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ALLY vs. IVZ: Ally Financial vs. Invesco Stock Comparison

How do Ally Financial (ALLY) and Invesco (IVZ) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Ally Financial (ALLY) and Invesco (IVZ) both fall under the Financial Services industry group, but ALLY is classified in Consumer Finance while IVZ is classified in Capital Markets.

Company profile comparison for Ally Financial (ALLY) and Invesco (IVZ)
Profile ItemALLYIVZ
NameAlly Financial Inc.Invesco Ltd.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryConsumer FinanceCapital Markets
GICS Sub-IndustryConsumer FinanceAsset Management & Custody Banks
Market Capitalization11.45 billion USD11.90 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJanuary 28, 2014August 25, 1995
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

ALLY
IVZ
GSPC
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Ally Financial (ALLY) vs. Invesco (IVZ), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Ally Financial (ALLY) and Invesco (IVZ). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Ally Financial (ALLY) and Invesco (IVZ). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Ally Financial (ALLY) and Invesco (IVZ)
MetricALLYIVZ
Total Return (1Y)1.76%27.77%
Total Return (3Y, Annualized)18.37%36.49%
Total Return (5Y, Annualized)-1.28%6.57%

Risk Profile

Drawdown History

ALLY
IVZ
GSPC
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Ally Financial (ALLY) vs. Invesco (IVZ), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Ally Financial (ALLY) and Invesco (IVZ). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Ally Financial (ALLY) and Invesco (IVZ)
MetricALLYIVZ
Volatility (1Y, Annualized)28.62%35.98%
Beta (5Y)1.151.65
Max Drawdown (5Y)-55.89%-48.49%
Avg. Volume (3M)3.74M4.52M

Risk-Adjusted Performance

Risk-Return Positioning

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ALLY and IVZ are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Ally Financial (ALLY) and Invesco (IVZ)
MetricALLYIVZ
Sharpe Ratio (1Y)-0.090.65
Sortino Ratio (1Y)-0.130.94

Profitability

ROE (TTM)

Invesco (IVZ) reports a negative ROE of -0.58%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Ally Financial (ALLY) reports 9.90%, ranking against industry peers normally.

ALLY

Financial Services industry group

9.90%

Max
44.78%
Q3
21.85%
Median
12.91%
ALLY
9.90%
Q1
4.48%
Min
-18.71%

IVZ

Financial Services industry group

-0.58%

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
IVZ
-0.58%
Min
-18.71%
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Ally Financial (ALLY) vs. Invesco (IVZ): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Ally Financial (ALLY) reports 18.62%, ranking against industry peers normally.

ALLY

Financial Services industry group

18.62%

Max
62.84%
Q3
28.05%
ALLY
18.62%
Median
15.36%
Q1
4.82%
Min
-28.52%

IVZ

Financial Services industry group

-1.10%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
IVZ
-1.10%
Min
-28.52%
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Ally Financial (ALLY) vs. Invesco (IVZ): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Ally Financial (ALLY) at 27.31% and Invesco (IVZ) at 23.30% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

ALLY

Financial Services industry group

27.31%

Max
107.33%
Q3
55.90%
Median
30.09%
ALLY
27.31%
Q1
14.60%
Min
-44.34%

IVZ

Financial Services industry group

23.30%

Max
107.33%
Q3
55.90%
Median
30.09%
IVZ
23.30%
Q1
14.60%
Min
-44.34%
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Ally Financial (ALLY) vs. Invesco (IVZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Ally Financial (ALLY) and Invesco (IVZ)
MetricALLYIVZ
ROE (TTM)9.90%-0.58%
ROA (TTM)0.75%3.28%
Net Margin (TTM)18.62%-1.10%
Operating Margin (TTM)27.31%23.30%
Gross Margin (TTM)----

Growth

Revenue Growth

Invesco (IVZ) at 5.11% is around its peer norm for revenue growth, while Ally Financial (ALLY) at -1.43% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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Ally Financial (ALLY) vs. Invesco (IVZ): A comparison of their Revenue Growth across different time periods.

