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BLK vs IVZ
Which Stock Would AI Choose? BlackRock (BLK) vs. Invesco (IVZ) Stock Comparison
Key Takeaways
- BLK (BlackRock) manages a record of more than $14 trillion in AUM (assets under management), making it the world's largest asset manager by a wide margin.
- IVZ (Invesco) reached a record of roughly $2.2 trillion in AUM but operates at a much smaller scale with a different growth profile.
- Both firms benefited from a broad equity market rally and a more accommodative U.S. Federal Reserve, which supported fee income and inflows.
- BlackRock posted record full-year net inflows, while Invesco's total net flows slowed despite a tenth consecutive quarter of positive long-term inflows.
- Invesco absorbed a sizable non-cash impairment tied to its QQQ fund conversion, weighing on reported earnings but not adjusted results.
- The two stocks carry contrasting market positioning: BlackRock trades at a premium valuation on scale and stability, while Invesco is viewed more as a turnaround and yield story.
Introduction
Asset managers are often evaluated as a group, yet their business models, scale, and growth drivers can differ sharply. This stock comparison examines BLK (BlackRock) and IVZ (Invesco), two publicly traded firms that generate revenue primarily from managing client assets. BlackRock is the industry's largest player with a dominant ETF (exchange-traded fund) franchise and an expanding private-markets platform, while Invesco is a diversified, mid-tier manager with a strong retail and passive footprint. Investors evaluating relative performance, market positioning, and risk profiles—from long-term holders to those watching momentum and sentiment—may find this head-to-head comparison useful for understanding how scale and strategy translate into stock behavior.
BLK Overview and Recent Performance
BlackRock is the world's largest asset manager, with its AUM surpassing $14 trillion for the first time in its most recent quarterly report. The firm's iShares ETF business remains its primary engine of organic growth, while it has also moved aggressively into higher-fee private markets through acquisitions of Global Infrastructure Partners, HPS Investment Partners, and data provider Preqin. Recent quarters showed revenue growth in the double digits and record full-year net inflows, supported by a rally in equities and strong fixed-income demand as inflation cooled and the Federal Reserve turned more dovish.
Despite these fundamentals, BLK stock's 2025 performance lagged the broader S&P 500, and the shares have historically traded at a premium multiple that reflects the company's scale and earnings stability. In recent weeks, the stock responded positively to earnings that topped analyst estimates, aided by stronger organic base-fee growth and a 10% dividend increase. Sentiment has been reinforced by several analyst price-target increases, though some analysts maintain a neutral stance given valuation considerations.
IVZ Overview and Recent Performance
Invesco is a global asset manager serving retail and institutional clients, with a product mix spanning equity, fixed income, alternatives, and money-market strategies. It ended its most recent quarter with record AUM of roughly $2.2 trillion, helped by market appreciation. A notable recent development was the conversion of its flagship Invesco QQQ Trust into an open-end fund, which triggered a large non-cash intangible impairment that pushed reported GAAP (Generally Accepted Accounting Principles) results into a loss, even as adjusted earnings beat expectations.
In recent weeks, IVZ has drawn mixed analyst attention. RBC Capital upgraded the stock to Outperform, and several firms raised price targets, citing margin expansion and healthy long-term inflows, while others remained cautious after total net flows slowed year over year. The company has also simplified its portfolio through divestitures, including the sale of Intelliflo and a majority stake in its India asset-management business. Invesco continues to return capital to shareholders through a steady dividend and modest buybacks.
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Head-to-Head Comparison
The clearest contrast between the two companies is scale. BlackRock's $14 trillion-plus AUM is more than six times Invesco's, giving BLK unmatched diversification across asset classes and geographies, along with pricing power in low-cost indexing. Invesco, by comparison, relies more heavily on its retail franchise and the QQQ franchise for brand recognition and fee generation.
Growth drivers also differ. BlackRock is pivoting toward private markets, infrastructure, and AI-linked assets such as data centers, which carry higher fees and longer-duration capital. Invesco is focused on margin expansion, product simplification, and steady long-term inflows, though its total net flows have been more volatile. On risk factors, IVZ faces concentration and fee-pressure risks common to mid-tier managers, while BLK carries integration risk from recent acquisitions and a premium valuation that leaves less room for error. In terms of market sentiment, both have attracted analyst upgrades in recent weeks, but BlackRock's positioning skews toward stability and scale, whereas Invesco's narrative leans on a turnaround and value-yield profile.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, catalyst quality, and relative positioning, Tickeron's AI would likely lean toward BLK in this comparison. BlackRock's record AUM, accelerating organic base-fee growth, strong net inflows, and expanding private-markets platform represent a more durable and stable trend profile than Invesco's more mixed picture of solid adjusted results offset by slowing total flows and a significant one-time impairment. That said, IVZ retains appeal as a lower-multiple, higher-yield alternative with improving margins and a recent analyst upgrade cycle. The AI's preference is probabilistic rather than definitive, reflecting BlackRock's stronger relative consistency and catalyst momentum under current market conditions.
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 StrongBuy and IVZ is a StrongBuy.
BLK in upward trend: price rose above 50-day moving average on October 15, 2026
BLK moved above its 50-day moving average on October 15, 2026 date and that indicates a change from a downward trend to an upward trend. In 24 of 38 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 63%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 14, 2026. You may want to consider a long position or call options on BLK as a result. In 45 of 75 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 60%.
