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BLK vs IVZ
Which Stock Would AI Choose? BlackRock (BLK) vs. Invesco (IVZ) Stock Comparison
Key Takeaways
- BlackRock (BLK) is the world's largest asset manager with over $14 trillion in AUM (assets under management), while Invesco (IVZ) manages approximately $2.2 trillion, reflecting a massive difference in scale and global footprint.
- Both companies posted record AUM levels in recent quarters, driven by strong ETF (exchange-traded fund) inflows and favorable market conditions, though BlackRock's organic base fee growth has outpaced Invesco's.
- Invesco has delivered outsized stock price gains over the past year, but faces headwinds from persistent outflows in actively managed fundamental equities and a significant non-cash impairment charge.
- BlackRock commands a premium valuation based on forward P/E (price-to-earnings) multiples, while Invesco trades at a notable discount, presenting a classic growth-versus-value trade-off.
- BlackRock's aggressive expansion into private markets through acquisitions contrasts with Invesco's focus on balance sheet deleveraging and strategic partnerships.
- Both firms benefit from the secular shift toward passive investing, but BlackRock's iShares franchise remains the dominant force in global ETF markets.
Introduction
BlackRock and Invesco are two of the most recognized names in global asset management, yet they occupy distinctly different positions within the industry. BlackRock, the undisputed giant, oversees more than $14 trillion in client assets and has become synonymous with the passive investing revolution through its iShares ETF platform. Invesco, while smaller, has carved out a meaningful niche with its flagship QQQ Trust and a diversified suite of active, passive, and alternative strategies. For investors evaluating the financial sector, comparing these two firms offers insight into how scale, strategy, and market positioning translate into stock performance. This comparison examines each company's recent business momentum, key developments, and relative positioning to help readers understand the trade-offs between these two asset management stocks.
BLK Overview and Recent Performance
BLK, BlackRock, Inc., headquartered in New York, is the largest investment management firm in the world. The company's business spans institutional and retail asset management, risk management technology via its Aladdin platform, and a rapidly expanding presence in private markets. In recent quarters, BlackRock has posted record-breaking results, with AUM climbing past $14 trillion by the end of 2025 following nearly $700 billion in full-year net inflows — the strongest year of organic growth in the firm's history. Revenue for full-year 2025 reached $24.2 billion, a 19% year-over-year increase, while adjusted diluted EPS (earnings per share) rose 10% to $48.09. The iShares ETF division alone attracted $527 billion in net inflows during the year, underscoring persistent investor demand for low-cost, passive investment vehicles. Acquisitions have also shaped BlackRock's recent trajectory: the integration of Global Infrastructure Partners (GIP), HPS Investment Partners, and data provider Preqin has meaningfully expanded its private markets and technology capabilities. The company raised its quarterly dividend by 10% to $5.73 per share and repurchased $1.6 billion in shares during 2025. While GAAP net income has been pressured by acquisition-related amortization and non-cash charges, adjusted operating margins remain robust, and the firm entered 2026 with accelerating organic base fee growth of 12% in the most recent quarter.
IVZ Overview and Recent Performance
IVZ, Invesco Ltd., based in Atlanta, Georgia, is a global asset manager with approximately $2.2 trillion in AUM as of year-end 2025 — a record for the firm. Invesco serves retail and institutional clients across more than 120 countries, offering a diverse product lineup that includes ETFs, index strategies, active fixed income, fundamental equities, private markets, and multi-asset solutions. The company's most recognizable product, the Invesco QQQ Trust, was converted from a unit investment trust to an open-end ETF in December 2025, a structural change that enables Invesco to earn management fees and retain profits from the fund. Invesco posted full-year 2025 adjusted net revenues of $4.66 billion, up 5.9% year over year, and adjusted diluted EPS of $2.03, beating consensus estimates. Net long-term inflows totaled $81.2 billion for the year, driven by ETFs, index strategies, the China joint venture, and fundamental fixed income. The adjusted operating margin improved to 36.4% in the fourth quarter, reflecting better expense discipline and revenue growth. However, the GAAP results were significantly impacted by a $1.8 billion non-cash intangible asset impairment charge, resulting in a reported net loss for the quarter. Invesco continued to strengthen its balance sheet, repurchasing $1.5 billion in preferred stock during 2025 and reducing headcount by roughly 12% as part of ongoing efficiency initiatives. The firm also divested its Intelliflo business and a majority stake in its India asset management unit.