EPS Growth

Ally Financial (ALLY) at 31.67% is around its peer norm for EPS growth, while Invesco (IVZ) at -235.59% falls below its industry range, a notably weak earnings reading.

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Ally Financial (ALLY) vs. Invesco (IVZ): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ally Financial (ALLY) and Invesco (IVZ)
MetricALLYIVZ
Revenue Growth (YoY)-1.43%5.11%
Revenue Growth (3Y CAGR)-1.73%1.78%
EPS Growth (YoY)31.67%-235.59%
EPS Growth (3Y CAGR)-22.19%--

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Ally Financial (ALLY) in Financial Services and Invesco (IVZ) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: Ally Financial (ALLY) in Financial Services and Invesco (IVZ) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for Ally Financial (ALLY) and Invesco (IVZ)
MetricALLYIVZ
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Ally Financial (ALLY) at 3.09% and Invesco (IVZ) at 3.16% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

ALLY

Financial Services industry group

3.09%

Max
9.77%
Q3
3.92%
ALLY
3.09%
Median
1.09%
Q1
0.00%
Min
0.00%

IVZ

Financial Services industry group

3.16%

Max
9.77%
Q3
3.92%
IVZ
3.16%
Median
1.09%
Q1
0.00%
Min
0.00%
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Ally Financial (ALLY) vs. Invesco (IVZ): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Ally Financial (ALLY) at 27.46% and Invesco (IVZ) at 56.46% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

ALLY

Financial Services industry group

27.46%

Max
241.07%
Q3
97.36%
ALLY
27.46%
Median
25.77%
Q1
0.00%
Min
0.00%

IVZ

Financial Services industry group

56.46%

Max
241.07%
Q3
97.36%
IVZ
56.46%
Median
25.77%
Q1
0.00%
Min
0.00%
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Ally Financial (ALLY) vs. Invesco (IVZ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Ally Financial (ALLY) and Invesco (IVZ)
MetricALLYIVZ
Dividend Yield (TTM)3.09%3.16%
Dividend Payout Ratio (TTM)27.46%56.46%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Ally Financial (ALLY) trades at 8.73 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

ALLY

Financial Services industry group

8.73

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
ALLY
8.73
Min
0.16

IVZ

Financial Services industry group

--

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
IVZ
--
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Ally Financial (ALLY) vs. Invesco (IVZ): IVZ does not report P/E ratio, so it has no value marker; ALLY is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

On P/S ratio, both Ally Financial (ALLY) at 1.43 and Invesco (IVZ) at 1.67 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

ALLY

Financial Services industry group

1.43

Max
9.23
Q3
4.57
Median
2.72
ALLY
1.43
Q1
1.28
Min
-0.55

IVZ

Financial Services industry group

1.67

Max
9.23
Q3
4.57
Median
2.72
IVZ
1.67
Q1
1.28
Min
-0.55
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Ally Financial (ALLY) vs. Invesco (IVZ): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Ally Financial (ALLY) at 0.88 and Invesco (IVZ) at 1.18 are valued close to their industries’ norm against book — neither stands out from peers.

ALLY

Financial Services industry group

0.88

Max
7.79
Q3
3.63
Median
1.57
ALLY
0.88
Q1
0.81
Min
-0.39

IVZ

Financial Services industry group

1.18

Max
7.79
Q3
3.63
Median
1.57
IVZ
1.18
Q1
0.81
Min
-0.39
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Ally Financial (ALLY) vs. Invesco (IVZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Ally Financial (ALLY) and Invesco (IVZ)
MetricALLYIVZ
P/E Ratio (TTM)8.73--
P/S Ratio (TTM)1.431.67
P/B Ratio (MRQ)0.881.18
Free Cash Flow Yield (TTM)----