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FRHC vs. IVZ: Freedom vs. Invesco Stock Comparison

How do Freedom (FRHC) 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

Freedom (FRHC) and Invesco (IVZ) both belong to the Capital Markets industry, though FRHC is classified under Investment Banking & Brokerage while IVZ falls under Asset Management & Custody Banks.

Company profile comparison for Freedom (FRHC) and Invesco (IVZ)
Profile ItemFRHCIVZ
NameFreedom Holding Corp.Invesco Ltd.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageAsset Management & Custody Banks
Market Capitalization11.41 billion USD11.90 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateFebruary 7, 2018August 25, 1995
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Freedom (FRHC) and Invesco (IVZ)
MetricFRHCIVZ
Total Return (1Y)18.04%27.77%
Total Return (3Y, Annualized)28.04%36.49%
Total Return (5Y, Annualized)18.95%6.57%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Freedom (FRHC) and Invesco (IVZ)
MetricFRHCIVZ
Volatility (1Y, Annualized)47.01%35.98%
Beta (5Y)0.711.65
Max Drawdown (5Y)-45.80%-48.49%
Avg. Volume (3M)108.35K4.52M

Risk-Adjusted Performance

Risk-Return Positioning

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FRHC 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 Freedom (FRHC) and Invesco (IVZ)
MetricFRHCIVZ
Sharpe Ratio (1Y)0.290.65
Sortino Ratio (1Y)0.450.94

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 Freedom (FRHC) reports 10.68%, ranking against industry peers normally.

FRHC

Financial Services industry group

10.68%

Max
44.78%
Q3
21.85%
Median
12.91%
FRHC
10.68%
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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Freedom (FRHC) 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 Freedom (FRHC) reports 8.43%, ranking against industry peers normally.

FRHC

Financial Services industry group

8.43%

Max
62.84%
Q3
28.05%
Median
15.36%
FRHC
8.43%
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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Freedom (FRHC) vs. Invesco (IVZ): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Invesco (IVZ) at 23.30% runs core operations around its industry’s norm, while Freedom (FRHC) at 5.01% operates in the bottom quartile.

FRHC

Financial Services industry group

5.01%

Max
107.33%
Q3
55.90%
Median
30.09%
Q1
14.60%
FRHC
5.01%
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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Freedom (FRHC) vs. Invesco (IVZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Freedom (FRHC) and Invesco (IVZ)
MetricFRHCIVZ
ROE (TTM)10.68%-0.58%
ROA (TTM)1.24%3.28%
Net Margin (TTM)8.43%-1.10%
Operating Margin (TTM)5.01%23.30%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Freedom (FRHC) at 8.97% 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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Freedom (FRHC) vs. Invesco (IVZ): A comparison of their Revenue Growth across different time periods.

EPS Growth

Freedom (FRHC) at 98.93% sits in the top EPS growth quartile, while Invesco (IVZ) at -235.59% falls below its industry range — a large difference in per-share earnings trajectories.

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

Growth Metrics

Growth metrics for Freedom (FRHC) and Invesco (IVZ)
MetricFRHCIVZ
Revenue Growth (YoY)8.97%5.11%
Revenue Growth (3Y CAGR)39.61%1.78%
EPS Growth (YoY)98.93%-235.59%
EPS Growth (3Y CAGR)-10.08%--

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Freedom (FRHC) 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.

FRHC

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
FRHC
0.00%
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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Freedom (FRHC) vs. Invesco (IVZ): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Freedom (FRHC) 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.

FRHC

Financial Services industry group

0.00%

Max
241.07%
Q3
97.36%
Median
25.77%
FRHC
0.00%
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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Freedom (FRHC) vs. Invesco (IVZ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Freedom (FRHC) and Invesco (IVZ)
MetricFRHCIVZ
Dividend Yield (TTM)0.00%3.16%
Dividend Payout Ratio (TTM)0.00%56.46%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Freedom (FRHC) trades at 70.97 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

FRHC

Financial Services industry group

70.97

FRHC
70.97
Max
45.85
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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Freedom (FRHC) vs. Invesco (IVZ): IVZ does not report P/E ratio, so it has no value marker; FRHC is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

Invesco (IVZ) at 1.67 is priced about in line with its industry on P/S ratio, while Freedom (FRHC) at 6.51 sits in the pricier quartile — FRHC costs more per dollar of sales.

FRHC

Financial Services industry group

6.51

Max
9.23
FRHC
6.51
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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Freedom (FRHC) 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 Freedom (FRHC) at 7.16 carries an above-peer premium to book — FRHC is pricier on assets.

FRHC

Financial Services industry group

7.16

Max
7.79
FRHC
7.16
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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Freedom (FRHC) vs. Invesco (IVZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Freedom (FRHC) and Invesco (IVZ)
MetricFRHCIVZ
P/E Ratio (TTM)70.97--
P/S Ratio (TTM)6.511.67
P/B Ratio (MRQ)7.161.18
Free Cash Flow Yield (TTM)----