Head to Head Contrast: Invesco (IVZ) versus Its Rivals

Invesco (NYSE: IVZ) is one of 52 publicly-traded companies in the “Investment advice” industry, but how does it compare to its rivals? We will compare Invesco to similar businesses based on the strength of its valuation, analyst recommendations, dividends, earnings, profitability, risk and institutional ownership.

Risk & Volatility

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Invesco has a beta of 1.71, meaning that its share price is 71% more volatile than the S&P 500. Comparatively, Invesco’s rivals have a beta of 1.22, meaning that their average share price is 22% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of current ratings and target prices for Invesco and its rivals, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Invesco 0 4 8 0 2.67
Invesco Competitors 316 1695 2127 113 2.48

Invesco currently has a consensus target price of $41.17, suggesting a potential upside of 34.09%. As a group, “Investment advice” companies have a potential upside of 14.62%. Given Invesco’s stronger consensus rating and higher probable upside, research analysts clearly believe Invesco is more favorable than its rivals.

Dividends

Invesco pays an annual dividend of $1.16 per share and has a dividend yield of 3.8%. Invesco pays out 43.0% of its earnings in the form of a dividend. As a group, “Investment advice” companies pay a dividend yield of 3.6% and pay out 47.5% of their earnings in the form of a dividend. Invesco has increased its dividend for 9 consecutive years. Invesco is clearly a better dividend stock than its rivals, given its higher yield and lower payout ratio.

Institutional and Insider Ownership

82.1% of Invesco shares are owned by institutional investors. Comparatively, 48.1% of shares of all “Investment advice” companies are owned by institutional investors. 1.8% of Invesco shares are owned by company insiders. Comparatively, 21.0% of shares of all “Investment advice” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Earnings & Valuation

This table compares Invesco and its rivals gross revenue, earnings per share and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Invesco $5.16 billion $1.13 billion 11.37
Invesco Competitors $2.41 billion $267.63 million 14.27

Invesco has higher revenue and earnings than its rivals. Invesco is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Profitability

This table compares Invesco and its rivals’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Invesco 21.85% 13.20% 3.78%
Invesco Competitors 12.38% 28.02% 10.28%

Summary

Invesco beats its rivals on 10 of the 15 factors compared.

About Invesco

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

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