Free Trial

Invesco (IVZ) Competitors

$15.71
+0.35 (+2.28%)
(As of 05/31/2024 ET)

IVZ vs. TROW, STT, NTRS, ARCC, BEN, SEIC, AMG, MAIN, CNS, and GBDC

Should you be buying Invesco stock or one of its competitors? The main competitors of Invesco include T. Rowe Price Group (TROW), State Street (STT), Northern Trust (NTRS), Ares Capital (ARCC), Franklin Resources (BEN), SEI Investments (SEIC), Affiliated Managers Group (AMG), Main Street Capital (MAIN), Cohen & Steers (CNS), and Golub Capital BDC (GBDC). These companies are all part of the "asset management & custody banks" industry.

Invesco vs.

Invesco (NYSE:IVZ) and T. Rowe Price Group (NASDAQ:TROW) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, dividends, media sentiment, valuation, institutional ownership, profitability, analyst recommendations and community ranking.

66.1% of Invesco shares are owned by institutional investors. Comparatively, 73.4% of T. Rowe Price Group shares are owned by institutional investors. 2.0% of Invesco shares are owned by insiders. Comparatively, 2.0% of T. Rowe Price Group shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Invesco received 238 more outperform votes than T. Rowe Price Group when rated by MarketBeat users. Likewise, 65.98% of users gave Invesco an outperform vote while only 52.52% of users gave T. Rowe Price Group an outperform vote.

CompanyUnderperformOutperform
InvescoOutperform Votes
832
65.98%
Underperform Votes
429
34.02%
T. Rowe Price GroupOutperform Votes
594
52.52%
Underperform Votes
537
47.48%

In the previous week, T. Rowe Price Group had 4 more articles in the media than Invesco. MarketBeat recorded 9 mentions for T. Rowe Price Group and 5 mentions for Invesco. T. Rowe Price Group's average media sentiment score of 1.36 beat Invesco's score of 0.65 indicating that T. Rowe Price Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Invesco
2 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
T. Rowe Price Group
6 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Invesco presently has a consensus target price of $16.79, suggesting a potential upside of 6.89%. T. Rowe Price Group has a consensus target price of $112.10, suggesting a potential downside of 4.86%. Given Invesco's stronger consensus rating and higher possible upside, equities analysts clearly believe Invesco is more favorable than T. Rowe Price Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Invesco
0 Sell rating(s)
9 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.18
T. Rowe Price Group
4 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.60

T. Rowe Price Group has higher revenue and earnings than Invesco. Invesco is trading at a lower price-to-earnings ratio than T. Rowe Price Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco$5.72B1.24-$96.90M-$0.75-20.95
T. Rowe Price Group$6.46B4.07$1.79B$8.4213.99

T. Rowe Price Group has a net margin of 29.09% compared to Invesco's net margin of -1.74%. T. Rowe Price Group's return on equity of 19.70% beat Invesco's return on equity.

Company Net Margins Return on Equity Return on Assets
Invesco-1.74% 7.84% 3.11%
T. Rowe Price Group 29.09%19.70%15.18%

Invesco has a beta of 1.45, meaning that its stock price is 45% more volatile than the S&P 500. Comparatively, T. Rowe Price Group has a beta of 1.4, meaning that its stock price is 40% more volatile than the S&P 500.

Invesco pays an annual dividend of $0.82 per share and has a dividend yield of 5.2%. T. Rowe Price Group pays an annual dividend of $4.96 per share and has a dividend yield of 4.2%. Invesco pays out -109.3% of its earnings in the form of a dividend. T. Rowe Price Group pays out 58.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Invesco is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

T. Rowe Price Group beats Invesco on 11 of the 19 factors compared between the two stocks.

Get Invesco News Delivered to You Automatically

Sign up to receive the latest news and ratings for IVZ and its competitors with MarketBeat's FREE daily newsletter.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding IVZ and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

IVZ vs. The Competition

MetricInvescoInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$7.07B$9.28B$9.72B$17.79B
Dividend Yield5.34%24.06%5.96%3.55%
P/E Ratio-20.9544.7945.5125.81
Price / Sales1.245.31109.7811.40
Price / Cash2.8815.8416.4118.95
Price / Book0.633.433.305.90
Net Income-$96.90M$308.03M$1.01B$976.46M
7 Day Performance0.51%-2.00%0.39%0.62%
1 Month Performance9.55%1.06%3.04%4.79%
1 Year Performance6.58%21.79%17.32%24.00%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TROW
T. Rowe Price Group
4.5984 of 5 stars
$114.70
-1.4%
$112.10
-2.3%
+8.7%$25.61B$6.46B13.627,906Positive News
STT
State Street
4.6001 of 5 stars
$73.07
-1.1%
$84.04
+15.0%
+8.7%$22.01B$18.37B13.6846,000Short Interest ↑
NTRS
Northern Trust
2.4061 of 5 stars
$81.06
-1.2%
$84.92
+4.8%
+15.3%$16.58B$12.12B17.8923,100Positive News
ARCC
Ares Capital
1.584 of 5 stars
$21.18
-0.7%
$21.50
+1.5%
+13.4%$13.02B$2.61B7.25N/APositive News
BEN
Franklin Resources
4.7602 of 5 stars
$22.68
-1.7%
$26.00
+14.6%
-3.4%$11.93B$7.85B12.969,200Positive News
SEIC
SEI Investments
4.2231 of 5 stars
$66.35
-0.9%
$71.00
+7.0%
+17.8%$8.72B$1.92B18.135,089Dividend Increase
Positive News
AMG
Affiliated Managers Group
4.4072 of 5 stars
$157.81
-1.3%
$173.80
+10.1%
+14.9%$5.03B$2.06B8.764,000Short Interest ↓
Analyst Revision
MAIN
Main Street Capital
0.8745 of 5 stars
$48.13
-0.2%
$47.67
-1.0%
+22.8%$4.13B$500.39M8.78100
CNS
Cohen & Steers
2.4069 of 5 stars
$67.35
-1.9%
$67.00
-0.5%
+26.1%$3.40B$489.64M26.21405
GBDC
Golub Capital BDC
0.6533 of 5 stars
$16.25
-0.4%
$16.40
+0.9%
+26.6%$2.79B$603.09M8.00N/A

Related Companies and Tools

This page (NYSE:IVZ) was last updated on 6/2/2024 by MarketBeat.com Staff

From Our Partners