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BLK vs STT
Which Stock Would AI Choose? BlackRock (BLK) vs. State Street (STT) Stock Comparison
Key Takeaways
- BlackRock (BLK) is the world's largest asset manager, while State Street (STT) is primarily an institutional custodian bank with a sizable asset-management arm.
- Both companies reported double-digit revenue growth in recent quarters, but their stocks moved in opposite directions on the news.
- BlackRock's shares have trended higher on strong earnings and an analyst upgrade, while State Street's shares fell despite a rise in profit.
- State Street commands a far larger custody footprint (roughly $59 trillion under custody and administration), but BlackRock generates materially higher revenue and margins.
- Investor sentiment currently appears more constructive toward BlackRock's diversified technology and private-markets growth story than State Street's fee-recovery narrative.
Introduction
BlackRock and State Street are two of the most influential names in global asset management, yet they occupy different positions within the financial ecosystem. BlackRock (BLK) dominates through its iShares exchange-traded fund (ETF) franchise and Aladdin risk-technology platform, while State Street (STT) anchors its business in custody, fund administration, and its SPDR ETF lineup. For investors weighing scale, growth drivers, and relative performance, this stock comparison offers a clear view of how two industry leaders are positioned in the current market environment and which may hold stronger momentum.
BLK Overview and Recent Performance
BlackRock (BLK) is the largest asset manager globally, overseeing more than $12 trillion in assets under management (AUM) across public markets, private markets, and technology services. Its recent market activity has been defined by robust quarterly results and improving analyst sentiment. In its latest reporting period, the company posted revenue near $7.75 billion and net income around $1.66 billion, with earnings per share (EPS) up roughly 38% year over year and an operating margin approaching 48%. Strong net inflows across ETFs, private markets, and systematic strategies have reinforced its diversified model.
This earnings strength has translated into favorable relative performance. Shares have climbed over recent weeks, supported by an analyst upgrade and an expanding growth narrative centered on private-markets integration and artificial-intelligence infrastructure financing. While valuation remains a point of debate, BlackRock's scale and recurring revenue profile have underpinned a generally constructive market positioning.
STT Overview and Recent Performance
State Street (STT) is a Boston-based financial services and bank holding company that traces its roots to 1792. It provides custody, investment servicing, and asset management to institutional clients, with assets under custody and administration (AUC/A) reaching a record of roughly $59 trillion and AUM of about $6.3 trillion in its latest quarter. Its core franchises include the SPDR ETF family and its Alpha servicing platform.
Recent performance tells a more mixed story. State Street delivered a roughly 13% year-over-year revenue increase and a meaningful jump in net income in its latest report, yet the shares declined after the release, in part because fee revenue and full-year fee growth guidance came in below elevated expectations. Despite a strong pre-tax margin near 35% and a return on tangible common equity (ROTCE) around 25%, investors appeared cautious about the durability of fee momentum and the sustainability of net interest income gains.
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Head-to-Head Comparison
The clearest contrast between these two firms lies in their business models. BlackRock (BLK) earns the bulk of its revenue from management fees on AUM and from its technology-services segment, giving it higher margins and exposure to faster-growing private-markets and analytics lines. State Street (STT) is more of a banking and custody franchise, earning servicing and management fees alongside net interest income (NII), which makes it more sensitive to interest-rate conditions.
On growth drivers, BlackRock's momentum is tied to ETF flows, private-credit and infrastructure expansion, and technology subscriptions. State Street's trajectory hinges on cross-selling across its custody base, ETF growth, and its cost-efficiency program. Recent momentum favors BlackRock: its shares have risen while State Street's have retreated despite solid headline results. Risk factors also differ — BlackRock faces integration and valuation risk, while State Street confronts fee compression and expectations that may already price in margin gains. Sector exposure is similar, but sentiment currently leans toward BlackRock's higher-margin, diversified platform.
Tickeron AI Verdict
Based on observable trend consistency, recent relative performance, and the breadth of growth catalysts, Tickeron's AI would likely favor BlackRock (BLK) over State Street (STT) in the current environment. BlackRock's combination of positive earnings momentum, an analyst upgrade, and a diversified revenue base presents a more consistent trend profile. State Street's fundamentals remain solid, but its weaker post-earnings price action and softer fee guidance suggest sentiment has yet to fully turn. This assessment reflects a probabilistic reading of current data rather than a definitive prediction, and relative positioning can shift as new information emerges.
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 STT is a Buy.
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 29 of 38 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 76%.
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 43 of 75 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 57%.
The 10-day moving average for BLK crossed bullishly above the 50-day moving average on October 22, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 73%.
Following a +0.95% 3-day Advance, the price is estimated to grow further. Considering data from situations where BLK advanced for three days, in 195 of 332 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
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 10-day RSI Indicator for BLK moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 35 similar instances where the indicator moved out of overbought territory. In 19 of the 35 cases, the stock moved lower in the following days. This puts the odds of a move lower at 54%.
