IVZ vs. KSPI: Invesco vs. Kaspi.kz Stock Comparison

Company Profile

Invesco (IVZ) and Kaspi.kz (KSPI) both fall under the Financial Services industry group, but IVZ is classified in Capital Markets while KSPI is classified in Consumer Finance.

Invesco (IVZ) carries decades of public-market history since August 25, 1995, while Kaspi.kz (KSPI) listed on January 19, 2024 — long-window comparisons have far more historical data on the IVZ side.

Invesco (IVZ) trades as ordinary local shares, while Kaspi.kz (KSPI) 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

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 Kaspi.kz (KSPI) reports 44.78%, ranking against industry peers normally.

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Kaspi.kz (KSPI) reports 24.15%, ranking against industry peers normally.

Invesco (IVZ) at 23.30% runs core operations around its industry’s norm, while Kaspi.kz (KSPI) at 0.00% operates in the bottom quartile.

Profitability Metrics

Growth

Kaspi.kz (KSPI) at 59.78% sits in the top revenue growth quartile, while Invesco (IVZ) at 5.11% is closer to the peer norm — faster top-line expansion for KSPI.

Kaspi.kz (KSPI) at 2.96% 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 Kaspi.kz (KSPI) 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 Kaspi.kz (KSPI) 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

Kaspi.kz (KSPI) 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 Invesco (IVZ) at 56.46% and Kaspi.kz (KSPI) at 33.12% 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: Kaspi.kz (KSPI) trades at 8.40 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

A sales-based read is only available for Invesco (IVZ), whose P/S ratio of 1.67 ranks against industry peers; Kaspi.kz (KSPI) reports no figure this period.

Kaspi.kz (KSPI) at 0.01 sits in the lower P/B ratio quartile against book while Invesco (IVZ) at 1.18 is valued near its industry’s middle — KSPI is cheaper on assets, though weigh it against ROE and asset quality.

Valuation Metrics