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TY vs MS vs BLK vs GS vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Asset Management
Financial - Capital Markets
Asset Management
TY vs MS vs BLK vs GS vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management | Financial - Capital Markets | Asset Management | Financial - Capital Markets | Asset Management |
| Market Cap | $1.80B | $302.59B | $165.65B | $287.62B | $95.85B |
| Revenue (TTM) | $322M | $103.14B | $20.41B | $126.85B | $13.83B |
| Net Income (TTM) | $508M | $16.18B | $6.10B | $16.67B | $3.02B |
| Gross Margin | 100.0% | 55.6% | 49.4% | 41.1% | 86.0% |
| Operating Margin | 99.7% | 17.1% | 37.1% | 14.5% | 51.9% |
| Forward P/E | 5.5x | 16.0x | 20.1x | 15.6x | 20.5x |
| Total Debt | $10K | $360.49B | $14.22B | $616.93B | $13.31B |
| Cash & Equiv. | $0.00 | $75.74B | $12.76B | $182.09B | $2.63B |
TY vs MS vs BLK vs GS vs BX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Tri-Continental Cor… (TY) | 100 | 139.3 | +39.3% |
| Morgan Stanley (MS) | 100 | 430.3 | +330.3% |
| BlackRock, Inc. (BLK) | 100 | 202.0 | +102.0% |
| The Goldman Sachs G… (GS) | 100 | 471.2 | +371.2% |
| Blackstone Inc. (BX) | 100 | 215.4 | +115.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TY vs MS vs BLK vs GS vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
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
- NIM 1.7% vs BLK's 0.2%
- 26.7% NII/revenue growth vs BLK's 14.3%
MS is the clearest fit if your priority is long-term compounding.
- 7.3% 10Y total return vs GS's 5.3%
BLK is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 15 yrs, beta 1.28, yield 1.9%
- Beta 1.28, yield 1.9%, current ratio 16.40x
GS is the #2 pick in this set and the best alternative if momentum is your priority.
- +70.6% vs BX's -6.5%
BX ranks third and is worth considering specifically for valuation efficiency.
- PEG 0.98 vs BLK's 2.47
- 6.3% yield, 2-year raise streak, vs BLK's 1.9%, (1 stock pays no dividend)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 26.7% NII/revenue growth vs BLK's 14.3% | |
| Value | Lower P/E (5.5x vs 15.6x) | |
| Quality / Margins | Efficiency ratio 0.0% vs MS's 0.4% (lower = leaner) | |
| Stability / Safety | Beta 0.70 vs BX's 1.53, lower leverage | |
| Dividends | 6.3% yield, 2-year raise streak, vs BLK's 1.9%, (1 stock pays no dividend) | |
| Momentum (1Y) | +70.6% vs BX's -6.5% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs MS's 0.4% |
TY vs MS vs BLK vs GS vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
TY vs MS vs BLK vs GS vs BX — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
TY leads in 4 of 6 categories
GS leads 1 • MS leads 0 • BLK leads 0 • BX leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
TY leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
GS is the larger business by revenue, generating $126.9B annually — 394.4x TY's $322M. TY is the more profitable business, keeping 99.7% of every revenue dollar as net income compared to GS's 11.3%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $322M | $103.1B | $20.4B | $126.9B | $13.8B |
| EBITDAEarnings before interest/tax | $253M | $26.3B | $8.3B | $23.4B | $7.2B |
| Net IncomeAfter-tax profit | $508M | $16.2B | $6.1B | $16.7B | $3.0B |
| Free Cash FlowCash after capex | $0 | -$6.7B | $3.9B | $15.8B | $3.5B |
| Gross MarginGross profit ÷ Revenue | +100.0% | +55.6% | +49.4% | +41.1% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +99.7% | +17.1% | +37.1% | +14.5% | +51.9% |
| Net MarginNet income ÷ Revenue | +99.7% | +13.0% | +31.2% | +11.3% | +21.8% |
| FCF MarginFCF ÷ Revenue | — | -2.0% | +23.0% | -12.1% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -55.9% | +48.9% | -22.7% | +45.8% | +41.3% |
Valuation Metrics
TY leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 5.5x trailing earnings, TY trades at a 82% valuation discount to BX's 31.5x P/E. Adjusting for growth (PEG ratio), BX offers better value at 1.51x vs BLK's 3.13x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $1.8B | $302.6B | $165.7B | $287.6B | $95.8B |
| Enterprise ValueMkt cap + debt − cash | $1.8B | $587.3B | $167.1B | $722.5B | $106.5B |
