BRK.B vs. IVZ: Berkshire Hathaway vs. Invesco Stock Comparison

Company Profile

Berkshire Hathaway (BRK.B) and Invesco (IVZ) both fall under the Financial Services industry group, but BRK.B is classified in Financial Services while IVZ is classified in Capital Markets.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Invesco (IVZ) has an aggressive beta of 1.65, indicating higher sensitivity to broad-market moves, while Berkshire Hathaway (BRK.B) is defensive at 0.56 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

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 Berkshire Hathaway (BRK.B) reports 12.12%, ranking against industry peers normally.

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Berkshire Hathaway (BRK.B) reports 22.30%, ranking against industry peers normally.

Both Berkshire Hathaway (BRK.B) at 32.56% and Invesco (IVZ) at 23.30% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Invesco (IVZ) at 5.11% is around its peer norm for revenue growth, while Berkshire Hathaway (BRK.B) at -3.23% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Neither side shows strong earnings momentum: Berkshire Hathaway (BRK.B) at -24.78% sits in the bottom EPS growth quartile, and Invesco (IVZ) at -235.59% is weaker still, below its industry range.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.B) 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-to-equity ratio is set aside for both: Berkshire Hathaway (BRK.B) 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

Dividends

Berkshire Hathaway (BRK.B) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Invesco (IVZ) reports a yield of 3.16%, ranking against industry peers normally.

Berkshire Hathaway (BRK.B) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Invesco (IVZ) reports a payout of 56.46%, ranking against industry peers normally.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: Berkshire Hathaway (BRK.B) trades at 14.36 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

On P/S ratio, both Berkshire Hathaway (BRK.B) at 3.18 and Invesco (IVZ) at 1.67 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

Berkshire Hathaway (BRK.B) at 0.00 sits in the lower P/B ratio quartile against book while Invesco (IVZ) at 1.18 is valued near its industry’s middle — BRK.B is cheaper on assets, though weigh it against ROE and asset quality.

Valuation Metrics