Seek Returns

IVZ vs. SPGI: Invesco vs. S&P Global Stock Comparison

How do Invesco (IVZ) and S&P Global (SPGI) 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 S&P Global (SPGI) both belong to the Capital Markets industry, though IVZ is classified under Asset Management & Custody Banks while SPGI falls under Financial Exchanges & Data.

Company profile comparison for Invesco (IVZ) and S&P Global (SPGI)
Profile ItemIVZSPGI
NameInvesco Ltd.S&P Global Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksFinancial Exchanges & Data
Market Capitalization11.90 billion USD135.62 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 25, 1995February 21, 1973
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IVZ
SPGI
GSPC
Loading price history…
Invesco (IVZ) vs. S&P Global (SPGI), 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 S&P Global (SPGI). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Invesco (IVZ) and S&P Global (SPGI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Invesco (IVZ) and S&P Global (SPGI)
MetricIVZSPGI
Total Return (1Y)27.77%1.66%
Total Return (3Y, Annualized)36.49%9.75%
Total Return (5Y, Annualized)6.57%2.47%

Risk Profile

Drawdown History

IVZ
SPGI
GSPC
Loading price history…
Invesco (IVZ) vs. S&P Global (SPGI), 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 S&P Global (SPGI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Invesco (IVZ) and S&P Global (SPGI)
MetricIVZSPGI
Volatility (1Y, Annualized)35.98%31.02%
Beta (5Y)1.651.02
Max Drawdown (5Y)-48.49%-39.76%
Avg. Volume (3M)4.52M1.86M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
IVZ and SPGI 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 S&P Global (SPGI)
MetricIVZSPGI
Sharpe Ratio (1Y)0.65-0.08
Sortino Ratio (1Y)0.94-0.11

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 S&P Global (SPGI) reports 17.88%, 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%

SPGI

Financial Services industry group

17.88%

Max
44.78%
Q3
21.85%
SPGI
17.88%
Median
12.91%
Q1
4.48%
Min
-18.71%
Loading chart…
Invesco (IVZ) vs. S&P Global (SPGI): 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 S&P Global (SPGI) reports 30.60%, 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%

SPGI

Financial Services industry group

30.60%

Max
62.84%
SPGI
30.60%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
Loading chart…
Invesco (IVZ) vs. S&P Global (SPGI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Invesco (IVZ) at 23.30% and S&P Global (SPGI) at 48.21% 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%

SPGI

Financial Services industry group

48.21%

Max
107.33%
Q3
55.90%
SPGI
48.21%
Median
30.09%
Q1
14.60%
Min
-44.34%
Loading chart…
Invesco (IVZ) vs. S&P Global (SPGI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Invesco (IVZ) and S&P Global (SPGI)
MetricIVZSPGI
ROE (TTM)-0.58%17.88%
ROA (TTM)3.28%8.33%
Net Margin (TTM)-1.10%30.60%
Operating Margin (TTM)23.30%48.21%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Invesco (IVZ) at 5.11% and S&P Global (SPGI) at 7.94% 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. S&P Global (SPGI): A comparison of their Revenue Growth across different time periods.

EPS Growth

S&P Global (SPGI) at 18.70% is around its peer norm for EPS growth, while Invesco (IVZ) at -235.59% falls below its industry range, a notably weak earnings reading.

Loading chart…
Invesco (IVZ) vs. S&P Global (SPGI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Invesco (IVZ) and S&P Global (SPGI)
MetricIVZSPGI
Revenue Growth (YoY)5.11%7.94%
Revenue Growth (3Y CAGR)1.78%11.11%
EPS Growth (YoY)-235.59%18.70%
EPS Growth (3Y CAGR)--12.85%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and S&P Global (SPGI) 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 S&P Global (SPGI) 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 S&P Global (SPGI)
MetricIVZSPGI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Invesco (IVZ) at 3.16% and S&P Global (SPGI) at 0.82% 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%

SPGI

Financial Services industry group

0.82%

Max
9.77%
Q3
3.92%
Median
1.09%
SPGI
0.82%
Q1
0.00%
Min
0.00%
Loading chart…
Invesco (IVZ) vs. S&P Global (SPGI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Invesco (IVZ) at 56.46% and S&P Global (SPGI) at 22.06% 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%

SPGI

Financial Services industry group

22.06%

Max
241.07%
Q3
97.36%
Median
25.77%
SPGI
22.06%
Q1
0.00%
Min
0.00%
Loading chart…
Invesco (IVZ) vs. S&P Global (SPGI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Invesco (IVZ) and S&P Global (SPGI)
MetricIVZSPGI
Dividend Yield (TTM)3.16%0.82%
Dividend Payout Ratio (TTM)56.46%22.06%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: S&P Global (SPGI) trades at 27.95 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
--

SPGI

Financial Services industry group

27.95

Max
45.85
SPGI
27.95
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
Invesco (IVZ) vs. S&P Global (SPGI): IVZ does not report P/E ratio, so it has no value marker; SPGI 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 S&P Global (SPGI) at 8.32 sits in the pricier quartile — SPGI 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

SPGI

Financial Services industry group

8.32

Max
9.23
SPGI
8.32
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
Loading chart…
Invesco (IVZ) vs. S&P Global (SPGI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Invesco (IVZ) at 1.18 is valued about in line with its industry on P/B ratio, while S&P Global (SPGI) at 6.88 carries an above-peer premium to book — SPGI is pricier on assets.

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

SPGI

Financial Services industry group

6.88

Max
7.79
SPGI
6.88
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
Invesco (IVZ) vs. S&P Global (SPGI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Invesco (IVZ) and S&P Global (SPGI)
MetricIVZSPGI
P/E Ratio (TTM)--27.95
P/S Ratio (TTM)1.678.32
P/B Ratio (MRQ)1.186.88
Free Cash Flow Yield (TTM)----