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Stock Comparison

TY vs IVZ vs BEN vs TROW vs BLK

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

Live fundamentals10-year financials5-year price chart
TY
Tri-Continental Corporation

Asset Management

Financial ServicesNYSE • US
Market Cap$1.80B
5Y Perf.+39.1%
IVZ
Invesco Ltd.

Asset Management

Financial ServicesNYSE • US
Market Cap$11.92B
5Y Perf.+246.2%
BEN
Franklin Resources, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$15.86B
5Y Perf.+64.5%
TROW
T. Rowe Price Group, Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$22.54B
5Y Perf.-12.9%
BLK
BlackRock, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$165.65B
5Y Perf.+105.2%

TY vs IVZ vs BEN vs TROW vs BLK — Key Financials

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

Company Snapshot
TY logoTY
IVZ logoIVZ
BEN logoBEN
TROW logoTROW
BLK logoBLK
IndustryAsset ManagementAsset ManagementAsset ManagementAsset ManagementAsset Management
Market Cap$1.80B$11.92B$15.86B$22.54B$165.65B
Revenue (TTM)$322M$6.38B$8.77B$7.31B$20.41B
Net Income (TTM)$508M$-243M$812M$2.09B$6.10B
Gross Margin100.0%43.2%80.3%62.7%49.4%
Operating Margin99.7%-10.9%6.9%29.9%37.1%
Forward P/E5.5x10.7x11.4x11.2x20.4x
Total Debt$10K$10.12B$13.30B$860M$14.22B
Cash & Equiv.$0.00$1.98B$3.57B$3.38B$12.76B

TY vs IVZ vs BEN vs TROW vs BLKLong-Term Stock Performance

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

TY
IVZ
BEN
TROW
BLK
StockMay 20May 26Return
Tri-Continental Cor… (TY)100139.1+39.1%
Invesco Ltd. (IVZ)100346.2+246.2%
Franklin Resources,… (BEN)100164.5+64.5%
T. Rowe Price Group… (TROW)10087.1-12.9%
BlackRock, Inc. (BLK)100205.2+105.2%

Price return only. Dividends and distributions are not included.

Quick Verdict: TY vs IVZ vs BEN vs TROW vs BLK

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

Bottom line: TY leads in 5 of 7 categories (5-stock set), making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Invesco Ltd. is the stronger pick specifically for recent price momentum and sentiment. TROW also leads in specific categories worth noting. As sector peers, any of these can serve as alternatives in the same allocation.
TY
Tri-Continental Corporation
The Banking Pick

TY carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.

  • Rev growth 26.7%, EPS growth 29.9%
  • Lower volatility, beta 0.70, Low D/E 0.0%, current ratio 2.91x
  • 26.7% NII/revenue growth vs TROW's 3.1%
  • Lower P/E (5.5x vs 20.4x)
Best for: growth exposure and sleep-well-at-night
IVZ
Invesco Ltd.
The Banking Pick

IVZ is the #2 pick in this set and the best alternative if momentum is your priority.

  • +93.1% vs BLK's +18.3%
Best for: momentum
BEN
Franklin Resources, Inc.
The Financial Play

BEN lags the leaders in this set but could rank higher in a more targeted comparison.

Best for: financial services exposure
TROW
T. Rowe Price Group, Inc.
The Banking Pick

TROW ranks third and is worth considering specifically for income & stability and defensive.

  • Dividend streak 3 yrs, beta 1.18, yield 4.9%
  • Beta 1.18, yield 4.9%, current ratio 73.08x
  • NIM 3.4% vs BLK's 0.2%
  • 4.9% yield, 3-year raise streak, vs BLK's 1.9%, (1 stock pays no dividend)
Best for: income & stability and defensive
BLK
BlackRock, Inc.
The Banking Pick

BLK is the clearest fit if your priority is long-term compounding.

