S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
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Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold

Invesco (IVZ) Competitors

$15.37
+0.10 (+0.65%)
(As of 04/19/2024 ET)

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 vs.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco$5.72B1.21-$96.90M-$0.74-20.77
Affiliated Managers Group$2.06B2.50$672.90M$17.359.14

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.

Company Net Margins Return on Equity Return on Assets
Invesco-1.70% 7.93% 3.15%
Affiliated Managers Group 32.71%16.29%7.99%

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.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Invesco
0 Sell rating(s)
8 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.27
Affiliated Managers Group
0 Sell rating(s)
0 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
3.00

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.

CompanyUnderperformOutperform
InvescoOutperform Votes
831
66.37%
Underperform Votes
421
33.63%
Affiliated Managers GroupOutperform Votes
631
71.06%
Underperform Votes
257
28.94%

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.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Invesco
5 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Affiliated Managers Group
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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.

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$6.90B$8.52B$8.35B$17.25B
Dividend Yield5.25%24.62%10.68%3.62%
P/E Ratio-20.7726.8061.7724.50
Price / Sales1.215.023,522.6411.82
Price / Cash2.8514.2528.0717.10
Price / Book0.613.602.384.85
Net Income-$96.90M$297.04M$994.25M$970.56M
7 Day Performance0.20%-1.93%-0.28%-1.76%
1 Month Performance-0.26%-1.80%-1.12%-2.50%
1 Year Performance-12.02%16.51%10.02%78.16%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMG
Affiliated Managers Group
4.035 of 5 stars
$159.83
-0.8%
$171.20
+7.1%
+9.9%$5.24B$2.06B9.214,000
CNS
Cohen & Steers
2.5111 of 5 stars
$67.51
-1.4%
$67.00
-0.8%
+7.5%$3.34B$489.64M25.97405Earnings Report
News Coverage
Gap Up
BEN
Franklin Resources
3.2795 of 5 stars
$24.70
-1.0%
$27.39
+10.9%
-7.3%$13.00B$7.85B13.009,200Analyst Report
Short Interest ↑
EVR
Evercore
4.2506 of 5 stars
$184.68
-0.6%
$180.67
-2.2%
+51.6%$7.14B$2.43B29.132,195Upcoming Earnings
News Coverage
HLNE
Hamilton Lane
4.4789 of 5 stars
$110.32
+0.1%
$109.67
-0.6%
+48.3%$5.96B$528.75M33.94600
HLI
Houlihan Lokey
4.6201 of 5 stars
$124.15
+0.2%
$123.33
-0.7%
+32.7%$8.58B$1.81B30.812,610Positive News
JHG
Janus Henderson Group
3.5349 of 5 stars
$30.82
-1.2%
$27.93
-9.4%
+15.4%$4.97B$2.10B13.002,200Analyst Report
LAZ
Lazard
4.3361 of 5 stars
$37.15
-1.1%
$46.00
+23.8%
+9.6%$4.19B$2.52B-38.303,291Upcoming Earnings
STEP
StepStone Group
3.9201 of 5 stars
$35.32
-0.5%
$35.21
-0.3%
+62.2%$3.90B$1.37B39.24980
AB
AllianceBernstein
3.8037 of 5 stars
$32.64
+0.5%
$40.44
+23.9%
-10.3%$3.74B$4.16B14.014,707Upcoming Earnings

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This page (NYSE:IVZ) was last updated on 4/19/2024 by MarketBeat.com Staff

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