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Invesco (IVZ) Competitors

Invesco logo
$17.33 +0.55 (+3.28%)
(As of 12/20/2024 05:40 PM ET)

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

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

Invesco vs.

State Street (NYSE:STT) and Invesco (NYSE:IVZ) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their media sentiment, dividends, community ranking, earnings, analyst recommendations, profitability, institutional ownership, valuation and risk.

State Street pays an annual dividend of $3.04 per share and has a dividend yield of 3.1%. Invesco pays an annual dividend of $0.82 per share and has a dividend yield of 4.7%. State Street pays out 48.0% of its earnings in the form of a dividend. Invesco pays out -89.1% 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. State Street has raised its dividend for 13 consecutive years. Invesco is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, State Street had 23 more articles in the media than Invesco. MarketBeat recorded 35 mentions for State Street and 12 mentions for Invesco. State Street's average media sentiment score of 0.79 beat Invesco's score of 0.51 indicating that State Street is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
State Street
10 Very Positive mention(s)
9 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Invesco
4 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
State Street$12.55B2.29$1.94B$6.3315.51
Invesco$5.89B1.32-$96.90M-$0.92-18.84

Invesco received 156 more outperform votes than State Street when rated by MarketBeat users. Likewise, 64.45% of users gave Invesco an outperform vote while only 56.19% of users gave State Street an outperform vote.

CompanyUnderperformOutperform
State StreetOutperform Votes
676
56.19%
Underperform Votes
527
43.81%
InvescoOutperform Votes
832
64.45%
Underperform Votes
459
35.55%

87.4% of State Street shares are owned by institutional investors. Comparatively, 66.1% of Invesco shares are owned by institutional investors. 0.3% of State Street shares are owned by company insiders. Comparatively, 2.0% of Invesco shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

State Street has a beta of 1.44, suggesting that its share price is 44% more volatile than the S&P 500. Comparatively, Invesco has a beta of 1.43, suggesting that its share price is 43% more volatile than the S&P 500.

State Street currently has a consensus target price of $98.36, indicating a potential upside of 0.16%. Invesco has a consensus target price of $18.88, indicating a potential upside of 8.92%. Given Invesco's higher possible upside, analysts plainly believe Invesco is more favorable than State Street.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
State Street
2 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.36
Invesco
1 Sell rating(s)
10 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

State Street has a net margin of 9.87% compared to Invesco's net margin of -3.00%. State Street's return on equity of 12.02% beat Invesco's return on equity.

Company Net Margins Return on Equity Return on Assets
State Street9.87% 12.02% 0.82%
Invesco -3.00%8.83%3.54%

Summary

State Street beats Invesco on 14 of the 21 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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.
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IVZ vs. The Competition

MetricInvescoInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$7.79B$11.92B$10.30B$19.19B
Dividend Yield4.55%23.90%10.52%3.58%
P/E Ratio-18.8432.2246.8641.22
Price / Sales1.325.723,168.1617.58
Price / Cash3.4519.8330.7321.28
Price / Book0.694.342.695.32
Net Income-$96.90M$297.73M$1.03B$989.67M
7 Day Performance-3.94%-4.47%-2.75%-3.45%
1 Month Performance-2.04%-4.74%-2.70%-3.73%
1 Year Performance-0.86%17.21%10.70%12.06%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IVZ
Invesco
4.3946 of 5 stars
$17.33
+3.3%
$18.88
+8.9%
+1.5%$7.79B$5.89B-18.848,500Analyst Forecast
High Trading Volume
STT
State Street
4.7528 of 5 stars
$101.30
+0.8%
$97.32
-3.9%
+29.1%$29.70B$18.37B15.8746,000Dividend Announcement
Analyst Upgrade
Analyst Revision
News Coverage
TROW
T. Rowe Price Group
4.4782 of 5 stars
$119.65
+0.1%
$117.09
-2.1%
+9.6%$26.58B$6.46B13.087,906Analyst Upgrade
NTRS
Northern Trust
3.4481 of 5 stars
$105.66
+0.6%
$105.00
-0.6%
+23.3%$20.94B$7.88B13.0623,100Positive News
ARCC
Ares Capital
1.2588 of 5 stars
$21.56
-0.6%
$22.29
+3.4%
+9.4%$13.93B$1.76B8.342,550Positive News
BEN
Franklin Resources
4.4911 of 5 stars
$21.96
0.0%
$20.66
-5.9%
-29.9%$11.50B$8.48B25.5510,200Analyst Forecast
Analyst Revision
SEIC
SEI Investments
4.6061 of 5 stars
$86.03
+0.2%
$77.50
-9.9%
+30.1%$11.09B$2.05B20.735,089Analyst Forecast
Insider Trade
AMG
Affiliated Managers Group
4.3526 of 5 stars
$188.22
+0.9%
$196.50
+4.4%
+22.4%$5.69B$2.02B12.174,000Positive News
CNS
Cohen & Steers
3.7204 of 5 stars
$99.78
+0.7%
$106.50
+6.7%
+27.2%$5.04B$515.43M36.96390
MAIN
Main Street Capital
1.1486 of 5 stars
$55.41
-0.4%
$48.80
-11.9%
+32.4%$4.89B$567.16M10.07100
GBDC
Golub Capital BDC
2.5103 of 5 stars
$15.07
+0.1%
$16.40
+8.8%
+0.7%$3.98B$272.57M10.67N/APositive News

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This page (NYSE:IVZ) was last updated on 12/21/2024 by MarketBeat.com Staff
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