| Trailing P/EPrice ÷ TTM EPS | 5.54x | 23.92x | 25.42x | 22.84x | 31.53x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.01x | 20.10x | 15.64x | 20.50x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.69x | 3.13x | 1.63x | 1.51x |
| EV / EBITDAEnterprise value multiple | 5.61x | 25.81x | 20.62x | 34.75x | 14.77x |
| Price / SalesMarket cap ÷ Revenue | 5.59x | 2.93x | 8.12x | 2.27x | 6.93x |
| Price / BookPrice ÷ Book value/share | 0.93x | 2.91x | 3.28x | 2.53x | 4.37x |
| Price / FCFMarket cap ÷ FCF | — | — | 35.24x | — | 54.93x |
Profitability & Efficiency
TY leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
TY delivers a 26.7% return on equity — every $100 of shareholder capital generates $27 in annual profit, vs $10 for BLK. TY carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to GS's 5.06x. On the Piotroski fundamental quality scale (0–9), BLK scores 6/9 vs GS's 4/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +26.7% | +14.6% | +9.9% | +12.6% | +14.3% |
| ROA (TTM)Return on assets | +26.7% | +1.2% | +3.7% | +0.9% | +6.5% |
| ROICReturn on invested capital | +13.2% | +2.9% | +9.9% | +1.9% | +16.1% |
| ROCEReturn on capital employed | +17.6% | +3.8% | +5.8% | +3.6% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 6 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.00x | 3.42x | 0.29x | 5.06x | 0.61x |
| Net DebtTotal debt minus cash | $9,531 | $284.7B | $1.5B | $434.8B | $10.7B |
| Cash & Equiv.Liquid assets | $0 | $75.7B | $12.8B | $182.1B | $2.6B |
| Total DebtShort + long-term debt | $9,531 | $360.5B | $14.2B | $616.9B | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | 365101.17x | 0.44x | 9.27x | 0.31x | 14.12x |
Total Returns (Dividends Reinvested)
GS leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GS five years ago would be worth $26,440 today (with dividends reinvested), compared to $13,352 for BLK. Over the past 12 months, GS leads with a +70.6% total return vs BX's -6.5%. The 3-year compound annual growth rate (CAGR) favors GS at 43.5% vs TY's 15.9% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +6.2% | +5.7% | -1.1% | +1.8% | -21.3% |
| 1-Year ReturnPast 12 months | +27.4% | +63.0% | +18.3% | +70.6% | -6.5% |
| 3-Year ReturnCumulative with dividends | +55.7% | +138.4% | +75.7% | +195.2% | +65.9% |
| 5-Year ReturnCumulative with dividends | +37.5% | +136.2% | +33.5% | +164.4% | +59.0% |
| 10-Year ReturnCumulative with dividends | +173.4% | +732.3% | +245.8% | +534.3% | +476.1% |
| CAGR (3Y)Annualised 3-year return | +15.9% | +33.6% | +20.7% | +43.5% | +18.4% |
Risk & Volatility
TY leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
TY is the less volatile stock with a 0.70 beta — it tends to amplify market swings less than BX's 1.53 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 BX's 64.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.70x | 1.37x | 1.28x | 1.47x | 1.53x |
| 52-Week HighHighest price in past year | $35.05 | $194.83 | $1219.94 | $984.70 | $190.09 |
| 52-Week LowLowest price in past year | $29.92 | $118.20 | $914.84 | $547.74 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +98.1% | +97.6% | +87.5% | +94.0% | +64.3% |
| RSI (14)Momentum oscillator 0–100 | 69.7 | 66.0 | 61.3 | 59.5 | 54.8 |
| Avg Volume (50D)Average daily shares traded | 42K | 5.4M | 790K | 2.0M | 7.1M |
Analyst Outlook
Evenly matched — BLK and BX each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: MS as "Buy", BLK as "Buy", GS as "Hold", BX as "Buy". Consensus price targets imply 27.8% upside for BX (target: $156) vs 7.6% for GS (target: $996). For income investors, BX offers the higher dividend yield at 6.30% vs GS's 1.46%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Hold | Buy |
| Price TargetConsensus 12-month target | — | $205.75 | $1311.78 | $995.89 | $156.29 |
| # AnalystsCovering analysts | — | 52 | 33 | 55 | 29 |
| Dividend YieldAnnual dividend ÷ price | — | +2.0% | +1.9% | +1.5% | +6.3% |
| Dividend StreakConsecutive years of raises | — | 11 | 15 | 12 | 2 |
| Dividend / ShareAnnual DPS | — | $3.81 | $20.46 | $13.48 | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.4% | +1.2% | +3.5% | +0.3% |
TY leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). GS leads in 1 (Total Returns). 1 tied.
