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IVZ vs. RKT: Invesco vs. Rocket Stock Comparison

How do Invesco (IVZ) and Rocket (RKT) 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 Rocket (RKT) both fall under the Financial Services industry group, but IVZ is classified in Capital Markets while RKT is classified in Financial Services.

Invesco (IVZ) has more than two decades of public-market history since August 25, 1995, whereas Rocket (RKT) listed on August 6, 2020 and has a much shorter record to draw on.

Company profile comparison for Invesco (IVZ) and Rocket (RKT)
Profile ItemIVZRKT
NameInvesco Ltd.Rocket Companies Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksCommercial & Residential Mortgage Finance
Market Capitalization11.90 billion USD42.74 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 25, 1995August 6, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IVZ
RKT
GSPC
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Invesco (IVZ) vs. Rocket (RKT), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Invesco (IVZ) and Rocket (RKT). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Invesco (IVZ) and Rocket (RKT). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Invesco (IVZ) and Rocket (RKT)
MetricIVZRKT
Total Return (1Y)27.77%-7.27%
Total Return (3Y, Annualized)36.49%26.30%
Total Return (5Y, Annualized)6.57%0.22%

Risk Profile

Drawdown History

IVZ
RKT
GSPC
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Invesco (IVZ) vs. Rocket (RKT), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Invesco (IVZ) and Rocket (RKT). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Invesco (IVZ) and Rocket (RKT)
MetricIVZRKT
Volatility (1Y, Annualized)35.98%58.88%
Beta (5Y)1.652.19
Max Drawdown (5Y)-48.49%-59.90%
Avg. Volume (3M)4.52M34.27M

Risk-Adjusted Performance

Risk-Return Positioning

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IVZ and RKT are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Invesco (IVZ) and Rocket (RKT)
MetricIVZRKT
Sharpe Ratio (1Y)0.65-0.20
Sortino Ratio (1Y)0.94-0.29

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 Rocket (RKT) reports 7.86%, 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%

RKT

Financial Services industry group

7.86%

Max
44.78%
Q3
21.85%
Median
12.91%
RKT
7.86%
Q1
4.48%
Min
-18.71%
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Invesco (IVZ) vs. Rocket (RKT): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Rocket (RKT) reports 11.02%, 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%

RKT

Financial Services industry group

11.02%

Max
62.84%
Q3
28.05%
Median
15.36%
RKT
11.02%
Q1
4.82%
Min
-28.52%
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Invesco (IVZ) vs. Rocket (RKT): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Invesco (IVZ) at 23.30% and Rocket (RKT) at 43.54% 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%

RKT

Financial Services industry group

43.54%

Max
107.33%
Q3
55.90%
RKT
43.54%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Invesco (IVZ) vs. Rocket (RKT): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Invesco (IVZ) and Rocket (RKT)
MetricIVZRKT
ROE (TTM)-0.58%7.86%
ROA (TTM)3.28%4.45%
Net Margin (TTM)-1.10%11.02%
Operating Margin (TTM)23.30%43.54%
Gross Margin (TTM)----

Growth

Revenue Growth

Rocket (RKT) at 26.87% sits in the top revenue growth quartile, while Invesco (IVZ) at 5.11% is closer to the peer norm — faster top-line expansion for RKT.

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Invesco (IVZ) vs. Rocket (RKT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Neither side shows strong earnings momentum: Rocket (RKT) at -123.81% sits in the bottom EPS growth quartile, and Invesco (IVZ) at -235.59% is weaker still, below its industry range.

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Invesco (IVZ) vs. Rocket (RKT): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Invesco (IVZ) and Rocket (RKT)
MetricIVZRKT
Revenue Growth (YoY)5.11%26.87%
Revenue Growth (3Y CAGR)1.78%3.25%
EPS Growth (YoY)-235.59%-123.81%
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and Rocket (RKT) 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 Rocket (RKT) 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

Financial strength metrics for Invesco (IVZ) and Rocket (RKT)
MetricIVZRKT
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Rocket (RKT) 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%

RKT

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
RKT
0.00%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. Rocket (RKT): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Rocket (RKT) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Invesco (IVZ) reports a payout of 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%

RKT

Financial Services industry group

0.00%

Max
241.07%
Q3
97.36%
Median
25.77%
RKT
0.00%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. Rocket (RKT): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Invesco (IVZ) and Rocket (RKT)
MetricIVZRKT
Dividend Yield (TTM)3.16%0.00%
Dividend Payout Ratio (TTM)56.46%0.00%

Valuation

P/E Ratio (TTM)

Neither Invesco (IVZ) nor Rocket (RKT) reports a P/E ratio value for this period, so a direct comparison isn’t possible.

IVZ

Financial Services industry group

--

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
IVZ
--

RKT

Financial Services industry group

--

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
RKT
--
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Invesco (IVZ) vs. Rocket (RKT): Neither stock reports P/E ratio, so the chart shows available benchmark boxes without value markers.

P/S Ratio (TTM)

On P/S ratio, both Invesco (IVZ) at 1.67 and Rocket (RKT) at 3.61 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

RKT

Financial Services industry group

3.61

Max
9.23
Q3
4.57
RKT
3.61
Median
2.72
Q1
1.28
Min
-0.55
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Invesco (IVZ) vs. Rocket (RKT): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Invesco (IVZ) at 1.18 and Rocket (RKT) at 1.76 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

RKT

Financial Services industry group

1.76

Max
7.79
Q3
3.63
RKT
1.76
Median
1.57
Q1
0.81
Min
-0.39
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Invesco (IVZ) vs. Rocket (RKT): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Invesco (IVZ) and Rocket (RKT)
MetricIVZRKT
P/E Ratio (TTM)----
P/S Ratio (TTM)1.673.61
P/B Ratio (MRQ)1.181.76
Free Cash Flow Yield (TTM)----