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
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 November 04, 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 29 (best 1 - 100 worst), indicating outstanding 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 39 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 45 (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 Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued 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 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 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 (3.169) is normal, around the industry mean (2.412). P/E Ratio (27.817) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (0.898) is also within normal values, averaging (1.319). Dividend Yield (0.019) settles around the average of (0.270) among similar stocks. P/S Ratio (6.270) is also within normal values, averaging (15.694).
STT's RSI Indicator ascends from oversold territory
The RSI Oscillator for STT moved out of oversold territory on October 21, 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 17 similar instances when the indicator left oversold territory. In 15 of the 17 cases the stock moved higher. This puts the odds of a move higher at 88%.
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. 41 of 54 cases where STT'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 76%.
The Momentum Indicator moved above the 0 level on November 09, 2026. You may want to consider a long position or call options on STT as a result. In 54 of 71 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 76%.
The Moving Average Convergence Divergence (MACD) for STT just turned positive on October 26, 2026. Looking at past instances where STT's MACD turned positive, the stock continued to rise in 39 of 50 cases over the following month. The odds of a continued upward trend are 78%.
Following a +1.93% 3-day Advance, the price is estimated to grow further. Considering data from situations where STT advanced for three days, in 240 of 366 cases, the price rose further within the following month. The odds of a continued upward trend are 66%.
STT 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
Following a 3-day decline, the stock is projected to fall further. Considering past instances where STT 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 55%.
The Aroon Indicator for STT entered a downward trend on October 23, 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 SMR rating for this company is 8 (best 1 - 100 worst), indicating very 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 Profit vs. Risk Rating rating for this company is 11 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 28 (best 1 - 100 worst), pointing to outstanding 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 Price Growth Rating for this company is 47 (best 1 - 100 worst), indicating steady price growth. STT’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly 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 83 (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 (1.841) is normal, around the industry mean (2.412). P/E Ratio (14.372) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (0.671) is also within normal values, averaging (1.319). Dividend Yield (0.022) settles around the average of (0.270) among similar stocks. P/S Ratio (3.453) is also within normal values, averaging (15.694).
BLK | STT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 43 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 39 | 11 | |
SMR RATING 1..100 | 63 | 8 | |
PRICE GROWTH RATING 1..100 | 29 | 47 | |
P/E GROWTH RATING 1..100 | 45 | 28 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
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.
STT's Valuation (83) in the Regional Banks industry is in the same range as BLK (90) in the Investment Managers industry. This means that STT’s stock grew similarly to BLK’s over the last 12 months.
STT's Profit vs Risk Rating (11) in the Regional Banks industry is in the same range as BLK (39) in the Investment Managers industry. This means that STT’s stock grew similarly to BLK’s over the last 12 months.
STT's SMR Rating (8) in the Regional Banks industry is somewhat better than the same rating for BLK (63) in the Investment Managers industry. This means that STT’s stock grew somewhat faster than BLK’s over the last 12 months.
BLK's Price Growth Rating (29) in the Investment Managers industry is in the same range as STT (47) in the Regional Banks industry. This means that BLK’s stock grew similarly to STT’s over the last 12 months.
STT's P/E Growth Rating (28) in the Regional Banks industry is in the same range as BLK (45) in the Investment Managers industry. This means that STT’s stock grew similarly to BLK’s over the last 12 months.
| BLK | STT | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 54% | 1 day ago 88% |
| Stochastic ODDS (%) | 1 day ago 42% | 1 day ago 76% |
| Momentum ODDS (%) | 1 day ago 57% | 1 day ago 76% |
| MACD ODDS (%) | N/A | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 66% | 1 day ago 67% |
| TrendMonth ODDS (%) | 1 day ago 61% | 1 day ago 61% |
| Advances ODDS (%) | 1 day ago 59% | 1 day ago 66% |
| Declines ODDS (%) | 20 days ago 56% | 10 days ago 55% |
| BollingerBands ODDS (%) | 1 day ago 50% | 1 day ago 69% |
| Aroon ODDS (%) | 1 day ago 52% | 1 day ago 63% |
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 1 FA rating(s) are green while STT’s FA Score has 3 green FA rating(s).
- BLK’s FA Score: 1 green, 4 red.
- STT’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 STT’s TA Score has 6 bullish TA indicator(s).
- BLK’s TA Score: 5 bullish, 4 bearish.
- STT’s TA Score: 6 bullish, 2 bearish.
Price Growth
BLK (@Investment Managers) experienced а +0.16% price change this week, while STT (@Investment Managers) price change was +1.13% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.51%. For the same industry, the average monthly price growth was -2.71%, and the average quarterly price growth was -1.65%.
Reported Earning Dates
BLK is expected to report earnings on Jan 21, 2027.
STT is expected to report earnings on Jan 15, 2027.
Industries' Descriptions
@Investment Managers (-2.51% 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 71% 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.
STT and
Correlation & Price change
A.I.dvisor indicates that over the last year, STT has been closely correlated with NTRS. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if STT jumps, then NTRS could also see price increases.