  • 245.8% 10Y total return vs TY's 173.4%
Best for: long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthTY logoTY26.7% NII/revenue growth vs TROW's 3.1%
ValueTY logoTYLower P/E (5.5x vs 20.4x)
Quality / MarginsTY logoTYEfficiency ratio 0.0% vs BEN's 0.7% (lower = leaner)
Stability / SafetyTY logoTYBeta 0.70 vs IVZ's 1.67, lower leverage
DividendsTROW logoTROW4.9% yield, 3-year raise streak, vs BLK's 1.9%, (1 stock pays no dividend)
Momentum (1Y)IVZ logoIVZ+93.1% vs BLK's +18.3%
Efficiency (ROA)TY logoTYEfficiency ratio 0.0% vs BEN's 0.7%

TY vs IVZ vs BEN vs TROW vs BLK — Revenue Breakdown by Segment

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

TYTri-Continental Corporation

Segment breakdown not available.

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
BENFranklin Resources, Inc.
FY 2025
Investment Advisory, Management and Administrative Service
79.6%$7.0B
Sales And Distribution Fees
16.8%$1.5B
Shareholder Service
3.0%$265M
Service, Other
0.6%$50M
TROWT. Rowe Price Group, Inc.
FY 2025
Asset Management
98.8%$6.6B
Capital Allocation Based Income
1.2%$81M
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

TY vs IVZ vs BEN vs TROW vs BLK — Financial Metrics

Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLTYLAGGINGBLK

Income & Cash Flow (Last 12 Months)

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

BLK is the larger business by revenue, generating $20.4B annually — 63.4x TY's $322M. TY is the more profitable business, keeping 99.7% of every revenue dollar as net income compared to IVZ's -4.4%.

MetricTY logoTYTri-Continental C…IVZ logoIVZInvesco Ltd.BEN logoBENFranklin Resource…TROW logoTROWT. Rowe Price Gro…BLK logoBLKBlackRock, Inc.
RevenueTrailing 12 months$322M$6.4B$8.8B$7.3B$20.4B
EBITDAEarnings before interest/tax$253M$1.2B$1.2B$2.7B$8.3B
Net IncomeAfter-tax profit$508M-$243M$812M$2.1B$6.1B
Free Cash FlowCash after capex$0$1.9B$938M$2.3B$3.9B
Gross MarginGross profit ÷ Revenue+100.0%+43.2%+80.3%+62.7%+49.4%
Operating MarginEBIT ÷ Revenue+99.7%-10.9%+6.9%+29.9%+37.1%
Net MarginNet income ÷ Revenue+99.7%-4.4%+6.0%+28.5%+31.2%
FCF MarginFCF ÷ Revenue+22.6%+10.4%+20.2%+23.0%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-55.9%+34.2%+100.0%+3.7%-22.7%
TY leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

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

At 5.5x trailing earnings, TY trades at a 83% valuation discount to BEN's 33.5x P/E. On an enterprise value basis, TY's 5.6x EV/EBITDA is more attractive than BEN's 22.5x.

MetricTY logoTYTri-Continental C…IVZ logoIVZInvesco Ltd.BEN logoBENFranklin Resource…TROW logoTROWT. Rowe Price Gro…BLK logoBLKBlackRock, Inc.
Market CapShares × price$1.8B$11.9B$15.9B$22.5B$165.7B
Enterprise ValueMkt cap + debt − cash$1.8B$20.1B$25.6B$20.0B$167.1B
Trailing P/EPrice ÷ TTM EPS5.54x-16.77x33.54x11.20x25.42x
Forward P/EPrice ÷ next-FY EPS est.10.73x11.40x11.19x20.42x
PEG RatioP/E ÷ EPS growth rate3.13x
EV / EBITDAEnterprise value multiple5.61x16.34x22.53x7.64x20.62x
Price / SalesMarket cap ÷ Revenue5.59x1.87x1.81x3.08x8.12x
Price / BookPrice ÷ Book value/share0.93x0.94x1.11x1.92x3.28x
Price / FCFMarket cap ÷ FCF8.27x17.40x15.24x35.24x
IVZ leads this category, winning 3 of 6 comparable metrics.

Profitability & Efficiency

TY leads this category, winning 6 of 9 comparable metrics.

