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GS vs. IVZ: Goldman Sachs vs. Invesco Stock Comparison

How do Goldman Sachs (GS) 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

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

Company profile comparison for Goldman Sachs (GS) and Invesco (IVZ)
Profile ItemGSIVZ
NameThe Goldman Sachs Group, Inc.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 Capitalization249.73 billion USD11.90 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 4, 1999August 25, 1995
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

GS
IVZ
GSPC
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Goldman Sachs (GS) 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 Goldman Sachs (GS) and Invesco (IVZ). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Goldman Sachs (GS) and Invesco (IVZ)
MetricGSIVZ
Total Return (1Y)17.85%27.77%
Total Return (3Y, Annualized)44.69%36.49%
Total Return (5Y, Annualized)20.41%6.57%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Goldman Sachs (GS) and Invesco (IVZ)
MetricGSIVZ
Volatility (1Y, Annualized)33.28%35.98%
Beta (5Y)1.271.65
Max Drawdown (5Y)-30.90%-48.49%
Avg. Volume (3M)2.10M4.52M

Risk-Adjusted Performance

Risk-Return Positioning

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GS 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 Goldman Sachs (GS) and Invesco (IVZ)
MetricGSIVZ
Sharpe Ratio (1Y)0.410.65
Sortino Ratio (1Y)0.590.94

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 Goldman Sachs (GS) reports 17.71%, ranking against industry peers normally.

GS

Financial Services industry group

17.71%

Max
44.78%
Q3
21.85%
GS
17.71%
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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Goldman Sachs (GS) 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 Goldman Sachs (GS) reports 31.21%, ranking against industry peers normally.

GS

Financial Services industry group

31.21%

Max
62.84%
GS
31.21%
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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Goldman Sachs (GS) vs. Invesco (IVZ): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Goldman Sachs (GS) at 38.37% and Invesco (IVZ) at 23.30% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

GS

Financial Services industry group

38.37%

Max
107.33%
Q3
55.90%
GS
38.37%
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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Goldman Sachs (GS) vs. Invesco (IVZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Goldman Sachs (GS) and Invesco (IVZ)
MetricGSIVZ
ROE (TTM)17.71%-0.58%
ROA (TTM)1.11%3.28%
Net Margin (TTM)31.21%-1.10%
Operating Margin (TTM)38.37%23.30%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Goldman Sachs (GS) at 8.92% 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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Goldman Sachs (GS) vs. Invesco (IVZ): A comparison of their Revenue Growth across different time periods.

EPS Growth

Goldman Sachs (GS) at 26.59% 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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Goldman Sachs (GS) vs. Invesco (IVZ): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Goldman Sachs (GS) and Invesco (IVZ)
MetricGSIVZ
Revenue Growth (YoY)8.92%5.11%
Revenue Growth (3Y CAGR)7.16%1.78%
EPS Growth (YoY)26.59%-235.59%
EPS Growth (3Y CAGR)19.52%--

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both Goldman Sachs (GS) at 2.07% and Invesco (IVZ) at 3.16% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

GS

Financial Services industry group

2.07%

Max
9.77%
Q3
3.92%
GS
2.07%
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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Goldman Sachs (GS) vs. Invesco (IVZ): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Goldman Sachs (GS) at 25.88% 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.

GS

Financial Services industry group

25.88%

Max
241.07%
Q3
97.36%
GS
25.88%
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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Goldman Sachs (GS) vs. Invesco (IVZ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Goldman Sachs (GS) and Invesco (IVZ)
MetricGSIVZ
Dividend Yield (TTM)2.07%3.16%
Dividend Payout Ratio (TTM)25.88%56.46%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Goldman Sachs (GS) trades at 12.45 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

GS

Financial Services industry group

12.45

Max
45.85
Q3
24.64
Median
15.37
GS
12.45
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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Goldman Sachs (GS) vs. Invesco (IVZ): IVZ does not report P/E ratio, so it has no value marker; GS is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

On P/S ratio, both Goldman Sachs (GS) at 3.52 and Invesco (IVZ) at 1.67 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

GS

Financial Services industry group

3.52

Max
9.23
Q3
4.57
GS
3.52
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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Goldman Sachs (GS) vs. Invesco (IVZ): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Goldman Sachs (GS) at 2.36 and Invesco (IVZ) at 1.18 are valued close to their industries’ norm against book — neither stands out from peers.

GS

Financial Services industry group

2.36

Max
7.79
Q3
3.63
GS
2.36
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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Goldman Sachs (GS) vs. Invesco (IVZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Goldman Sachs (GS) and Invesco (IVZ)
MetricGSIVZ
P/E Ratio (TTM)12.45--
P/S Ratio (TTM)3.521.67
P/B Ratio (MRQ)2.361.18
Free Cash Flow Yield (TTM)----