IVZ vs. LPLA: Invesco vs. LPL Financial Stock Comparison

Company Profile

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

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 LPL Financial (LPLA) is defensive at 0.52 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

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 LPL Financial (LPLA) reports 25.66%, ranking against industry peers normally.

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile LPL Financial (LPLA) reports 6.97%, ranking against industry peers normally.

Invesco (IVZ) at 23.30% runs core operations around its industry’s norm, while LPL Financial (LPLA) at 10.85% operates in the bottom quartile.

Profitability Metrics

Growth

LPL Financial (LPLA) at 37.18% sits in the top revenue growth quartile, while Invesco (IVZ) at 5.11% is closer to the peer norm — faster top-line expansion for LPLA.

LPL Financial (LPLA) at -22.17% 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 LPL Financial (LPLA) 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 LPL Financial (LPLA) 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 LPL Financial (LPLA) at 0.40% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both Invesco (IVZ) at 56.46% and LPL Financial (LPLA) at 6.88% 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: LPL Financial (LPLA) trades at 16.93 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

LPL Financial (LPLA) at 1.15 sits in the cheaper P/S ratio quartile while Invesco (IVZ) at 1.67 prices around its industry’s middle — LPLA costs less per dollar of sales, though read it alongside growth and margins.

Invesco (IVZ) at 1.18 is valued about in line with its industry on P/B ratio, while LPL Financial (LPLA) at 3.98 carries an above-peer premium to book — LPLA is pricier on assets.

Valuation Metrics