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BNY vs. IVZ: Bank of New York Mellon vs. Invesco Stock Comparison

How do Bank of New York Mellon (BNY) 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

Bank of New York Mellon (BNY) and Invesco (IVZ) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Company profile comparison for Bank of New York Mellon (BNY) and Invesco (IVZ)
Profile ItemBNYIVZ
NameBank of New York Mellon Corp.Invesco Ltd.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksAsset Management & Custody Banks
Market Capitalization99.40 billion USD11.90 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 3, 1973August 25, 1995
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BNY
IVZ
GSPC
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Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) and Invesco (IVZ). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Bank of New York Mellon (BNY) and Invesco (IVZ). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Bank of New York Mellon (BNY) and Invesco (IVZ)
MetricBNYIVZ
Total Return (1Y)41.28%27.77%
Total Return (3Y, Annualized)53.51%36.49%
Total Return (5Y, Annualized)24.36%6.57%

Risk Profile

Drawdown History

BNY
IVZ
GSPC
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Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) and Invesco (IVZ). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Bank of New York Mellon (BNY) and Invesco (IVZ)
MetricBNYIVZ
Volatility (1Y, Annualized)22.30%35.98%
Beta (5Y)1.001.65
Max Drawdown (5Y)-40.45%-48.49%
Avg. Volume (3M)3.38M4.52M

Risk-Adjusted Performance

Risk-Return Positioning

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BNY 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 Bank of New York Mellon (BNY) and Invesco (IVZ)
MetricBNYIVZ
Sharpe Ratio (1Y)1.660.65
Sortino Ratio (1Y)2.480.94

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 Bank of New York Mellon (BNY) reports 14.87%, ranking against industry peers normally.

BNY

Financial Services industry group

14.87%

Max
44.78%
Q3
21.85%
BNY
14.87%
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%
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Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) reports 29.74%, ranking against industry peers normally.

BNY

Financial Services industry group

29.74%

Max
62.84%
BNY
29.74%
Q3
28.05%
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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Bank of New York Mellon (BNY) vs. Invesco (IVZ): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Bank of New York Mellon (BNY) at 39.07% and Invesco (IVZ) at 23.30% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BNY

Financial Services industry group

39.07%

Max
107.33%
Q3
55.90%
BNY
39.07%
Median
30.09%
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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Bank of New York Mellon (BNY) vs. Invesco (IVZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Bank of New York Mellon (BNY) and Invesco (IVZ)
MetricBNYIVZ
ROE (TTM)14.87%-0.58%
ROA (TTM)1.39%3.28%
Net Margin (TTM)29.74%-1.10%
Operating Margin (TTM)39.07%23.30%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Bank of New York Mellon (BNY) at 8.22% 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.

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Bank of New York Mellon (BNY) vs. Invesco (IVZ): A comparison of their Revenue Growth across different time periods.

EPS Growth

Bank of New York Mellon (BNY) at 27.59% 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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Bank of New York Mellon (BNY) vs. Invesco (IVZ): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Bank of New York Mellon (BNY) and Invesco (IVZ)
MetricBNYIVZ
Revenue Growth (YoY)8.22%5.11%
Revenue Growth (3Y CAGR)6.87%1.78%
EPS Growth (YoY)27.59%-235.59%
EPS Growth (3Y CAGR)36.65%--

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Bank of New York Mellon (BNY) 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: Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) and Invesco (IVZ)
MetricBNYIVZ
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Bank of New York Mellon (BNY) at 1.51% and Invesco (IVZ) at 3.16% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

BNY

Financial Services industry group

1.51%

Max
9.77%
Q3
3.92%
BNY
1.51%
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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Bank of New York Mellon (BNY) vs. Invesco (IVZ): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Bank of New York Mellon (BNY) at 24.58% 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.

BNY

Financial Services industry group

24.58%

Max
241.07%
Q3
97.36%
Median
25.77%
BNY
24.58%
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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Bank of New York Mellon (BNY) vs. Invesco (IVZ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Bank of New York Mellon (BNY) and Invesco (IVZ)
MetricBNYIVZ
Dividend Yield (TTM)1.51%3.16%
Dividend Payout Ratio (TTM)24.58%56.46%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Bank of New York Mellon (BNY) trades at 16.36 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

BNY

Financial Services industry group

16.36

Max
45.85
Q3
24.64
BNY
16.36
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
--
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Bank of New York Mellon (BNY) vs. Invesco (IVZ): IVZ does not report P/E ratio, so it has no value marker; BNY is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

On P/S ratio, both Bank of New York Mellon (BNY) at 4.52 and Invesco (IVZ) at 1.67 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

BNY

Financial Services industry group

4.52

Max
9.23
Q3
4.57
BNY
4.52
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
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Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) at 2.53 and Invesco (IVZ) at 1.18 are valued close to their industries’ norm against book — neither stands out from peers.

BNY

Financial Services industry group

2.53

Max
7.79
Q3
3.63
BNY
2.53
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
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Bank of New York Mellon (BNY) vs. Invesco (IVZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Bank of New York Mellon (BNY) and Invesco (IVZ)
MetricBNYIVZ
P/E Ratio (TTM)16.36--
P/S Ratio (TTM)4.521.67
P/B Ratio (MRQ)2.531.18
Free Cash Flow Yield (TTM)----