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IVZ vs. TPG: Invesco vs. TPG Stock Comparison

How do Invesco (IVZ) and TPG (TPG) 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 TPG (TPG) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Invesco (IVZ) has more than two decades of public-market history since August 25, 1995, whereas TPG (TPG) listed on January 13, 2022 and has a much shorter record to draw on.

Company profile comparison for Invesco (IVZ) and TPG (TPG)
Profile ItemIVZTPG
NameInvesco Ltd.TPG Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksAsset Management & Custody Banks
Market Capitalization11.90 billion USD17.90 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateAugust 25, 1995January 13, 2022
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IVZ
TPG
GSPC
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Invesco (IVZ) vs. TPG (TPG), 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 TPG (TPG). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Invesco (IVZ) and TPG (TPG)
MetricIVZTPG
Total Return (1Y)27.77%-7.34%
Total Return (3Y, Annualized)36.49%21.01%
Total Return (5Y, Annualized)6.57%--

Risk Profile

Drawdown History

IVZ
TPG
GSPC
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Invesco (IVZ) vs. TPG (TPG), 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 TPG (TPG). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Invesco (IVZ) and TPG (TPG)
MetricIVZTPG
Volatility (1Y, Annualized)35.98%41.32%
Beta (5Y)1.651.45
Max Drawdown (5Y)-48.49%-44.85%
Avg. Volume (3M)4.52M2.82M

Risk-Adjusted Performance

Risk-Return Positioning

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IVZ and TPG 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 TPG (TPG)
MetricIVZTPG
Sharpe Ratio (1Y)0.65-0.28
Sortino Ratio (1Y)0.94-0.40

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 TPG (TPG) reports 19.19%, 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%

TPG

Financial Services industry group

19.19%

Max
44.78%
Q3
21.85%
TPG
19.19%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Invesco (IVZ) vs. TPG (TPG): 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 TPG (TPG) reports 5.78%, 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%

TPG

Financial Services industry group

5.78%

Max
62.84%
Q3
28.05%
Median
15.36%
TPG
5.78%
Q1
4.82%
Min
-28.52%
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Invesco (IVZ) vs. TPG (TPG): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Invesco (IVZ) at 23.30% and TPG (TPG) at 16.57% 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%

TPG

Financial Services industry group

16.57%

Max
107.33%
Q3
55.90%
Median
30.09%
TPG
16.57%
Q1
14.60%
Min
-44.34%
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Invesco (IVZ) vs. TPG (TPG): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Invesco (IVZ) and TPG (TPG)
MetricIVZTPG
ROE (TTM)-0.58%19.19%
ROA (TTM)3.28%5.36%
Net Margin (TTM)-1.10%5.78%
Operating Margin (TTM)23.30%16.57%
Gross Margin (TTM)----

Growth

Revenue Growth

TPG (TPG) at 27.03% sits in the top revenue growth quartile, while Invesco (IVZ) at 5.11% is closer to the peer norm — faster top-line expansion for TPG.

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

EPS Growth

Only one side can be read here: Invesco (IVZ) reports EPS growth of -235.59%, ranked against its industry; TPG (TPG) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Invesco (IVZ) and TPG (TPG)
MetricIVZTPG
Revenue Growth (YoY)5.11%27.03%
Revenue Growth (3Y CAGR)1.78%29.51%
EPS Growth (YoY)-235.59%--
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

TPG (TPG) at 5.01% delivers top-quartile income for its industry, while Invesco (IVZ) at 3.16% pays a more typical yield — both are credible income propositions, TPG the richer one.

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%

TPG

Financial Services industry group

5.01%

Max
9.77%
TPG
5.01%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. TPG (TPG): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

TPG (TPG) reports payout ratio above 100% at 254.55%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Invesco (IVZ) reports 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%

TPG

Financial Services industry group

254.55%

TPG
254.55%
Max
241.07%
Q3
97.36%
Median
25.77%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. TPG (TPG): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Invesco (IVZ) and TPG (TPG)
MetricIVZTPG
Dividend Yield (TTM)3.16%5.01%
Dividend Payout Ratio (TTM)56.46%254.55%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: TPG (TPG) trades at 52.84 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
--

TPG

Financial Services industry group

52.84

TPG
52.84
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Invesco (IVZ) vs. TPG (TPG): IVZ does not report P/E ratio, so it has no value marker; TPG is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

On P/S ratio, both Invesco (IVZ) at 1.67 and TPG (TPG) at 3.85 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

TPG

Financial Services industry group

3.85

Max
9.23
Q3
4.57
TPG
3.85
Median
2.72
Q1
1.28
Min
-0.55
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Invesco (IVZ) vs. TPG (TPG): 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 TPG (TPG) at 5.97 carries an above-peer premium to book — TPG 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

TPG

Financial Services industry group

5.97

Max
7.79
TPG
5.97
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Invesco (IVZ) vs. TPG (TPG): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Invesco (IVZ) and TPG (TPG)
MetricIVZTPG
P/E Ratio (TTM)--52.84
P/S Ratio (TTM)1.673.85
P/B Ratio (MRQ)1.185.97
Free Cash Flow Yield (TTM)----