Seek Returns

BLK vs. IVZ: BlackRock vs. Invesco Stock Comparison

How do BlackRock (BLK) and Invesco (IVZ) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

BlackRock (BLK) and Invesco (IVZ) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Company profile comparison for BlackRock (BLK) and Invesco (IVZ)
Profile ItemBLKIVZ
NameBlackRock, Inc.Invesco Ltd.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksAsset Management & Custody Banks
Market Capitalization182.05 billion USD11.90 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateOctober 1, 1999August 25, 1995
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BLK
IVZ
GSPC
Loading price history…
BlackRock (BLK) vs. Invesco (IVZ), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for BlackRock (BLK) and Invesco (IVZ). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for BlackRock (BLK) and Invesco (IVZ). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for BlackRock (BLK) and Invesco (IVZ)
MetricBLKIVZ
Total Return (1Y)15.55%27.77%
Total Return (3Y, Annualized)26.16%36.49%
Total Return (5Y, Annualized)7.41%6.57%

Risk Profile

Drawdown History

BLK
IVZ
GSPC
Loading price history…
BlackRock (BLK) vs. Invesco (IVZ), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for BlackRock (BLK) and Invesco (IVZ). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for BlackRock (BLK) and Invesco (IVZ)
MetricBLKIVZ
Volatility (1Y, Annualized)28.45%35.98%
Beta (5Y)1.341.65
Max Drawdown (5Y)-43.90%-48.49%
Avg. Volume (3M)600.75K4.52M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
BLK and IVZ are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for BlackRock (BLK) and Invesco (IVZ)
MetricBLKIVZ
Sharpe Ratio (1Y)0.400.65
Sortino Ratio (1Y)0.580.94

Profitability

ROE (TTM)

Invesco (IVZ) reports a negative ROE of -0.58%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile BlackRock (BLK) reports 11.61%, ranking against industry peers normally.

BLK

Financial Services industry group

11.61%

Max
44.78%
Q3
21.85%
Median
12.91%
BLK
11.61%
Q1
4.48%
Min
-18.71%

IVZ

Financial Services industry group

-0.58%

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
IVZ
-0.58%
Min
-18.71%
Loading chart…
BlackRock (BLK) vs. Invesco (IVZ): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile BlackRock (BLK) reports 24.22%, ranking against industry peers normally.

BLK

Financial Services industry group

24.22%

Max
62.84%
Q3
28.05%
BLK
24.22%
Median
15.36%
Q1
4.82%
Min
-28.52%

IVZ

Financial Services industry group

-1.10%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
IVZ
-1.10%
Min
-28.52%
Loading chart…
BlackRock (BLK) vs. Invesco (IVZ): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both BlackRock (BLK) at 37.90% and Invesco (IVZ) at 23.30% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BLK

Financial Services industry group

37.90%

Max
107.33%
Q3
55.90%
BLK
37.90%
Median
30.09%
Q1
14.60%
Min
-44.34%

IVZ

Financial Services industry group

23.30%

Max
107.33%
Q3
55.90%
Median
30.09%
IVZ
23.30%
Q1
14.60%
Min
-44.34%
Loading chart…
BlackRock (BLK) vs. Invesco (IVZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for BlackRock (BLK) and Invesco (IVZ)
MetricBLKIVZ
ROE (TTM)11.61%-0.58%
ROA (TTM)3.85%3.28%
Net Margin (TTM)24.22%-1.10%
Operating Margin (TTM)37.90%23.30%
Gross Margin (TTM)----

Growth

Revenue Growth

Both BlackRock (BLK) at 18.67% and Invesco (IVZ) at 5.11% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Loading chart…
BlackRock (BLK) vs. Invesco (IVZ): A comparison of their Revenue Growth across different time periods.

EPS Growth

BlackRock (BLK) at -15.95% is around its peer norm for EPS growth, while Invesco (IVZ) at -235.59% falls below its industry range, a notably weak earnings reading.

Loading chart…
BlackRock (BLK) vs. Invesco (IVZ): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for BlackRock (BLK) and Invesco (IVZ)
MetricBLKIVZ
Revenue Growth (YoY)18.67%5.11%
Revenue Growth (3Y CAGR)10.65%1.78%
EPS Growth (YoY)-15.95%-235.59%
EPS Growth (3Y CAGR)1.30%--

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: BlackRock (BLK) in Financial Services and Invesco (IVZ) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: BlackRock (BLK) in Financial Services and Invesco (IVZ) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for BlackRock (BLK) and Invesco (IVZ)
MetricBLKIVZ
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both BlackRock (BLK) at 1.91% and Invesco (IVZ) at 3.16% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

BLK

Financial Services industry group

1.91%

Max
9.77%
Q3
3.92%
BLK
1.91%
Median
1.09%
Q1
0.00%
Min
0.00%

IVZ

Financial Services industry group

3.16%

Max
9.77%
Q3
3.92%
IVZ
3.16%
Median
1.09%
Q1
0.00%
Min
0.00%
Loading chart…
BlackRock (BLK) vs. Invesco (IVZ): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both BlackRock (BLK) at 51.00% and Invesco (IVZ) at 56.46% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

BLK

Financial Services industry group

51.00%

Max
241.07%
Q3
97.36%
BLK
51.00%
Median
25.77%
Q1
0.00%
Min
0.00%

IVZ

Financial Services industry group

56.46%

Max
241.07%
Q3
97.36%
IVZ
56.46%
Median
25.77%
Q1
0.00%
Min
0.00%
Loading chart…
BlackRock (BLK) vs. Invesco (IVZ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for BlackRock (BLK) and Invesco (IVZ)
MetricBLKIVZ
Dividend Yield (TTM)1.91%3.16%
Dividend Payout Ratio (TTM)51.00%56.46%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: BlackRock (BLK) trades at 26.84 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

BLK

Financial Services industry group

26.84

Max
45.85
BLK
26.84
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16

IVZ

Financial Services industry group

--

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
IVZ
--
Loading chart…
BlackRock (BLK) vs. Invesco (IVZ): IVZ does not report P/E ratio, so it has no value marker; BLK is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

Invesco (IVZ) at 1.67 is priced about in line with its industry on P/S ratio, while BlackRock (BLK) at 6.38 sits in the pricier quartile — BLK costs more per dollar of sales.

BLK

Financial Services industry group

6.38

Max
9.23
BLK
6.38
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55

IVZ

Financial Services industry group

1.67

Max
9.23
Q3
4.57
Median
2.72
IVZ
1.67
Q1
1.28
Min
-0.55
Loading chart…
BlackRock (BLK) vs. Invesco (IVZ): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both BlackRock (BLK) at 3.14 and Invesco (IVZ) at 1.18 are valued close to their industries’ norm against book — neither stands out from peers.

BLK

Financial Services industry group

3.14

Max
7.79
Q3
3.63
BLK
3.14
Median
1.57
Q1
0.81
Min
-0.39

IVZ

Financial Services industry group

1.18

Max
7.79
Q3
3.63
Median
1.57
IVZ
1.18
Q1
0.81
Min
-0.39
Loading chart…
BlackRock (BLK) vs. Invesco (IVZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for BlackRock (BLK) and Invesco (IVZ)
MetricBLKIVZ
P/E Ratio (TTM)26.84--
P/S Ratio (TTM)6.381.67
P/B Ratio (MRQ)3.141.18
Free Cash Flow Yield (TTM)----