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IVZ vs. TROW: Invesco vs. T. Rowe Price Stock Comparison

How do Invesco (IVZ) and T. Rowe Price (TROW) 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 T. Rowe Price (TROW) 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.

Company profile comparison for Invesco (IVZ) and T. Rowe Price (TROW)
Profile ItemIVZTROW
NameInvesco Ltd.T. Rowe Price Group Inc.
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 USD23.13 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateAugust 25, 1995April 2, 1986
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IVZ
TROW
GSPC
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Invesco (IVZ) vs. T. Rowe Price (TROW), 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 T. Rowe Price (TROW). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Invesco (IVZ) and T. Rowe Price (TROW). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Invesco (IVZ) and T. Rowe Price (TROW)
MetricIVZTROW
Total Return (1Y)27.77%14.59%
Total Return (3Y, Annualized)36.49%11.26%
Total Return (5Y, Annualized)6.57%-8.60%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Invesco (IVZ) and T. Rowe Price (TROW)
MetricIVZTROW
Volatility (1Y, Annualized)35.98%24.99%
Beta (5Y)1.651.39
Max Drawdown (5Y)-48.49%-57.57%
Avg. Volume (3M)4.52M1.72M

Risk-Adjusted Performance

Risk-Return Positioning

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IVZ and TROW 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 T. Rowe Price (TROW)
MetricIVZTROW
Sharpe Ratio (1Y)0.650.41
Sortino Ratio (1Y)0.940.58

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 T. Rowe Price (TROW) reports 18.20%, 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%

TROW

Financial Services industry group

18.20%

Max
44.78%
Q3
21.85%
TROW
18.20%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Invesco (IVZ) vs. T. Rowe Price (TROW): 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 T. Rowe Price (TROW) reports 28.40%, 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%

TROW

Financial Services industry group

28.40%

Max
62.84%
TROW
28.40%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Invesco (IVZ) vs. T. Rowe Price (TROW): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Invesco (IVZ) at 23.30% and T. Rowe Price (TROW) at 38.60% 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%

TROW

Financial Services industry group

38.60%

Max
107.33%
Q3
55.90%
TROW
38.60%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Invesco (IVZ) vs. T. Rowe Price (TROW): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Invesco (IVZ) and T. Rowe Price (TROW)
MetricIVZTROW
ROE (TTM)-0.58%18.20%
ROA (TTM)3.28%10.67%
Net Margin (TTM)-1.10%28.40%
Operating Margin (TTM)23.30%38.60%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Invesco (IVZ) at 5.11% and T. Rowe Price (TROW) at 3.12% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Invesco (IVZ) vs. T. Rowe Price (TROW): A comparison of their Revenue Growth across different time periods.

EPS Growth

T. Rowe Price (TROW) at 0.98% is around its peer norm for EPS growth, while Invesco (IVZ) at -235.59% falls below its industry range, a notably weak earnings reading.

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Invesco (IVZ) vs. T. Rowe Price (TROW): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Invesco (IVZ) and T. Rowe Price (TROW)
MetricIVZTROW
Revenue Growth (YoY)5.11%3.12%
Revenue Growth (3Y CAGR)1.78%4.08%
EPS Growth (YoY)-235.59%0.98%
EPS Growth (3Y CAGR)--11.31%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and T. Rowe Price (TROW) 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 T. Rowe Price (TROW) 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 T. Rowe Price (TROW)
MetricIVZTROW
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

T. Rowe Price (TROW) at 4.76% delivers top-quartile income for its industry, while Invesco (IVZ) at 3.16% pays a more typical yield — both are credible income propositions, TROW 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%

TROW

Financial Services industry group

4.76%

Max
9.77%
TROW
4.76%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. T. Rowe Price (TROW): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Invesco (IVZ) at 56.46% and T. Rowe Price (TROW) at 52.33% 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%

TROW

Financial Services industry group

52.33%

Max
241.07%
Q3
97.36%
TROW
52.33%
Median
25.77%
Q1
0.00%
Min
0.00%
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Invesco (IVZ) vs. T. Rowe Price (TROW): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Invesco (IVZ) and T. Rowe Price (TROW)
MetricIVZTROW
Dividend Yield (TTM)3.16%4.76%
Dividend Payout Ratio (TTM)56.46%52.33%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: T. Rowe Price (TROW) trades at 10.97 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
--

TROW

Financial Services industry group

10.97

Max
45.85
Q3
24.64
Median
15.37
TROW
10.97
Q1
9.68
Min
0.16
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Invesco (IVZ) vs. T. Rowe Price (TROW): IVZ does not report P/E ratio, so it has no value marker; TROW is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

On P/S ratio, both Invesco (IVZ) at 1.67 and T. Rowe Price (TROW) at 3.00 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

TROW

Financial Services industry group

3.00

Max
9.23
Q3
4.57
TROW
3.00
Median
2.72
Q1
1.28
Min
-0.55
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Invesco (IVZ) vs. T. Rowe Price (TROW): 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 T. Rowe Price (TROW) at 2.03 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

TROW

Financial Services industry group

2.03

Max
7.79
Q3
3.63
TROW
2.03
Median
1.57
Q1
0.81
Min
-0.39
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Invesco (IVZ) vs. T. Rowe Price (TROW): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Invesco (IVZ) and T. Rowe Price (TROW)
MetricIVZTROW
P/E Ratio (TTM)--10.97
P/S Ratio (TTM)1.673.00
P/B Ratio (MRQ)1.182.03
Free Cash Flow Yield (TTM)----