COF vs. IVZ: Capital One Financial vs. Invesco Stock Comparison
How do Capital One Financial (COF) 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
Capital One Financial (COF) and Invesco (IVZ) both fall under the Financial Services industry group, but COF is classified in Consumer Finance while IVZ is classified in Capital Markets.
| Profile Item | COF | IVZ |
|---|---|---|
| Name | Capital One Financial Corp. | Invesco Ltd. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Consumer Finance | Capital Markets |
| GICS Sub-Industry | Consumer Finance | Asset Management & Custody Banks |
| Market Capitalization | 121.43 billion USD | 11.90 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | November 16, 1994 | August 25, 1995 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | COF | IVZ |
|---|---|---|
| Total Return (1Y) | -5.89% | 27.77% |
| Total Return (3Y, Annualized) | 26.49% | 36.49% |
| Total Return (5Y, Annualized) | 7.24% | 6.57% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | COF | IVZ |
|---|---|---|
| Volatility (1Y, Annualized) | 31.21% | 35.98% |
| Beta (5Y) | 1.09 | 1.65 |
| Max Drawdown (5Y) | -45.56% | -48.49% |
| Avg. Volume (3M) | 3.66M | 4.52M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | COF | IVZ |
|---|---|---|
| Sharpe Ratio (1Y) | -0.33 | 0.65 |
| Sortino Ratio (1Y) | -0.43 | 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 Capital One Financial (COF) reports 9.39%, ranking against industry peers normally.
COF
Financial Services industry group
9.39%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- COF
- 9.39%
- 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 Capital One Financial (COF) reports 22.23%, ranking against industry peers normally.
COF
Financial Services industry group
22.23%
- Max
- 62.84%
- Q3
- 28.05%
- COF
- 22.23%
- 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 Capital One Financial (COF) at 37.83% and Invesco (IVZ) at 23.30% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
COF
Financial Services industry group
37.83%
- Max
- 107.33%
- Q3
- 55.90%
- COF
- 37.83%
- 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 | COF | IVZ |
|---|---|---|
| ROE (TTM) | 9.39% | -0.58% |
| ROA (TTM) | 1.57% | 3.28% |
| Net Margin (TTM) | 22.23% | -1.10% |
| Operating Margin (TTM) | 37.83% | 23.30% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Capital One Financial (COF) at 36.62% sits in the top revenue growth quartile, while Invesco (IVZ) at 5.11% is closer to the peer norm — faster top-line expansion for COF.
EPS Growth
Neither side shows strong earnings momentum: Capital One Financial (COF) at -65.23% sits in the bottom EPS growth quartile, and Invesco (IVZ) at -235.59% is weaker still, below its industry range.
Growth Metrics
| Metric | COF | IVZ |
|---|---|---|
| Revenue Growth (YoY) | 36.62% | 5.11% |
| Revenue Growth (3Y CAGR) | 15.98% | 1.78% |
| EPS Growth (YoY) | -65.23% | -235.59% |
| EPS Growth (3Y CAGR) | -39.18% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Capital One Financial (COF) 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: Capital One Financial (COF) 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 | COF | IVZ |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Capital One Financial (COF) at 1.57% and Invesco (IVZ) at 3.16% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
COF
Financial Services industry group
1.57%
- Max
- 9.77%
- Q3
- 3.92%
- COF
- 1.57%
- 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 Capital One Financial (COF) at 19.61% 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.
COF
Financial Services industry group
19.61%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- COF
- 19.61%
- 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 | COF | IVZ |
|---|---|---|
| Dividend Yield (TTM) | 1.57% | 3.16% |
| Dividend Payout Ratio (TTM) | 19.61% | 56.46% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Capital One Financial (COF) trades at 12.37 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.
COF
Financial Services industry group
12.37
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- COF
- 12.37
- 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 Capital One Financial (COF) at 2.48 and Invesco (IVZ) at 1.67 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
COF
Financial Services industry group
2.48
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- COF
- 2.48
- 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 Capital One Financial (COF) at 1.15 and Invesco (IVZ) at 1.18 are valued close to their industries’ norm against book — neither stands out from peers.
COF
Financial Services industry group
1.15
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- COF
- 1.15
- 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 | COF | IVZ |
|---|---|---|
| P/E Ratio (TTM) | 12.37 | -- |
| P/S Ratio (TTM) | 2.48 | 1.67 |
| P/B Ratio (MRQ) | 1.15 | 1.18 |
| Free Cash Flow Yield (TTM) | -- | -- |