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Stock Comparison

PUK vs BLK vs IVZ vs TROW

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

Live fundamentals10-year financials5-year price chart
PUK
Prudential plc

Insurance - Life

Financial ServicesNYSE • GB
Market Cap$39.88B
5Y Perf.+27.1%
BLK
BlackRock, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$165.65B
5Y Perf.+102.0%
IVZ
Invesco Ltd.

Asset Management

Financial ServicesNYSE • US
Market Cap$11.92B
5Y Perf.+236.6%
TROW
T. Rowe Price Group, Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$22.54B
5Y Perf.-14.3%

PUK vs BLK vs IVZ vs TROW — Key Financials

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

Company Snapshot
PUK logoPUK
BLK logoBLK
IVZ logoIVZ
TROW logoTROW
IndustryInsurance - LifeAsset ManagementAsset ManagementAsset Management
Market Cap$39.88B$165.65B$11.92B$22.54B
Revenue (TTM)$33.63B$20.41B$6.38B$7.31B
Net Income (TTM)$5.53B$6.10B$-243M$2.09B
Gross Margin62.3%49.4%43.2%62.7%
Operating Margin59.6%37.1%-10.9%29.9%
Forward P/E13.0x20.1x10.4x11.2x
Total Debt$4.48B$14.22B$10.12B$860M
Cash & Equiv.$5.72B$12.76B$1.98B$3.38B

PUK vs BLK vs IVZ vs TROWLong-Term Stock Performance

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

PUK
BLK
IVZ
TROW
StockMay 20May 26Return
Prudential plc (PUK)100127.1+27.1%
BlackRock, Inc. (BLK)100202.0+102.0%
Invesco Ltd. (IVZ)100336.6+236.6%
T. Rowe Price Group… (TROW)10085.7-14.3%

Price return only. Dividends and distributions are not included.

Quick Verdict: PUK vs BLK vs IVZ vs TROW

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

Bottom line: PUK 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. IVZ and TROW also each lead in at least one category. As sector peers, any of these can serve as alternatives in the same allocation.
PUK
Prudential plc
The Insurance Pick

PUK has the current edge in this matchup, primarily because of its strength in growth exposure.

  • Rev growth 153.7%, EPS growth 35.7%
  • 153.7% revenue growth vs TROW's 3.1%
  • Beta 1.14 vs IVZ's 1.67, lower leverage
Best for: growth exposure
BLK
BlackRock, Inc.
The Banking Pick

BLK is the #2 pick in this set and the best alternative if long-term compounding is your priority.

  • 245.8% 10Y total return vs IVZ's 22.1%
  • 31.2% margin vs IVZ's -4.4%
  • 1.9% yield, 15-year raise streak, vs TROW's 4.9%
Best for: long-term compounding
IVZ
Invesco Ltd.
The Banking Pick

IVZ is the clearest fit if your priority is value and momentum.

  • Lower P/E (10.4x vs 11.2x)
  • +93.1% vs BLK's +18.3%
Best for: value and 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
GrowthPUK logoPUK153.7% revenue growth vs TROW's 3.1%
ValueIVZ logoIVZLower P/E (10.4x vs 11.2x)
Quality / MarginsBLK logoBLK31.2% margin vs IVZ's -4.4%
Stability / SafetyPUK logoPUKBeta 1.14 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%

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

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

PUKPrudential plc
FY 2024
Inter-segment elimination
0.0%$-221,000,000
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

PUK vs BLK vs IVZ vs TROW — Financial Metrics

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

BEST OVERALLIVZLAGGINGTROW

Income & Cash Flow (Last 12 Months)

BLK leads this category, winning 2 of 5 comparable metrics.

PUK is the larger business by revenue, generating $33.6B annually — 5.3x 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%.

MetricPUK logoPUKPrudential plcBLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.TROW logoTROWT. Rowe Price Gro…
RevenueTrailing 12 months$33.6B$20.4B$6.4B$7.3B
EBITDAEarnings before interest/tax$11.6B$8.3B$1.2B$2.7B
Net IncomeAfter-tax profit$5.5B$6.1B-$243M$2.1B
Free Cash FlowCash after capex$4.7B$3.9B$1.9B$2.3B
Gross MarginGross profit ÷ Revenue+62.3%+49.4%+43.2%+62.7%
Operating MarginEBIT ÷ Revenue+59.6%+37.1%-10.9%+29.9%
Net MarginNet income ÷ Revenue+16.4%+31.2%-4.4%+28.5%
FCF MarginFCF ÷ Revenue+14.0%+23.0%+22.6%+20.2%
Rev. Growth (YoY)Latest quarter vs prior year+110.5%
EPS Growth (YoY)Latest quarter vs prior year+20.3%-22.7%+34.2%+3.7%
BLK leads this category, winning 2 of 5 comparable metrics.

