Invesco (NYSE: IVZ) is one of 103 publicly-traded companies in the “INVEST BKRS/MGMT” industry, but how does it contrast to its rivals? We will compare Invesco to related businesses based on the strength of its profitability, institutional ownership, analyst recommendations, risk, valuation, earnings and dividends.
Insider and Institutional Ownership
82.3% of Invesco shares are owned by institutional investors. Comparatively, 52.3% of shares of all “INVEST BKRS/MGMT” companies are owned by institutional investors. 1.8% of Invesco shares are owned by insiders. Comparatively, 17.2% of shares of all “INVEST BKRS/MGMT” companies are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.
This table compares Invesco and its rivals’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Valuation and Earnings
This table compares Invesco and its rivals revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Net Income||Price/Earnings Ratio|
|Invesco||$5.16 billion||$1.13 billion||12.12|
|Invesco Competitors||$2.94 billion||$419.72 million||-25.92|
Invesco has higher revenue and earnings than its rivals. Invesco is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.
This is a summary of current ratings for Invesco and its rivals, as provided by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Invesco currently has a consensus price target of $41.17, indicating a potential upside of 24.00%. As a group, “INVEST BKRS/MGMT” companies have a potential upside of 6.20%. Given Invesco’s stronger consensus rating and higher possible upside, analysts clearly believe Invesco is more favorable than its rivals.
Risk and Volatility
Invesco has a beta of 1.75, suggesting that its stock price is 75% more volatile than the S&P 500. Comparatively, Invesco’s rivals have a beta of 3.44, suggesting that their average stock price is 244% more volatile than the S&P 500.
Invesco pays an annual dividend of $1.16 per share and has a dividend yield of 3.5%. Invesco pays out 42.3% of its earnings in the form of a dividend. As a group, “INVEST BKRS/MGMT” companies pay a dividend yield of 2.6% and pay out 59.4% 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.
Invesco beats its rivals on 11 of the 15 factors compared.
Invesco Company Profile
Invesco Ltd. (Invesco) is an independent investment management company. The Company provides a range of investment capabilities and outcomes, which are delivered through a set of investment vehicles, to help clients achieve their investment objectives. It has a presence in the retail and institutional markets within the investment management industry in North America; Europe, Middle East and Africa (EMEA), and Asia-Pacific. Its Jemstep solution provides wealth management home offices and their advisors with a suite of technology solutions that are customizable and are integrated into existing systems. The solution offers advisors an open architecture platform that includes Invesco’s fundamental and factor-based investment strategies. It offers retail products within various asset classes. It offers a suite of domestic and global strategies, including traditional and quantitative equities, fixed income and absolute return strategies.
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