IVZ PEER ANALYSIS

Invesco Plc — metric-by-metric comparison with peers and the industry median

IVZInvesco Plc

🇺🇸 USA · US · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

IVZIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	IVZ	IGM	CVC	HEDEF	INDU-C	AFI	Ind. Median
P/E	—	16.39	12.41	183.76	5.66●	31.89	19.08
P/B	1.01●	2.10	9.07	49.37	1.11	1.06	2.10
EV/EBITDA	16.60	15.12	10.79	123.99	5.80●	—	10.38
P/S	—	—	—	—	—	—	27.64

Financial Health
Metric	IVZ	IGM	CVC	HEDEF	INDU-C	AFI	Ind. Median
Current Ratio	0.53	1.36	12.44●	0.04	1.94	3.65	3.81
Debt/Equity	86.0%	81.9%	110.2%	0.3%●	3.6%	—	18.1%
NetDebt/EBITDA	7.29	3.74	0.73	0.00●	0.17	—	0.18

Profitability
Metric	IVZ	IGM	CVC	HEDEF	INDU-C	AFI	Ind. Median
Net Margin	-3.7%	30.0%	63.6%	63.1%	99.3%●	85.0%	16.7%
ROE	-1.8%	13.7%	90.9%●	37.6%	21.6%	3.3%	9.4%
ROA	-0.9%	5.5%	22.6%	31.1%●	20.7%	2.7%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	IVZ	IGM	CVC	HEDEF	INDU-C	AFI	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	—	21.9%	425.1%	—	930.1%●	-7.6%	14.6%
Div. Yield	3.2%	2.9%	3.6%	0.0%	1.7%	3.9%●	1.4%
Payout	-231.6%	46.2%	40.1%	0.0%	8.9%	107.4%	11.6%

Valuation
Metric	IVZ	EQH	SEIC	CRBG	CG	AMG	Ind. Median
P/E	—	—	16.18	59.16	28.93	13.11●	19.08
P/B	1.01●	48.84	4.87	1.34	2.93	3.20	2.10
EV/EBITDA	16.60	-47.50●	11.67	15.80	27.32	8.13	10.38
P/S	—	—	—	—	—	—	27.64

Financial Health
Metric	IVZ	EQH	SEIC	CRBG	CG	AMG	Ind. Median
Current Ratio	0.53	0.56	4.52	—	10.83●	1.14	3.81
Debt/Equity	86.0%	2,537.4%	2.8%●	101.1%	270.5%	94.5%	18.1%
NetDebt/EBITDA	7.29	-68.53●	-0.33	6.66	11.71	1.66	0.18

Profitability
Metric	IVZ	EQH	SEIC	CRBG	CG	AMG	Ind. Median
Net Margin	-3.7%	-7.3%	31.2%	3.9%	13.7%	31.9%●	16.7%
ROE	-1.8%	-61.5%	31.4%●	2.2%	10.0%	24.0%	9.4%
ROA	-0.9%	-0.3%	25.3%●	0.1%	2.0%	8.3%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	IVZ	EQH	SEIC	CRBG	CG	AMG	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	—	—	22.8%	-64.4%	-49.6%	73.9%●	14.6%
Div. Yield	3.2%	1.8%	1.1%	3.4%●	3.3%	0.0%	1.4%
Payout	-231.6%	-45.9%	17.0%	200.8%	92.4%	0.1%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 7, 26. This content is for informational purposes only and is not investment advice.