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EQH vs. IVZ: Equitable vs. Invesco Stock Comparison

How do Equitable (EQH) 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

Equitable (EQH) and Invesco (IVZ) both fall under the Financial Services industry group, but EQH is classified in Financial Services while IVZ is classified in Capital Markets.

Company profile comparison for Equitable (EQH) and Invesco (IVZ)
Profile ItemEQHIVZ
NameEquitable Holdings Inc.Invesco Ltd.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryDiversified Financial ServicesAsset Management & Custody Banks
Market Capitalization14.04 billion USD11.90 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 10, 2018August 25, 1995
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Equitable (EQH) and Invesco (IVZ)
MetricEQHIVZ
Total Return (1Y)26.35%27.77%
Total Return (3Y, Annualized)32.07%36.49%
Total Return (5Y, Annualized)12.88%6.57%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Equitable (EQH) and Invesco (IVZ)
MetricEQHIVZ
Volatility (1Y, Annualized)33.44%35.98%
Beta (5Y)1.041.65
Max Drawdown (5Y)-35.85%-48.49%
Avg. Volume (3M)2.71M4.52M

Risk-Adjusted Performance

Risk-Return Positioning

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EQH 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 Equitable (EQH) and Invesco (IVZ)
MetricEQHIVZ
Sharpe Ratio (1Y)0.660.65
Sortino Ratio (1Y)0.940.94

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 Equitable (EQH) reports 171.08%, ranking against industry peers normally.

EQH

Financial Services industry group

171.08%

EQH
171.08%
Max
44.78%
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%
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Equitable (EQH) 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 Equitable (EQH) reports 11.52%, ranking against industry peers normally.

EQH

Financial Services industry group

11.52%

Max
62.84%
Q3
28.05%
Median
15.36%
EQH
11.52%
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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Equitable (EQH) vs. Invesco (IVZ): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Equitable (EQH) at 37.18% and Invesco (IVZ) at 23.30% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

EQH

Financial Services industry group

37.18%

Max
107.33%
Q3
55.90%
EQH
37.18%
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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Equitable (EQH) vs. Invesco (IVZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Equitable (EQH) and Invesco (IVZ)
MetricEQHIVZ
ROE (TTM)171.08%-0.58%
ROA (TTM)0.45%3.28%
Net Margin (TTM)11.52%-1.10%
Operating Margin (TTM)37.18%23.30%
Gross Margin (TTM)----

Growth

Revenue Growth

Invesco (IVZ) at 5.11% is around its peer norm for revenue growth, while Equitable (EQH) at -6.12% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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Equitable (EQH) vs. Invesco (IVZ): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Equitable (EQH) at -227.78% and Invesco (IVZ) at -235.59% fall below their industry ranges for EPS growth — per-share earnings on both sides are losing ground to virtually every peer.

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Equitable (EQH) vs. Invesco (IVZ): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Equitable (EQH) and Invesco (IVZ)
MetricEQHIVZ
Revenue Growth (YoY)-6.12%5.11%
Revenue Growth (3Y CAGR)-2.65%1.78%
EPS Growth (YoY)-227.78%-235.59%
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both Equitable (EQH) at 0.51% and Invesco (IVZ) at 3.16% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

EQH

Financial Services industry group

0.51%

Max
9.77%
Q3
3.92%
Median
1.09%
EQH
0.51%
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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Equitable (EQH) vs. Invesco (IVZ): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Equitable (EQH) at 22.49% 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.

EQH

Financial Services industry group

22.49%

Max
241.07%
Q3
97.36%
Median
25.77%
EQH
22.49%
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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Equitable (EQH) vs. Invesco (IVZ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Equitable (EQH) and Invesco (IVZ)
MetricEQHIVZ
Dividend Yield (TTM)0.51%3.16%
Dividend Payout Ratio (TTM)22.49%56.46%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Equitable (EQH) trades at 10.39 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

EQH

Financial Services industry group

10.39

Max
45.85
Q3
24.64
Median
15.37
EQH
10.39
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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Equitable (EQH) vs. Invesco (IVZ): IVZ does not report P/E ratio, so it has no value marker; EQH is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

Equitable (EQH) at 1.08 sits in the cheaper P/S ratio quartile while Invesco (IVZ) at 1.67 prices around its industry’s middle — EQH costs less per dollar of sales, though read it alongside growth and margins.

EQH

Financial Services industry group

1.08

Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
EQH
1.08
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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Equitable (EQH) vs. Invesco (IVZ): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Invesco (IVZ) reports 1.18, ranking against industry peers normally.

EQH

Financial Services industry group

-4.92

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
EQH
-4.92

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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Equitable (EQH) vs. Invesco (IVZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Equitable (EQH) and Invesco (IVZ)
MetricEQHIVZ
P/E Ratio (TTM)10.39--
P/S Ratio (TTM)1.081.67
P/B Ratio (MRQ)-4.921.18
Free Cash Flow Yield (TTM)----