TY delivers a 26.7% return on equity — every $100 of shareholder capital generates $27 in annual profit, vs $-2 for IVZ. TY carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to BEN's 0.94x. On the Piotroski fundamental quality scale (0–9), IVZ scores 6/9 vs TROW's 4/9, reflecting solid financial health.

MetricTY logoTYTri-Continental C…IVZ logoIVZInvesco Ltd.BEN logoBENFranklin Resource…TROW logoTROWT. Rowe Price Gro…BLK logoBLKBlackRock, Inc.
ROE (TTM)Return on equity+26.7%-1.7%+5.6%+17.6%+9.9%
ROA (TTM)Return on assets+26.7%-0.9%+2.5%+14.4%+3.7%
ROICReturn on invested capital+13.2%-2.3%+1.6%+13.3%+9.9%
ROCEReturn on capital employed+17.6%-2.6%+2.0%+15.9%+5.8%
Piotroski ScoreFundamental quality 0–956646
Debt / EquityFinancial leverage0.00x0.78x0.94x0.07x0.29x
Net DebtTotal debt minus cash$9,531$8.1B$9.7B-$2.5B$1.5B
Cash & Equiv.Liquid assets$0$2.0B$3.6B$3.4B$12.8B
Total DebtShort + long-term debt$9,531$10.1B$13.3B$860M$14.2B
Interest CoverageEBIT ÷ Interest expense365101.17x-6.19x15.19x9.27x
TY leads this category, winning 6 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

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

A $10,000 investment in TY five years ago would be worth $13,751 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 TROW's 3.7% — a key indicator of consistent wealth creation.

MetricTY logoTYTri-Continental C…IVZ logoIVZInvesco Ltd.BEN logoBENFranklin Resource…TROW logoTROWT. Rowe Price Gro…BLK logoBLKBlackRock, Inc.
YTD ReturnYear-to-date+6.2%+0.4%+29.6%+0.2%-1.1%
1-Year ReturnPast 12 months+27.4%+93.1%+55.5%+18.9%+18.3%
3-Year ReturnCumulative with dividends+55.7%+79.8%+35.3%+11.5%+75.7%
5-Year ReturnCumulative with dividends+37.5%+8.2%+7.4%-30.9%+33.5%
10-Year ReturnCumulative with dividends+173.4%+22.1%+23.5%+93.6%+245.8%
CAGR (3Y)Annualised 3-year return+15.9%+21.6%+10.6%+3.7%+20.7%
IVZ leads this category, winning 3 of 6 comparable metrics.

Risk & Volatility

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

TY is the less volatile stock with a 0.70 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. TY currently trades 98.1% from its 52-week high vs BLK's 87.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricTY logoTYTri-Continental C…IVZ logoIVZInvesco Ltd.BEN logoBENFranklin Resource…TROW logoTROWT. Rowe Price Gro…BLK logoBLKBlackRock, Inc.
Beta (5Y)Sensitivity to S&P 5000.70x1.67x1.29x1.16x1.29x
52-Week HighHighest price in past year$35.05$29.61$31.44$118.22$1219.94
52-Week LowLowest price in past year$29.92$14.10$20.08$85.51$914.84
% of 52W HighCurrent price vs 52-week peak+98.1%+90.6%+97.1%+87.6%+87.5%
RSI (14)Momentum oscillator 0–10069.769.478.478.261.3
Avg Volume (50D)Average daily shares traded42K5.1M5.1M2.3M790K
TY leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: IVZ as "Hold", BEN as "Hold", TROW as "Hold", BLK as "Buy". 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%.

MetricTY logoTYTri-Continental C…IVZ logoIVZInvesco Ltd.BEN logoBENFranklin Resource…TROW logoTROWT. Rowe Price Gro…BLK logoBLKBlackRock, Inc.
Analyst RatingConsensus buy/hold/sellHoldHoldHoldBuy
Price TargetConsensus 12-month target$29.72$31.00$101.20$1311.78
# AnalystsCovering analysts28273833
Dividend YieldAnnual dividend ÷ price+3.1%+4.3%+4.9%+1.9%
Dividend StreakConsecutive years of raises46315
Dividend / ShareAnnual DPS$0.83$1.33$5.11$20.46
Buyback YieldShare repurchases ÷ mkt cap0.0%+15.6%+1.5%+2.8%+1.2%
Evenly matched — TROW and BLK each lead in 1 of 2 comparable metrics.
Key Takeaway

TY leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). IVZ leads in 2 (Valuation Metrics, Total Returns). 1 tied.

