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Invesco (IVZ) Competitors

Invesco logo
$17.41 +0.14 (+0.81%)
(As of 11/20/2024 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.

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

Invesco received 160 more outperform votes than State Street when rated by MarketBeat users. Likewise, 64.55% of users gave Invesco an outperform vote while only 56.14% of users gave State Street an outperform vote.

CompanyUnderperformOutperform
InvescoOutperform Votes
832
64.55%
Underperform Votes
457
35.45%
State StreetOutperform Votes
672
56.14%
Underperform Votes
525
43.86%

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

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
Invesco$5.72B1.37-$96.90M-$0.92-18.92
State Street$18.37B1.52$1.94B$6.3315.06

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
Invesco-3.00% 8.83% 3.54%
State Street 9.87%12.02%0.82%

Invesco has a beta of 1.44, meaning that its stock price is 44% more volatile than the S&P 500. Comparatively, State Street has a beta of 1.46, meaning that its stock price is 46% more volatile than the S&P 500.

Invesco presently has a consensus target price of $18.63, suggesting a potential upside of 6.98%. State Street has a consensus target price of $92.11, suggesting a potential downside of 3.35%. 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
Invesco
1 Sell rating(s)
10 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
State Street
2 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.23

In the previous week, State Street had 22 more articles in the media than Invesco. MarketBeat recorded 28 mentions for State Street and 6 mentions for Invesco. State Street's average media sentiment score of 0.76 beat Invesco's score of 0.50 indicating that State Street is being referred to more favorably in the news media.

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

Invesco pays an annual dividend of $0.82 per share and has a dividend yield of 4.7%. State Street pays an annual dividend of $3.04 per share and has a dividend yield of 3.2%. Invesco pays out -89.1% of its earnings in the form of a dividend. State Street pays out 48.0% 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. Invesco is clearly the better dividend stock, given its higher yield and lower payout ratio.

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$7.76B$12.30B$10.41B$19.84B
Dividend Yield4.75%23.93%10.14%3.50%
P/E Ratio-18.9231.6147.1237.73
Price / Sales1.375.223,443.7818.01
Price / Cash3.2319.4430.7717.90
Price / Book0.694.232.484.86
Net Income-$96.90M$298.28M$993.44M$985.93M
7 Day Performance-1.86%-0.44%-0.05%0.45%
1 Month Performance-3.33%4.27%7.13%1.05%
1 Year Performance26.62%34.84%24.11%24.67%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IVZ
Invesco
4.3834 of 5 stars
$17.41
+0.8%
$18.63
+7.0%
+24.7%$7.76B$5.72B-18.928,500
STT
State Street
4.7939 of 5 stars
$95.30
+0.6%
$92.11
-3.4%
+36.2%$27.76B$18.37B15.0646,000Analyst Downgrade
TROW
T. Rowe Price Group
4.7351 of 5 stars
$117.52
-0.4%
$115.55
-1.7%
+18.9%$26.20B$6.46B12.867,906Positive News
NTRS
Northern Trust
3.8489 of 5 stars
$107.88
+0.0%
$100.67
-6.7%
+42.2%$21.38B$12.12B13.4223,100Positive News
ARCC
Ares Capital
1.3418 of 5 stars
$21.79
-0.2%
$21.86
+0.3%
+10.4%$14.08B$2.61B8.382,550Options Volume
Positive News
BEN
Franklin Resources
4.611 of 5 stars
$21.64
+0.7%
$20.20
-6.6%
-10.6%$11.25B$8.48B25.1610,200
SEIC
SEI Investments
4.5129 of 5 stars
$79.91
+0.6%
$77.50
-3.0%
+37.1%$10.24B$1.92B19.305,089
AMG
Affiliated Managers Group
4.4698 of 5 stars
$185.38
+1.2%
$196.50
+6.0%
+38.0%$5.53B$2.02B12.094,000Positive News
CNS
Cohen & Steers
3.6838 of 5 stars
$99.65
-0.3%
$106.50
+6.9%
+72.3%$5.06B$515.43M37.18390Ex-Dividend
Positive News
MAIN
Main Street Capital
1.1572 of 5 stars
$53.09
-0.2%
$48.80
-8.1%
+29.9%$4.69B$500.39M9.62100High Trading Volume
GBDC
Golub Capital BDC
2.2714 of 5 stars
$15.22
-2.0%
$16.50
+8.4%
+1.4%$2.66B$724.68M10.79N/ADividend Announcement
News Coverage
High Trading Volume

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This page (NYSE:IVZ) was last updated on 11/21/2024 by MarketBeat.com Staff
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