FUTU vs. IVZ: Futu vs. Invesco Stock Comparison

Company Profile

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

Invesco (IVZ) trades as ordinary local shares, while Futu (FUTU) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Invesco (IVZ) has an aggressive beta of 1.65, indicating higher sensitivity to broad-market moves, while Futu (FUTU) is defensive at 0.68 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

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 Futu (FUTU) reports 30.52%, ranking against industry peers normally.

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Futu (FUTU) reports 46.20%, ranking against industry peers normally.

Futu (FUTU) at 66.75% operates in the top operating margin quartile, ahead of Invesco (IVZ) at 23.30%, which runs around its industry’s norm.

Profitability Metrics

Growth

Futu (FUTU) at 68.11% clears its industry range for revenue growth, far stronger top-line momentum than Invesco (IVZ) at 5.11%, which is closer to a typical peer reading.

Futu (FUTU) at 106.38% 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.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Futu (FUTU) 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-to-equity ratio is set aside for both: Futu (FUTU) 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

Dividends

Futu (FUTU) 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.

Both Futu (FUTU) at 25.80% 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.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: Futu (FUTU) trades at 9.73 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

Futu (FUTU) at 0.57 sits in the cheaper P/S ratio quartile while Invesco (IVZ) at 1.67 prices around its industry’s middle — FUTU costs less per dollar of sales, though read it alongside growth and margins.

On P/B ratio, both Futu (FUTU) at 2.75 and Invesco (IVZ) at 1.18 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics