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Stock Comparison

WT vs BLK

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

Live fundamentals10-year financials5-year price chart
WT
WisdomTree, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$2.70B
5Y Perf.+537.5%
BLK
BlackRock, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$166.54B
5Y Perf.+103.1%

WT vs BLK — Key Financials

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

Company Snapshot
WT logoWT
BLK logoBLK
IndustryAsset ManagementAsset Management
Market Cap$2.70B$166.54B
Revenue (TTM)$494M$20.41B
Net Income (TTM)$109M$6.10B
Gross Margin72.1%49.4%
Operating Margin35.3%37.1%
Forward P/E17.6x20.2x
Total Debt$957M$14.22B
Cash & Equiv.$312M$12.76B

WT vs BLKLong-Term Stock Performance

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

WT
BLK
StockMay 20May 26Return
WisdomTree, Inc. (WT)100637.5+537.5%
BlackRock, Inc. (BLK)100203.1+103.1%

Price return only. Dividends and distributions are not included.

Quick Verdict: WT vs BLK

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

Bottom line: BLK leads in 4 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. WisdomTree, Inc. is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
WT
WisdomTree, Inc.
The Banking Pick

WT is the clearest fit if your priority is growth exposure.

  • Rev growth 15.4%, EPS growth 127.3%
  • 15.4% NII/revenue growth vs BLK's 14.3%
  • Lower P/E (17.6x vs 20.2x)
Best for: growth exposure
BLK
BlackRock, Inc.
The Banking Pick

BLK carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.

  • Dividend streak 15 yrs, beta 1.28, yield 1.9%
  • 246.4% 10Y total return vs WT's 96.5%
  • Lower volatility, beta 1.28, Low D/E 28.8%, current ratio 16.40x
Best for: income & stability and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthWT logoWT15.4% NII/revenue growth vs BLK's 14.3%
ValueWT logoWTLower P/E (17.6x vs 20.2x)
Quality / MarginsBLK logoBLKEfficiency ratio 0.1% vs WT's 0.4% (lower = leaner)
Stability / SafetyBLK logoBLKBeta 1.28 vs WT's 1.44, lower leverage
DividendsBLK logoBLK1.9% yield, 15-year raise streak, vs WT's 0.6%
Momentum (1Y)WT logoWT+111.7% vs BLK's +19.7%
Efficiency (ROA)BLK logoBLKEfficiency ratio 0.1% vs WT's 0.4%

WT vs BLK — Revenue Breakdown by Segment

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

WTWisdomTree, Inc.
FY 2024
Investment Advisory, Management and Administrative Service
92.4%$395M
Other Services Income
7.6%$32M
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

WT vs BLK — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLWTLAGGINGBLK

Income & Cash Flow (Last 12 Months)

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

BLK is the larger business by revenue, generating $20.4B annually — 41.3x WT's $494M. BLK is the more profitable business, keeping 31.2% of every revenue dollar as net income compared to WT's 22.1%.

MetricWT logoWTWisdomTree, Inc.BLK logoBLKBlackRock, Inc.
RevenueTrailing 12 months$494M$20.4B
EBITDAEarnings before interest/tax$179M$8.3B
Net IncomeAfter-tax profit$109M$6.1B
Free Cash FlowCash after capex$149M$3.9B
Gross MarginGross profit ÷ Revenue+72.1%+49.4%
Operating MarginEBIT ÷ Revenue+35.3%+37.1%
Net MarginNet income ÷ Revenue+22.1%+31.2%
FCF MarginFCF ÷ Revenue+30.2%+23.0%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+55.6%-22.7%
WT leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

WT leads this category, winning 5 of 6 comparable metrics.

At 25.4x trailing earnings, WT trades at a 1% valuation discount to BLK's 25.6x P/E. On an enterprise value basis, WT's 18.8x EV/EBITDA is more attractive than BLK's 20.7x.

MetricWT logoWTWisdomTree, Inc.BLK logoBLKBlackRock, Inc.
Market CapShares × price$2.7B$166.5B
Enterprise ValueMkt cap + debt − cash$3.3B$168.0B
Trailing P/EPrice ÷ TTM EPS25.41x25.56x
Forward P/EPrice ÷ next-FY EPS est.17.60x20.21x
PEG RatioP/E ÷ EPS growth rate3.15x
EV / EBITDAEnterprise value multiple18.79x20.73x
Price / SalesMarket cap ÷ Revenue5.47x8.16x
Price / BookPrice ÷ Book value/share6.68x3.30x
Price / FCFMarket cap ÷ FCF18.09x35.43x
WT leads this category, winning 5 of 6 comparable metrics.

Profitability & Efficiency

WT leads this category, winning 6 of 8 comparable metrics.

WT delivers a 26.5% return on equity — every $100 of shareholder capital generates $26 in annual profit, vs $10 for BLK. BLK carries lower financial leverage with a 0.29x debt-to-equity ratio, signaling a more conservative balance sheet compared to WT's 2.31x.

MetricWT logoWTWisdomTree, Inc.BLK logoBLKBlackRock, Inc.
ROE (TTM)Return on equity+26.5%+9.9%
ROA (TTM)Return on assets+8.6%+3.7%
ROICReturn on invested capital+11.4%+9.9%
ROCEReturn on capital employed+16.2%+5.8%
Piotroski ScoreFundamental quality 0–966
Debt / EquityFinancial leverage2.31x0.29x
Net DebtTotal debt minus cash$645M$1.5B
Cash & Equiv.Liquid assets$312M$12.8B
Total DebtShort + long-term debt$957M$14.2B
Interest CoverageEBIT ÷ Interest expense5.54x9.27x
WT leads this category, winning 6 of 8 comparable metrics.