Best OverallTri-Continental Corporation (TY)Leads 3 of 6 categories
Loading custom metrics...

TY vs IVZ vs BEN vs TROW vs BLK: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is TY or IVZ or BEN or TROW or BLK a better buy right now?

For growth investors, Tri-Continental Corporation (TY) is the stronger pick with 26.

7% revenue growth year-over-year, versus 3. 1% for T. Rowe Price Group, Inc. (TROW). Tri-Continental Corporation (TY) offers the better valuation at 5. 5x trailing P/E, 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 — TY or IVZ or BEN or TROW or BLK?

On trailing P/E, Tri-Continental Corporation (TY) is the cheapest at 5.

5x versus Franklin Resources, Inc. at 33. 5x. On forward P/E, Invesco Ltd. is actually cheaper at 10. 7x — notably different from the trailing picture, reflecting expected earnings growth.

03

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

Over the past 5 years, Tri-Continental Corporation (TY) delivered a total return of +37.

5%, compared to -30. 9% for T. Rowe Price Group, Inc. (TROW). Over 10 years, the gap is even starker: BLK returned +250. 5% versus IVZ's +24. 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 — TY or IVZ or BEN or TROW or BLK?

By beta (market sensitivity over 5 years), Tri-Continental Corporation (TY) is the lower-risk stock at 0.

70β versus Invesco Ltd. 's 1. 67β — meaning IVZ is approximately 138% more volatile than TY relative to the S&P 500. On balance sheet safety, Tri-Continental Corporation (TY) carries a lower debt/equity ratio of 0% versus 94% for Franklin Resources, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — TY or IVZ or BEN or TROW or BLK?

By revenue growth (latest reported year), Tri-Continental Corporation (TY) is pulling ahead at 26.

7% versus 3. 1% for T. Rowe Price Group, Inc. (TROW). On earnings-per-share growth, the picture is similar: Tri-Continental Corporation grew EPS 29. 9% 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 — TY or IVZ or BEN or TROW or BLK?

Tri-Continental Corporation (TY) is the more profitable company, earning 99.

7% net margin versus -4. 4% for Invesco Ltd. — meaning it keeps 99. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TY leads at 99. 7% versus -10. 9% for IVZ. At the gross margin level — before operating expenses — TY 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 TY or IVZ or BEN or TROW or BLK more undervalued right now?

On forward earnings alone, Invesco Ltd.

(IVZ) trades at 10. 7x forward P/E versus 20. 4x 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 — TY or IVZ or BEN or TROW or BLK?

In this comparison, TROW (4.

9% yield), BEN (4. 3% yield), IVZ (3. 1% yield), BLK (1. 9% yield) pay a dividend. TY does not pay a meaningful dividend and should not be held primarily for income.

09

Is TY or IVZ or BEN or TROW or BLK better for a retirement portfolio?

For long-horizon retirement investors, T.

Rowe Price Group, Inc. (TROW) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 16), 4. 9% yield). 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 (TROW: +95. 9%, IVZ: +24. 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.

10

What are the main differences between TY and IVZ and BEN and TROW and BLK?

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: TY is a small-cap high-growth stock; IVZ is a mid-cap income-oriented stock; BEN is a mid-cap income-oriented stock; TROW is a mid-cap deep-value stock; BLK is a mid-cap quality compounder stock. IVZ, BEN, TROW, BLK pay a dividend while TY does not, making them suitable for different income and tax situations. 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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TY

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 13%
  • Net Margin > 59%
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IVZ

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Gross Margin > 25%
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BEN

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 5%
  • Dividend Yield > 1.7%
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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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BLK

Dividend Mega-Cap Quality

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 7%
  • Net Margin > 18%
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Custom Screen

Beat Both

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Revenue Growth>
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(TY: 26.7% · IVZ: 5.1%)

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