Invesco (IVZ) Competitors

$14.53
+0.19 (+1.32%)
(As of 05/2/2024 ET)

IVZ vs. AMG, CNS, BEN, HLNE, EVR, JHG, LAZ, STEP, HLI, 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), Hamilton Lane (HLNE), Evercore (EVR), Janus Henderson Group (JHG), Lazard (LAZ), StepStone Group (STEP), Houlihan Lokey (HLI), and AllianceBernstein (AB). These companies are all part of the "investment advice" industry.

Invesco vs.

Affiliated Managers Group (NYSE:AMG) and Invesco (NYSE:IVZ) are both mid-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their risk, dividends, analyst recommendations, institutional ownership, media sentiment, valuation, earnings, community ranking and profitability.

Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. Invesco pays an annual dividend of $0.80 per share and has a dividend yield of 5.5%. Affiliated Managers Group pays out 0.2% of its earnings in the form of a dividend. Invesco pays out -106.7% 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 4 consecutive years. Invesco is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Affiliated Managers Group has a beta of 1.31, meaning that its stock price is 31% more volatile than the S&P 500. Comparatively, Invesco has a beta of 1.45, meaning that its stock price is 45% more volatile than the S&P 500.

Invesco received 201 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 66.19% of users gave Invesco an outperform vote.

CompanyUnderperformOutperform
Affiliated Managers GroupOutperform Votes
631
71.06%
Underperform Votes
257
28.94%
InvescoOutperform Votes
832
66.19%
Underperform Votes
425
33.81%

Affiliated Managers Group has higher earnings, but lower revenue 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
Affiliated Managers Group$2.06B2.53$672.90M$17.359.26
Invesco$5.72B1.14-$96.90M-$0.75-19.37

95.3% of Affiliated Managers Group shares are owned by institutional investors. Comparatively, 66.1% of Invesco shares are owned by institutional investors. 1.9% of Affiliated Managers Group shares are owned by company insiders. Comparatively, 2.0% of Invesco shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, Invesco had 7 more articles in the media than Affiliated Managers Group. MarketBeat recorded 13 mentions for Invesco and 6 mentions for Affiliated Managers Group. Invesco's average media sentiment score of 0.85 beat Affiliated Managers Group's score of 0.41 indicating that Affiliated Managers Group is being referred to more favorably in the media.

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

Affiliated Managers Group has a net margin of 32.71% compared to Affiliated Managers Group's net margin of -1.74%. Invesco's return on equity of 16.29% beat Affiliated Managers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Affiliated Managers Group32.71% 16.29% 7.99%
Invesco -1.74%7.11%3.11%

Affiliated Managers Group currently has a consensus price target of $171.20, indicating a potential upside of 6.61%. Invesco has a consensus price target of $16.79, indicating a potential upside of 15.57%. Given Affiliated Managers Group's higher probable upside, analysts plainly believe Invesco is more favorable than Affiliated Managers Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Affiliated Managers Group
0 Sell rating(s)
0 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
3.00
Invesco
0 Sell rating(s)
9 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.18

Summary

Affiliated Managers Group beats Invesco on 12 of the 21 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$6.53B$9.17B$8.78B$17.33B
Dividend Yield5.65%25.21%10.69%3.58%
P/E Ratio-19.3724.7960.9825.30
Price / Sales1.144.813,621.2410.76
Price / Cash2.6515.4327.9217.44
Price / Book0.413.642.364.91
Net Income-$96.90M$317.47M$1.01B$964.63M
7 Day Performance-0.99%-0.93%0.33%0.99%
1 Month Performance-12.92%-2.74%-0.76%-2.66%
1 Year Performance-11.73%24.25%14.78%99.12%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMG
Affiliated Managers Group
4.2335 of 5 stars
$156.17
-1.7%
$171.20
+9.6%
+12.1%$5.07B$2.06B9.004,000Upcoming Earnings
CNS
Cohen & Steers
2.2661 of 5 stars
$68.78
-2.1%
$67.00
-2.6%
+20.3%$3.41B$489.64M26.76405Short Interest ↑
BEN
Franklin Resources
4.6378 of 5 stars
$22.85
-2.3%
$26.00
+13.8%
-8.9%$12.03B$7.85B12.039,200Earnings Report
Analyst Report
Short Interest ↑
High Trading Volume
HLNE
Hamilton Lane
4.2332 of 5 stars
$111.72
-2.2%
$109.67
-1.8%
+62.0%$6.03B$528.75M34.38600
EVR
Evercore
3.7919 of 5 stars
$181.53
-1.8%
$180.67
-0.5%
+71.6%$7.02B$2.43B28.502,195
JHG
Janus Henderson Group
3.6852 of 5 stars
$31.22
-0.9%
$28.83
-7.7%
+23.9%$5.03B$2.10B13.172,200News Coverage
Positive News
LAZ
Lazard
4.3399 of 5 stars
$38.52
-2.2%
$45.67
+18.6%
+29.9%$4.34B$2.52B-110.053,291
STEP
StepStone Group
2.9783 of 5 stars
$36.07
-1.6%
$35.21
-2.4%
+67.0%$3.98B$1.37B40.08980
HLI
Houlihan Lokey
4.5245 of 5 stars
$127.49
-0.4%
$123.33
-3.3%
+47.0%$8.81B$1.81B31.642,610Upcoming Earnings
AB
AllianceBernstein
3.6048 of 5 stars
$33.48
-1.8%
$41.19
+23.0%
-1.2%$3.83B$4.16B13.894,707

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This page (NYSE:IVZ) was last updated on 5/3/2024 by MarketBeat.com Staff

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