IVZ vs. SF: Invesco vs. Stifel Financial Stock Comparison
How do Invesco (IVZ) and Stifel Financial (SF) 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 Stifel Financial (SF) both belong to the Capital Markets industry, though IVZ is classified under Asset Management & Custody Banks while SF falls under Investment Banking & Brokerage.
| Profile Item | IVZ | SF |
|---|---|---|
| Name | Invesco Ltd. | Stifel Financial Corp. |
| 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 | 10.65 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 25, 1995 | July 19, 1983 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IVZ | SF |
|---|---|---|
| Total Return (1Y) | 27.77% | -8.12% |
| Total Return (3Y, Annualized) | 36.49% | 24.91% |
| Total Return (5Y, Annualized) | 6.57% | 9.74% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IVZ | SF |
|---|---|---|
| Volatility (1Y, Annualized) | 35.98% | 27.41% |
| Beta (5Y) | 1.65 | 0.98 |
| Max Drawdown (5Y) | -48.49% | -36.25% |
| Avg. Volume (3M) | 4.52M | 1.29M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IVZ | SF |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | -0.45 |
| Sortino Ratio (1Y) | 0.94 | -0.62 |
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 Stifel Financial (SF) reports 16.55%, 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%
SF
Financial Services industry group
16.55%
- Max
- 44.78%
- Q3
- 21.85%
- SF
- 16.55%
- 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 Stifel Financial (SF) reports 16.73%, 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%
SF
Financial Services industry group
16.73%
- Max
- 62.84%
- Q3
- 28.05%
- SF
- 16.73%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Invesco (IVZ) at 23.30% and Stifel Financial (SF) at 22.49% 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%
SF
Financial Services industry group
22.49%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- SF
- 22.49%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IVZ | SF |
|---|---|---|
| ROE (TTM) | -0.58% | 16.55% |
| ROA (TTM) | 3.28% | 2.25% |
| Net Margin (TTM) | -1.10% | 16.73% |
| Operating Margin (TTM) | 23.30% | 22.49% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Invesco (IVZ) at 5.11% and Stifel Financial (SF) at 11.33% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Stifel Financial (SF) at -6.08% 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 | SF |
|---|---|---|
| Revenue Growth (YoY) | 5.11% | 11.33% |
| Revenue Growth (3Y CAGR) | 1.78% | 8.03% |
| EPS Growth (YoY) | -235.59% | -6.08% |
| EPS Growth (3Y CAGR) | -- | 3.33% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and Stifel Financial (SF) 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 Stifel Financial (SF) 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 | SF |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Invesco (IVZ) at 3.16% and Stifel Financial (SF) at 1.83% 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%
SF
Financial Services industry group
1.83%
- Max
- 9.77%
- Q3
- 3.92%
- SF
- 1.83%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Invesco (IVZ) at 56.46% and Stifel Financial (SF) at 22.98% 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%
SF
Financial Services industry group
22.98%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- SF
- 22.98%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IVZ | SF |
|---|---|---|
| Dividend Yield (TTM) | 3.16% | 1.83% |
| Dividend Payout Ratio (TTM) | 56.46% | 22.98% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Stifel Financial (SF) trades at 12.37 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
- --
SF
Financial Services industry group
12.37
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- SF
- 12.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Invesco (IVZ) at 1.67 and Stifel Financial (SF) at 1.82 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
SF
Financial Services industry group
1.82
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- SF
- 1.82
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Invesco (IVZ) at 1.18 and Stifel Financial (SF) at 2.00 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
SF
Financial Services industry group
2.00
- Max
- 7.79
- Q3
- 3.63
- SF
- 2.00
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IVZ | SF |
|---|---|---|
| P/E Ratio (TTM) | -- | 12.37 |
| P/S Ratio (TTM) | 1.67 | 1.82 |
| P/B Ratio (MRQ) | 1.18 | 2.00 |
| Free Cash Flow Yield (TTM) | -- | -- |