Valuation Metrics

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

At 10.2x trailing earnings, PUK trades at a 60% valuation discount to BLK's 25.4x P/E. On an enterprise value basis, PUK's 7.4x EV/EBITDA is more attractive than BLK's 20.6x.

MetricPUK logoPUKPrudential plcBLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.TROW logoTROWT. Rowe Price Gro…
Market CapShares × price$39.9B$165.7B$11.9B$22.5B
Enterprise ValueMkt cap + debt − cash$38.2B$167.1B$20.1B$20.0B
Trailing P/EPrice ÷ TTM EPS10.20x25.42x-16.77x11.20x
Forward P/EPrice ÷ next-FY EPS est.13.01x20.10x10.44x11.22x
PEG RatioP/E ÷ EPS growth rate3.13x
EV / EBITDAEnterprise value multiple7.37x20.62x16.34x7.64x
Price / SalesMarket cap ÷ Revenue1.42x8.12x1.87x3.08x
Price / BookPrice ÷ Book value/share1.89x3.28x0.94x1.92x
Price / FCFMarket cap ÷ FCF18.17x35.24x8.27x15.24x
IVZ leads this category, winning 4 of 6 comparable metrics.

Profitability & Efficiency

TROW leads this category, winning 5 of 9 comparable metrics.

PUK delivers a 31.0% return on equity — every $100 of shareholder capital generates $31 in annual profit, vs $-2 for IVZ. 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), BLK scores 6/9 vs TROW's 4/9, reflecting solid financial health.

MetricPUK logoPUKPrudential plcBLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.TROW logoTROWT. Rowe Price Gro…
ROE (TTM)Return on equity+31.0%+9.9%-1.7%+17.6%
ROA (TTM)Return on assets+3.1%+3.7%-0.9%+14.4%
ROICReturn on invested capital+15.5%+9.9%-2.3%+13.3%
ROCEReturn on capital employed+2.2%+5.8%-2.6%+15.9%
Piotroski ScoreFundamental quality 0–95664
Debt / EquityFinancial leverage0.28x0.29x0.78x0.07x
Net DebtTotal debt minus cash-$1.2B$1.5B$8.1B-$2.5B
Cash & Equiv.Liquid assets$5.7B$12.8B$2.0B$3.4B
Total DebtShort + long-term debt$4.5B$14.2B$10.1B$860M
Interest CoverageEBIT ÷ Interest expense78.17x9.27x-6.19x
TROW leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

IVZ leads this category, winning 3 of 6 comparable metrics.

A $10,000 investment in BLK five years ago would be worth $13,352 today (with dividends reinvested), compared to $6,915 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 IVZ at 21.6% vs PUK's 2.9% — a key indicator of consistent wealth creation.

MetricPUK logoPUKPrudential plcBLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.TROW logoTROWT. Rowe Price Gro…
YTD ReturnYear-to-date+1.1%-1.1%+0.4%+0.2%
1-Year ReturnPast 12 months+45.8%+18.3%+93.1%+18.9%
3-Year ReturnCumulative with dividends+8.9%+75.7%+79.8%+11.5%
5-Year ReturnCumulative with dividends-22.0%+33.5%+8.2%-30.9%
10-Year ReturnCumulative with dividends+19.2%+245.8%+22.1%+93.6%
CAGR (3Y)Annualised 3-year return+2.9%+20.7%+21.6%+3.7%
IVZ leads this category, winning 3 of 6 comparable metrics.

Risk & Volatility

PUK leads this category, winning 2 of 2 comparable metrics.

