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PUK vs BLK vs IVZ vs TROW
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
PUK vs BLK vs IVZ vs TROW — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Insurance - Life | Asset Management | Asset Management | Asset 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 Margin | 62.3% | 49.4% | 43.2% | 62.7% |
| Operating Margin | 59.6% | 37.1% | -10.9% | 29.9% |
| Forward P/E | 13.0x | 20.1x | 10.4x | 11.2x |
| 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 TROW — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Prudential plc (PUK) | 100 | 127.1 | +27.1% |
| BlackRock, Inc. (BLK) | 100 | 202.0 | +102.0% |
| Invesco Ltd. (IVZ) | 100 | 336.6 | +236.6% |
| T. Rowe Price Group… (TROW) | 100 | 85.7 | -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.
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
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%
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%
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%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 153.7% revenue growth vs TROW's 3.1% | |
| Value | Lower P/E (10.4x vs 11.2x) | |
| Quality / Margins | 31.2% margin vs IVZ's -4.4% | |
| Stability / Safety | Beta 1.14 vs IVZ's 1.67, lower leverage | |
| Dividends | 1.9% yield, 15-year raise streak, vs TROW's 4.9% | |
| Momentum (1Y) | +93.1% vs BLK's +18.3% | |
| Efficiency (ROA) | 14.4% 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
PUK vs BLK vs IVZ vs TROW — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
IVZ leads in 2 of 6 categories
BLK leads 1 • TROW leads 1 • PUK leads 1 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
BLK leads this category, winning 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
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%.
| Metric | ||||
|---|---|---|---|---|
| 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% |
Valuation Metrics
IVZ leads this category, winning 4 of 6 comparable metrics.
Valuation 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.
| Metric | ||||
|---|---|---|---|---|
| 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 EPS | 10.20x | 25.42x | -16.77x | 11.20x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.01x | 20.10x | 10.44x | 11.22x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.13x | — | — |
| EV / EBITDAEnterprise value multiple | 7.37x | 20.62x | 16.34x | 7.64x |
| Price / SalesMarket cap ÷ Revenue | 1.42x | 8.12x | 1.87x | 3.08x |
| Price / BookPrice ÷ Book value/share | 1.89x | 3.28x | 0.94x | 1.92x |
| Price / FCFMarket cap ÷ FCF | 18.17x | 35.24x | 8.27x | 15.24x |
Profitability & Efficiency
TROW leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
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.
| Metric | ||||
|---|---|---|---|---|
| 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 0–9 | 5 | 6 | 6 | 4 |
| Debt / EquityFinancial leverage | 0.28x | 0.29x | 0.78x | 0.07x |
| 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 expense | 78.17x | 9.27x | -6.19x | — |
Total Returns (Dividends Reinvested)
IVZ leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
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.
| Metric | ||||
|---|---|---|---|---|
| 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% |
Risk & Volatility
PUK leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
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.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.14x | 1.28x | 1.67x | 1.18x |
| 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 0–100 | 64.6 | 61.3 | 69.4 | 78.2 |
| Avg Volume (50D)Average daily shares traded | 824K | 790K | 5.1M | 2.3M |
Analyst Outlook
Evenly matched — BLK and TROW each lead in 1 of 2 comparable metrics.
Analyst Outlook
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%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | — | $1311.78 | $29.72 | $101.20 |
| # AnalystsCovering analysts | 8 | 33 | 28 | 38 |
| Dividend YieldAnnual dividend ÷ price | +1.5% | +1.9% | +3.1% | +4.9% |
| Dividend StreakConsecutive years of raises | 0 | 15 | 4 | 3 |
| Dividend / ShareAnnual DPS | $0.34 | $20.46 | $0.83 | $5.11 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.2% | +1.2% | +15.6% | +2.8% |
IVZ leads in 2 of 6 categories (Valuation Metrics, Total Returns). BLK leads in 1 (Income & Cash Flow). 1 tied.
PUK vs BLK vs IVZ vs TROW: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Is 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.
08Which 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).
09Is 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.
10What 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.
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