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BLK vs IVZ
Which Stock Would AI Choose? BlackRock (BLK) vs. Invesco (IVZ) Stock Comparison
Key Takeaways
- BlackRock manages approximately $14 trillion in assets under management (AUM), significantly larger than Invesco’s roughly $2.2–2.5 trillion AUM, providing greater scale and diversification.
- Both companies operate in the asset management sector, with revenue primarily derived from fees on AUM, making performance sensitive to market movements and net inflows.
- As of early July 2026, BLK traded near $990 with a year-to-date return of about 7%, trailing the S&P 500’s 9.3% gain, while IVZ traded near $27 with a year-to-date return of approximately 4.5%.
- BLK is scheduled to report second-quarter 2026 earnings on July 15, with analysts projecting EPS growth, whereas IVZ reports on July 28.
- IVZ has shown stronger one-year total returns compared to BLK in recent market activity, though both lag broader indices in the shorter term.
- Market sentiment for both remains tied to broader equity trends, ETF flows, and upcoming earnings, with limited company-specific catalysts dominating recent weeks.
Introduction
BlackRock (BLK) and Invesco (IVZ) are two leading publicly traded asset managers whose stocks offer investors exposure to the global investment management industry. This comparison examines their relative performance, business models, and positioning amid evolving market conditions. Portfolio managers, institutional investors, and individual traders seeking to understand differences in scale, growth drivers, and risk profiles may find the analysis relevant for portfolio allocation decisions. The focus remains on verifiable recent developments and structural contrasts rather than forward-looking forecasts.
BlackRock Overview and Recent Performance
BlackRock is the world’s largest asset manager, offering a broad range of equity, fixed-income, and alternative investment products, including its prominent iShares ETF platform. In recent weeks, BLK shares have traded in a range influenced by overall equity market volatility and anticipation of second-quarter earnings scheduled for July 15. The stock closed near $990 on July 8, reflecting a modest year-to-date gain that lagged the S&P 500. Sentiment has been shaped by ongoing discussions around ETF inflows, selective positioning in technology-related holdings, and broader market concentration concerns, though no single event has driven outsized moves in the immediate period.
Invesco Overview and Recent Performance
Invesco provides a diversified suite of actively managed and passive funds across equities, fixed income, and alternatives, with notable exposure through products such as the QQQ ETF. In recent market activity, IVZ shares have fluctuated around the $27 level, posting a year-to-date return slightly below that of BLK while demonstrating stronger one-year performance relative to broader benchmarks. The company is set to report second-quarter results on July 28. Recent sentiment has been influenced by ETF fee dynamics and net flow trends, with the stock exhibiting typical sensitivity to market-wide movements in equities and investor risk appetite.
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Head-to-Head Comparison
BlackRock and Invesco both generate the majority of revenue from management fees tied to assets under management (AUM), exposing them to similar cyclical pressures from market levels and client flows. However, BlackRock’s substantially larger AUM base confers greater operating leverage and a wider product footprint, particularly in passive strategies. Invesco maintains a comparatively smaller scale but has demonstrated resilience through targeted active management offerings. Recent momentum has favored IVZ on a one-year basis, while BLK benefits from stronger institutional relationships and brand recognition. Risk factors for both include fee compression in the ETF space and potential outflows during equity corrections; sector exposure remains concentrated in financials with indirect sensitivity to interest rates and equity valuations. Market sentiment toward the pair has been broadly aligned with overall asset management industry trends rather than idiosyncratic developments.
Tickeron AI Verdict
Based on observable factors such as scale, earnings visibility, and relative price stability in recent market activity, Tickeron’s AI models currently assign a modestly higher probabilistic preference to BLK. The larger AUM base and upcoming earnings catalyst provide a more consistent trend profile compared with IVZ, though both remain subject to broader market influences. This assessment reflects current positioning only and does not constitute investment guidance.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BLK is a Hold and IVZ is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BLK’s FA Score shows that 0 FA rating(s) are green whileIVZ’s FA Score has 3 green FA rating(s).
- BLK’s FA Score: 0 green, 5 red.
- IVZ’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BLK’s TA Score shows that 4 TA indicator(s) are bullish while IVZ’s TA Score has 7 bullish TA indicator(s).
- BLK’s TA Score: 4 bullish, 5 bearish.
- IVZ’s TA Score: 7 bullish, 2 bearish.
Price Growth
BLK (@Investment Managers) experienced а +2.01% price change this week, while IVZ (@Investment Managers) price change was +2.05% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.61%. For the same industry, the average monthly price growth was -2.43%, and the average quarterly price growth was -11.98%.
Reported Earning Dates
BLK is expected to report earnings on Jul 15, 2026.
IVZ is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Investment Managers (-2.61% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| BLK | IVZ | BLK / IVZ | |
| Capitalization | 160B | 12.6B | 1,270% |
| EBITDA | 10.6B | 1.5B | 707% |
| Gain YTD | -2.540 | 9.832 | -26% |
| P/E Ratio | 25.96 | 19.48 | 133% |
| Revenue | 25.6B | 6.59B | 388% |
| Total Cash | 13.1B | 1.71B | 768% |
| Total Debt | 15B | 9.44B | 159% |
BLK | IVZ | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 13 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 62 | 75 | |
SMR RATING 1..100 | 66 | 95 | |
PRICE GROWTH RATING 1..100 | 53 | 13 | |
P/E GROWTH RATING 1..100 | 55 | 32 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
IVZ's Valuation (13) in the Investment Managers industry is somewhat better than the same rating for BLK (70). This means that IVZ’s stock grew somewhat faster than BLK’s over the last 12 months.
BLK's Profit vs Risk Rating (62) in the Investment Managers industry is in the same range as IVZ (75). This means that BLK’s stock grew similarly to IVZ’s over the last 12 months.
BLK's SMR Rating (66) in the Investment Managers industry is in the same range as IVZ (95). This means that BLK’s stock grew similarly to IVZ’s over the last 12 months.
IVZ's Price Growth Rating (13) in the Investment Managers industry is somewhat better than the same rating for BLK (53). This means that IVZ’s stock grew somewhat faster than BLK’s over the last 12 months.
IVZ's P/E Growth Rating (32) in the Investment Managers industry is in the same range as BLK (55). This means that IVZ’s stock grew similarly to BLK’s over the last 12 months.
| BLK | IVZ | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 84% | N/A |
| Stochastic ODDS (%) | 1 day ago 50% | 1 day ago 68% |
| Momentum ODDS (%) | 1 day ago 69% | 1 day ago 77% |
| MACD ODDS (%) | 1 day ago 63% | 1 day ago 72% |
| TrendWeek ODDS (%) | 1 day ago 64% | 1 day ago 70% |
| TrendMonth ODDS (%) | 1 day ago 58% | 1 day ago 68% |
| Advances ODDS (%) | 4 days ago 58% | 4 days ago 69% |
| Declines ODDS (%) | 6 days ago 58% | 6 days ago 69% |
| BollingerBands ODDS (%) | N/A | 1 day ago 74% |
| Aroon ODDS (%) | 1 day ago 50% | 1 day ago 70% |
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BLK and
Correlation & Price change
A.I.dvisor indicates that over the last year, BLK has been closely correlated with BX. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if BLK jumps, then BX could also see price increases.
IVZ and
Correlation & Price change
A.I.dvisor indicates that over the last year, IVZ has been closely correlated with PFG. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then PFG could also see price increases.