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Invesco (IVZ) Competitors

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$14.63 -0.53 (-3.49%)
Closing price 05/21/2025 03:59 PM Eastern
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$14.66 +0.03 (+0.20%)
As of 07:00 AM Eastern
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IVZ vs. STT, TROW, 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 State Street (STT), T. Rowe Price Group (TROW), 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.

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

Invesco received 147 more outperform votes than State Street when rated by MarketBeat users. Likewise, 63.18% of users gave Invesco an outperform vote while only 55.94% of users gave State Street an outperform vote.

CompanyUnderperformOutperform
State StreetOutperform Votes
687
55.94%
Underperform Votes
541
44.06%
InvescoOutperform Votes
834
63.18%
Underperform Votes
486
36.82%

State Street presently has a consensus target price of $102.15, suggesting a potential upside of 6.90%. Invesco has a consensus target price of $17.25, suggesting a potential upside of 17.90%. 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)
6 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.38
Invesco
1 Sell rating(s)
13 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, State Street had 13 more articles in the media than Invesco. MarketBeat recorded 26 mentions for State Street and 13 mentions for Invesco. Invesco's average media sentiment score of 1.35 beat State Street's score of 1.02 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
17 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Positive
Invesco
11 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 company insiders. Comparatively, 1.2% of Invesco shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

State Street has a beta of 1.42, indicating that its share price is 42% more volatile than the S&P 500. Comparatively, Invesco has a beta of 1.47, indicating that its share price is 47% more volatile than the S&P 500.

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$13.07B2.09$2.69B$8.9110.73
Invesco$6.12B1.07$774.80M$1.2511.70

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 3.2%. Invesco pays an annual dividend of $0.84 per share and has a dividend yield of 5.7%. State Street pays out 34.1% of its earnings in the form of a dividend. Invesco pays out 67.2% 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 and Invesco has raised its dividend for 5 consecutive years.

Summary

State Street beats Invesco on 11 of the 21 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$6.55B$11.30B$11.49B$19.38B
Dividend Yield5.48%24.45%5.46%3.83%
P/E Ratio12.4039.1222.4834.23
Price / Sales1.077.7627.2834.85
Price / Cash7.6817.7117.6217.51
Price / Book0.423.732.794.69
Net Income$774.80M$419.40M$1.04B$1.02B
7 Day Performance-5.42%-2.61%0.34%-1.34%
1 Month Performance17.71%10.38%8.69%9.79%
1 Year Performance-8.38%5.99%537.74%3.27%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IVZ
Invesco
4.9174 of 5 stars
$14.63
-3.5%
$17.25
+17.9%
-8.4%$6.55B$6.12B12.408,610Positive News
STT
State Street
4.5469 of 5 stars
$95.98
+2.3%
$102.15
+6.4%
+24.0%$27.37B$13.07B11.6542,200Positive News
TROW
T. Rowe Price Group
4.4989 of 5 stars
$97.03
+4.6%
$94.09
-3.0%
-19.2%$21.38B$7.11B10.597,870Positive News
NTRS
Northern Trust
3.5177 of 5 stars
$105.61
+5.0%
$110.83
+4.9%
+24.5%$20.54B$8.58B10.8023,600Positive News
Gap Up
ARCC
Ares Capital
2.3184 of 5 stars
$21.60
+2.5%
$22.00
+1.9%
+0.3%$14.89B$1.49B8.812,550Positive News
BEN
Franklin Resources
4.1158 of 5 stars
$21.69
+3.6%
$19.46
-10.3%
-9.4%$11.40B$8.70B33.369,800News Coverage
Positive News
Dividend Announcement
SEIC
SEI Investments
4.5757 of 5 stars
$83.63
+2.6%
$87.60
+4.7%
+22.5%$10.41B$2.16B18.924,840Analyst Upgrade
Analyst Revision
AMG
Affiliated Managers Group
4.2882 of 5 stars
$183.71
+2.5%
$192.40
+4.7%
+10.6%$5.29B$2.04B12.173,950Positive News
Ex-Dividend
MAIN
Main Street Capital
1.4418 of 5 stars
$53.87
+1.7%
$51.00
-5.3%
+13.2%$4.77B$601.25M9.7690
CNS
Cohen & Steers
2.9956 of 5 stars
$82.73
+3.8%
$90.00
+8.8%
+5.9%$4.22B$549.97M27.86390
GBDC
Golub Capital BDC
1.9284 of 5 stars
$14.78
+2.2%
$15.50
+4.9%
-8.9%$3.94B$300.65M10.71N/APositive News

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This page (NYSE:IVZ) was last updated on 5/22/2025 by MarketBeat.com Staff
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