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Invesco (IVZ) Competitors

$15.14
-0.31 (-2.01%)
(As of 05/29/2024 ET)

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

Should you be buying Invesco stock or one of its competitors? The main competitors of Invesco include T. Rowe Price Group (TROW), State Street (STT), Northern Trust (NTRS), Ares Capital (ARCC), Franklin Resources (BEN), SEI Investments (SEIC), 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.

Invesco (NYSE:IVZ) and T. Rowe Price Group (NASDAQ:TROW) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their institutional ownership, community ranking, earnings, risk, media sentiment, profitability, dividends, analyst recommendations and valuation.

Invesco presently has a consensus price target of $16.79, indicating a potential upside of 10.91%. T. Rowe Price Group has a consensus price target of $112.10, indicating a potential downside of 2.74%. Given Invesco's stronger consensus rating and higher probable upside, equities research analysts plainly believe Invesco is more favorable than T. Rowe Price Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Invesco
0 Sell rating(s)
9 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.18
T. Rowe Price Group
4 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.60

Invesco received 238 more outperform votes than T. Rowe Price Group when rated by MarketBeat users. Likewise, 66.03% of users gave Invesco an outperform vote while only 52.52% of users gave T. Rowe Price Group an outperform vote.

CompanyUnderperformOutperform
InvescoOutperform Votes
832
66.03%
Underperform Votes
428
33.97%
T. Rowe Price GroupOutperform Votes
594
52.52%
Underperform Votes
537
47.48%

T. Rowe Price Group has a net margin of 29.09% compared to Invesco's net margin of -1.74%. T. Rowe Price Group's return on equity of 19.70% beat Invesco's return on equity.

Company Net Margins Return on Equity Return on Assets
Invesco-1.74% 7.84% 3.11%
T. Rowe Price Group 29.09%19.70%15.18%

In the previous week, T. Rowe Price Group had 4 more articles in the media than Invesco. MarketBeat recorded 11 mentions for T. Rowe Price Group and 7 mentions for Invesco. T. Rowe Price Group's average media sentiment score of 1.42 beat Invesco's score of 0.41 indicating that T. Rowe Price Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Invesco
1 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
T. Rowe Price Group
7 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Invesco has a beta of 1.45, suggesting that its stock price is 45% more volatile than the S&P 500. Comparatively, T. Rowe Price Group has a beta of 1.4, suggesting that its stock price is 40% more volatile than the S&P 500.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco$5.72B1.19-$96.90M-$0.75-20.19
T. Rowe Price Group$6.67B3.86$1.79B$8.4213.69

66.1% of Invesco shares are held by institutional investors. Comparatively, 73.4% of T. Rowe Price Group shares are held by institutional investors. 2.0% of Invesco shares are held by company insiders. Comparatively, 2.0% of T. Rowe Price Group shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Invesco pays an annual dividend of $0.82 per share and has a dividend yield of 5.4%. T. Rowe Price Group pays an annual dividend of $4.96 per share and has a dividend yield of 4.3%. Invesco pays out -109.3% of its earnings in the form of a dividend. T. Rowe Price Group pays out 58.9% 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. Invesco is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

T. Rowe Price Group beats Invesco on 11 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding IVZ 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$6.81B$9.34B$9.04B$17.46B
Dividend Yield5.25%23.96%10.35%3.53%
P/E Ratio-20.1945.0457.6625.51
Price / Sales1.197.393,509.8010.12
Price / Cash2.9316.3327.6519.29
Price / Book0.613.463.115.82
Net Income-$96.90M$308.03M$1.01B$975.72M
7 Day Performance-4.12%-1.28%-1.60%-1.95%
1 Month Performance4.70%-0.35%0.91%1.12%
1 Year Performance1.68%22.49%16.37%21.80%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TROW
T. Rowe Price Group
4.6861 of 5 stars
$114.70
-1.4%
$112.10
-2.3%
+8.1%$25.61B$6.46B13.627,906Positive News
STT
State Street
4.6435 of 5 stars
$73.07
-1.1%
$84.04
+15.0%
+7.8%$22.01B$18.37B13.6846,000Short Interest ↑
NTRS
Northern Trust
2.3527 of 5 stars
$81.06
-1.2%
$84.92
+4.8%
+12.5%$16.58B$12.12B17.8923,100Positive News
ARCC
Ares Capital
1.3231 of 5 stars
$21.18
-0.7%
$21.50
+1.5%
+12.9%$13.02B$2.61B7.25N/APositive News
BEN
Franklin Resources
4.7222 of 5 stars
$22.68
-1.7%
$26.00
+14.6%
-7.6%$11.93B$7.85B12.969,200
SEIC
SEI Investments
4.194 of 5 stars
$66.35
-0.9%
$71.00
+7.0%
+16.0%$8.72B$1.92B18.135,089Dividend Increase
Positive News
AMG
Affiliated Managers Group
4.3618 of 5 stars
$157.81
-1.3%
$173.80
+10.1%
+11.5%$5.03B$2.06B8.764,000Short Interest ↓
Analyst Revision
Positive News
MAIN
Main Street Capital
0.8775 of 5 stars
$48.13
-0.2%
$47.67
-1.0%
+20.3%$4.13B$500.39M8.78100
CNS
Cohen & Steers
2.0716 of 5 stars
$67.35
-1.9%
$67.00
-0.5%
+24.8%$3.40B$489.64M26.21405Positive News
GBDC
Golub Capital BDC
0.6808 of 5 stars
$16.25
-0.4%
$16.40
+0.9%
+23.3%$2.79B$603.09M8.00N/A

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This page (NYSE:IVZ) was last updated on 5/30/2024 by MarketBeat.com Staff

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