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Alternative stocks to BlackRock (NYSE:BLK)


These are the alternatives to BlackRock that fall within the same industry, Asset Management & Custody, or region, USA.

How to read the ranks

For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:

Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

(NEW) Sentiment - quantifies professional analyst ratings and holdings as well as market pulse. Green = positive sentiment; red = skepticism (Only available to Premium Subscribers).

(NEW) 360° View - the ultimate rating with all financial and non-financial indicators.

See BlackRock Performance

BlackRock stock research in summary

blackrock.com


BlackRock shares are more expensive than other comparable stocks. They are safely financed and show above average growth, but are poor value. We recommend evaluating whether the future of the company BlackRock is really as positive as the high price of the shares suggests. If you come to the conclusion that the future for this company is only average, that could be a reason to sell this share.


Latest Obermatt Ranks


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Country USA
Industry Asset Management & Custody
Index
Size class XX-Large

Large companies - similar industry as BlackRock

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Stifel Financial (XL, US)  Investment Banking & Brokerage
1. Stifel Financial (XL, US)   Investment Banking & Brokerage 75 69 53 91
2. Goldman Sachs (XXL, US)  Investment Banking & Brokerage
2. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 79 87 15 75
3. Invesco (XL, US)  Asset Management & Custody
3. Invesco (XL, US)   Asset Management & Custody 99 5 77 75
4. Pershing Squares (XL, US)  Asset Management & Custody
4. Pershing Squares (XL, US)   Asset Management & Custody 85 9 79 72
5. Franklin Resources (XL, US)  Asset Management & Custody
5. Franklin Resources (XL, US)   Asset Management & Custody 100 5 75 71
6. Interactive Brokers (XL, US)  Investment Banking & Brokerage
6. Interactive Brokers (XL, US)   Investment Banking & Brokerage 5 89 78 70
7. Morgan Stanley (XXL, US)  Investment Banking & Brokerage
7. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 71 59 37 62
8. BNY Mellon (XL, US)  Asset Management & Custody
8. BNY Mellon (XL, US)   Asset Management & Custody 37 51 59 53
9. CME Group (XL, US)  Financial Exchanges & Data
9. CME Group (XL, US)   Financial Exchanges & Data 31 21 100 51
10. INTL FCStone (XXL, US)  Investment Banking & Brokerage
10. INTL FCStone (XXL, US)   Investment Banking & Brokerage 69 33 40 42

December 19, 2024

Why popular stocks have low ratings

It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.

Large companies - similar region as BlackRock

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. PriceSmart (XL, US)  Hypermarkets, Super Centers
1. PriceSmart (XL, US)   Hypermarkets, Super Centers 79 81 89 100
2. First Republic Bank (XL, US)  Regional Banks
2. First Republic Bank (XL, US)   Regional Banks 100 87 92 100
3. Cheesecake Factory (XL, US)  Restaurants
3. Cheesecake Factory (XL, US)   Restaurants 81 85 86 100
4. Alphabet (XXL, US)  Interactive Media & Services
4. Alphabet (XXL, US)   Interactive Media & Services 65 83 98 100
5. Micron (XXL, US)  Semiconductors
5. Micron (XXL, US)   Semiconductors 97 92 57 100
6. ResMed (XL, US)  Health Care Equipment
6. ResMed (XL, US)   Health Care Equipment 63 79 87 100
7. Paramount (XXL, US)  Broadcasting
7. Paramount (XXL, US)   Broadcasting 97 87 96 100
8. Tetra Tech (XL, US)  Facility Services
8. Tetra Tech (XL, US)   Facility Services 45 87 80 100
9. Lithia Motors (XXL, US)  Automotive Retail
9. Lithia Motors (XXL, US)   Automotive Retail 99 77 62 100
10. Nexteer Automotive Group (XL, US)  Auto Parts & Equipment
10. Nexteer Automotive Group (XL, US)   Auto Parts & Equipment 97 79 98 100

December 19, 2024


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Mid sized companies - similar industry as BlackRock

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. StepStone Group (M, US)  Asset Management & Custody
1. StepStone Group (M, US)   Asset Management & Custody 11 100 96 96
2. Federated Investors (L, US)  Asset Management & Custody
2. Federated Investors (L, US)   Asset Management & Custody 81 25 84 82
3. SEI Investments (L, US)  Asset Management & Custody
3. SEI Investments (L, US)   Asset Management & Custody 29 67 91 82
4. Hamilton Lane Incorporated (M, US)  Asset Management & Custody
4. Hamilton Lane Incorporated (M, US)   Asset Management & Custody 5 83 75 56
5. Victory Capitals (L, US)  Asset Management & Custody
5. Victory Capitals (L, US)   Asset Management & Custody 61 81 18 56
6. AMG (L, US)  Asset Management & Custody
6. AMG (L, US)   Asset Management & Custody 65 5 67 40
7. The Carlyle Group (L, US)  Asset Management & Custody
7. The Carlyle Group (L, US)   Asset Management & Custody 61 59 15 38
8. WisdomTree (M, US)  Asset Management & Custody
8. WisdomTree (M, US)   Asset Management & Custody 35 71 28 31
9. Virtus Investment Partners (L, US)  Asset Management & Custody
9. Virtus Investment Partners (L, US)   Asset Management & Custody 95 17 11 27
10. GCM Grosvenor (M, US)  Asset Management & Custody
10. GCM Grosvenor (M, US)   Asset Management & Custody 45 75 1 27

December 19, 2024


Mid sized companies - similar region as BlackRock

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. New York Times (L, US)  Publishing
1. New York Times (L, US)   Publishing 37 84 98 100
2. Benchmark (L, US)  Electr. Manufacturing Services
2. Benchmark (L, US)   Electr. Manufacturing Services 95 91 74 100
3. Foster (M, US)  Industrial Machinery
3. Foster (M, US)   Industrial Machinery 77 99 98 100
4. ALLETE (L, US)  Electric Utilities
4. ALLETE (L, US)   Electric Utilities 75 59 96 100
5. Johnson Outdoors (M, US)  Leisure Products
5. Johnson Outdoors (M, US)   Leisure Products 85 83 91 100
6. ExlService (L, US)  Data Processing & Outsourcing
6. ExlService (L, US)   Data Processing & Outsourcing 45 75 96 100
7. KornFerry (L, US)  HR- & Employment Services
7. KornFerry (L, US)   HR- & Employment Services 83 77 93 100
8. Barrett (L, US)  HR- & Employment Services
8. Barrett (L, US)   HR- & Employment Services 89 75 98 100
9. APEI (M, US)  Education Services
9. APEI (M, US)   Education Services 69 75 94 100
10. Brady (L, US)  Commercial Printing
10. Brady (L, US)   Commercial Printing 55 83 96 100

December 19, 2024



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