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BLK vs IVZ
Which Stock Would AI Choose? BlackRock (BLK) vs. Invesco (IVZ) Stock Comparison
Key Takeaways
- BLK manages over $13.9 trillion in assets under management (AUM), dwarfing IVZ's $2.16 trillion, highlighting BlackRock's dominant scale in the asset management sector.
- Recent quarterly earnings for BLK showed $6.7 billion in revenue, up significantly year-over-year, bolstering investor confidence amid market volatility.
- IVZ delivered superior one-year returns of approximately 89%, outperforming BLK's 16%, driven by value-oriented positioning.
- Both stocks exhibit modest year-to-date gains around 2%, reflecting broader sector pressures from interest rate dynamics and outflows in certain funds.
- IVZ trades at a lower trailing P/E ratio of 19.48 compared to BLK's 26.32, appealing to value investors despite negative TTM EPS.
- Market sentiment favors BLK for its stability and innovation in ETFs and technology integration.
Introduction
BlackRock (BLK) and Invesco (IVZ) are prominent players in the asset management industry, competing in ETFs, mutual funds, and institutional services. This comparison analyzes their business models, recent market performance, and growth drivers amid fluctuating interest rates and investor shifts toward alternative assets. Traders seeking momentum plays may eye relative outperformance, while long-term investors prioritize scale and AUM stability. With both firms navigating outflows in fixed income and gains in equities, understanding their head-to-head dynamics aids informed portfolio decisions in the current environment.
BLK Overview and Recent Performance
BlackRock, the world's largest asset manager, oversees approximately $14 trillion in AUM, with a diverse portfolio spanning ETFs via its iShares brand, institutional mandates, and technology platforms like Aladdin. In recent market activity, BLK shares have traded around $1,045, with a market cap exceeding $162 billion. Year-to-date returns stand at about 2%, reflecting resilience despite sector headwinds. Strong first-quarter 2026 earnings, featuring $6.7 billion in revenue and robust net income, have supported sentiment, fueled by inflows into ETFs and equity strategies. Recent weeks saw minor fluctuations amid bond yield pressures, but analysts remain bullish on its growth trajectory and AI integrations.
IVZ Overview and Recent Performance
Invesco, a global investment manager, handles $2.16 trillion in AUM as of late March 2026, emphasizing active equities, fixed income, and ETFs. Shares hover near $25.50, with a market cap of about $11.3 billion. Year-to-date performance is roughly 2%, following a strong one-year gain of nearly 89% that outpaced peers. Recent AUM dipped 4.4% month-over-month due to money market outflows, though long-term net inflows persisted. Trading has shown volatility, influenced by anticipation around quarterly earnings and sector rotations. Positive revenue beats in prior quarters have aided recovery, positioning IVZ as a value contender amid market repositioning.
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Head-to-Head Comparison
Both firms operate in asset management, but BLK excels in scale and passive products like iShares ETFs, contrasting IVZ's focus on active strategies and regional diversification. Growth drivers for BLK include technology platforms and ETF inflows, while IVZ benefits from equity momentum. Recent momentum favors IVZ with superior 12-month returns, yet BLK offers lower risk via its size and consistent earnings. Risk factors involve interest rate sensitivity and outflows; BLK has broader sector exposure, commanding premium valuations, while IVZ trades at a discount, appealing for relative value in volatile markets.
Tickeron AI Verdict
Tickeron's AI models currently lean toward BLK due to its unmatched scale, recent earnings strength, and trend stability in recent market activity. While IVZ shows compelling momentum, BLK's catalysts like ETF dominance and lower relative volatility position it favorably for sustained outperformance, though probabilities remain subject to evolving 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. Disclaimers and Limitations
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 Hold.
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 2 green FA rating(s).
- BLK’s FA Score: 0 green, 5 red.
- IVZ’s FA Score: 2 green, 3 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 6 TA indicator(s) are bullish while IVZ’s TA Score has 4 bullish TA indicator(s).
- BLK’s TA Score: 6 bullish, 4 bearish.
- IVZ’s TA Score: 4 bullish, 3 bearish.
Price Growth
BLK (@Investment Managers) experienced а +0.85% price change this week, while IVZ (@Investment Managers) price change was -1.10% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.28%. For the same industry, the average monthly price growth was -2.46%, and the average quarterly price growth was -8.13%.
Reported Earning Dates
BLK is expected to report earnings on Jul 21, 2026.
IVZ is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Investment Managers (-2.28% 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 | 163B | 12.8B | 1,273% |
| EBITDA | 10.6B | 1.5B | 707% |
| Gain YTD | -0.634 | 11.302 | -6% |
| P/E Ratio | 26.47 | 19.48 | 136% |
| 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 | 21 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 59 | 67 | |
SMR RATING 1..100 | 66 | 94 | |
PRICE GROWTH RATING 1..100 | 35 | 15 | |
P/E GROWTH RATING 1..100 | 41 | 34 | |
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 (13) in the Investment Managers industry is somewhat better than the same rating for BLK (73). This means that IVZ’s stock grew somewhat faster than BLK’s over the last 12 months.
BLK's Profit vs Risk Rating (59) in the Investment Managers industry is in the same range as IVZ (67). 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 (94). This means that BLK’s stock grew similarly to IVZ’s over the last 12 months.
IVZ's Price Growth Rating (15) in the Investment Managers industry is in the same range as BLK (35). This means that IVZ’s stock grew similarly to BLK’s over the last 12 months.
IVZ's P/E Growth Rating (34) in the Investment Managers industry is in the same range as BLK (41). This means that IVZ’s stock grew similarly to BLK’s over the last 12 months.
| BLK | IVZ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 84% | N/A |
| Stochastic ODDS (%) | 2 days ago 53% | 2 days ago 64% |
| Momentum ODDS (%) | 2 days ago 62% | 2 days ago 78% |
| MACD ODDS (%) | 2 days ago 63% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 67% |
| Advances ODDS (%) | 8 days ago 59% | 8 days ago 68% |
| Declines ODDS (%) | 16 days ago 57% | 6 days ago 69% |
| BollingerBands ODDS (%) | 2 days ago 76% | 2 days ago 68% |
| Aroon ODDS (%) | 2 days ago 50% | 2 days ago 64% |
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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.