IVZ vs. JKHY: Invesco vs. Jack Henry & Associates Stock Comparison

Company Profile

Invesco (IVZ) and Jack Henry & Associates (JKHY) both fall under the Financial Services industry group, but IVZ is classified in Capital Markets while JKHY is classified in Financial Services.

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 Jack Henry & Associates (JKHY) is defensive at 0.51 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

Jack Henry & Associates (JKHY) has no ROE value reported for this period; Invesco (IVZ) reports a negative figure of -0.58%, which needs context because negative ROE can reflect losses or negative shareholders’ equity.

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Jack Henry & Associates (JKHY) reports 19.96%, ranking against industry peers normally.

Both Invesco (IVZ) at 23.30% and Jack Henry & Associates (JKHY) at 29.52% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Both Invesco (IVZ) at 5.11% and Jack Henry & Associates (JKHY) at 7.12% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Jack Henry & Associates (JKHY) at 11.86% 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: Invesco (IVZ) in Financial Services and Jack Henry & Associates (JKHY) 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: Invesco (IVZ) in Financial Services and Jack Henry & Associates (JKHY) 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

Both Invesco (IVZ) at 3.16% and Jack Henry & Associates (JKHY) at 1.34% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both Invesco (IVZ) at 56.46% and Jack Henry & Associates (JKHY) at 33.10% 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: Jack Henry & Associates (JKHY) trades at 23.80 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

Invesco (IVZ) at 1.67 is priced about in line with its industry on P/S ratio, while Jack Henry & Associates (JKHY) at 4.67 sits in the pricier quartile — JKHY costs more per dollar of sales.

Invesco (IVZ) at 1.18 is valued about in line with its industry on P/B ratio, while Jack Henry & Associates (JKHY) at 5.92 carries an above-peer premium to book — JKHY is pricier on assets.

Valuation Metrics