IVZ vs. NLY: Invesco vs. Annaly Capital Management Stock Comparison

Company Profile

Invesco (IVZ) and Annaly Capital Management (NLY) both fall under the Financial Services industry group, but IVZ is classified in Capital Markets while NLY is classified in Mortgage Real Estate Investment Trusts (REITs).

Invesco (IVZ) is an ordinary operating company, while Annaly Capital Management (NLY) is a REIT — read its payout ratio and P/E alongside FFO (funds from operations) rather than comparing them directly to IVZ’s multiples.

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 Annaly Capital Management (NLY) reports 7.35%, ranking against industry peers normally.

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Annaly Capital Management (NLY) reports 80.27%, ranking against industry peers normally.

Annaly Capital Management (NLY) at 107.33% operates in the top operating margin quartile, ahead of Invesco (IVZ) at 23.30%, which runs around its industry’s norm.

Profitability Metrics

Growth

Annaly Capital Management (NLY) at 87.29% clears its industry range for revenue growth, far stronger top-line momentum than Invesco (IVZ) at 5.11%, which is closer to a typical peer reading.

Annaly Capital Management (NLY) at 80.25% 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.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and Annaly Capital Management (NLY) 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 Annaly Capital Management (NLY) 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

Invesco (IVZ) at 3.16% pays an industry-typical yield; Annaly Capital Management (NLY) at 15.38% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

Annaly Capital Management (NLY) reports payout ratio above 100% at 201.39%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Invesco (IVZ) reports 56.46%, ranking against industry peers normally.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: Annaly Capital Management (NLY) trades at 13.02 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

Invesco (IVZ) at 1.67 prices around its industry’s typical P/S ratio, while Annaly Capital Management (NLY) at 10.62 clears its benchmark range — NLY looks notably rich on sales.

On P/B ratio, both Invesco (IVZ) at 1.18 and Annaly Capital Management (NLY) at 1.05 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics