Seek Returns

IVZ vs. SCHW: Invesco vs. Charles Schwab Stock Comparison

How do Invesco (IVZ) and Charles Schwab (SCHW) 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 Charles Schwab (SCHW) both belong to the Capital Markets industry, though IVZ is classified under Asset Management & Custody Banks while SCHW falls under Investment Banking & Brokerage.

Company profile comparison for Invesco (IVZ) and Charles Schwab (SCHW)
Profile ItemIVZSCHW
NameInvesco Ltd.The Charles Schwab Corporation
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization11.90 billion USD158.22 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 25, 1995September 22, 1987
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IVZ
SCHW
GSPC
Loading price history…
Invesco (IVZ) vs. Charles Schwab (SCHW), 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

Loading price history…
Trailing total returns for Invesco (IVZ) and Charles Schwab (SCHW). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Invesco (IVZ) and Charles Schwab (SCHW). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Invesco (IVZ) and Charles Schwab (SCHW)
MetricIVZSCHW
Total Return (1Y)27.77%-0.80%
Total Return (3Y, Annualized)36.49%21.35%
Total Return (5Y, Annualized)6.57%4.31%

Risk Profile

Drawdown History

IVZ
SCHW
GSPC
Loading price history…
Invesco (IVZ) vs. Charles Schwab (SCHW), 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

Loading price history…
Distribution of monthly total returns for Invesco (IVZ) and Charles Schwab (SCHW). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Invesco (IVZ) and Charles Schwab (SCHW)
MetricIVZSCHW
Volatility (1Y, Annualized)35.98%26.01%
Beta (5Y)1.650.74
Max Drawdown (5Y)-48.49%-49.70%
Avg. Volume (3M)4.52M8.22M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
IVZ and SCHW 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 Charles Schwab (SCHW)
MetricIVZSCHW
Sharpe Ratio (1Y)0.65-0.20
Sortino Ratio (1Y)0.94-0.26

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 Charles Schwab (SCHW) reports 21.12%, 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%

SCHW

Financial Services industry group

21.12%

Max
44.78%
Q3
21.85%
SCHW
21.12%
Median
12.91%
Q1
4.48%
Min
-18.71%
Loading chart…
Invesco (IVZ) vs. Charles Schwab (SCHW): 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 Charles Schwab (SCHW) reports 39.33%, 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%

SCHW

Financial Services industry group

39.33%

Max
62.84%
SCHW
39.33%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
Loading chart…
Invesco (IVZ) vs. Charles Schwab (SCHW): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Invesco (IVZ) at 23.30% and Charles Schwab (SCHW) at 52.67% 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%

SCHW

Financial Services industry group

52.67%

Max
107.33%
Q3
55.90%
SCHW
52.67%
Median
30.09%
Q1
14.60%
Min
-44.34%
Loading chart…
Invesco (IVZ) vs. Charles Schwab (SCHW): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Invesco (IVZ) and Charles Schwab (SCHW)
MetricIVZSCHW
ROE (TTM)-0.58%21.12%
ROA (TTM)3.28%2.16%
Net Margin (TTM)-1.10%39.33%
Operating Margin (TTM)23.30%52.67%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Invesco (IVZ) at 5.11% and Charles Schwab (SCHW) at 22.01% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Loading chart…
Invesco (IVZ) vs. Charles Schwab (SCHW): A comparison of their Revenue Growth across different time periods.

EPS Growth

Charles Schwab (SCHW) at 55.52% sits in the top EPS growth quartile, while Invesco (IVZ) at -235.59% falls below its industry range — a large difference in per-share earnings trajectories.

Loading chart…
Invesco (IVZ) vs. Charles Schwab (SCHW): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Invesco (IVZ) and Charles Schwab (SCHW)
MetricIVZSCHW
Revenue Growth (YoY)5.11%22.01%
Revenue Growth (3Y CAGR)1.78%4.83%
EPS Growth (YoY)-235.59%55.52%
EPS Growth (3Y CAGR)--9.93%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and Charles Schwab (SCHW) 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 Charles Schwab (SCHW) 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 Charles Schwab (SCHW)
MetricIVZSCHW
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Invesco (IVZ) at 3.16% and Charles Schwab (SCHW) at 1.33% 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%

SCHW

Financial Services industry group

1.33%

Max
9.77%
Q3
3.92%
SCHW
1.33%
Median
1.09%
Q1
0.00%
Min
0.00%
Loading chart…
Invesco (IVZ) vs. Charles Schwab (SCHW): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Invesco (IVZ) at 56.46% and Charles Schwab (SCHW) at 21.03% 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%

SCHW

Financial Services industry group

21.03%

Max
241.07%
Q3
97.36%
Median
25.77%
SCHW
21.03%
Q1
0.00%
Min
0.00%
Loading chart…
Invesco (IVZ) vs. Charles Schwab (SCHW): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Invesco (IVZ) and Charles Schwab (SCHW)
MetricIVZSCHW
Dividend Yield (TTM)3.16%1.33%
Dividend Payout Ratio (TTM)56.46%21.03%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Charles Schwab (SCHW) trades at 15.64 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
--

SCHW

Financial Services industry group

15.64

Max
45.85
Q3
24.64
SCHW
15.64
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
Invesco (IVZ) vs. Charles Schwab (SCHW): IVZ does not report P/E ratio, so it has no value marker; SCHW is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

Invesco (IVZ) at 1.67 is priced about in line with its industry on P/S ratio, while Charles Schwab (SCHW) at 5.85 sits in the pricier quartile — SCHW 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

SCHW

Financial Services industry group

5.85

Max
9.23
SCHW
5.85
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
Loading chart…
Invesco (IVZ) vs. Charles Schwab (SCHW): 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 Charles Schwab (SCHW) at 3.08 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

SCHW

Financial Services industry group

3.08

Max
7.79
Q3
3.63
SCHW
3.08
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
Invesco (IVZ) vs. Charles Schwab (SCHW): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Invesco (IVZ) and Charles Schwab (SCHW)
MetricIVZSCHW
P/E Ratio (TTM)--15.64
P/S Ratio (TTM)1.675.85
P/B Ratio (MRQ)1.183.08
Free Cash Flow Yield (TTM)----