Invesco vs Price T Rowe
IVZ and TROW side by side, both in services allied with the exchange of securities. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How IVZ and TROW compare
Price T Rowe is the larger company, worth 1.8 times as much as Invesco ($22.2B against $12.3B).
Invesco grew revenue faster over the last twelve months (12.2% versus 6.9% for Price T Rowe).
Both pay dividends: Invesco yields 3.1% and Price T Rowe 5.0%.
Price T Rowe scores higher on the StockData Score (23 against 6 for Invesco), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | IVZ | TROW |
|---|---|---|
| Size and price | ||
| Market cap | $12.3B | $22.2B |
| Share price | $27.76 | $103.90 |
| Change, 1 year | 15.2% | 0.38% |
| Change, 5 years | 6.9% | −53.0% |
| Beta (5Y) | 1.36 | 1.38 |
| Employees | 7,500 | 7,773 |
| StockData Score | ||
| Total score | 6 | 23 (better) |
| Valuation score | 3 | 6 (better) |
| Growth score | 1 | 2 (better) |
| Performance score | 0 | 4 (better) |
| Health score | 0 | 5 (better) |
| Dividend score | 2 | 6 (better) |
| Valuation | ||
| P/E | – | 10.5× |
| P/S | 1.8× (better) | 2.9× |
| P/B | 1.0× (better) | 1.9× |
| EV/EBITDA | – | 7.5× |
| P/FCF | 6.4× (better) | 13.9× |
| PEG | – | 0.93 |
| FCF yield | 15.7% (better) | 7.2% |
| Fair value | $34.80 | $149.15 |
| Margin of safety | 20.2% | 30.3% (better) |
| Growth | ||
| Revenue growth (TTM) | 12.2% (better) | 6.9% |
| Revenue growth, 5Y average | 0.74% | 3.3% (better) |
| Net income growth (TTM) | – | 5.1% |
| EPS growth (TTM) | −173% | 7.7% (better) |
| EPS growth, 5Y average | – | −1.5% |
| Profitability | ||
| Operating margin | −7.1% | 32.0% (better) |
| Net margin | – | 28.4% |
| FCF margin | 27.8% (better) | 20.7% |
| Return on equity | – | 19.7% |
| Return on invested capital | −3.2% | 25.4% (better) |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Interest coverage | −5.1× | – |
| Altman Z-score | 1.04 | 4.74 (better) |
| Piotroski F-score | – | 4 |
| Dividends and buybacks | ||
| Dividend yield | 3.1% | 5.0% (better) |
| Payout ratio | – | 52.2% |
| Years of dividend growth | 4 | 9 (better) |
| Dividend growth, 5Y average | 1.4% | 7.1% (better) |
| Buyback yield | 1.4% | 2.9% (better) |
| Shareholder yield | 4.5% | 7.9% (better) |
| Ownership | ||
| Held by institutions | 96.3% | 89.3% |
| Held by insiders | 5.4% | 0.80% |
| Insider net buying, 12 months | −$7.2M | −$1.9M (better) |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 3.9% | 12.7% |
Go deeper
- IVZ stock overview
- IVZ income statement
- IVZ valuation and score
- TROW stock overview
- TROW income statement
- TROW valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.