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Invesco (IVZ) Competitors

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$16.59 +0.42 (+2.60%)
Closing price 03:59 PM Eastern
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$16.52 -0.07 (-0.45%)
As of 04:34 PM Eastern
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IVZ vs. NTRS, TROW, ARCC, BEN, SEIC, AMG, MAIN, CNS, GBDC, and PSEC

Should you be buying Invesco stock or one of its competitors? The main competitors of Invesco include Northern Trust (NTRS), T. Rowe Price Group (TROW), Ares Capital (ARCC), Franklin Resources (BEN), SEI Investments (SEIC), Affiliated Managers Group (AMG), Main Street Capital (MAIN), Cohen & Steers (CNS), Golub Capital BDC (GBDC), and Prospect Capital (PSEC). These companies are all part of the "asset management & custody banks" industry.

Invesco vs. Its Competitors

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

Northern Trust pays an annual dividend of $3.00 per share and has a dividend yield of 2.3%. Invesco pays an annual dividend of $0.84 per share and has a dividend yield of 5.1%. Northern Trust pays out 28.0% 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. Invesco has increased its dividend for 5 consecutive years. Invesco is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

83.2% of Northern Trust shares are owned by institutional investors. Comparatively, 66.1% of Invesco shares are owned by institutional investors. 0.8% of Northern Trust shares are owned by insiders. Comparatively, 1.2% of Invesco shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Northern Trust has higher revenue and earnings than Invesco. Northern Trust 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
Northern Trust$16.06B1.60$2.03B$10.7212.32
Invesco$6.07B1.22$774.80M$1.2513.27

In the previous week, Northern Trust had 15 more articles in the media than Invesco. MarketBeat recorded 27 mentions for Northern Trust and 12 mentions for Invesco. Northern Trust's average media sentiment score of 1.50 beat Invesco's score of 0.69 indicating that Northern Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Northern Trust
21 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Invesco
4 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Northern Trust has a beta of 1.26, meaning that its share price is 26% more volatile than the S&P 500. Comparatively, Invesco has a beta of 1.48, meaning that its share price is 48% more volatile than the S&P 500.

Northern Trust has a net margin of 13.93% compared to Invesco's net margin of 13.14%. Northern Trust's return on equity of 13.73% beat Invesco's return on equity.

Company Net Margins Return on Equity Return on Assets
Northern Trust13.93% 13.73% 1.03%
Invesco 13.14%8.94%3.65%

Northern Trust currently has a consensus target price of $110.33, indicating a potential downside of 16.45%. Invesco has a consensus target price of $17.48, indicating a potential upside of 5.38%. Given Invesco's higher probable upside, analysts clearly believe Invesco is more favorable than Northern Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Northern Trust
2 Sell rating(s)
8 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.00
Invesco
1 Sell rating(s)
13 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Northern Trust beats Invesco on 11 of the 18 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$7.43B$13.31B$12.02B$20.51B
Dividend Yield5.33%5.86%5.61%3.76%
P/E Ratio13.2735.7219.9627.81
Price / Sales1.227.1425.7237.44
Price / Cash5.9215.7221.1721.79
Price / Book0.662.742.264.55
Net Income$774.80M$572.21M$1.00B$984.47M
7 Day Performance8.86%4.19%2.70%3.57%
1 Month Performance15.45%8.52%4.28%6.03%
1 Year Performance10.60%13.26%540.37%14.48%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IVZ
Invesco
4.7434 of 5 stars
$16.59
+2.6%
$17.48
+5.4%
+8.8%$7.43B$6.07B13.278,610Analyst Forecast
NTRS
Northern Trust
3.7262 of 5 stars
$120.81
+8.0%
$108.42
-10.3%
+52.7%$23.50B$16.06B11.2723,300Positive News
Analyst Forecast
High Trading Volume
TROW
T. Rowe Price Group
4.4139 of 5 stars
$93.99
+0.8%
$94.09
+0.1%
-13.3%$20.71B$7.11B10.668,158Positive News
Analyst Forecast
ARCC
Ares Capital
2.2604 of 5 stars
$21.47
-0.1%
$22.00
+2.5%
+6.5%$14.90B$1.49B10.472,550Positive News
BEN
Franklin Resources
4.5076 of 5 stars
$22.91
+0.5%
$20.25
-11.6%
+9.9%$12.04B$8.48B33.6910,200Analyst Forecast
SEIC
SEI Investments
4.9256 of 5 stars
$84.73
+1.8%
$88.00
+3.9%
+41.7%$10.55B$2.13B18.425,098Trending News
Analyst Forecast
AMG
Affiliated Managers Group
4.4602 of 5 stars
$183.57
-0.5%
$192.40
+4.8%
+28.4%$5.22B$2.04B13.954,100
MAIN
Main Street Capital
1.117 of 5 stars
$57.99
-0.2%
$52.80
-8.9%
+17.4%$5.16B$541.03M9.8590Dividend Cut
CNS
Cohen & Steers
2.3282 of 5 stars
$75.99
+1.5%
$90.00
+18.4%
+7.6%$3.87B$517.42M24.83390Analyst Forecast
GBDC
Golub Capital BDC
2.427 of 5 stars
$14.25
-2.5%
$15.50
+8.8%
-7.2%$3.80B$724.68M12.61N/AHigh Trading Volume
PSEC
Prospect Capital
1.3392 of 5 stars
$3.16
-0.9%
$3.00
-5.1%
-41.2%$1.41B-$182.78M-3.672,019Positive News

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This page (NYSE:IVZ) was last updated on 7/2/2025 by MarketBeat.com Staff
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