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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 79 89 54 98
2. Invesco (XL, US)  Asset Management & Custody
2. Invesco (XL, US)   Asset Management & Custody 100 15 86 91
3. Franklin Resources (XL, US)  Asset Management & Custody
3. Franklin Resources (XL, US)   Asset Management & Custody 99 3 72 70
4. INTL FCStone (XXL, US)  Investment Banking & Brokerage
4. INTL FCStone (XXL, US)   Investment Banking & Brokerage 55 71 41 68
5. Goldman Sachs (XXL, US)  Investment Banking & Brokerage
5. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 75 63 20 67
6. CME Group (XL, US)  Financial Exchanges & Data
6. CME Group (XL, US)   Financial Exchanges & Data 16 49 100 65
7. Intercontinental Exchange (XL, US)  Financial Exchanges & Data
7. Intercontinental Exchange (XL, US)   Financial Exchanges & Data 26 59 64 59
8. Interactive Brokers (XL, US)  Investment Banking & Brokerage
8. Interactive Brokers (XL, US)   Investment Banking & Brokerage 7 77 73 57
9. Morgan Stanley (XXL, US)  Investment Banking & Brokerage
9. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 69 43 38 53
10. Nasdaq (XL, US)  Financial Exchanges & Data
10. Nasdaq (XL, US)   Financial Exchanges & Data 36 71 41 48

March 27, 2025

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. Cheesecake Factory (XL, US)  Restaurants
1. Cheesecake Factory (XL, US)   Restaurants 73 85 87 100
2. Lithia Motors (XXL, US)  Automotive Retail
2. Lithia Motors (XXL, US)   Automotive Retail 100 89 71 100
3. Jones Lang LaSalle (XXL, US)  Real Estate Services
3. Jones Lang LaSalle (XXL, US)   Real Estate Services 66 94 94 100
4. Mueller Industries (XL, US)  Industrial Machinery
4. Mueller Industries (XL, US)   Industrial Machinery 69 95 100 100
5. Tetra Tech (XL, US)  Facility Services
5. Tetra Tech (XL, US)   Facility Services 71 81 75 100
6. Alphabet (XXL, US)  Interactive Media & Services
6. Alphabet (XXL, US)   Interactive Media & Services 84 65 98 100
7. Nexteer Automotive Group (XL, US)  Auto Parts & Equipment
7. Nexteer Automotive Group (XL, US)   Auto Parts & Equipment 59 99 94 100
8. ResMed (XL, US)  Health Care Equipment
8. ResMed (XL, US)   Health Care Equipment 61 85 88 100
9. Voya Financial (XL, US)  Other Financial Services
9. Voya Financial (XL, US)   Other Financial Services 91 21 82 100
10. Micron (XXL, US)  Semiconductors
10. Micron (XXL, US)   Semiconductors 97 91 50 100

March 27, 2025


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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 12 100 96 96
2. Federated Investors (L, US)  Asset Management & Custody
2. Federated Investors (L, US)   Asset Management & Custody 75 29 91 86
3. SEI Investments (L, US)  Asset Management & Custody
3. SEI Investments (L, US)   Asset Management & Custody 41 43 91 82
4. The Carlyle Group (L, US)  Asset Management & Custody
4. The Carlyle Group (L, US)   Asset Management & Custody 63 63 58 79
5. Victory Capitals (L, US)  Asset Management & Custody
5. Victory Capitals (L, US)   Asset Management & Custody 61 93 21 76
6. Hamilton Lane Incorporated (M, US)  Asset Management & Custody
6. Hamilton Lane Incorporated (M, US)   Asset Management & Custody 3 75 72 55
7. GCM Grosvenor (M, US)  Asset Management & Custody
7. GCM Grosvenor (M, US)   Asset Management & Custody 52 89 4 55
8. AMG (L, US)  Asset Management & Custody
8. AMG (L, US)   Asset Management & Custody 68 5 61 41
9. New Mountain Finance (M, US)  Asset Management & Custody
9. New Mountain Finance (M, US)   Asset Management & Custody 80 23 42 38
10. WisdomTree (M, US)  Asset Management & Custody
10. WisdomTree (M, US)   Asset Management & Custody 57 29 29 22

March 27, 2025


Mid sized companies - similar region as BlackRock

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Barrett (L, US)  HR- & Employment Services
1. Barrett (L, US)   HR- & Employment Services 94 67 100 100
2. APEI (M, US)  Education Services
2. APEI (M, US)   Education Services 53 57 94 100
3. Innospec (L, US)  Specialty Chemicals
3. Innospec (L, US)   Specialty Chemicals 39 45 100 100
4. Bio-Techne (L, US)  Life Sciences Tools & Services
4. Bio-Techne (L, US)   Life Sciences Tools & Services 61 87 88 100
5. Johnson Outdoors (M, US)  Leisure Products
5. Johnson Outdoors (M, US)   Leisure Products 87 85 89 100
6. Ocwen Financial (L, US)  Thrifts & Mortgage Finance
6. Ocwen Financial (L, US)   Thrifts & Mortgage Finance 91 100 88 100
7. Taboola.com (L, US)  Interactive Media & Services
7. Taboola.com (L, US)   Interactive Media & Services 96 21 81 100
8. Perella Weinberg (M, US)  Investment Banking & Brokerage
8. Perella Weinberg (M, US)   Investment Banking & Brokerage 79 99 58 100
9. Phibro Animal Health (L, US)  Pharmaceuticals
9. Phibro Animal Health (L, US)   Pharmaceuticals 94 83 68 100
10. KornFerry (L, US)  HR- & Employment Services
10. KornFerry (L, US)   HR- & Employment Services 79 68 92 100

March 27, 2025



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