The Moving Average Convergence Divergence (MACD) for BLK just turned positive on September 25, 2026. Looking at past instances where BLK's MACD turned positive, the stock continued to rise in 26 of 49 cases over the following month. The odds of a continued upward trend are 53%.
Following a +2.22% 3-day Advance, the price is estimated to grow further. Considering data from situations where BLK advanced for three days, in 194 of 338 cases, the price rose further within the following month. The odds of a continued upward trend are 57%.
The Aroon Indicator entered an Uptrend today. In 151 of 293 cases where BLK Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 52%.
Bearish Trend Analysis
The RSI Indicator demonstrated that the stock has entered the overbought zone. This may point to a price pull-back soon.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 3 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BLK declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 56%.
BLK broke above its upper Bollinger Band on October 15, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 45 (best 1 - 100 worst), indicating steady price growth. BLK’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 47 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 83, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 54 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 63 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 90 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.090) is normal, around the industry mean (2.389). P/E Ratio (27.126) is within average values for comparable stocks, (-4.339). Projected Growth (PEG Ratio) (0.898) is also within normal values, averaging (1.319). Dividend Yield (0.020) settles around the average of (0.272) among similar stocks. P/S Ratio (6.270) is also within normal values, averaging (15.798).
IVZ's RSI Indicator climbs out of oversold territory
The RSI Indicator for IVZ moved out of oversold territory on October 15, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 32 similar instances when the indicator left oversold territory. In 27 of the 32 cases the stock moved higher. This puts the odds of a move higher at 84%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 44 of 56 cases where IVZ's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 79%.
Following a +3.39% 3-day Advance, the price is estimated to grow further. Considering data from situations where IVZ advanced for three days, in 227 of 334 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
IVZ may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on IVZ as a result. In 60 of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 72%.
IVZ moved below its 50-day moving average on September 22, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for IVZ crossed bearishly below the 50-day moving average on September 22, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 11 of 17 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 65%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where IVZ declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 70%.
The Aroon Indicator for IVZ entered a downward trend on October 21, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 47 (best 1 - 100 worst), indicating steady price growth. IVZ’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 51 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 83, placing this stock slightly better than average.
The Tickeron Valuation Rating of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.296) is normal, around the industry mean (2.389). P/E Ratio (-43.657) is within average values for comparable stocks, (-4.339). Projected Growth (PEG Ratio) (0.901) is also within normal values, averaging (1.319). Dividend Yield (0.029) settles around the average of (0.272) among similar stocks. P/S Ratio (1.981) is also within normal values, averaging (15.798).
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 92 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 99 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
BLK | IVZ | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 37 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 75 Overvalued | |
PROFIT vs RISK RATING 1..100 | 47 | 51 | |
SMR RATING 1..100 | 63 | 92 | |
PRICE GROWTH RATING 1..100 | 45 | 47 | |
P/E GROWTH RATING 1..100 | 54 | 99 | |
SEASONALITY SCORE 1..100 | 85 | 85 |
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 (75) in the Investment Managers industry is in the same range as BLK (90). This means that IVZ’s stock grew similarly to BLK’s over the last 12 months.
BLK's Profit vs Risk Rating (47) in the Investment Managers industry is in the same range as IVZ (51). This means that BLK’s stock grew similarly to IVZ’s over the last 12 months.
BLK's SMR Rating (63) in the Investment Managers industry is in the same range as IVZ (92). This means that BLK’s stock grew similarly to IVZ’s over the last 12 months.
BLK's Price Growth Rating (45) in the Investment Managers industry is in the same range as IVZ (47). This means that BLK’s stock grew similarly to IVZ’s over the last 12 months.
BLK's P/E Growth Rating (54) in the Investment Managers industry is somewhat better than the same rating for IVZ (99). This means that BLK’s stock grew somewhat faster than IVZ’s over the last 12 months.
| BLK | IVZ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 63% | 2 days ago 84% |
| Stochastic ODDS (%) | 2 days ago 54% | 2 days ago 79% |
| Momentum ODDS (%) | 2 days ago 60% | 2 days ago 72% |
| MACD ODDS (%) | 2 days ago 53% | N/A |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 69% |
| Advances ODDS (%) | 2 days ago 57% | 2 days ago 68% |
| Declines ODDS (%) | 15 days ago 56% | 9 days ago 70% |
| BollingerBands ODDS (%) | 2 days ago 47% | 2 days ago 77% |
| Aroon ODDS (%) | 2 days ago 52% | 2 days ago 62% |
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 overvalued. 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 while IVZ’s FA Score has 0 green FA rating(s).
- BLK’s FA Score: 0 green, 5 red.
- IVZ’s FA Score: 0 green, 5 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 5 TA indicator(s) are bullish while IVZ’s TA Score has 4 bullish TA indicator(s).
- BLK’s TA Score: 5 bullish, 4 bearish.
- IVZ’s TA Score: 4 bullish, 5 bearish.
Price Growth
BLK (@Investment Managers) experienced а +7.06% price change this week, while IVZ (@Investment Managers) price change was +4.73% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.40%. For the same industry, the average monthly price growth was -5.36%, and the average quarterly price growth was -0.89%.
Reported Earning Dates
BLK is expected to report earnings on Jan 21, 2027.
IVZ is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Investment Managers (-1.40% 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.
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IVZ and
Correlation & Price change
A.I.dvisor indicates that over the last year, IVZ has been closely correlated with BLK. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then BLK could also see price increases.