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IVZ vs. MA: Invesco vs. Mastercard Stock Comparison

How do Invesco (IVZ) and Mastercard (MA) 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 Mastercard (MA) both fall under the Financial Services industry group, but IVZ is classified in Capital Markets while MA is classified in Financial Services.

Company profile comparison for Invesco (IVZ) and Mastercard (MA)
Profile ItemIVZMA
NameInvesco Ltd.Mastercard Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksTransaction & Payment Processing Services
Market Capitalization11.90 billion USD568.62 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 25, 1995May 25, 2006
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IVZ
MA
GSPC
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Invesco (IVZ) vs. Mastercard (MA), 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 Mastercard (MA). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Invesco (IVZ) and Mastercard (MA)
MetricIVZMA
Total Return (1Y)27.77%20.00%
Total Return (3Y, Annualized)36.49%19.98%
Total Return (5Y, Annualized)6.57%14.49%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Invesco (IVZ) and Mastercard (MA)
MetricIVZMA
Volatility (1Y, Annualized)35.98%23.57%
Beta (5Y)1.650.76
Max Drawdown (5Y)-48.49%-28.25%
Avg. Volume (3M)4.52M2.98M

Risk-Adjusted Performance

Risk-Return Positioning

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IVZ and MA 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 Mastercard (MA)
MetricIVZMA
Sharpe Ratio (1Y)0.650.67
Sortino Ratio (1Y)0.941.00

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 Mastercard (MA) reports 231.37%, 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%

MA

Financial Services industry group

231.37%

MA
231.37%
Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Invesco (IVZ) vs. Mastercard (MA): 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 Mastercard (MA) reports 46.73%, 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%

MA

Financial Services industry group

46.73%

Max
62.84%
MA
46.73%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Invesco (IVZ) vs. Mastercard (MA): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Mastercard (MA) at 60.53% operates in the top operating margin quartile, ahead of Invesco (IVZ) at 23.30%, which runs around its industry’s norm.

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%

MA

Financial Services industry group

60.53%

Max
107.33%
MA
60.53%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Invesco (IVZ) vs. Mastercard (MA): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Invesco (IVZ) and Mastercard (MA)
MetricIVZMA
ROE (TTM)-0.58%231.37%
ROA (TTM)3.28%24.45%
Net Margin (TTM)-1.10%46.73%
Operating Margin (TTM)23.30%60.53%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Invesco (IVZ) at 5.11% and Mastercard (MA) at 16.42% 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. Mastercard (MA): A comparison of their Revenue Growth across different time periods.

EPS Growth

Mastercard (MA) at 18.93% 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. Mastercard (MA): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Invesco (IVZ) and Mastercard (MA)
MetricIVZMA
Revenue Growth (YoY)5.11%16.42%
Revenue Growth (3Y CAGR)1.78%13.82%
EPS Growth (YoY)-235.59%18.93%
EPS Growth (3Y CAGR)--17.36%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both Invesco (IVZ) at 3.16% and Mastercard (MA) at 0.53% 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%

MA

Financial Services industry group

0.53%

Max
9.77%
Q3
3.92%
Median
1.09%
MA
0.53%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. Mastercard (MA): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Invesco (IVZ) at 56.46% and Mastercard (MA) at 17.63% 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%

MA

Financial Services industry group

17.63%

Max
241.07%
Q3
97.36%
Median
25.77%
MA
17.63%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. Mastercard (MA): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Invesco (IVZ) and Mastercard (MA)
MetricIVZMA
Dividend Yield (TTM)3.16%0.53%
Dividend Payout Ratio (TTM)56.46%17.63%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Mastercard (MA) trades at 34.15 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
--

MA

Financial Services industry group

34.15

Max
45.85
MA
34.15
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Invesco (IVZ) vs. Mastercard (MA): IVZ does not report P/E ratio, so it has no value marker; MA is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

Invesco (IVZ) at 1.67 prices around its industry’s typical P/S ratio, while Mastercard (MA) at 15.67 clears its benchmark range — MA looks notably rich on sales.

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

MA

Financial Services industry group

15.67

MA
15.67
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Invesco (IVZ) vs. Mastercard (MA): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Invesco (IVZ) at 1.18 sits near its industry’s typical P/B ratio, while Mastercard (MA) at 84.30 prices above its benchmark range — MA looks rich relative to book.

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

MA

Financial Services industry group

84.30

MA
84.30
Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Invesco (IVZ) vs. Mastercard (MA): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Invesco (IVZ) and Mastercard (MA)
MetricIVZMA
P/E Ratio (TTM)--34.15
P/S Ratio (TTM)1.6715.67
P/B Ratio (MRQ)1.1884.30
Free Cash Flow Yield (TTM)----