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BLK vs IVZ
Which Stock Would AI Choose? BlackRock (BLK) vs. Invesco (IVZ) Stock Comparison
Key Takeaways
- BlackRock (BLK) manages significantly larger Assets Under Management (AUM) at approximately $15.3 trillion compared to Invesco (IVZ)'s roughly $2.5 trillion, underscoring differences in scale within the asset management sector.
- Recent market activity shows BLK experiencing a technical pullback from highs near $1,177 toward support around $1,060 before rebounding, while IVZ has delivered stronger one-year returns amid ongoing AUM growth through net inflows.
- Both firms reported solid quarterly results earlier in 2026, with BLK highlighting record net inflows and IVZ noting consecutive quarters of positive flows and margin expansion.
- BLK benefits from diversification into ETFs, private markets, and technology services, whereas IVZ focuses on a broad platform including ETFs and global strategies with recent analyst upgrades supporting its momentum.
- Relative performance in recent weeks reflects broader sector dynamics, with BLK emphasizing stability and IVZ showing resilience in inflows despite smaller overall size.
- Market sentiment remains influenced by macroeconomic factors, positioning these stocks for comparison among investors seeking exposure to asset managers with varying risk profiles and growth trajectories.
Introduction
BlackRock (BLK) and Invesco (IVZ) represent two prominent players in the global asset management industry, making them relevant for comparison in the current market environment. Both companies manage substantial portfolios across equities, fixed income, and alternative strategies, yet differ markedly in scale, client bases, and product emphases. This analysis appeals to institutional investors, portfolio managers, and individual traders evaluating relative performance, business model resilience, and positioning amid evolving market conditions. By examining recent developments, price behavior, and key contrasts, the comparison provides objective insights into how these stocks have navigated volatility and inflows in recent weeks.
BlackRock (BLK) Overview and Recent Performance
BlackRock (BLK) operates as the world's largest asset manager, with a diversified platform spanning ETFs, active strategies, private markets, and technology services. In recent weeks, the stock has shown resilience following a technical pullback from peaks near $1,177 toward support levels around $1,060, aligning with the 50-week moving average, before rebounding modestly. Trading activity has reflected broader market sentiment, with the share price hovering near $1,070 amid volume consistent with institutional interest. Key influences include continued organic growth in iShares ETFs and positive contributions from recent product launches, such as enhancements to target-date solutions. Overall, performance in recent market activity has remained relatively stable year-to-date, supported by the firm's scale and consistent inflows.
Invesco (IVZ) Overview and Recent Performance
Invesco (IVZ) provides a diversified suite of investment products, including ETFs, active equities, fixed income, and alternatives, serving retail and institutional clients globally. In recent weeks, the stock has traded around $30, benefiting from sustained net inflows that have driven AUM higher to approximately $2.56 trillion by late August. Price behavior has demonstrated relative strength over the trailing twelve months, though recent monthly movements showed some consolidation. Developments such as consecutive quarters of positive flows and operational improvements have supported sentiment. Broader market activity, including favorable equity and credit conditions, has contributed to AUM expansion through both inflows and market returns, positioning the firm amid ongoing sector dynamics.
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Head-to-Head Comparison
BlackRock (BLK) and Invesco (IVZ) share exposure to the asset management sector but diverge in business model scale and growth drivers. BLK's substantially larger AUM base provides greater stability and fee revenue predictability, while IVZ operates with a more agile profile that has captured stronger relative returns over the past year through targeted inflows. Recent momentum favors IVZ in percentage terms amid AUM expansion, yet BLK maintains advantages in diversification across ETFs and private markets. Risk factors include BLK's sensitivity to large-scale market beta and IVZ's comparatively higher volatility tied to its smaller capitalization. Sector exposure overlaps in equities and fixed income, though market sentiment reflects BLK's established leadership versus IVZ's ongoing efforts to enhance margins and global reach. Trade-offs center on BLK's defensive positioning against IVZ's potential for accelerated growth in favorable conditions.
Tickeron AI Verdict
Based on observable factors such as trend consistency, scale-driven stability, and broad-based catalysts including sustained inflows, Tickeron’s AI models currently assign a higher probabilistic preference to BlackRock (BLK) over Invesco (IVZ) for relative positioning in the near term. This assessment incorporates BLK's established platform resilience amid varying market environments, though outcomes remain subject to evolving economic data and sector flows.
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 Hold.
BLK | IVZ | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 72 | 64 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 62 | 48 | |
SMR RATING 1..100 | 63 | 92 | |
PRICE GROWTH RATING 1..100 | 53 | 42 | |
P/E GROWTH RATING 1..100 | 48 | 25 | |
SEASONALITY SCORE 1..100 | 75 | n/a |
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.
IVZ's Profit vs Risk Rating (48) in the Investment Managers industry is in the same range as BLK (62). This means that IVZ’s stock grew similarly to BLK’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.
IVZ's Price Growth Rating (42) in the Investment Managers industry is in the same range as BLK (53). This means that IVZ’s stock grew similarly to BLK’s over the last 12 months.
IVZ's P/E Growth Rating (25) in the Investment Managers industry is in the same range as BLK (48). 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 48% | 2 days ago 77% |
| Momentum ODDS (%) | 2 days ago 61% | 2 days ago 79% |
| MACD ODDS (%) | 2 days ago 63% | 3 days ago 56% |
| TrendWeek ODDS (%) | 2 days ago 56% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 58% | 2 days ago 69% |
| Advances ODDS (%) | 8 days ago 58% | 12 days ago 70% |
| Declines ODDS (%) | 3 days ago 55% | 3 days ago 68% |
| BollingerBands ODDS (%) | 2 days ago 61% | 2 days ago 72% |
| Aroon ODDS (%) | 2 days ago 50% | 2 days ago 66% |
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 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 5 TA indicator(s) are bullish while IVZ’s TA Score has 5 bullish TA indicator(s).
- BLK’s TA Score: 5 bullish, 5 bearish.
- IVZ’s TA Score: 5 bullish, 4 bearish.
Price Growth
BLK (@Investment Managers) experienced а -0.85% price change this week, while IVZ (@Investment Managers) price change was -0.85% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.65%. For the same industry, the average monthly price growth was +4.88%, and the average quarterly price growth was +12.05%.
Reported Earning Dates
BLK is expected to report earnings on Oct 14, 2026.
IVZ is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Investment Managers (+0.65% 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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BLK and
Correlation & Price change
A.I.dvisor indicates that over the last year, BLK has been closely correlated with IVZ. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if BLK jumps, then IVZ 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 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.