IVZ vs. WSE: Invesco vs. Wise Stock Comparison

Company Profile

Invesco (IVZ) and Wise (WSE) both fall under the Financial Services industry group, but IVZ is classified in Capital Markets while WSE is classified in Financial Services.

Invesco (IVZ) has been public since August 25, 1995, giving it decades of market history across multiple cycles, while Wise (WSE) listed only on May 11, 2026 and lacks comparable through-cycle data.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Both IVZ and WSE need 1-year volatility and 1-year return to plot risk-return positioning.

Risk-Adjusted Metrics

Profitability

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 Wise (WSE) reports 27.23%, ranking against industry peers normally.

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Wise (WSE) reports 19.93%, ranking against industry peers normally.

Wise (WSE) at 59.77% operates in the top operating margin quartile, ahead of Invesco (IVZ) at 23.30%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both Invesco (IVZ) at 5.11% and Wise (WSE) at 17.14% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Wise (WSE) at -5.78% 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

Financial Strength

current ratio doesn’t apply on either side: Invesco (IVZ) in Financial Services and Wise (WSE) 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-to-equity ratio is set aside for both: Invesco (IVZ) in Financial Services and Wise (WSE) 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

Dividends

Wise (WSE) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Invesco (IVZ) reports a yield of 3.16%, ranking against industry peers normally.

Wise (WSE) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Invesco (IVZ) reports a payout of 56.46%, ranking against industry peers normally.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: Wise (WSE) trades at 23.23 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

On P/S ratio, both Invesco (IVZ) at 1.67 and Wise (WSE) at 4.30 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

Invesco (IVZ) at 1.18 is valued about in line with its industry on P/B ratio, while Wise (WSE) at 5.94 carries an above-peer premium to book — WSE is pricier on assets.

Valuation Metrics