo Global Management, Inc. wins at 0. 19x versus BlackRock, Inc. 's 2. 47x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

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: APO returned +759. 2% 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.

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.

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.

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 — APO leads at 88. 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.

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, Apollo Global Management, Inc. (APO) is the more undervalued stock at a PEG of 0. 19x versus BlackRock, Inc. 's 2. 47x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. 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 APO: 23. 1% to $157. 25.

All stocks in this comparison pay dividends.

T. Rowe Price Group, Inc. (TROW) offers the highest yield at 4. 9%, versus 1. 7% for Apollo Global Management, Inc. (APO).

For long-horizon retirement investors, Apollo Global Management, Inc.

(APO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1. 7% yield, +759. 2% 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 (APO: +759. 2%, 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.

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; APO is a mid-cap high-growth 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.