Invesco (IVZ) Competitors $14.63 -0.53 (-3.49%) Closing price 05/21/2025 03:59 PM EasternExtended Trading$14.66 +0.03 (+0.20%) As of 07:00 AM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock IVZ vs. STT, TROW, NTRS, ARCC, BEN, SEIC, AMG, MAIN, CNS, and GBDCShould 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 T. Rowe Price Group Northern Trust Ares Capital Franklin Resources SEI Investments Affiliated Managers Group Main Street Capital Cohen & Steers Golub Capital BDC 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. Does the MarketBeat Community believe in STT or IVZ? 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. CompanyUnderperformOutperformState StreetOutperform Votes68755.94% Underperform Votes54144.06% InvescoOutperform Votes83463.18% Underperform Votes48636.82% Do analysts rate STT or IVZ? 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) 2.38Invesco 1 Sell rating(s) 13 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.00 Does the media refer more to STT or IVZ? 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 Do insiders and institutionals believe in STT or IVZ? 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. Which has more risk and volatility, STT or IVZ? 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. Which has higher earnings & valuation, STT or IVZ? 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 RatioState Street$13.07B2.09$2.69B$8.9110.73Invesco$6.12B1.07$774.80M$1.2511.70 Is STT or IVZ more profitable? 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% Is STT or IVZ a better dividend stock? 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. SummaryState Street beats Invesco on 11 of the 21 factors compared between the two stocks. Get Invesco News Delivered to You Automatically Sign up to receive the latest news and ratings for IVZ and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart IVZ vs. The Competition Export to ExcelMetricInvescoInvestment advice IndustryFinance SectorNYSE ExchangeMarket Cap$6.55B$11.30B$11.49B$19.38BDividend Yield5.48%24.45%5.46%3.83%P/E Ratio12.4039.1222.4834.23Price / Sales1.077.7627.2834.85Price / Cash7.6817.7117.6217.51Price / Book0.423.732.794.69Net Income$774.80M$419.40M$1.04B$1.02B7 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 Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)IVZInvesco4.9174 of 5 stars$14.63-3.5%$17.25+17.9%-8.4%$6.55B$6.12B12.408,610Positive NewsSTTState Street4.5469 of 5 stars$95.98+2.3%$102.15+6.4%+24.0%$27.37B$13.07B11.6542,200Positive NewsTROWT. Rowe Price Group4.4989 of 5 stars$97.03+4.6%$94.09-3.0%-19.2%$21.38B$7.11B10.597,870Positive NewsNTRSNorthern Trust3.5177 of 5 stars$105.61+5.0%$110.83+4.9%+24.5%$20.54B$8.58B10.8023,600Positive NewsGap UpARCCAres Capital2.3184 of 5 stars$21.60+2.5%$22.00+1.9%+0.3%$14.89B$1.49B8.812,550Positive NewsBENFranklin Resources4.1158 of 5 stars$21.69+3.6%$19.46-10.3%-9.4%$11.40B$8.70B33.369,800News CoveragePositive NewsDividend AnnouncementSEICSEI Investments4.5757 of 5 stars$83.63+2.6%$87.60+4.7%+22.5%$10.41B$2.16B18.924,840Analyst UpgradeAnalyst RevisionAMGAffiliated Managers Group4.2882 of 5 stars$183.71+2.5%$192.40+4.7%+10.6%$5.29B$2.04B12.173,950Positive NewsEx-DividendMAINMain Street Capital1.4418 of 5 stars$53.87+1.7%$51.00-5.3%+13.2%$4.77B$601.25M9.7690CNSCohen & Steers2.9956 of 5 stars$82.73+3.8%$90.00+8.8%+5.9%$4.22B$549.97M27.86390GBDCGolub Capital BDC1.9284 of 5 stars$14.78+2.2%$15.50+4.9%-8.9%$3.94B$300.65M10.71N/APositive News Related Companies and Tools Related Companies State Street Competitors T. Rowe Price Group Competitors Northern Trust Competitors Ares Capital Competitors Franklin Resources Competitors SEI Investments Competitors Affiliated Managers Group Competitors Main Street Capital Competitors Cohen & Steers Competitors Golub Capital BDC Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:IVZ) was last updated on 5/22/2025 by MarketBeat.com Staff From Our PartnersJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. 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