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CME vs. IVZ: CME vs. Invesco Stock Comparison

How do CME (CME) 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

CME (CME) and Invesco (IVZ) both belong to the Capital Markets industry, though CME is classified under Financial Exchanges & Data while IVZ falls under Asset Management & Custody Banks.

Company profile comparison for CME (CME) and Invesco (IVZ)
Profile ItemCMEIVZ
NameCME Group Inc. Class A Common StockInvesco Ltd.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryFinancial Exchanges & DataAsset Management & Custody Banks
Market Capitalization109.49 billion USD11.90 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateDecember 6, 2002August 25, 1995
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CME
IVZ
GSPC
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CME (CME) 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 CME (CME) and Invesco (IVZ). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for CME (CME) and Invesco (IVZ). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for CME (CME) and Invesco (IVZ)
MetricCMEIVZ
Total Return (1Y)14.24%27.77%
Total Return (3Y, Annualized)16.88%36.49%
Total Return (5Y, Annualized)11.09%6.57%

Risk Profile

Drawdown History

CME
IVZ
GSPC
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CME (CME) 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 CME (CME) and Invesco (IVZ). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Invesco (IVZ) has an aggressive beta of 1.65, indicating higher sensitivity to broad-market moves, while CME (CME) is defensive at 0.16 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk profile metrics for CME (CME) and Invesco (IVZ)
MetricCMEIVZ
Volatility (1Y, Annualized)24.87%35.98%
Beta (5Y)0.161.65
Max Drawdown (5Y)-31.74%-48.49%
Avg. Volume (3M)1.91M4.52M

Risk-Adjusted Performance

Risk-Return Positioning

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CME 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 CME (CME) and Invesco (IVZ)
MetricCMEIVZ
Sharpe Ratio (1Y)0.400.65
Sortino Ratio (1Y)0.560.94

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 CME (CME) reports 16.13%, ranking against industry peers normally.

CME

Financial Services industry group

16.13%

Max
44.78%
Q3
21.85%
CME
16.13%
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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CME (CME) 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 CME (CME) reports 63.48%, ranking against industry peers normally.

CME

Financial Services industry group

63.48%

CME
63.48%
Max
62.84%
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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CME (CME) vs. Invesco (IVZ): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

CME (CME) at 65.85% operates in the top operating margin quartile, ahead of Invesco (IVZ) at 23.30%, which runs around its industry’s norm.

CME

Financial Services industry group

65.85%

Max
107.33%
CME
65.85%
Q3
55.90%
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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CME (CME) vs. Invesco (IVZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for CME (CME) and Invesco (IVZ)
MetricCMEIVZ
ROE (TTM)16.13%-0.58%
ROA (TTM)1.52%3.28%
Net Margin (TTM)63.48%-1.10%
Operating Margin (TTM)65.85%23.30%
Gross Margin (TTM)----

Growth

Revenue Growth

Both CME (CME) at 6.37% 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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CME (CME) vs. Invesco (IVZ): A comparison of their Revenue Growth across different time periods.

EPS Growth

CME (CME) at 15.41% 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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CME (CME) vs. Invesco (IVZ): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for CME (CME) and Invesco (IVZ)
MetricCMEIVZ
Revenue Growth (YoY)6.37%5.11%
Revenue Growth (3Y CAGR)9.11%1.78%
EPS Growth (YoY)15.41%-235.59%
EPS Growth (3Y CAGR)14.68%--

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: CME (CME) 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: CME (CME) 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 CME (CME) and Invesco (IVZ)
MetricCMEIVZ
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both CME (CME) at 1.68% and Invesco (IVZ) at 3.16% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

CME

Financial Services industry group

1.68%

Max
9.77%
Q3
3.92%
CME
1.68%
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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CME (CME) vs. Invesco (IVZ): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both CME (CME) at 92.62% 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.

CME

Financial Services industry group

92.62%

Max
241.07%
Q3
97.36%
CME
92.62%
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%
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CME (CME) vs. Invesco (IVZ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for CME (CME) and Invesco (IVZ)
MetricCMEIVZ
Dividend Yield (TTM)1.68%3.16%
Dividend Payout Ratio (TTM)92.62%56.46%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: CME (CME) trades at 25.07 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

CME

Financial Services industry group

25.07

Max
45.85
CME
25.07
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
--
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CME (CME) vs. Invesco (IVZ): IVZ does not report P/E ratio, so it has no value marker; CME is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

Invesco (IVZ) at 1.67 prices around its industry’s typical P/S ratio, while CME (CME) at 15.74 clears its benchmark range — CME looks notably rich on sales.

CME

Financial Services industry group

15.74

CME
15.74
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
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CME (CME) vs. Invesco (IVZ): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Invesco (IVZ) at 1.18 is valued about in line with its industry on P/B ratio, while CME (CME) at 4.12 carries an above-peer premium to book — CME is pricier on assets.

CME

Financial Services industry group

4.12

Max
7.79
CME
4.12
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
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CME (CME) vs. Invesco (IVZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for CME (CME) and Invesco (IVZ)
MetricCMEIVZ
P/E Ratio (TTM)25.07--
P/S Ratio (TTM)15.741.67
P/B Ratio (MRQ)4.121.18
Free Cash Flow Yield (TTM)----