BX vs. IVZ: Blackstone vs. Invesco Stock Comparison
How do Blackstone (BX) 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
Blackstone (BX) 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 | BX | IVZ |
|---|---|---|
| Name | Blackstone Inc. | 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 | 148.61 billion USD | 11.90 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 22, 2007 | August 25, 1995 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BX | IVZ |
|---|---|---|
| Total Return (1Y) | -11.29% | 27.77% |
| Total Return (3Y, Annualized) | 12.22% | 36.49% |
| Total Return (5Y, Annualized) | 0.26% | 6.57% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BX | IVZ |
|---|---|---|
| Volatility (1Y, Annualized) | 38.63% | 35.98% |
| Beta (5Y) | 1.50 | 1.65 |
| Max Drawdown (5Y) | -49.29% | -48.49% |
| Avg. Volume (3M) | 4.75M | 4.52M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BX | IVZ |
|---|---|---|
| Sharpe Ratio (1Y) | -0.40 | 0.65 |
| Sortino Ratio (1Y) | -0.57 | 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 Blackstone (BX) reports 32.38%, ranking against industry peers normally.
BX
Financial Services industry group
32.38%
- Max
- 44.78%
- BX
- 32.38%
- 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 Blackstone (BX) reports 22.99%, ranking against industry peers normally.
BX
Financial Services industry group
22.99%
- Max
- 62.84%
- Q3
- 28.05%
- BX
- 22.99%
- 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 Blackstone (BX) at 48.86% and Invesco (IVZ) at 23.30% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BX
Financial Services industry group
48.86%
- Max
- 107.33%
- Q3
- 55.90%
- BX
- 48.86%
- 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 | BX | IVZ |
|---|---|---|
| ROE (TTM) | 32.38% | -0.58% |
| ROA (TTM) | 14.27% | 3.28% |
| Net Margin (TTM) | 22.99% | -1.10% |
| Operating Margin (TTM) | 48.86% | 23.30% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Blackstone (BX) at 13.54% 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
Blackstone (BX) at 6.91% 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 | BX | IVZ |
|---|---|---|
| Revenue Growth (YoY) | 13.54% | 5.11% |
| Revenue Growth (3Y CAGR) | 20.27% | 1.78% |
| EPS Growth (YoY) | 6.91% | -235.59% |
| EPS Growth (3Y CAGR) | 17.92% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Blackstone (BX) 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: Blackstone (BX) 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 | BX | IVZ |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Blackstone (BX) at 4.22% delivers top-quartile income for its industry, while Invesco (IVZ) at 3.16% pays a more typical yield — both are credible income propositions, BX the richer one.
BX
Financial Services industry group
4.22%
- Max
- 9.77%
- BX
- 4.22%
- Q3
- 3.92%
- 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)
Blackstone (BX) reports payout ratio above 100% at 111.19%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Invesco (IVZ) reports 56.46%, ranking against industry peers normally.
BX
Financial Services industry group
111.19%
- Max
- 241.07%
- BX
- 111.19%
- Q3
- 97.36%
- 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%
Dividend Metrics
| Metric | BX | IVZ |
|---|---|---|
| Dividend Yield (TTM) | 4.22% | 3.16% |
| Dividend Payout Ratio (TTM) | 111.19% | 56.46% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Blackstone (BX) trades at 26.61 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.
BX
Financial Services industry group
26.61
- Max
- 45.85
- BX
- 26.61
- Q3
- 24.64
- 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)
Invesco (IVZ) at 1.67 prices around its industry’s typical P/S ratio, while Blackstone (BX) at 9.61 clears its benchmark range — BX looks notably rich on sales.
BX
Financial Services industry group
9.61
- BX
- 9.61
- Max
- 9.23
- Q3
- 4.57
- 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 sits near its industry’s typical P/B ratio, while Blackstone (BX) at 10.81 prices above its benchmark range — BX looks rich relative to book.
BX
Financial Services industry group
10.81
- BX
- 10.81
- Max
- 7.79
- 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 | BX | IVZ |
|---|---|---|
| P/E Ratio (TTM) | 26.61 | -- |
| P/S Ratio (TTM) | 9.61 | 1.67 |
| P/B Ratio (MRQ) | 10.81 | 1.18 |
| Free Cash Flow Yield (TTM) | -- | -- |