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Invesco (IVZ) Competitors

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$12.03 -0.68 (-5.32%)
Closing price 03:59 PM Eastern
Extended Trading
$12.02 -0.01 (-0.07%)
As of 07:42 PM 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 superior investment? We will contrast the two businesses based on the strength of their dividends, community ranking, risk, earnings, institutional ownership, media sentiment, profitability, valuation and analyst recommendations.

State Street has a beta of 1.42, meaning that its stock price is 42% more volatile than the S&P 500. Comparatively, Invesco has a beta of 1.26, meaning that its stock price is 26% more volatile than the S&P 500.

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 currently has a consensus target price of $101.07, indicating a potential upside of 34.74%. Invesco has a consensus target price of $18.97, indicating a potential upside of 57.61%. 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)
12 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.07

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$12.92B1.67$2.69B$8.249.10
Invesco$6.07B0.89$774.80M$1.1810.20

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

In the previous week, State Street had 36 more articles in the media than Invesco. MarketBeat recorded 63 mentions for State Street and 27 mentions for Invesco. State Street's average media sentiment score of 0.80 beat Invesco's score of 0.61 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
28 Very Positive mention(s)
7 Positive mention(s)
9 Neutral mention(s)
11 Negative mention(s)
0 Very Negative mention(s)
Positive
Invesco
13 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
6 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 4.1%. Invesco pays an annual dividend of $0.82 per share and has a dividend yield of 6.8%. 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 raised its dividend for 13 consecutive years.

Invesco received 149 more outperform votes than State Street when rated by MarketBeat users. Likewise, 63.62% of users gave Invesco an outperform vote while only 55.96% of users gave State Street an outperform vote.

CompanyUnderperformOutperform
State StreetOutperform Votes
685
55.96%
Underperform Votes
539
44.04%
InvescoOutperform Votes
834
63.62%
Underperform Votes
477
36.38%

Summary

State Street beats Invesco on 13 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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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$5.39B$9.02B$10.01B$17.27B
Dividend Yield5.40%24.57%5.73%3.95%
P/E Ratio10.2031.8820.8228.85
Price / Sales0.896.5124.3323.95
Price / Cash7.6817.7117.6117.54
Price / Book0.353.032.454.00
Net Income$774.80M$411.75M$1.03B$1.02B
7 Day Performance-20.75%-13.63%-7.35%-12.28%
1 Month Performance-23.18%-15.76%492.87%-13.86%
1 Year Performance-28.88%-11.24%528.59%-9.23%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IVZ
Invesco
4.9822 of 5 stars
$12.03
-5.3%
$18.97
+57.6%
-23.8%$5.39B$6.07B10.208,610Analyst Forecast
Gap Up
High Trading Volume
STT
State Street
4.9807 of 5 stars
$89.49
+0.5%
$101.53
+13.5%
+0.5%$25.81B$12.92B10.8642,200Analyst Revision
Gap Up
TROW
T. Rowe Price Group
4.8055 of 5 stars
$91.75
+0.2%
$111.82
+21.9%
-30.0%$20.38B$7.09B10.017,870Analyst Forecast
Gap Up
NTRS
Northern Trust
4.4108 of 5 stars
$98.16
+1.0%
$113.46
+15.6%
-1.5%$19.20B$8.29B10.0323,600Analyst Revision
News Coverage
Positive News
Gap Up
ARCC
Ares Capital
3.1465 of 5 stars
$22.15
+0.2%
$22.94
+3.6%
-6.1%$15.16B$1.71B9.042,550Analyst Forecast
Positive News
Gap Up
BEN
Franklin Resources
4.3631 of 5 stars
$19.22
+1.3%
$20.86
+8.6%
-37.6%$10.09B$8.74B29.5510,200Analyst Forecast
News Coverage
Gap Up
SEIC
SEI Investments
4.8783 of 5 stars
$77.58
+0.6%
$90.00
+16.0%
-3.9%$9.84B$2.13B17.534,840Analyst Downgrade
News Coverage
Positive News
Gap Up
MAIN
Main Street Capital
1.3196 of 5 stars
$56.34
-0.6%
$52.25
-7.3%
+6.3%$4.99B$601.25M10.2190Gap Up
AMG
Affiliated Managers Group
4.5881 of 5 stars
$168.42
+0.7%
$198.40
+17.8%
-12.5%$4.92B$2.04B11.143,950Analyst Forecast
News Coverage
Gap Up
CNS
Cohen & Steers
3.7856 of 5 stars
$80.78
+2.8%
$106.50
+31.8%
+0.6%$4.12B$536.76M27.20390Upcoming Earnings
News Coverage
Positive News
Gap Up
GBDC
Golub Capital BDC
2.1259 of 5 stars
$15.10
-1.0%
$16.17
+7.1%
-19.5%$4.01B$309.01M10.94N/AAnalyst Forecast
News Coverage
Gap Up
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This page (NYSE:IVZ) was last updated on 4/8/2025 by MarketBeat.com Staff
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