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Head-to-Head Comparison
While BlackRock and Invesco both generate revenue primarily from investment management fees tied to AUM levels, the scale differential is stark: BlackRock's AUM of over $14 trillion is roughly six and a half times larger than Invesco's $2.2 trillion. This scale advantage gives BlackRock superior pricing power, broader diversification across asset classes, and a deeper technology moat through its Aladdin risk management platform. Invesco, by contrast, derives a higher proportion of revenue relative to its AUM — its net revenue yield has recently stabilized around 22.7 basis points — but faces persistent secular headwinds in actively managed fundamental equities, which recorded $5.5 billion in net outflows during the most recent quarter alone.
On growth drivers, BlackRock is aggressively expanding into private markets and alternative assets, targeting $400 billion in gross private markets fundraising by 2030. Invesco's growth story centers on its ETF and index franchise, its China joint venture (which delivered 36% annualized organic growth), and the QQQ conversion, which unlocks a new revenue stream from one of the world's most heavily traded ETFs. From a valuation standpoint, Invesco trades at a forward P/E multiple of approximately 10 to 13, well below BlackRock's multiple above 22, making IVZ the more statistically inexpensive stock. However, BlackRock's premium reflects its stronger earnings growth trajectory, dominant competitive position, and higher-quality earnings profile with less exposure to structurally declining active equity strategies.
Momentum-wise, both stocks have demonstrated strength in recent periods, with Invesco particularly outperforming the broader asset management industry in 2025. Risk factors differ as well: BlackRock faces margin compression from acquisition integration costs, while Invesco carries significant intangible assets on its balance sheet — over $14 billion as of late 2025 — creating ongoing vulnerability to impairment charges like the one recorded in Q4 2025.
Tickeron AI Verdict
Based on an analysis of observable trend strength, revenue momentum, and business model quality, Tickeron's AI-driven framework would likely lean in favor of BlackRock (BLK) in the current environment. BlackRock's record-setting organic inflows, double-digit organic base fee growth, and diversified growth engines — spanning ETFs, private markets, technology services, and digital assets — suggest a more consistent and resilient earnings trajectory. While Invesco offers compelling value characteristics and has executed well on balance sheet improvement, its reliance on turning around structurally challenged active equity strategies and ongoing exposure to intangible asset impairments introduces a higher degree of uncertainty. That said, the AI would not dismiss Invesco outright: the stock's discounted valuation and improving operating margins could make it attractive under a mean-reversion or value-oriented strategy. The probabilistic assessment favors BlackRock for trend consistency and growth durability, while acknowledging Invesco's potential appeal for those emphasizing valuation and cyclical recovery.
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 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 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 5 TA indicator(s) are bullish while IVZ’s TA Score has 6 bullish TA indicator(s).
- BLK’s TA Score: 5 bullish, 5 bearish.
- IVZ’s TA Score: 6 bullish, 4 bearish.
Price Growth
BLK (@Investment Managers) experienced а +3.48% price change this week, while IVZ (@Investment Managers) price change was +2.24% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.13%. For the same industry, the average monthly price growth was -0.91%, and the average quarterly price growth was -10.24%.
Reported Earning Dates
BLK is expected to report earnings on Oct 09, 2026.
IVZ is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Investment Managers (-0.13% 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 | 166B | 13.1B | 1,267% |
| EBITDA | 10.6B | 1.5B | 707% |
| Gain YTD | 1.299 | 14.589 | 9% |
| P/E Ratio | 25.69 | 19.48 | 132% |
| 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 | 66 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 54 | 59 | |
SMR RATING 1..100 | 66 | 95 | |
PRICE GROWTH RATING 1..100 | 56 | 15 | |
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 (71). This means that IVZ’s stock grew somewhat faster than BLK’s over the last 12 months.
BLK's Profit vs Risk Rating (54) in the Investment Managers industry is in the same range as IVZ (59). 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 (15) in the Investment Managers industry is somewhat better than the same rating for BLK (56). 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 (%) | 3 days ago 60% | 3 days ago 68% |
| Stochastic ODDS (%) | 3 days ago 53% | 3 days ago 64% |
| Momentum ODDS (%) | 3 days ago 58% | 3 days ago 74% |
| MACD ODDS (%) | 3 days ago 54% | 3 days ago 79% |
| TrendWeek ODDS (%) | 3 days ago 64% | 3 days ago 70% |
| TrendMonth ODDS (%) | 3 days ago 58% | 3 days ago 68% |
| Advances ODDS (%) | 10 days ago 58% | 5 days ago 69% |
| Declines ODDS (%) | 3 days ago 58% | 12 days ago 69% |
| BollingerBands ODDS (%) | 3 days ago 50% | 3 days ago 65% |
| Aroon ODDS (%) | 3 days ago 50% | 3 days ago 66% |
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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 67% 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.