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Invesco (IVZ) Competitors

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$16.89 +0.15 (+0.87%)
Closing price 03:59 PM Eastern
Extended Trading
$16.94 +0.06 (+0.36%)
As of 06:39 PM Eastern
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IVZ vs. SEIC, TROW, AB, AMG, AMP, BEN, BLK, CNS, JHG, and LAZ

Should you be buying Invesco stock or one of its competitors? The main competitors of Invesco include SEI Investments (SEIC), T. Rowe Price Group (TROW), AllianceBernstein (AB), Affiliated Managers Group (AMG), Ameriprise Financial (AMP), Franklin Resources (BEN), BlackRock (BLK), Cohen & Steers (CNS), Janus Henderson Group (JHG), and Lazard (LAZ). These companies are all part of the "finance" sector.

Invesco vs. Its Competitors

Invesco (NYSE:IVZ) and SEI Investments (NASDAQ:SEIC) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, valuation, analyst recommendations, earnings, risk, institutional ownership, profitability and dividends.

Invesco pays an annual dividend of $0.84 per share and has a dividend yield of 5.0%. SEI Investments pays an annual dividend of $0.98 per share and has a dividend yield of 1.1%. Invesco pays out 67.2% of its earnings in the form of a dividend. SEI Investments pays out 21.3% 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 has raised its dividend for 5 consecutive years and SEI Investments has raised its dividend for 34 consecutive years.

SEI Investments has a net margin of 27.77% compared to Invesco's net margin of 13.14%. SEI Investments' return on equity of 26.40% beat Invesco's return on equity.

Company Net Margins Return on Equity Return on Assets
Invesco13.14% 8.94% 3.65%
SEI Investments 27.77%26.40%22.99%

Invesco has a beta of 1.48, suggesting that its share price is 48% more volatile than the S&P 500. Comparatively, SEI Investments has a beta of 0.92, suggesting that its share price is 8% less volatile than the S&P 500.

66.1% of Invesco shares are held by institutional investors. Comparatively, 70.6% of SEI Investments shares are held by institutional investors. 1.2% of Invesco shares are held by insiders. Comparatively, 14.6% of SEI Investments shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco$6.07B1.25$774.80M$1.2513.51
SEI Investments$2.13B5.41$581.19M$4.6020.06

Invesco currently has a consensus target price of $17.65, indicating a potential upside of 4.53%. SEI Investments has a consensus target price of $96.00, indicating a potential upside of 4.02%. Given Invesco's higher probable upside, research analysts plainly believe Invesco is more favorable than SEI Investments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Invesco
0 Sell rating(s)
14 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.07
SEI Investments
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50

In the previous week, Invesco had 6 more articles in the media than SEI Investments. MarketBeat recorded 23 mentions for Invesco and 17 mentions for SEI Investments. SEI Investments' average media sentiment score of 1.02 beat Invesco's score of 0.91 indicating that SEI Investments is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Invesco
11 Very Positive mention(s)
4 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SEI Investments
8 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

SEI Investments beats Invesco on 13 of the 19 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 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

MetricInvescoFIN IndustryFinance SectorNYSE Exchange
Market Cap$7.49B$13.25B$11.96B$20.64B
Dividend Yield5.02%5.85%5.59%3.68%
P/E Ratio13.5127.5618.1125.54
Price / Sales1.256.8126.0955.20
Price / Cash6.2815.8521.3421.88
Price / Book0.672.782.304.60
Net Income$774.80M$560.62M$997.60M$995.22M
7 Day Performance-0.44%1.19%-0.12%-0.80%
1 Month Performance13.90%6.71%3.56%3.55%
1 Year Performance2.46%8.28%540.86%7.35%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IVZ
Invesco
4.7173 of 5 stars
$16.89
+0.9%
$17.65
+4.5%
+3.2%$7.49B$6.07B13.518,500News Coverage
Upcoming Earnings
Analyst Forecast
SEIC
SEI Investments
4.8496 of 5 stars
$92.66
-0.5%
$95.00
+2.5%
+33.9%$11.54B$2.13B20.145,098Positive News
Upcoming Earnings
TROW
T. Rowe Price Group
4.7057 of 5 stars
$98.90
-1.2%
$94.91
-4.0%
-15.3%$21.79B$7.09B11.218,158Positive News
Analyst Forecast
AB
AllianceBernstein
2.3503 of 5 stars
$41.49
+0.9%
$37.50
-9.6%
+19.6%$4.59B$4.48B11.154,341News Coverage
Analyst Forecast
AMG
Affiliated Managers Group
4.3373 of 5 stars
$200.90
-0.3%
$197.80
-1.5%
+18.7%$5.71B$2.04B15.274,100
AMP
Ameriprise Financial
4.0792 of 5 stars
$536.13
-1.3%
$517.86
-3.4%
+17.4%$51.05B$17.47B18.2213,600Analyst Downgrade
BEN
Franklin Resources
4.3186 of 5 stars
$24.54
-1.4%
$21.21
-13.6%
+3.8%$12.90B$8.48B36.0910,200Analyst Forecast
BLK
BlackRock
4.6791 of 5 stars
$1,076.55
-0.5%
$1,110.92
+3.2%
+27.4%$166.79B$20.41B26.1621,100Trending News
Earnings Report
Analyst Forecast
CNS
Cohen & Steers
2.259 of 5 stars
$76.47
-2.0%
$82.33
+7.7%
-3.0%$3.90B$517.42M24.99390Upcoming Earnings
JHG
Janus Henderson Group
4.5965 of 5 stars
$39.97
-0.8%
$43.11
+7.9%
+13.2%$6.30B$2.47B15.862,300Analyst Forecast
LAZ
Lazard
4.4882 of 5 stars
$49.78
-1.2%
$46.33
-6.9%
+19.1%$5.61B$3.05B17.343,263Analyst Forecast
Analyst Revision

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This page (NYSE:IVZ) was last updated on 7/16/2025 by MarketBeat.com Staff
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