TY vs MS vs BLK vs GS vs BX: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is TY or MS or BLK or GS or BX 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 14. 3% for BlackRock, Inc. (BLK). Tri-Continental Corporation (TY) offers the better valuation at 5. 5x trailing P/E, making it the more compelling value choice. Analysts rate Morgan Stanley (MS) a "Buy" — based on 52 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 — TY or MS or BLK or GS or BX?
On trailing P/E, Tri-Continental Corporation (TY) is the cheapest at 5.
5x versus Blackstone Inc. at 31. 5x. On forward P/E, The Goldman Sachs Group, Inc. is actually cheaper at 15. 6x — 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: Blackstone Inc. wins at 0. 98x versus BlackRock, Inc. 's 2. 47x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — TY or MS or BLK or GS or BX?
Over the past 5 years, The Goldman Sachs Group, Inc.
(GS) delivered a total return of +164. 4%, compared to +33. 5% for BlackRock, Inc. (BLK). Over 10 years, the gap is even starker: MS returned +732. 3% versus TY's +173. 4%. 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 — TY or MS or BLK or GS or BX?
By beta (market sensitivity over 5 years), Tri-Continental Corporation (TY) is the lower-risk stock at 0.
70β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 119% 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 5% for The Goldman Sachs Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — TY or MS or BLK or GS or BX?
By revenue growth (latest reported year), Tri-Continental Corporation (TY) is pulling ahead at 26.
7% versus 14. 3% for BlackRock, Inc. (BLK). On earnings-per-share growth, the picture is similar: The Goldman Sachs Group, Inc. grew EPS 77. 3% year-over-year, compared to 7. 2% for Blackstone Inc.. 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 — TY or MS or BLK or GS or BX?
Tri-Continental Corporation (TY) is the more profitable company, earning 99.
7% net margin versus 11. 3% for The Goldman Sachs Group, Inc. — 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 14. 5% for GS. 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.
07Is TY or MS or BLK or GS or BX more undervalued right now?
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, Blackstone Inc. (BX) is the more undervalued stock at a PEG of 0. 98x versus BlackRock, Inc. 's 2. 47x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, The Goldman Sachs Group, Inc. (GS) trades at 15. 6x forward P/E versus 20. 5x for Blackstone Inc. — 4. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BX: 27. 8% to $156. 29.
08Which pays a better dividend — TY or MS or BLK or GS or BX?
In this comparison, BX (6.
3% yield), MS (2. 0% yield), BLK (1. 9% yield), GS (1. 5% yield) pay a dividend. TY does not pay a meaningful dividend and should not be held primarily for income.
09Is TY or MS or BLK or GS or BX better for a retirement portfolio?
For long-horizon retirement investors, Morgan Stanley (MS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2.
0% yield, +732. 3% 10Y return). Blackstone Inc. (BX) carries a higher beta of 1. 53 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MS: +732. 3%, BX: +476. 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 TY and MS and BLK and GS and BX?
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; MS is a large-cap high-growth stock; BLK is a mid-cap quality compounder stock; GS is a large-cap high-growth stock; BX is a mid-cap high-growth stock. MS, BLK, GS, BX 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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