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Invesco (IVZ) Competitors

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$19.21 -0.01 (-0.05%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$19.21 +0.00 (+0.01%)
As of 01/31/2025 07:06 PM Eastern
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IVZ vs. STT, TROW, NTRS, ARCC, SEIC, BEN, AMG, MAIN, 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), SEI Investments (SEIC), Franklin Resources (BEN), 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.

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

State Street presently has a consensus target price of $100.73, suggesting a potential downside of 0.86%. Invesco has a consensus target price of $19.71, suggesting a potential upside of 2.61%. Given Invesco's higher probable 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

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 pays an annual dividend of $3.04 per share and has a dividend yield of 3.0%. Invesco pays an annual dividend of $0.82 per share and has a dividend yield of 4.3%. 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 15 consecutive years.

In the previous week, Invesco had 14 more articles in the media than State Street. MarketBeat recorded 47 mentions for Invesco and 33 mentions for State Street. State Street's average media sentiment score of 0.98 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
14 Very Positive mention(s)
3 Positive mention(s)
10 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Invesco
7 Very Positive mention(s)
7 Positive mention(s)
17 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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$22.13B1.35$2.69B$8.2412.33
Invesco$6.07B1.42-$96.90M$1.1816.28

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, endowments and large money managers believe a company is poised for long-term growth.

Invesco received 154 more outperform votes than State Street when rated by MarketBeat users. Likewise, 63.91% of users gave Invesco an outperform vote while only 56.01% of users gave State Street an outperform vote.

CompanyUnderperformOutperform
State StreetOutperform Votes
680
56.01%
Underperform Votes
534
43.99%
InvescoOutperform Votes
834
63.91%
Underperform Votes
471
36.09%

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

Summary

State Street and Invesco tied by winning 10 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$8.63B$12.27B$11.84B$20.13B
Dividend Yield4.32%23.88%5.76%3.64%
P/E Ratio16.2832.9525.9942.56
Price / Sales1.425.0627.1016.70
Price / Cash8.1719.4418.3120.47
Price / Book0.554.482.675.90
Net Income-$96.90M$302.89M$1.07B$1.02B
7 Day Performance9.03%-0.04%0.34%-0.56%
1 Month Performance9.90%0.71%1.70%4.05%
1 Year Performance21.35%20.36%15.22%18.12%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IVZ
Invesco
4.8242 of 5 stars
$19.21
-0.1%
$19.71
+2.6%
+21.4%$8.54B$6.07B16.288,500Earnings Report
Dividend Announcement
Analyst Forecast
Options Volume
STT
State Street
4.8375 of 5 stars
$99.66
+0.6%
$100.73
+1.1%
+37.5%$29.22B$22.13B12.0946,000
TROW
T. Rowe Price Group
4.4351 of 5 stars
$112.64
-1.4%
$115.82
+2.8%
+7.8%$25.04B$6.46B12.337,906Upcoming Earnings
Short Interest ↓
Positive News
NTRS
Northern Trust
3.9119 of 5 stars
$110.96
+0.0%
$112.58
+1.5%
+41.0%$21.99B$12.12B13.8023,100Insider Trade
Positive News
ARCC
Ares Capital
1.76 of 5 stars
$23.26
-0.7%
$22.29
-4.2%
+17.0%$15.02B$2.61B8.942,550Upcoming Earnings
Analyst Forecast
Options Volume
Positive News
SEIC
SEI Investments
4.7217 of 5 stars
$83.61
-1.5%
$86.75
+3.8%
+36.9%$10.79B$1.92B20.225,089Earnings Report
Analyst Forecast
Analyst Revision
News Coverage
BEN
Franklin Resources
4.4309 of 5 stars
$20.15
+0.3%
$20.18
+0.2%
-16.6%$10.55B$8.48B23.4110,200Earnings Report
Short Interest ↑
Analyst Revision
News Coverage
Gap Up
AMG
Affiliated Managers Group
4.0246 of 5 stars
$184.33
-1.3%
$195.40
+6.0%
+26.4%$5.58B$2.06B12.044,000Upcoming Earnings
Short Interest ↑
Analyst Revision
News Coverage
Positive News
MAIN
Main Street Capital
1.985 of 5 stars
$60.59
-1.0%
$48.80
-19.5%
+36.8%$5.34B$500.39M10.9790Positive News
CNS
Cohen & Steers
3.4983 of 5 stars
$90.13
+1.5%
$106.50
+18.2%
+25.8%$4.56B$517.42M30.34390Short Interest ↓
GBDC
Golub Capital BDC
1.7271 of 5 stars
$15.60
+0.1%
$16.38
+5.0%
+3.1%$4.12B$724.68M11.07N/AUpcoming Earnings
Short Interest ↑

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This page (NYSE:IVZ) was last updated on 2/1/2025 by MarketBeat.com Staff
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