Invesco (IVZ) Competitors

$16.00
-0.09 (-0.56%)
(As of 05/17/2024 08:53 PM ET)

IVZ vs. AMG, CNS, BEN, EVR, HLNE, JHG, HLI, LAZ, MC, and STEP

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), Janus Henderson Group (JHG), Houlihan Lokey (HLI), Lazard (LAZ), Moelis & Company (MC), and StepStone Group (STEP). 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 superior business? We will compare the two businesses based on the strength of their dividends, earnings, institutional ownership, risk, community ranking, media sentiment, valuation, profitability and analyst recommendations.

In the previous week, Invesco had 16 more articles in the media than Affiliated Managers Group. MarketBeat recorded 19 mentions for Invesco and 3 mentions for Affiliated Managers Group. Invesco's average media sentiment score of 0.87 beat Affiliated Managers Group's score of 0.34 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
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Invesco
6 Very Positive mention(s)
0 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Invesco received 199 more outperform votes than Affiliated Managers Group when rated by MarketBeat users. However, 71.12% of users gave Affiliated Managers Group an outperform vote while only 66.08% of users gave Invesco an outperform vote.

CompanyUnderperformOutperform
Affiliated Managers GroupOutperform Votes
633
71.12%
Underperform Votes
257
28.88%
InvescoOutperform Votes
832
66.08%
Underperform Votes
427
33.92%

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 $0.82 per share and has a dividend yield of 5.1%. Affiliated Managers Group pays out 0.2% of its earnings in the form of a dividend. Invesco pays out -109.3% 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 net margin of 33.74% compared to Affiliated Managers Group's net margin of -1.74%. Invesco's return on equity of 16.66% beat Affiliated Managers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Affiliated Managers Group33.74% 16.66% 8.28%
Invesco -1.74%7.84%3.11%

Affiliated Managers Group currently has a consensus target price of $173.80, suggesting a potential upside of 9.07%. Invesco has a consensus target price of $16.79, suggesting a potential upside of 4.95%. Given Invesco's stronger consensus rating and higher possible upside, equities analysts clearly believe Affiliated Managers Group is more favorable than Invesco.

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

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 insiders. Comparatively, 2.0% 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.

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$2.06B2.47$672.90M$18.028.84
Invesco$5.72B1.26-$96.90M-$0.75-21.33

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

Summary

Affiliated Managers Group beats Invesco on 13 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$7.20B$9.74B$10.19B$18.08B
Dividend Yield5.12%24.11%5.85%3.44%
P/E Ratio-21.3345.0437.0426.21
Price / Sales1.267.33142.3010.64
Price / Cash2.9916.2716.0619.24
Price / Book0.643.543.166.00
Net Income-$96.90M$306.25M$1.01B$966.17M
7 Day Performance2.63%1.42%1.73%1.85%
1 Month Performance4.10%3.76%4.64%6.59%
1 Year Performance4.99%24.60%19.77%23.69%

Invesco Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMG
Affiliated Managers Group
4.1658 of 5 stars
$159.02
+1.5%
$173.80
+9.3%
+12.7%$5.16B$2.06B8.824,000
CNS
Cohen & Steers
2.2824 of 5 stars
$71.84
+2.0%
$67.00
-6.7%
+30.2%$3.63B$489.64M27.95405
BEN
Franklin Resources
4.5566 of 5 stars
$24.41
+1.9%
$26.00
+6.5%
-0.9%$12.84B$7.85B13.959,200
EVR
Evercore
3.6496 of 5 stars
$195.71
-0.1%
$180.67
-7.7%
+88.0%$7.57B$2.43B30.722,195
HLNE
Hamilton Lane
4.6557 of 5 stars
$115.47
+0.6%
$109.67
-5.0%
+71.7%$6.24B$528.75M35.53600Upcoming Earnings
JHG
Janus Henderson Group
4.6035 of 5 stars
$33.78
+2.6%
$29.59
-12.4%
+28.0%$5.42B$2.16B12.752,200Positive News
HLI
Houlihan Lokey
4.7672 of 5 stars
$136.83
+0.6%
$124.33
-9.1%
+52.8%$9.46B$1.91B33.292,610
LAZ
Lazard
3.8864 of 5 stars
$39.51
+1.9%
$45.67
+15.6%
+44.4%$4.46B$2.52B-112.883,291Analyst Revision
MC
Moelis & Company
1.1222 of 5 stars
$55.76
+1.3%
$50.80
-8.9%
+55.4%$4.17B$854.75M-293.471,161Analyst Revision
STEP
StepStone Group
1.9613 of 5 stars
$37.72
-0.7%
$35.21
-6.6%
+66.2%$4.16B$1.37B41.91980Upcoming Earnings
High Trading Volume

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This page (NYSE:IVZ) was last updated on 5/20/2024 by MarketBeat.com Staff

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