IVZ vs. AMG, CNS, BEN, EVR, HLNE, HLI, JHG, LAZ, STEP, and AB
Should you be buying Invesco stock or one of its competitors? The main competitors of Invesco include Affiliated Managers Group (AMG), Cohen & Steers (CNS), Franklin Resources (BEN), Evercore (EVR), Hamilton Lane (HLNE), Houlihan Lokey (HLI), Janus Henderson Group (JHG), Lazard (LAZ), StepStone Group (STEP), and AllianceBernstein (AB). These companies are all part of the "investment advice" industry.
Invesco (NYSE:IVZ) and Affiliated Managers Group (NYSE:AMG) are both mid-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, profitability, dividends, institutional ownership, earnings, analyst recommendations, community ranking, valuation and risk.
Affiliated Managers Group has lower revenue, but higher earnings than Invesco. Invesco is trading at a lower price-to-earnings ratio than Affiliated Managers Group, indicating that it is currently the more affordable of the two stocks.
Invesco has a beta of 1.44, indicating that its stock price is 44% more volatile than the S&P 500. Comparatively, Affiliated Managers Group has a beta of 1.31, indicating that its stock price is 31% more volatile than the S&P 500.
Affiliated Managers Group has a net margin of 32.71% compared to Invesco's net margin of -1.70%. Affiliated Managers Group's return on equity of 16.29% beat Invesco's return on equity.
Invesco presently has a consensus price target of $17.46, suggesting a potential upside of 13.59%. Affiliated Managers Group has a consensus price target of $171.20, suggesting a potential upside of 8.01%. Given Invesco's higher possible upside, equities analysts clearly believe Invesco is more favorable than Affiliated Managers Group.
Invesco pays an annual dividend of $0.80 per share and has a dividend yield of 5.2%. Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. Invesco pays out -108.1% of its earnings in the form of a dividend. Affiliated Managers Group pays out 0.2% 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. Invesco is clearly the better dividend stock, given its higher yield and lower payout ratio.
Invesco received 200 more outperform votes than Affiliated Managers Group when rated by MarketBeat users. However, 71.06% of users gave Affiliated Managers Group an outperform vote while only 66.37% of users gave Invesco an outperform vote.
In the previous week, Invesco had 13 more articles in the media than Affiliated Managers Group. MarketBeat recorded 17 mentions for Invesco and 4 mentions for Affiliated Managers Group. Invesco's average media sentiment score of 0.59 beat Affiliated Managers Group's score of 0.15 indicating that Invesco is being referred to more favorably in the media.
66.1% of Invesco shares are owned by institutional investors. Comparatively, 95.3% of Affiliated Managers Group shares are owned by institutional investors. 2.0% of Invesco shares are owned by company insiders. Comparatively, 1.6% of Affiliated Managers Group shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.
Summary
Affiliated Managers Group beats Invesco on 10 of the 19 factors compared between the two stocks.
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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.
Skip ChartThis 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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