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Invesco (IVZ) Competitors

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$16.75 -0.64 (-3.68%)
Closing price 03/3/2025 03:59 PM Eastern
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$16.58 -0.16 (-0.99%)
As of 08:03 AM Eastern
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IVZ vs. STT, TROW, NTRS, ARCC, BEN, SEIC, MAIN, AMG, CNS, 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), Main Street Capital (MAIN), Affiliated Managers Group (AMG), Cohen & Steers (CNS), 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 businesses based on the strength of their community ranking, risk, analyst recommendations, earnings, valuation, institutional ownership, dividends, media sentiment and profitability.

Invesco has a net margin of 12.77% compared to State Street's net margin of 12.14%. State Street's return on equity of 12.60% beat Invesco's return on equity.

Company Net Margins Return on Equity Return on Assets
State Street12.14% 12.60% 0.83%
Invesco 12.77%8.18%3.68%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
State Street$12.92B2.16$2.69B$8.2411.75
Invesco$6.07B1.24$774.80M$1.1814.19

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

Invesco received 153 more outperform votes than State Street when rated by MarketBeat users. Likewise, 63.81% of users gave Invesco an outperform vote while only 56.00% of users gave State Street an outperform vote.

CompanyUnderperformOutperform
State StreetOutperform Votes
681
56.00%
Underperform Votes
535
44.00%
InvescoOutperform Votes
834
63.81%
Underperform Votes
473
36.19%

State Street currently has a consensus price target of $100.73, indicating a potential upside of 4.00%. Invesco has a consensus price target of $19.94, indicating a potential upside of 19.06%. 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
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40
Invesco
1 Sell rating(s)
10 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.08

In the previous week, State Street had 37 more articles in the media than Invesco. MarketBeat recorded 49 mentions for State Street and 12 mentions for Invesco. Invesco's average media sentiment score of 1.12 beat State Street's score of 0.87 indicating that Invesco is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
State Street
22 Very Positive mention(s)
6 Positive mention(s)
18 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Invesco
8 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 4.9%. State Street pays out 36.9% of its earnings in the form of a dividend. Invesco pays out 69.5% 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 increased its dividend for 13 consecutive years.

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

Summary

State Street beats Invesco on 11 of the 20 factors compared between the two stocks.

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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$7.53B$10.73B$11.38B$19.92B
Dividend Yield4.77%24.08%5.64%3.90%
P/E Ratio14.1940.9624.6934.16
Price / Sales1.244.9025.3330.29
Price / Cash7.6817.7117.7017.60
Price / Book0.483.802.554.70
Net Income$774.80M$411.75M$1.03B$1.02B
7 Day Performance-4.91%1.33%-0.09%-2.49%
1 Month Performance-8.69%-2.27%-0.22%-3.16%
1 Year Performance7.86%12.16%13.75%8.03%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IVZ
Invesco
4.9853 of 5 stars
$16.75
-3.7%
$19.94
+19.1%
+7.9%$7.53B$6.07B14.198,500Short Interest ↓
Positive News
STT
State Street
4.6647 of 5 stars
$98.96
+0.3%
$100.73
+1.8%
+31.2%$28.51B$22.13B12.0053,000
TROW
T. Rowe Price Group
4.3314 of 5 stars
$107.06
+0.7%
$114.09
+6.6%
-8.5%$23.82B$7.09B11.687,906Analyst Revision
NTRS
Northern Trust
3.6292 of 5 stars
$113.56
+0.5%
$112.58
-0.9%
+32.3%$22.50B$16.06B11.6123,100Short Interest ↑
Positive News
ARCC
Ares Capital
2.4688 of 5 stars
$23.22
-0.3%
$22.94
-1.2%
+14.8%$15.59B$2.99B9.482,550Upcoming Earnings
Positive News
BEN
Franklin Resources
4.2262 of 5 stars
$20.49
-0.2%
$20.86
+1.8%
-27.6%$10.76B$8.48B31.5010,200Analyst Revision
SEIC
SEI Investments
4.9263 of 5 stars
$80.54
+0.4%
$90.00
+11.8%
+16.5%$10.37B$2.13B18.205,089
MAIN
Main Street Capital
1.5238 of 5 stars
$60.61
-2.7%
$48.80
-19.5%
+33.2%$5.33B$567.16M10.9690Earnings Report
Dividend Announcement
Analyst Forecast
Positive News
AMG
Affiliated Managers Group
4.2642 of 5 stars
$166.74
+0.3%
$198.40
+19.0%
+6.2%$4.88B$2.04B11.044,000Short Interest ↑
Positive News
CNS
Cohen & Steers
3.3841 of 5 stars
$87.39
+1.2%
$106.50
+21.9%
+16.8%$4.41B$553.34M29.39390News Coverage
GBDC
Golub Capital BDC
1.5773 of 5 stars
$15.79
-0.3%
$16.38
+3.7%
-1.9%$4.19B$309.01M11.44N/APositive News

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This page (NYSE:IVZ) was last updated on 3/4/2025 by MarketBeat.com Staff
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