IVZ vs. OWL: Invesco vs. Blue Owl Capital Stock Comparison
How do Invesco (IVZ) and Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL) 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.
Invesco (IVZ) has more than two decades of public-market history since August 25, 1995, whereas Blue Owl Capital (OWL) listed on December 14, 2020 and has a much shorter record to draw on.
| Profile Item | IVZ | OWL |
|---|---|---|
| Name | Invesco Ltd. | Blue Owl Capital Inc. Class A Common Stock |
| 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 | 15.48 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 25, 1995 | December 14, 2020 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IVZ | OWL |
|---|---|---|
| Total Return (1Y) | 27.77% | -27.51% |
| Total Return (3Y, Annualized) | 36.49% | -3.02% |
| Total Return (5Y, Annualized) | 6.57% | -4.22% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IVZ | OWL |
|---|---|---|
| Volatility (1Y, Annualized) | 35.98% | 46.89% |
| Beta (5Y) | 1.65 | 1.28 |
| Max Drawdown (5Y) | -48.49% | -67.10% |
| Avg. Volume (3M) | 4.52M | 19.50M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IVZ | OWL |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | -0.68 |
| Sortino Ratio (1Y) | 0.94 | -0.99 |
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 Blue Owl Capital (OWL) reports 6.41%, 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%
OWL
Financial Services industry group
6.41%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- OWL
- 6.41%
- 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 Blue Owl Capital (OWL) reports 3.08%, 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%
OWL
Financial Services industry group
3.08%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- OWL
- 3.08%
- Min
- -28.52%
Operating Margin (TTM)
Both Invesco (IVZ) at 23.30% and Blue Owl Capital (OWL) at 31.15% 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%
OWL
Financial Services industry group
31.15%
- Max
- 107.33%
- Q3
- 55.90%
- OWL
- 31.15%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IVZ | OWL |
|---|---|---|
| ROE (TTM) | -0.58% | 6.41% |
| ROA (TTM) | 3.28% | 4.69% |
| Net Margin (TTM) | -1.10% | 3.08% |
| Operating Margin (TTM) | 23.30% | 31.15% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Invesco (IVZ) at 5.11% and Blue Owl Capital (OWL) at 25.04% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Neither side shows strong earnings momentum: Blue Owl Capital (OWL) at -50.00% sits in the bottom EPS growth quartile, and Invesco (IVZ) at -235.59% is weaker still, below its industry range.
Growth Metrics
| Metric | IVZ | OWL |
|---|---|---|
| Revenue Growth (YoY) | 5.11% | 25.04% |
| Revenue Growth (3Y CAGR) | 1.78% | 27.97% |
| EPS Growth (YoY) | -235.59% | -50.00% |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL) 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 | OWL |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Blue Owl Capital (OWL) at 9.66% delivers top-quartile income for its industry, while Invesco (IVZ) at 3.16% pays a more typical yield — both are credible income propositions, OWL the richer one.
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%
OWL
Financial Services industry group
9.66%
- Max
- 9.77%
- OWL
- 9.66%
- Q3
- 3.92%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Blue Owl Capital (OWL) reports payout ratio above 100% at 650.00%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Invesco (IVZ) reports 56.46%, ranking against industry peers normally.
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%
OWL
Financial Services industry group
650.00%
- OWL
- 650.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IVZ | OWL |
|---|---|---|
| Dividend Yield (TTM) | 3.16% | 9.66% |
| Dividend Payout Ratio (TTM) | 56.46% | 650.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Blue Owl Capital (OWL) trades at 70.14 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
- --
OWL
Financial Services industry group
70.14
- OWL
- 70.14
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Invesco (IVZ) at 1.67 is priced about in line with its industry on P/S ratio, while Blue Owl Capital (OWL) at 5.04 sits in the pricier quartile — OWL costs more per dollar of 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
OWL
Financial Services industry group
5.04
- Max
- 9.23
- OWL
- 5.04
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Invesco (IVZ) at 1.18 and Blue Owl Capital (OWL) at 3.54 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
OWL
Financial Services industry group
3.54
- Max
- 7.79
- Q3
- 3.63
- OWL
- 3.54
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IVZ | OWL |
|---|---|---|
| P/E Ratio (TTM) | -- | 70.14 |
| P/S Ratio (TTM) | 1.67 | 5.04 |
| P/B Ratio (MRQ) | 1.18 | 3.54 |
| Free Cash Flow Yield (TTM) | -- | -- |