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IVZ vs. JEF: Invesco vs. Jefferies Stock Comparison

How do Invesco (IVZ) and Jefferies (JEF) 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

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

Company profile comparison for Invesco (IVZ) and Jefferies (JEF)
Profile ItemIVZJEF
NameInvesco Ltd.Jefferies Financial Group Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization11.90 billion USD10.88 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 25, 1995March 17, 1980
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IVZ
JEF
GSPC
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Invesco (IVZ) vs. Jefferies (JEF), 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 Invesco (IVZ) and Jefferies (JEF). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Invesco (IVZ) and Jefferies (JEF)
MetricIVZJEF
Total Return (1Y)27.77%-6.26%
Total Return (3Y, Annualized)36.49%17.02%
Total Return (5Y, Annualized)6.57%7.20%

Risk Profile

Drawdown History

IVZ
JEF
GSPC
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Invesco (IVZ) vs. Jefferies (JEF), 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 Invesco (IVZ) and Jefferies (JEF). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Invesco (IVZ) and Jefferies (JEF)
MetricIVZJEF
Volatility (1Y, Annualized)35.98%41.25%
Beta (5Y)1.651.49
Max Drawdown (5Y)-48.49%-54.39%
Avg. Volume (3M)4.52M2.20M

Risk-Adjusted Performance

Risk-Return Positioning

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IVZ and JEF 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 Invesco (IVZ) and Jefferies (JEF)
MetricIVZJEF
Sharpe Ratio (1Y)0.65-0.26
Sortino Ratio (1Y)0.94-0.33

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 Jefferies (JEF) reports 8.59%, ranking against industry peers normally.

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%

JEF

Financial Services industry group

8.59%

Max
44.78%
Q3
21.85%
Median
12.91%
JEF
8.59%
Q1
4.48%
Min
-18.71%
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Invesco (IVZ) vs. Jefferies (JEF): 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 Jefferies (JEF) reports 11.00%, ranking against industry peers normally.

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%

JEF

Financial Services industry group

11.00%

Max
62.84%
Q3
28.05%
Median
15.36%
JEF
11.00%
Q1
4.82%
Min
-28.52%
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Invesco (IVZ) vs. Jefferies (JEF): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Invesco (IVZ) at 23.30% and Jefferies (JEF) at 15.80% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

JEF

Financial Services industry group

15.80%

Max
107.33%
Q3
55.90%
Median
30.09%
JEF
15.80%
Q1
14.60%
Min
-44.34%
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Invesco (IVZ) vs. Jefferies (JEF): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Invesco (IVZ) and Jefferies (JEF)
MetricIVZJEF
ROE (TTM)-0.58%8.59%
ROA (TTM)3.28%1.21%
Net Margin (TTM)-1.10%11.00%
Operating Margin (TTM)23.30%15.80%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Invesco (IVZ) at 5.11% and Jefferies (JEF) at 2.93% 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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Invesco (IVZ) vs. Jefferies (JEF): A comparison of their Revenue Growth across different time periods.

EPS Growth

Jefferies (JEF) at -5.35% 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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Invesco (IVZ) vs. Jefferies (JEF): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Invesco (IVZ) and Jefferies (JEF)
MetricIVZJEF
Revenue Growth (YoY)5.11%2.93%
Revenue Growth (3Y CAGR)1.78%14.83%
EPS Growth (YoY)-235.59%-5.35%
EPS Growth (3Y CAGR)---2.57%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and Jefferies (JEF) 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: Invesco (IVZ) in Financial Services and Jefferies (JEF) 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 Invesco (IVZ) and Jefferies (JEF)
MetricIVZJEF
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Invesco (IVZ) at 3.16% and Jefferies (JEF) at 3.29% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

JEF

Financial Services industry group

3.29%

Max
9.77%
Q3
3.92%
JEF
3.29%
Median
1.09%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. Jefferies (JEF): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Invesco (IVZ) at 56.46% and Jefferies (JEF) at 42.67% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

JEF

Financial Services industry group

42.67%

Max
241.07%
Q3
97.36%
JEF
42.67%
Median
25.77%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. Jefferies (JEF): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Invesco (IVZ) and Jefferies (JEF)
MetricIVZJEF
Dividend Yield (TTM)3.16%3.29%
Dividend Payout Ratio (TTM)56.46%42.67%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Jefferies (JEF) trades at 12.63 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

IVZ

Financial Services industry group

--

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
IVZ
--

JEF

Financial Services industry group

12.63

Max
45.85
Q3
24.64
Median
15.37
JEF
12.63
Q1
9.68
Min
0.16
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Invesco (IVZ) vs. Jefferies (JEF): IVZ does not report P/E ratio, so it has no value marker; JEF is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

On P/S ratio, both Invesco (IVZ) at 1.67 and Jefferies (JEF) at 1.28 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

JEF

Financial Services industry group

1.28

Max
9.23
Q3
4.57
Median
2.72
JEF
1.28
Q1
1.28
Min
-0.55
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Invesco (IVZ) vs. Jefferies (JEF): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Invesco (IVZ) at 1.18 and Jefferies (JEF) at 1.02 are valued close to their industries’ norm against book — neither stands out from peers.

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

JEF

Financial Services industry group

1.02

Max
7.79
Q3
3.63
Median
1.57
JEF
1.02
Q1
0.81
Min
-0.39
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Invesco (IVZ) vs. Jefferies (JEF): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Invesco (IVZ) and Jefferies (JEF)
MetricIVZJEF
P/E Ratio (TTM)--12.63
P/S Ratio (TTM)1.671.28
P/B Ratio (MRQ)1.181.02
Free Cash Flow Yield (TTM)----