AXP vs. IVZ: American Express vs. Invesco Stock Comparison
How do American Express (AXP) 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
American Express (AXP) and Invesco (IVZ) both fall under the Financial Services industry group, but AXP is classified in Consumer Finance while IVZ is classified in Capital Markets.
| Profile Item | AXP | IVZ |
|---|---|---|
| Name | American Express Company | Invesco Ltd. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Consumer Finance | Capital Markets |
| GICS Sub-Industry | Consumer Finance | Asset Management & Custody Banks |
| Market Capitalization | 215.24 billion USD | 11.90 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 1, 1972 | August 25, 1995 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AXP | IVZ |
|---|---|---|
| Total Return (1Y) | -10.80% | 27.77% |
| Total Return (3Y, Annualized) | 30.19% | 36.49% |
| Total Return (5Y, Annualized) | 13.96% | 6.57% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AXP | IVZ |
|---|---|---|
| Volatility (1Y, Annualized) | 26.18% | 35.98% |
| Beta (5Y) | 1.06 | 1.65 |
| Max Drawdown (5Y) | -31.55% | -48.49% |
| Avg. Volume (3M) | 2.91M | 4.52M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AXP | IVZ |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | 0.65 |
| Sortino Ratio (1Y) | -0.74 | 0.94 |
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 American Express (AXP) reports 35.93%, ranking against industry peers normally.
AXP
Financial Services industry group
35.93%
- Max
- 44.78%
- AXP
- 35.93%
- Q3
- 21.85%
- Median
- 12.91%
- 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%
Net Margin (TTM)
Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile American Express (AXP) reports 16.82%, ranking against industry peers normally.
AXP
Financial Services industry group
16.82%
- Max
- 62.84%
- Q3
- 28.05%
- AXP
- 16.82%
- 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%
Operating Margin (TTM)
Both American Express (AXP) at 18.43% and Invesco (IVZ) at 23.30% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
AXP
Financial Services industry group
18.43%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- AXP
- 18.43%
- 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%
Profitability Metrics
| Metric | AXP | IVZ |
|---|---|---|
| ROE (TTM) | 35.93% | -0.58% |
| ROA (TTM) | 4.03% | 3.28% |
| Net Margin (TTM) | 16.82% | -1.10% |
| Operating Margin (TTM) | 18.43% | 23.30% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both American Express (AXP) at 9.52% and Invesco (IVZ) at 5.11% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
American Express (AXP) at 9.78% is around its peer norm for EPS growth, while Invesco (IVZ) at -235.59% falls below its industry range, a notably weak earnings reading.
Growth Metrics
| Metric | AXP | IVZ |
|---|---|---|
| Revenue Growth (YoY) | 9.52% | 5.11% |
| Revenue Growth (3Y CAGR) | 10.97% | 1.78% |
| EPS Growth (YoY) | 9.78% | -235.59% |
| EPS Growth (3Y CAGR) | 16.01% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: American Express (AXP) 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: American Express (AXP) 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
| Metric | AXP | IVZ |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both American Express (AXP) at 1.13% and Invesco (IVZ) at 3.16% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
AXP
Financial Services industry group
1.13%
- Max
- 9.77%
- Q3
- 3.92%
- AXP
- 1.13%
- 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%
Dividend Payout Ratio (TTM)
Both American Express (AXP) at 15.32% 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.
AXP
Financial Services industry group
15.32%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- AXP
- 15.32%
- 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%
Dividend Metrics
| Metric | AXP | IVZ |
|---|---|---|
| Dividend Yield (TTM) | 1.13% | 3.16% |
| Dividend Payout Ratio (TTM) | 15.32% | 56.46% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: American Express (AXP) trades at 18.08 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.
AXP
Financial Services industry group
18.08
- Max
- 45.85
- Q3
- 24.64
- AXP
- 18.08
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
IVZ
Financial Services industry group
--
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
- IVZ
- --
P/S Ratio (TTM)
On P/S ratio, both American Express (AXP) at 2.95 and Invesco (IVZ) at 1.67 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
AXP
Financial Services industry group
2.95
- Max
- 9.23
- Q3
- 4.57
- AXP
- 2.95
- Median
- 2.72
- 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
P/B Ratio (MRQ)
Invesco (IVZ) at 1.18 is valued about in line with its industry on P/B ratio, while American Express (AXP) at 6.02 carries an above-peer premium to book — AXP is pricier on assets.
AXP
Financial Services industry group
6.02
- Max
- 7.79
- AXP
- 6.02
- Q3
- 3.63
- Median
- 1.57
- 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
Valuation Metrics
| Metric | AXP | IVZ |
|---|---|---|
| P/E Ratio (TTM) | 18.08 | -- |
| P/S Ratio (TTM) | 2.95 | 1.67 |
| P/B Ratio (MRQ) | 6.02 | 1.18 |
| Free Cash Flow Yield (TTM) | -- | -- |