IVZ vs. AMG, CNS, BEN, EVR, HLNE, JHG, HLI, LAZ, MC, and STEP
Should you be buying Invesco stock or one of its competitors? The main competitors of Invesco include Affiliated Managers Group (AMG), Cohen & Steers (CNS), Franklin Resources (BEN), Evercore (EVR), Hamilton Lane (HLNE), Janus Henderson Group (JHG), Houlihan Lokey (HLI), Lazard (LAZ), Moelis & Company (MC), and StepStone Group (STEP). These companies are all part of the "investment advice" industry.
Affiliated Managers Group (NYSE:AMG) and Invesco (NYSE:IVZ) are both mid-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their community ranking, valuation, institutional ownership, dividends, earnings, profitability, media sentiment, analyst recommendations and risk.
Affiliated Managers Group has higher earnings, but lower revenue than Invesco. Invesco is trading at a lower price-to-earnings ratio than Affiliated Managers Group, indicating that it is currently the more affordable of the two stocks.
95.3% of Affiliated Managers Group shares are held by institutional investors. Comparatively, 66.1% of Invesco shares are held by institutional investors. 1.9% of Affiliated Managers Group shares are held by insiders. Comparatively, 2.0% of Invesco shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.
Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. Invesco pays an annual dividend of $0.82 per share and has a dividend yield of 5.1%. Affiliated Managers Group pays out 0.2% of its earnings in the form of a dividend. Invesco pays out -109.3% 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 has increased its dividend for 4 consecutive years. Invesco is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Invesco received 199 more outperform votes than Affiliated Managers Group when rated by MarketBeat users. However, 71.12% of users gave Affiliated Managers Group an outperform vote while only 66.08% of users gave Invesco an outperform vote.
Affiliated Managers Group has a net margin of 33.74% compared to Affiliated Managers Group's net margin of -1.74%. Invesco's return on equity of 16.66% beat Affiliated Managers Group's return on equity.
Affiliated Managers Group currently has a consensus price target of $173.80, suggesting a potential upside of 9.07%. Invesco has a consensus price target of $16.79, suggesting a potential upside of 4.95%. Given Invesco's stronger consensus rating and higher possible upside, equities research analysts clearly believe Affiliated Managers Group is more favorable than Invesco.
In the previous week, Invesco had 17 more articles in the media than Affiliated Managers Group. MarketBeat recorded 20 mentions for Invesco and 3 mentions for Affiliated Managers Group. Invesco's average media sentiment score of 0.50 beat Affiliated Managers Group's score of 0.34 indicating that Affiliated Managers Group is being referred to more favorably in the media.
Affiliated Managers Group has a beta of 1.31, indicating that its share price is 31% more volatile than the S&P 500. Comparatively, Invesco has a beta of 1.45, indicating that its share price is 45% more volatile than the S&P 500.
Summary
Affiliated Managers Group beats Invesco on 13 of the 21 factors compared between the two stocks.
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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.
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.
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