PUK is the less volatile stock with a 1.14 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. PUK currently trades 92.9% from its 52-week high vs BLK's 87.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricPUK logoPUKPrudential plcBLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.TROW logoTROWT. Rowe Price Gro…
Beta (5Y)Sensitivity to S&P 5001.14x1.28x1.67x1.18x
52-Week HighHighest price in past year$34.03$1219.94$29.61$118.22
52-Week LowLowest price in past year$21.86$914.84$14.10$85.51
% of 52W HighCurrent price vs 52-week peak+92.9%+87.5%+90.6%+87.6%
RSI (14)Momentum oscillator 0–10064.661.369.478.2
Avg Volume (50D)Average daily shares traded824K790K5.1M2.3M
PUK leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: PUK as "Buy", 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 PUK's 1.47%.

MetricPUK logoPUKPrudential plcBLK logoBLKBlackRock, Inc.IVZ logoIVZInvesco Ltd.TROW logoTROWT. Rowe Price Gro…
Analyst RatingConsensus buy/hold/sellBuyBuyHoldHold
Price TargetConsensus 12-month target$1311.78$29.72$101.20
# AnalystsCovering analysts8332838
Dividend YieldAnnual dividend ÷ price+1.5%+1.9%+3.1%+4.9%
Dividend StreakConsecutive years of raises01543
Dividend / ShareAnnual DPS$0.34$20.46$0.83$5.11
Buyback YieldShare repurchases ÷ mkt cap+3.2%+1.2%+15.6%+2.8%
Evenly matched — BLK and TROW each lead in 1 of 2 comparable metrics.
Key Takeaway

IVZ leads in 2 of 6 categories (Valuation Metrics, Total Returns). BLK leads in 1 (Income & Cash Flow). 1 tied.

Best OverallInvesco Ltd. (IVZ)Leads 2 of 6 categories
Loading custom metrics...

PUK vs BLK vs IVZ vs TROW: Key Questions Answered

10 questions · data-driven answers · updated daily

01

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

For growth investors, Prudential plc (PUK) is the stronger pick with 153.

7% revenue growth year-over-year, versus 3. 1% for T. Rowe Price Group, Inc. (TROW). Prudential plc (PUK) offers the better valuation at 10. 2x trailing P/E (13. 0x forward), making it the more compelling value choice. Analysts rate Prudential plc (PUK) a "Buy" — based on 8 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 — PUK or BLK or IVZ or TROW?

On trailing P/E, Prudential plc (PUK) is the cheapest at 10.

2x versus BlackRock, Inc. at 25. 4x. On forward P/E, Invesco Ltd. is actually cheaper at 10. 4x — notably different from the trailing picture, reflecting expected earnings growth.

03

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

Over the past 5 years, BlackRock, Inc.

(BLK) delivered a total return of +33. 5%, compared to -30. 9% for T. Rowe Price Group, Inc. (TROW). Over 10 years, the gap is even starker: BLK returned +245. 8% versus PUK's +19. 2%. 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 — PUK or BLK or IVZ or TROW?

By beta (market sensitivity over 5 years), Prudential plc (PUK) is the lower-risk stock at 1.

14β versus Invesco Ltd. 's 1. 67β — meaning IVZ is approximately 46% more volatile than PUK 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 — PUK or BLK or IVZ or TROW?

By revenue growth (latest reported year), Prudential plc (PUK) is pulling ahead at 153.

7% versus 3. 1% for T. Rowe Price Group, Inc. (TROW). On earnings-per-share growth, the picture is similar: Prudential plc grew EPS 35. 7% 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 — PUK 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 — PUK 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

Is PUK or BLK or IVZ or TROW more undervalued right now?

On forward earnings alone, Invesco Ltd.

(IVZ) trades at 10. 4x forward P/E versus 20. 1x for BlackRock, Inc. — 9. 7x 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 — PUK 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. 5% for Prudential plc (PUK).

09

Is PUK or BLK or IVZ or TROW 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). 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: +245. 8%, 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 PUK 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: PUK is a mid-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.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.

Stocks Like

PUK

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 55%
  • Net Margin > 9%
Run This Screen
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BLK

Dividend Mega-Cap Quality

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 7%
  • Net Margin > 18%
Run This Screen
Stocks Like

IVZ

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Gross Margin > 25%
Run This Screen
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TROW

Dividend Mega-Cap Quality

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 17%
  • Dividend Yield > 1.9%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform PUK and BLK and IVZ and TROW on the metrics below

Revenue Growth>
%
(PUK: 110.5% · BLK: 14.3%)
Net Margin>
%
(PUK: 16.4% · BLK: 31.2%)
P/E Ratio<
x
(PUK: 10.2x · BLK: 25.4x)

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