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IVZ vs. MSCI: Invesco vs. MSCI Stock Comparison

How do Invesco (IVZ) and MSCI (MSCI) 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 MSCI (MSCI) both belong to the Capital Markets industry, though IVZ is classified under Asset Management & Custody Banks while MSCI falls under Financial Exchanges & Data.

Company profile comparison for Invesco (IVZ) and MSCI (MSCI)
Profile ItemIVZMSCI
NameInvesco Ltd.MSCI Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksFinancial Exchanges & Data
Market Capitalization11.90 billion USD46.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 25, 1995November 15, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Invesco (IVZ) and MSCI (MSCI)
MetricIVZMSCI
Total Return (1Y)27.77%12.76%
Total Return (3Y, Annualized)36.49%9.86%
Total Return (5Y, Annualized)6.57%1.00%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Invesco (IVZ) and MSCI (MSCI)
MetricIVZMSCI
Volatility (1Y, Annualized)35.98%29.82%
Beta (5Y)1.651.17
Max Drawdown (5Y)-48.49%-43.74%
Avg. Volume (3M)4.52M590.34K

Risk-Adjusted Performance

Risk-Return Positioning

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IVZ and MSCI 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 MSCI (MSCI)
MetricIVZMSCI
Sharpe Ratio (1Y)0.650.28
Sortino Ratio (1Y)0.940.40

Profitability

ROE (TTM)

MSCI (MSCI) 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.

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%

MSCI

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
MSCI
--
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Invesco (IVZ) vs. MSCI (MSCI): MSCI does not report ROE, so it has no value marker; IVZ is benchmarked against the Financial Services industry group.

Net Margin (TTM)

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile MSCI (MSCI) reports 40.31%, 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%

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Invesco (IVZ) vs. MSCI (MSCI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% 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%

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Invesco (IVZ) vs. MSCI (MSCI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Invesco (IVZ) and MSCI (MSCI)
MetricIVZMSCI
ROE (TTM)-0.58%--
ROA (TTM)3.28%21.75%
Net Margin (TTM)-1.10%40.31%
Operating Margin (TTM)23.30%56.41%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Invesco (IVZ) at 5.11% and MSCI (MSCI) at 9.75% 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. MSCI (MSCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

MSCI (MSCI) at 11.67% 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. MSCI (MSCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Invesco (IVZ) and MSCI (MSCI)
MetricIVZMSCI
Revenue Growth (YoY)5.11%9.75%
Revenue Growth (3Y CAGR)1.78%11.71%
EPS Growth (YoY)-235.59%11.67%
EPS Growth (3Y CAGR)--13.54%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both Invesco (IVZ) at 3.16% and MSCI (MSCI) at 1.21% 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%

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. MSCI (MSCI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Invesco (IVZ) at 56.46% and MSCI (MSCI) at 42.04% 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%

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
Median
25.77%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. MSCI (MSCI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Invesco (IVZ) and MSCI (MSCI)
MetricIVZMSCI
Dividend Yield (TTM)3.16%1.21%
Dividend Payout Ratio (TTM)56.46%42.04%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: MSCI (MSCI) trades at 33.90 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
--

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Invesco (IVZ) vs. MSCI (MSCI): IVZ does not report P/E ratio, so it has no value marker; MSCI 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 MSCI (MSCI) at 13.58 clears its benchmark range — MSCI 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

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Invesco (IVZ) vs. MSCI (MSCI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Invesco (IVZ) reports 1.18, ranking against industry peers normally.

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

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24
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Invesco (IVZ) vs. MSCI (MSCI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Invesco (IVZ) and MSCI (MSCI)
MetricIVZMSCI
P/E Ratio (TTM)--33.90
P/S Ratio (TTM)1.6713.58
P/B Ratio (MRQ)1.18-15.24
Free Cash Flow Yield (TTM)----