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IVZ vs. XYZ: Invesco vs. Block Stock Comparison

How do Invesco (IVZ) and Block (XYZ) 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 Block (XYZ) both fall under the Financial Services industry group, but IVZ is classified in Capital Markets while XYZ is classified in Financial Services.

Company profile comparison for Invesco (IVZ) and Block (XYZ)
Profile ItemIVZXYZ
NameInvesco Ltd.Block Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksTransaction & Payment Processing Services
Market Capitalization11.90 billion USD51.67 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 25, 1995November 19, 2015
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Invesco (IVZ) and Block (XYZ)
MetricIVZXYZ
Total Return (1Y)27.77%35.34%
Total Return (3Y, Annualized)36.49%20.17%
Total Return (5Y, Annualized)6.57%-17.43%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Invesco (IVZ) and Block (XYZ)
MetricIVZXYZ
Volatility (1Y, Annualized)35.98%48.01%
Beta (5Y)1.652.48
Max Drawdown (5Y)-48.49%-83.55%
Avg. Volume (3M)4.52M4.73M

Risk-Adjusted Performance

Risk-Return Positioning

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IVZ and XYZ 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 Block (XYZ)
MetricIVZXYZ
Sharpe Ratio (1Y)0.650.65
Sortino Ratio (1Y)0.941.03

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 Block (XYZ) reports 2.02%, 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%

XYZ

Financial Services industry group

2.02%

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
XYZ
2.02%
Min
-18.71%
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Invesco (IVZ) vs. Block (XYZ): 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 Block (XYZ) reports 1.80%, 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%

XYZ

Financial Services industry group

1.80%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
XYZ
1.80%
Min
-28.52%
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Invesco (IVZ) vs. Block (XYZ): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Invesco (IVZ) at 23.30% runs core operations around its industry’s norm, while Block (XYZ) at 6.65% operates in the bottom quartile.

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%

XYZ

Financial Services industry group

6.65%

Max
107.33%
Q3
55.90%
Median
30.09%
Q1
14.60%
XYZ
6.65%
Min
-44.34%
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Invesco (IVZ) vs. Block (XYZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Invesco (IVZ) and Block (XYZ)
MetricIVZXYZ
ROE (TTM)-0.58%2.02%
ROA (TTM)3.28%1.94%
Net Margin (TTM)-1.10%1.80%
Operating Margin (TTM)23.30%6.65%
Gross Margin (TTM)----

Growth

Revenue Growth

Invesco (IVZ) at 5.11% is around its peer norm for revenue growth, while Block (XYZ) at 0.30% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

EPS Growth

Neither side shows strong earnings momentum: Block (XYZ) at -53.95% sits in the bottom EPS growth quartile, and Invesco (IVZ) at -235.59% is weaker still, below its industry range.

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

Growth Metrics

Growth metrics for Invesco (IVZ) and Block (XYZ)
MetricIVZXYZ
Revenue Growth (YoY)5.11%0.30%
Revenue Growth (3Y CAGR)1.78%11.33%
EPS Growth (YoY)-235.59%-53.95%
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Block (XYZ) 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.

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%

XYZ

Financial Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Block (XYZ) 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.

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%

XYZ

Financial Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Invesco (IVZ) and Block (XYZ)
MetricIVZXYZ
Dividend Yield (TTM)3.16%0.00%
Dividend Payout Ratio (TTM)56.46%0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Block (XYZ) trades at 112.47 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
--

XYZ

Financial Services industry group

112.47

XYZ
112.47
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Invesco (IVZ) vs. Block (XYZ): IVZ does not report P/E ratio, so it has no value marker; XYZ is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

On P/S ratio, both Invesco (IVZ) at 1.67 and Block (XYZ) at 2.01 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

XYZ

Financial Services industry group

2.01

Max
9.23
Q3
4.57
Median
2.72
XYZ
2.01
Q1
1.28
Min
-0.55
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Invesco (IVZ) vs. Block (XYZ): 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 Block (XYZ) at 2.26 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

XYZ

Financial Services industry group

2.26

Max
7.79
Q3
3.63
XYZ
2.26
Median
1.57
Q1
0.81
Min
-0.39
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Invesco (IVZ) vs. Block (XYZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Invesco (IVZ) and Block (XYZ)
MetricIVZXYZ
P/E Ratio (TTM)--112.47
P/S Ratio (TTM)1.672.01
P/B Ratio (MRQ)1.182.26
Free Cash Flow Yield (TTM)----