IVZ vs. RJF: Invesco vs. Raymond James Financial Stock Comparison
How do Invesco (IVZ) and Raymond James Financial (RJF) 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 Raymond James Financial (RJF) both belong to the Capital Markets industry, though IVZ is classified under Asset Management & Custody Banks while RJF falls under Investment Banking & Brokerage.
| Profile Item | IVZ | RJF |
|---|---|---|
| Name | Invesco Ltd. | Raymond James Financial, Inc. |
| 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 | Investment Banking & Brokerage |
| Market Capitalization | 11.90 billion USD | 31.28 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 25, 1995 | July 1, 1983 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IVZ | RJF |
|---|---|---|
| Total Return (1Y) | 27.77% | 3.99% |
| Total Return (3Y, Annualized) | 36.49% | 20.73% |
| Total Return (5Y, Annualized) | 6.57% | 12.47% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IVZ | RJF |
|---|---|---|
| Volatility (1Y, Annualized) | 35.98% | 25.94% |
| Beta (5Y) | 1.65 | 0.91 |
| Max Drawdown (5Y) | -48.49% | -32.11% |
| Avg. Volume (3M) | 4.52M | 1.20M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IVZ | RJF |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | -0.01 |
| Sortino Ratio (1Y) | 0.94 | -0.02 |
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 Raymond James Financial (RJF) reports 18.73%, 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%
RJF
Financial Services industry group
18.73%
- Max
- 44.78%
- Q3
- 21.85%
- RJF
- 18.73%
- 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 Raymond James Financial (RJF) reports 14.97%, 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%
RJF
Financial Services industry group
14.97%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- RJF
- 14.97%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Invesco (IVZ) at 23.30% and Raymond James Financial (RJF) at 20.88% 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%
RJF
Financial Services industry group
20.88%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- RJF
- 20.88%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IVZ | RJF |
|---|---|---|
| ROE (TTM) | -0.58% | 18.73% |
| ROA (TTM) | 3.28% | -- |
| Net Margin (TTM) | -1.10% | 14.97% |
| Operating Margin (TTM) | 23.30% | 20.88% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: Invesco (IVZ) reports revenue growth of 5.11%, ranked against its industry; Raymond James Financial (RJF) has no revenue growth figure this period.
EPS Growth
Raymond James Financial (RJF) at 15.63% 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 | RJF |
|---|---|---|
| Revenue Growth (YoY) | 5.11% | -- |
| Revenue Growth (3Y CAGR) | 1.78% | -- |
| EPS Growth (YoY) | -235.59% | 15.63% |
| EPS Growth (3Y CAGR) | -- | 14.33% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and Raymond James Financial (RJF) 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 Raymond James Financial (RJF) 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 | RJF |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Raymond James Financial (RJF) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Invesco (IVZ) reports a yield of 3.16%, ranking against industry peers normally.
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%
RJF
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- RJF
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Invesco (IVZ) at 56.46% and Raymond James Financial (RJF) at 18.48% 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%
RJF
Financial Services industry group
18.48%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- RJF
- 18.48%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IVZ | RJF |
|---|---|---|
| Dividend Yield (TTM) | 3.16% | 0.00% |
| Dividend Payout Ratio (TTM) | 56.46% | 18.48% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Raymond James Financial (RJF) trades at 13.67 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
- --
RJF
Financial Services industry group
13.67
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- RJF
- 13.67
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Invesco (IVZ) at 1.67 and Raymond James Financial (RJF) at 1.98 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
RJF
Financial Services industry group
1.98
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- RJF
- 1.98
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Invesco (IVZ) at 1.18 and Raymond James Financial (RJF) at 2.46 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
RJF
Financial Services industry group
2.46
- Max
- 7.79
- Q3
- 3.63
- RJF
- 2.46
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IVZ | RJF |
|---|---|---|
| P/E Ratio (TTM) | -- | 13.67 |
| P/S Ratio (TTM) | 1.67 | 1.98 |
| P/B Ratio (MRQ) | 1.18 | 2.46 |
| Free Cash Flow Yield (TTM) | -- | -- |