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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.

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BlackRock stock research in summary

blackrock.com


BlackRock shares have a market-typical stock price level. While they are safely financed, they show below average growth, and are poor value. We recommend evaluating whether the future of the company BlackRock is typical for this industry which the market average price level of the shares suggests. If you believe that the future of the company is above average, that could be an argument for buying the shares and vice versa.


Latest Obermatt Ranks


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

Large companies - similar industry as BlackRock

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Goldman Sachs (XXL, US)  Investment Banking & Brokerage
1. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 78 75 26 81
2. Northern Trust (XL, US)  Asset Management & Custody
2. Northern Trust (XL, US)   Asset Management & Custody 13 69 63 57
3. Intercontinental Exchange (XL, US)  Financial Exchanges & Data
3. Intercontinental Exchange (XL, US)   Financial Exchanges & Data 46 31 67 45
4. Morgan Stanley (XXL, US)  Investment Banking & Brokerage
4. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 59 51 29 43
5. Charles Schwab (XXL, US)  Investment Banking & Brokerage
5. Charles Schwab (XXL, US)   Investment Banking & Brokerage 24 91 23 37
6. Ameriprise Financial (XL, US)  Asset Management & Custody
6. Ameriprise Financial (XL, US)   Asset Management & Custody 45 19 69 31
7. Raymond James Financial (XL, US)  Investment Banking & Brokerage
7. Raymond James Financial (XL, US)   Investment Banking & Brokerage 66 21 38 31
8. Berkshire Hathaway (XXL, US)  Multi-Sector Holdings
8. Berkshire Hathaway (XXL, US)   Multi-Sector Holdings 9 15 94 23
9. S&P Global (XL, US)  Financial Exchanges & Data
9. S&P Global (XL, US)   Financial Exchanges & Data 15 23 77 18
10. American Express (XXL, US)  Consumer Finance
10. American Express (XXL, US)   Consumer Finance 21 23 56 4

July 31, 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. Lithia Motors (XL, US)  Automotive Retail
1. Lithia Motors (XL, US)   Automotive Retail 97 95 54 100
2. Micron (XL, US)  Semiconductors
2. Micron (XL, US)   Semiconductors 98 99 57 100
3. Alphabet (XXL, US)  Interactive Media & Services
3. Alphabet (XXL, US)   Interactive Media & Services 75 69 96 100
4. Expedia (XL, US)  Hotels, Resorts & Cruise Lines
4. Expedia (XL, US)   Hotels, Resorts & Cruise Lines 59 93 64 98
5. Delta Air Lines (XL, US)  Airlines
5. Delta Air Lines (XL, US)   Airlines 90 73 60 98
6. Cognizant Technology (XL, US)  IT Consulting & oth. Services
6. Cognizant Technology (XL, US)   IT Consulting & oth. Services 99 49 87 98
7. Meta (XXL, US)  Interactive Media & Services
7. Meta (XXL, US)   Interactive Media & Services 49 79 90 98
8. Hewlett Packard Enterprise (XL, US)  Technology Hardware & Peripherals
8. Hewlett Packard Enterprise (XL, US)   Technology Hardware & Peripherals 92 87 75 98
9. Abbott Laboratories (XXL, US)  Health Care Equipment
9. Abbott Laboratories (XXL, US)   Health Care Equipment 78 65 72 98
10. Cardinal Health (XL, US)  Health Care Distributors
10. Cardinal Health (XL, US)   Health Care Distributors 99 87 29 96

July 31, 2025


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Mid sized companies - similar industry as BlackRock

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Federated Investors (M, US)  Asset Management & Custody
1. Federated Investors (M, US)   Asset Management & Custody 71 83 80 100
2. IGM Financial (M, CA)  Asset Management & Custody
2. IGM Financial (M, CA)   Asset Management & Custody 91 59 52 94
3. The Carlyle Group (L, US)  Asset Management & Custody
3. The Carlyle Group (L, US)   Asset Management & Custody 53 95 51 94
4. Invesco (L, US)  Asset Management & Custody
4. Invesco (L, US)   Asset Management & Custody 93 21 82 87
5. Franklin Resources (L, US)  Asset Management & Custody
5. Franklin Resources (L, US)   Asset Management & Custody 95 1 76 73
6. SEI Investments (M, US)  Asset Management & Custody
6. SEI Investments (M, US)   Asset Management & Custody 27 41 96 66
7. AMG (M, US)  Asset Management & Custody
7. AMG (M, US)   Asset Management & Custody 70 13 60 44
8. T. Rowe Price (M, US)  Asset Management & Custody
8. T. Rowe Price (M, US)   Asset Management & Custody 81 13 30 23
9. BNY Mellon (M, US)  Asset Management & Custody
9. BNY Mellon (M, US)   Asset Management & Custody 5 42 63 17
10. State Street (M, US)  Asset Management & Custody
10. State Street (M, US)   Asset Management & Custody 45 29 1 1

July 31, 2025


Mid sized companies - similar region as BlackRock

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Ocwen Financial (M, US)  Thrifts & Mortgage Finance
1. Ocwen Financial (M, US)   Thrifts & Mortgage Finance 81 100 90 100
2. Travel + Leisure (L, US)  Hotels, Resorts & Cruise Lines
2. Travel + Leisure (L, US)   Hotels, Resorts & Cruise Lines 99 75 67 100
3. KAR Auction Services (M, US)  Diversified Support Services
3. KAR Auction Services (M, US)   Diversified Support Services 64 81 98 100
4. Bio-Techne (M, US)  Life Sciences Tools & Services
4. Bio-Techne (M, US)   Life Sciences Tools & Services 53 69 82 100
5. Mueller Industries (M, US)  Industrial Machinery
5. Mueller Industries (M, US)   Industrial Machinery 68 94 100 100
6. Oshkosh (L, US)  Heavy Machinery
6. Oshkosh (L, US)   Heavy Machinery 86 77 86 100
7. UGI (M, US)  Gas Utilities
7. UGI (M, US)   Gas Utilities 89 93 78 100
8. CommScope (M, US)  Communications Equipment
8. CommScope (M, US)   Communications Equipment 97 79 63 100
9. ResMed (L, US)  Health Care Equipment
9. ResMed (L, US)   Health Care Equipment 44 93 88 100
10. Sunoco (L, US)  Oil & Gas Refining
10. Sunoco (L, US)   Oil & Gas Refining 100 99 40 100

July 31, 2025



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