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.
| Profile Item | BNY | IVZ |
|---|---|---|
| Name | Bank of New York Mellon Corp. | Invesco Ltd. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Asset Management & Custody Banks |
| Market Capitalization | 99.40 billion USD | 11.90 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 3, 1973 | August 25, 1995 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BNY | IVZ |
|---|---|---|
| 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
Return Distribution
Risk Metrics
| Metric | BNY | IVZ |
|---|---|---|
| Volatility (1Y, Annualized) | 22.30% | 35.98% |
| Beta (5Y) | 1.00 | 1.65 |
| Max Drawdown (5Y) | -40.45% | -48.49% |
| Avg. Volume (3M) | 3.38M | 4.52M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BNY | IVZ |
|---|---|---|
| Sharpe Ratio (1Y) | 1.66 | 0.65 |
| Sortino Ratio (1Y) | 2.48 | 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 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%
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%
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%
Profitability Metrics
| Metric | BNY | IVZ |
|---|---|---|
| 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.
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.
Growth Metrics
| Metric | BNY | IVZ |
|---|---|---|
| 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
| Metric | BNY | IVZ |
|---|---|---|
| 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%
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%
Dividend Metrics
| Metric | BNY | IVZ |
|---|---|---|
| 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
- --
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
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
Valuation Metrics
| Metric | BNY | IVZ |
|---|---|---|
| P/E Ratio (TTM) | 16.36 | -- |
| P/S Ratio (TTM) | 4.52 | 1.67 |
| P/B Ratio (MRQ) | 2.53 | 1.18 |
| Free Cash Flow Yield (TTM) | -- | -- |