IVZ vs. NMR: Invesco vs. Nomura Stock Comparison
How do Invesco (IVZ) and Nomura (NMR) 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 Nomura (NMR) both belong to the Capital Markets industry, though IVZ is classified under Asset Management & Custody Banks while NMR falls under Investment Banking & Brokerage.
Invesco (IVZ) trades as ordinary local shares, while Nomura (NMR) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | IVZ | NMR |
|---|---|---|
| Name | Invesco Ltd. | Nomura Holdings, Inc. Sponsored ADR |
| Country/Region | United States | Japan |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Investment Banking & Brokerage |
| Market Capitalization | 11.90 billion USD | 27.53 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 25, 1995 | December 17, 2001 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IVZ | NMR |
|---|---|---|
| Total Return (1Y) | 27.77% | 35.42% |
| Total Return (3Y, Annualized) | 36.49% | 37.86% |
| Total Return (5Y, Annualized) | 6.57% | 18.78% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IVZ | NMR |
|---|---|---|
| Volatility (1Y, Annualized) | 35.98% | 29.52% |
| Beta (5Y) | 1.65 | 0.79 |
| Max Drawdown (5Y) | -48.49% | -38.40% |
| Avg. Volume (3M) | 4.52M | 789.26K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IVZ | NMR |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | 1.06 |
| Sortino Ratio (1Y) | 0.94 | 1.55 |
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 Nomura (NMR) reports 11.51%, 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%
NMR
Financial Services industry group
11.51%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- NMR
- 11.51%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Nomura (NMR) reports 17.12%, 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%
NMR
Financial Services industry group
17.12%
- Max
- 62.84%
- Q3
- 28.05%
- NMR
- 17.12%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Invesco (IVZ) at 23.30% and Nomura (NMR) at 24.36% 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%
NMR
Financial Services industry group
24.36%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- NMR
- 24.36%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IVZ | NMR |
|---|---|---|
| ROE (TTM) | -0.58% | 11.51% |
| ROA (TTM) | 3.28% | 0.68% |
| Net Margin (TTM) | -1.10% | 17.12% |
| Operating Margin (TTM) | 23.30% | 24.36% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Invesco (IVZ) at 5.11% and Nomura (NMR) at 10.80% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Nomura (NMR) at 7.17% 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
| Metric | IVZ | NMR |
|---|---|---|
| Revenue Growth (YoY) | 5.11% | 10.80% |
| Revenue Growth (3Y CAGR) | 1.78% | 17.17% |
| EPS Growth (YoY) | -235.59% | 7.17% |
| EPS Growth (3Y CAGR) | -- | 58.75% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and Nomura (NMR) 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 Nomura (NMR) 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
| Metric | IVZ | NMR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Invesco (IVZ) at 3.16% pays an industry-typical yield; Nomura (NMR) at 620.40% 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.
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%
NMR
Financial Services industry group
620.40%
- NMR
- 620.40%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Invesco (IVZ) at 56.46% and Nomura (NMR) at 16.85% 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%
NMR
Financial Services industry group
16.85%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- NMR
- 16.85%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IVZ | NMR |
|---|---|---|
| Dividend Yield (TTM) | 3.16% | 620.40% |
| Dividend Payout Ratio (TTM) | 56.46% | 16.85% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Nomura (NMR) trades at 10.83 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
- --
NMR
Financial Services industry group
10.83
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- NMR
- 10.83
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Nomura (NMR) at 0.01 sits in the cheaper P/S ratio quartile while Invesco (IVZ) at 1.67 prices around its industry’s middle — NMR costs less per dollar of sales, though read it alongside growth and margins.
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
NMR
Financial Services industry group
0.01
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- NMR
- 0.01
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Invesco (IVZ) at 1.18 and Nomura (NMR) at 1.15 are valued close to their industries’ norm against book — neither stands out from peers.
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
NMR
Financial Services industry group
1.15
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- NMR
- 1.15
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IVZ | NMR |
|---|---|---|
| P/E Ratio (TTM) | -- | 10.83 |
| P/S Ratio (TTM) | 1.67 | 0.01 |
| P/B Ratio (MRQ) | 1.18 | 1.15 |
| Free Cash Flow Yield (TTM) | -- | -- |