IVZ vs. NTRS: Invesco vs. Northern Trust Stock Comparison
How do Invesco (IVZ) and Northern Trust (NTRS) 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 Northern Trust (NTRS) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.
| Profile Item | IVZ | NTRS |
|---|---|---|
| Name | Invesco Ltd. | Northern Trust Corporation |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Asset Management & Custody Banks |
| Market Capitalization | 11.90 billion USD | 31.29 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | August 25, 1995 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IVZ | NTRS |
|---|---|---|
| Total Return (1Y) | 27.77% | 39.45% |
| Total Return (3Y, Annualized) | 36.49% | 40.68% |
| Total Return (5Y, Annualized) | 6.57% | 11.05% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IVZ | NTRS |
|---|---|---|
| Volatility (1Y, Annualized) | 35.98% | 24.90% |
| Beta (5Y) | 1.65 | 1.18 |
| Max Drawdown (5Y) | -48.49% | -50.03% |
| Avg. Volume (3M) | 4.52M | 1.11M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IVZ | NTRS |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | 1.41 |
| Sortino Ratio (1Y) | 0.94 | 2.17 |
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 Northern Trust (NTRS) reports 18.44%, 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%
NTRS
Financial Services industry group
18.44%
- Max
- 44.78%
- Q3
- 21.85%
- NTRS
- 18.44%
- Median
- 12.91%
- 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 Northern Trust (NTRS) reports 26.00%, 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%
NTRS
Financial Services industry group
26.00%
- Max
- 62.84%
- Q3
- 28.05%
- NTRS
- 26.00%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Invesco (IVZ) at 23.30% and Northern Trust (NTRS) at 34.80% 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%
NTRS
Financial Services industry group
34.80%
- Max
- 107.33%
- Q3
- 55.90%
- NTRS
- 34.80%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IVZ | NTRS |
|---|---|---|
| ROE (TTM) | -0.58% | 18.44% |
| ROA (TTM) | 3.28% | 1.44% |
| Net Margin (TTM) | -1.10% | 26.00% |
| Operating Margin (TTM) | 23.30% | 34.80% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Invesco (IVZ) at 5.11% is around its peer norm for revenue growth, while Northern Trust (NTRS) at -2.46% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Northern Trust (NTRS) at -10.54% 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 | NTRS |
|---|---|---|
| Revenue Growth (YoY) | 5.11% | -2.46% |
| Revenue Growth (3Y CAGR) | 1.78% | 6.15% |
| EPS Growth (YoY) | -235.59% | -10.54% |
| EPS Growth (3Y CAGR) | -- | 12.49% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and Northern Trust (NTRS) 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 Northern Trust (NTRS) 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 | NTRS |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Invesco (IVZ) at 3.16% and Northern Trust (NTRS) at 1.91% 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%
NTRS
Financial Services industry group
1.91%
- Max
- 9.77%
- Q3
- 3.92%
- NTRS
- 1.91%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Invesco (IVZ) at 56.46% and Northern Trust (NTRS) at 25.73% 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%
NTRS
Financial Services industry group
25.73%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- NTRS
- 25.73%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IVZ | NTRS |
|---|---|---|
| Dividend Yield (TTM) | 3.16% | 1.91% |
| Dividend Payout Ratio (TTM) | 56.46% | 25.73% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Northern Trust (NTRS) trades at 13.55 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
- --
NTRS
Financial Services industry group
13.55
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- NTRS
- 13.55
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Invesco (IVZ) at 1.67 and Northern Trust (NTRS) at 3.35 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
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
NTRS
Financial Services industry group
3.35
- Max
- 9.23
- Q3
- 4.57
- NTRS
- 3.35
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Invesco (IVZ) at 1.18 and Northern Trust (NTRS) at 2.51 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
NTRS
Financial Services industry group
2.51
- Max
- 7.79
- Q3
- 3.63
- NTRS
- 2.51
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IVZ | NTRS |
|---|---|---|
| P/E Ratio (TTM) | -- | 13.55 |
| P/S Ratio (TTM) | 1.67 | 3.35 |
| P/B Ratio (MRQ) | 1.18 | 2.51 |
| Free Cash Flow Yield (TTM) | -- | -- |