Total Returns (Dividends Reinvested)

WT leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in WT five years ago would be worth $28,369 today (with dividends reinvested), compared to $13,522 for BLK. Over the past 12 months, WT leads with a +111.7% total return vs BLK's +19.7%. The 3-year compound annual growth rate (CAGR) favors WT at 43.8% vs BLK's 20.9% — a key indicator of consistent wealth creation.

MetricWT logoWTWisdomTree, Inc.BLK logoBLKBlackRock, Inc.
YTD ReturnYear-to-date+52.6%-0.5%
1-Year ReturnPast 12 months+111.7%+19.7%
3-Year ReturnCumulative with dividends+197.4%+76.6%
5-Year ReturnCumulative with dividends+183.7%+35.2%
10-Year ReturnCumulative with dividends+96.5%+246.4%
CAGR (3Y)Annualised 3-year return+43.8%+20.9%
WT leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

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

BLK is the less volatile stock with a 1.28 beta — it tends to amplify market swings less than WT's 1.44 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WT currently trades 99.6% from its 52-week high vs BLK's 88.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricWT logoWTWisdomTree, Inc.BLK logoBLKBlackRock, Inc.
Beta (5Y)Sensitivity to S&P 5001.44x1.28x
52-Week HighHighest price in past year$19.14$1219.94
52-Week LowLowest price in past year$9.03$906.57
% of 52W HighCurrent price vs 52-week peak+99.6%+88.0%
RSI (14)Momentum oscillator 0–10063.255.3
Avg Volume (50D)Average daily shares traded3.0M798K
Evenly matched — WT and BLK each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

Wall Street rates WT as "Buy" and BLK as "Buy". Consensus price targets imply 22.2% upside for BLK (target: $1312) vs -1.9% for WT (target: $19). For income investors, BLK offers the higher dividend yield at 1.91% vs WT's 0.63%.

MetricWT logoWTWisdomTree, Inc.BLK logoBLKBlackRock, Inc.
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$18.70$1311.78
# AnalystsCovering analysts1733
Dividend YieldAnnual dividend ÷ price+0.6%+1.9%
Dividend StreakConsecutive years of raises015
Dividend / ShareAnnual DPS$0.12$20.46
Buyback YieldShare repurchases ÷ mkt cap+3.8%+1.2%
BLK leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

WT leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). BLK leads in 1 (Analyst Outlook). 1 tied.

Best OverallWisdomTree, Inc. (WT)Leads 4 of 6 categories
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WT vs BLK: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is WT or BLK a better buy right now?

For growth investors, WisdomTree, Inc.

(WT) is the stronger pick with 15. 4% revenue growth year-over-year, versus 14. 3% for BlackRock, Inc. (BLK). WisdomTree, Inc. (WT) offers the better valuation at 25. 4x trailing P/E (17. 6x forward), making it the more compelling value choice. Analysts rate WisdomTree, Inc. (WT) a "Buy" — based on 17 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 — WT or BLK?

On trailing P/E, WisdomTree, Inc.

(WT) is the cheapest at 25. 4x versus BlackRock, Inc. at 25. 6x. On forward P/E, WisdomTree, Inc. is actually cheaper at 17. 6x.

03

Which is the better long-term investment — WT or BLK?

Over the past 5 years, WisdomTree, Inc.

(WT) delivered a total return of +183. 7%, compared to +35. 2% for BlackRock, Inc. (BLK). Over 10 years, the gap is even starker: BLK returned +246. 4% versus WT's +96. 5%. 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 — WT or BLK?

By beta (market sensitivity over 5 years), BlackRock, Inc.

(BLK) is the lower-risk stock at 1. 28β versus WisdomTree, Inc. 's 1. 44β — meaning WT is approximately 12% more volatile than BLK relative to the S&P 500. On balance sheet safety, BlackRock, Inc. (BLK) carries a lower debt/equity ratio of 29% versus 2% for WisdomTree, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — WT or BLK?

By revenue growth (latest reported year), WisdomTree, Inc.

(WT) is pulling ahead at 15. 4% versus 14. 3% for BlackRock, Inc. (BLK). On earnings-per-share growth, the picture is similar: WisdomTree, Inc. grew EPS 127. 3% year-over-year, compared to 15. 1% for BlackRock, 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.

06

Which has better profit margins — WT or BLK?

BlackRock, Inc.

(BLK) is the more profitable company, earning 31. 2% net margin versus 22. 1% for WisdomTree, Inc. — 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 35. 3% for WT. At the gross margin level — before operating expenses — WT leads at 72. 1%, 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 WT or BLK more undervalued right now?

On forward earnings alone, WisdomTree, Inc.

(WT) trades at 17. 6x forward P/E versus 20. 2x for BlackRock, Inc. — 2. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BLK: 22. 2% to $1311. 78.

08

Which pays a better dividend — WT or BLK?

All stocks in this comparison pay dividends.

BlackRock, Inc. (BLK) offers the highest yield at 1. 9%, versus 0. 6% for WisdomTree, Inc. (WT).

09

Is WT or BLK 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, +246. 4% 10Y return). Both have compounded well over 10 years (BLK: +246. 4%, WT: +96. 5%), 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 WT 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: WT is a small-cap high-growth stock; BLK is a mid-cap quality compounder 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 both.

Stocks Like

WT

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 7%
  • Net Margin > 13%
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
Custom Screen

Beat Both

Find stocks that outperform WT and BLK on the metrics below

Revenue Growth>
%
(WT: 15.4% · BLK: 14.3%)
Net Margin>
%
(WT: 22.1% · BLK: 31.2%)
P/E Ratio<
x
(WT: 25.4x · BLK: 25.6x)

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