IVZ vs. TW: Invesco vs. Tradeweb Markets Stock Comparison
How do Invesco (IVZ) and Tradeweb Markets (TW) 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 Tradeweb Markets (TW) both belong to the Capital Markets industry, though IVZ is classified under Asset Management & Custody Banks while TW falls under Financial Exchanges & Data.
| Profile Item | IVZ | TW |
|---|---|---|
| Name | Invesco Ltd. | Tradeweb Markets Inc. Class A Common Stock |
| 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 | Financial Exchanges & Data |
| Market Capitalization | 11.90 billion USD | 27.59 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | August 25, 1995 | April 4, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IVZ | TW |
|---|---|---|
| Total Return (1Y) | 27.77% | 17.01% |
| Total Return (3Y, Annualized) | 36.49% | 11.65% |
| Total Return (5Y, Annualized) | 6.57% | 6.31% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Invesco (IVZ) has an aggressive beta of 1.65, indicating higher sensitivity to broad-market moves, while Tradeweb Markets (TW) is defensive at 0.54 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | IVZ | TW |
|---|---|---|
| Volatility (1Y, Annualized) | 35.98% | 30.82% |
| Beta (5Y) | 1.65 | 0.54 |
| Max Drawdown (5Y) | -48.49% | -48.64% |
| Avg. Volume (3M) | 4.52M | 1.37M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IVZ | TW |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | 0.41 |
| Sortino Ratio (1Y) | 0.94 | 0.60 |
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 Tradeweb Markets (TW) reports 14.46%, 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%
TW
Financial Services industry group
14.46%
- Max
- 44.78%
- Q3
- 21.85%
- TW
- 14.46%
- 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 Tradeweb Markets (TW) reports 39.86%, 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%
TW
Financial Services industry group
39.86%
- Max
- 62.84%
- TW
- 39.86%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Invesco (IVZ) at 23.30% and Tradeweb Markets (TW) at 43.30% 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%
TW
Financial Services industry group
43.30%
- Max
- 107.33%
- Q3
- 55.90%
- TW
- 43.30%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IVZ | TW |
|---|---|---|
| ROE (TTM) | -0.58% | 14.46% |
| ROA (TTM) | 3.28% | 12.57% |
| Net Margin (TTM) | -1.10% | 39.86% |
| Operating Margin (TTM) | 23.30% | 43.30% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Invesco (IVZ) at 5.11% and Tradeweb Markets (TW) at 18.92% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Tradeweb Markets (TW) at 62.23% 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.
Growth Metrics
| Metric | IVZ | TW |
|---|---|---|
| Revenue Growth (YoY) | 5.11% | 18.92% |
| Revenue Growth (3Y CAGR) | 1.78% | 19.97% |
| EPS Growth (YoY) | -235.59% | 62.23% |
| EPS Growth (3Y CAGR) | -- | 36.69% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and Tradeweb Markets (TW) 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 Tradeweb Markets (TW) 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 | TW |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Invesco (IVZ) at 3.16% and Tradeweb Markets (TW) at 0.42% 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%
TW
Financial Services industry group
0.42%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- TW
- 0.42%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Invesco (IVZ) at 56.46% and Tradeweb Markets (TW) at 12.68% 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%
TW
Financial Services industry group
12.68%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- TW
- 12.68%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IVZ | TW |
|---|---|---|
| Dividend Yield (TTM) | 3.16% | 0.42% |
| Dividend Payout Ratio (TTM) | 56.46% | 12.68% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Tradeweb Markets (TW) trades at 29.98 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
- --
TW
Financial Services industry group
29.98
- Max
- 45.85
- TW
- 29.98
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Invesco (IVZ) at 1.67 prices around its industry’s typical P/S ratio, while Tradeweb Markets (TW) at 12.10 clears its benchmark range — TW looks notably rich on 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
TW
Financial Services industry group
12.10
- TW
- 12.10
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Invesco (IVZ) at 1.18 is valued about in line with its industry on P/B ratio, while Tradeweb Markets (TW) at 4.03 carries an above-peer premium to book — TW 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
TW
Financial Services industry group
4.03
- Max
- 7.79
- TW
- 4.03
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IVZ | TW |
|---|---|---|
| P/E Ratio (TTM) | -- | 29.98 |
| P/S Ratio (TTM) | 1.67 | 12.10 |
| P/B Ratio (MRQ) | 1.18 | 4.03 |
| Free Cash Flow Yield (TTM) | -- | -- |