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AMG vs IVZ
Which Stock Would AI Choose? Affiliated Managers Group (AMG) vs. Invesco (IVZ) Stock Comparison
Key Takeaways
- AMG demonstrates superior profitability with a trailing twelve-month (TTM) EPS of $22.74 and ROE (return on equity) of 19.93%, contrasting IVZ's TTM loss per share of -$1.60 and negative ROE of -1.22%.
- IVZ manages significantly larger assets under management (AUM), at $2.16 trillion as of late March, compared to AMG's affiliate-focused model with $2.07 billion in revenue.
- Both stocks delivered strong one-year returns, with IVZ at approximately 89% and AMG at 76%, amid favorable market conditions for asset managers.
- AMG trades at a lower forward P/E ratio of 8.41 versus IVZ's 9.59, suggesting relatively attractive valuation for growth-oriented investors.
- Upcoming earnings reports—AMG on May 1 and IVZ on April 28—could drive near-term momentum based on recent analyst expectations.
- IVZ offers a higher dividend yield of 3.29%, appealing to income-focused traders, while AMG emphasizes capital appreciation.
Introduction
Affiliated Managers Group (AMG) and Invesco (IVZ) are prominent players in the asset management industry, both benefiting from rising equity markets and interest in alternative investments. This stock comparison analyzes their business models, recent performance, and market positioning, aiding traders seeking relative value in financial sector exposure and investors evaluating growth versus stability trade-offs. With both firms reporting strong one-year gains amid volatile conditions, understanding their contrasts helps in portfolio allocation decisions.
AMG Overview and Recent Performance
Affiliated Managers Group (AMG) operates as a holding company partnering with independent boutique investment managers across equities, fixed income, and alternatives. In recent market activity, AMG's stock has traded around $287, reflecting resilience with a year-to-date return of 0.29% and robust one-year gains of 76.31%. Key influences include a pivot toward high-margin alternatives strategies, strong quarterly earnings growth of 114% year-over-year, and positive analyst sentiment with buy ratings and price targets up to $495. Upcoming first-quarter results on May 1 are anticipated to showcase EPS of around $8.07, bolstering sentiment amid elevated return on equity (ROE) of nearly 20%. Market positioning remains favorable due to consistent profitability and lower debt levels relative to peers.
IVZ Overview and Recent Performance
Invesco (IVZ) is a global investment manager offering ETFs, mutual funds, and institutional products with a focus on diversified strategies. Recently, the stock has hovered near $25.50, posting a year-to-date return of 2.11% and impressive one-year performance of 88.74%. Performance has been shaped by broader market trends, though March AUM dipped 4.4% to $2.16 trillion due to money market outflows and weak equity markets. Sentiment reflects caution from recent analyst adjustments, like JP Morgan's neutral rating with a $25 target, ahead of April 28 earnings where $0.60 EPS is expected. Despite TTM losses, forward metrics and a 3.29% dividend yield support income stability.
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Head-to-Head Comparison
AMG’s boutique affiliate model contrasts IVZ’s direct large-scale operations, with AMG prioritizing high-ROE affiliates (19.93%) over IVZ’s volume-driven AUM. Growth drivers for AMG include alternatives expansion, while IVZ leverages ETF popularity but faces outflows. Recent momentum favors IVZ year-to-date, yet AMG offers better trend consistency. Risk profiles differ, with IVZ’s higher beta (1.63) versus AMG’s 1.20, and IVZ lower debt/equity (17%). Sector exposure overlaps in financials, but sentiment tilts toward AMG for profitability amid relative performance scrutiny.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward AMG based on superior profitability metrics, positive EPS trajectory, attractive forward valuation, and stable ROE amid recent affiliate momentum. While IVZ benefits from scale and dividends, its AUM pressures and losses introduce higher uncertainty. This positioning suggests greater probability of outperformance for AMG in the near term, subject to earnings outcomes and market trends.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMG is a StrongBuy and IVZ is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMG’s FA Score shows that 1 FA rating(s) are green whileIVZ’s FA Score has 2 green FA rating(s).
- AMG’s FA Score: 1 green, 4 red.
- IVZ’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMG’s TA Score shows that 4 TA indicator(s) are bullish while IVZ’s TA Score has 4 bullish TA indicator(s).
- AMG’s TA Score: 4 bullish, 4 bearish.
- IVZ’s TA Score: 4 bullish, 3 bearish.
Price Growth
AMG (@Investment Managers) experienced а +1.24% price change this week, while IVZ (@Investment Managers) price change was -1.10% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.28%. For the same industry, the average monthly price growth was -2.46%, and the average quarterly price growth was -8.13%.
Reported Earning Dates
AMG is expected to report earnings on Aug 03, 2026.
IVZ is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Investment Managers (-2.28% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| AMG | IVZ | AMG / IVZ | |
| Capitalization | 9.44B | 12.8B | 74% |
| EBITDA | 1.53B | 1.5B | 102% |
| Gain YTD | 23.945 | 11.302 | 212% |
| P/E Ratio | 14.66 | 19.48 | 75% |
| Revenue | 2.12B | 6.59B | 32% |
| Total Cash | 376M | 1.71B | 22% |
| Total Debt | 2.92B | 9.44B | 31% |
AMG | IVZ | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 89 Overvalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 16 | 67 | |
SMR RATING 1..100 | 40 | 94 | |
PRICE GROWTH RATING 1..100 | 39 | 15 | |
P/E GROWTH RATING 1..100 | 47 | 34 | |
SEASONALITY SCORE 1..100 | 90 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
IVZ's Valuation (13) in the Investment Managers industry is significantly better than the same rating for AMG (89). This means that IVZ’s stock grew significantly faster than AMG’s over the last 12 months.
AMG's Profit vs Risk Rating (16) in the Investment Managers industry is somewhat better than the same rating for IVZ (67). This means that AMG’s stock grew somewhat faster than IVZ’s over the last 12 months.
AMG's SMR Rating (40) in the Investment Managers industry is somewhat better than the same rating for IVZ (94). This means that AMG’s stock grew somewhat faster than IVZ’s over the last 12 months.
IVZ's Price Growth Rating (15) in the Investment Managers industry is in the same range as AMG (39). This means that IVZ’s stock grew similarly to AMG’s over the last 12 months.
IVZ's P/E Growth Rating (34) in the Investment Managers industry is in the same range as AMG (47). This means that IVZ’s stock grew similarly to AMG’s over the last 12 months.
| AMG | IVZ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | N/A |
| Stochastic ODDS (%) | 2 days ago 51% | 2 days ago 64% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 78% |
| MACD ODDS (%) | 2 days ago 60% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 65% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 67% |
| Advances ODDS (%) | 12 days ago 62% | 8 days ago 68% |
| Declines ODDS (%) | 6 days ago 64% | 6 days ago 69% |
| BollingerBands ODDS (%) | 2 days ago 57% | 2 days ago 68% |
| Aroon ODDS (%) | 2 days ago 66% | 2 days ago 64% |
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IVZ and
Correlation & Price change
A.I.dvisor indicates that over the last year, IVZ has been closely correlated with PFG. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then PFG could also see price increases.