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IVZ vs. NDAQ: Invesco vs. Nasdaq Stock Comparison

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

Company profile comparison for Invesco (IVZ) and Nasdaq (NDAQ)
Profile ItemIVZNDAQ
NameInvesco Ltd.Nasdaq, Inc. Common Stock
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 USD59.88 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateAugust 25, 1995July 1, 2002
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Invesco (IVZ) and Nasdaq (NDAQ)
MetricIVZNDAQ
Total Return (1Y)27.77%26.55%
Total Return (3Y, Annualized)36.49%30.18%
Total Return (5Y, Annualized)6.57%10.68%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Invesco (IVZ) and Nasdaq (NDAQ)
MetricIVZNDAQ
Volatility (1Y, Annualized)35.98%28.74%
Beta (5Y)1.650.94
Max Drawdown (5Y)-48.49%-32.57%
Avg. Volume (3M)4.52M3.13M

Risk-Adjusted Performance

Risk-Return Positioning

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IVZ and NDAQ 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 Nasdaq (NDAQ)
MetricIVZNDAQ
Sharpe Ratio (1Y)0.650.77
Sortino Ratio (1Y)0.941.09

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 Nasdaq (NDAQ) reports 17.33%, 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%

NDAQ

Financial Services industry group

17.33%

Max
44.78%
Q3
21.85%
NDAQ
17.33%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Invesco (IVZ) vs. Nasdaq (NDAQ): 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 Nasdaq (NDAQ) reports 36.06%, 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%

NDAQ

Financial Services industry group

36.06%

Max
62.84%
NDAQ
36.06%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Invesco (IVZ) vs. Nasdaq (NDAQ): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Invesco (IVZ) at 23.30% and Nasdaq (NDAQ) at 50.57% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

NDAQ

Financial Services industry group

50.57%

Max
107.33%
Q3
55.90%
NDAQ
50.57%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Invesco (IVZ) vs. Nasdaq (NDAQ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Invesco (IVZ) and Nasdaq (NDAQ)
MetricIVZNDAQ
ROE (TTM)-0.58%17.33%
ROA (TTM)3.28%6.10%
Net Margin (TTM)-1.10%36.06%
Operating Margin (TTM)23.30%50.57%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Invesco (IVZ) at 5.11% and Nasdaq (NDAQ) at 11.65% 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. Nasdaq (NDAQ): A comparison of their Revenue Growth across different time periods.

EPS Growth

Nasdaq (NDAQ) at 60.10% sits in the top EPS growth quartile, while Invesco (IVZ) at -235.59% falls below its industry range — a large difference in per-share earnings trajectories.

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Invesco (IVZ) vs. Nasdaq (NDAQ): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Invesco (IVZ) and Nasdaq (NDAQ)
MetricIVZNDAQ
Revenue Growth (YoY)5.11%11.65%
Revenue Growth (3Y CAGR)1.78%9.89%
EPS Growth (YoY)-235.59%60.10%
EPS Growth (3Y CAGR)--10.99%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both Invesco (IVZ) at 3.16% and Nasdaq (NDAQ) at 1.09% 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%

NDAQ

Financial Services industry group

1.09%

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

Dividend Payout Ratio (TTM)

Both Invesco (IVZ) at 56.46% and Nasdaq (NDAQ) at 31.69% 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%

NDAQ

Financial Services industry group

31.69%

Max
241.07%
Q3
97.36%
NDAQ
31.69%
Median
25.77%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. Nasdaq (NDAQ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Invesco (IVZ) and Nasdaq (NDAQ)
MetricIVZNDAQ
Dividend Yield (TTM)3.16%1.09%
Dividend Payout Ratio (TTM)56.46%31.69%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Nasdaq (NDAQ) trades at 29.27 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
--

NDAQ

Financial Services industry group

29.27

Max
45.85
NDAQ
29.27
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Invesco (IVZ) vs. Nasdaq (NDAQ): IVZ does not report P/E ratio, so it has no value marker; NDAQ 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 Nasdaq (NDAQ) at 10.36 clears its benchmark range — NDAQ 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

NDAQ

Financial Services industry group

10.36

NDAQ
10.36
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Invesco (IVZ) vs. Nasdaq (NDAQ): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Invesco (IVZ) at 1.18 is valued about in line with its industry on P/B ratio, while Nasdaq (NDAQ) at 4.99 carries an above-peer premium to book — NDAQ is pricier on assets.

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

NDAQ

Financial Services industry group

4.99

Max
7.79
NDAQ
4.99
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Invesco (IVZ) vs. Nasdaq (NDAQ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Invesco (IVZ) and Nasdaq (NDAQ)
MetricIVZNDAQ
P/E Ratio (TTM)--29.27
P/S Ratio (TTM)1.6710.36
P/B Ratio (MRQ)1.184.99
Free Cash Flow Yield (TTM)----