HOOD vs. IVZ: Robinhood Markets vs. Invesco Stock Comparison

Company Profile

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

Invesco (IVZ) has more than two decades of public-market history since August 25, 1995, whereas Robinhood Markets (HOOD) listed on July 29, 2021 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

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 Robinhood Markets (HOOD) reports 21.45%, ranking against industry peers normally.

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Robinhood Markets (HOOD) reports 39.04%, ranking against industry peers normally.

Both Robinhood Markets (HOOD) at 48.10% and Invesco (IVZ) at 23.30% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Robinhood Markets (HOOD) at 51.58% sits in the top revenue growth quartile, while Invesco (IVZ) at 5.11% is closer to the peer norm — faster top-line expansion for HOOD.

Robinhood Markets (HOOD) at 31.41% is around its peer norm for EPS growth, while Invesco (IVZ) at -235.59% falls below its industry range, a notably weak earnings reading.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Robinhood Markets (HOOD) 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: Robinhood Markets (HOOD) 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

Robinhood Markets (HOOD) 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.

Robinhood Markets (HOOD) 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.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: Robinhood Markets (HOOD) trades at 37.29 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

Invesco (IVZ) at 1.67 prices around its industry’s typical P/S ratio, while Robinhood Markets (HOOD) at 14.34 clears its benchmark range — HOOD looks notably rich on sales.

Invesco (IVZ) at 1.18 is valued about in line with its industry on P/B ratio, while Robinhood Markets (HOOD) at 7.29 carries an above-peer premium to book — HOOD is pricier on assets.

Valuation Metrics