IVZ
Price
$22.71
Change
+$0.36 (+1.61%)
Updated
Sep 26, 04:59 PM (EDT)
Capitalization
9.97B
32 days until earnings call
OWL
Price
$17.77
Change
+$0.41 (+2.36%)
Updated
Sep 26, 04:59 PM (EDT)
Capitalization
11.3B
34 days until earnings call
Interact to see
Advertisement

IVZ vs OWL

Header iconIVZ vs OWL Comparison
Open Charts IVZ vs OWLBanner chart's image
Inves
Price$22.71
Change+$0.36 (+1.61%)
Volume$37.73K
Capitalization9.97B
Blue Owl Capital
Price$17.77
Change+$0.41 (+2.36%)
Volume$105.93K
Capitalization11.3B
IVZ vs OWL Comparison Chart in %
Loading...
IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
OWL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
IVZ vs. OWL commentary
Sep 27, 2025

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 IVZ is a Buy and OWL is a Buy.

Interact to see
Advertisement
COMPARISON
Comparison
Sep 27, 2025
Stock price -- (IVZ: $22.36 vs. OWL: $17.36)
Brand notoriety: IVZ and OWL are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVZ: 61% vs. OWL: 116%
Market capitalization -- IVZ: $9.97B vs. OWL: $11.3B
IVZ [@Investment Managers] is valued at $9.97B. OWL’s [@Investment Managers] market capitalization is $11.3B. The market cap for tickers in the [@Investment Managers] industry ranges from $177.66B to $0. The average market capitalization across the [@Investment Managers] industry is $7.38B.

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).

IVZ’s FA Score shows that 3 FA rating(s) are green whileOWL’s FA Score has 2 green FA rating(s).

  • IVZ’s FA Score: 3 green, 2 red.
  • OWL’s FA Score: 2 green, 3 red.
According to our system of comparison, IVZ is a better buy in the long-term than OWL.

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.

IVZ’s TA Score shows that 2 TA indicator(s) are bullish while OWL’s TA Score has 4 bullish TA indicator(s).

  • IVZ’s TA Score: 2 bullish, 5 bearish.
  • OWL’s TA Score: 4 bullish, 6 bearish.
According to our system of comparison, OWL is a better buy in the short-term than IVZ.

Price Growth

IVZ (@Investment Managers) experienced а -1.28% price change this week, while OWL (@Investment Managers) price change was -9.06% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.06%. For the same industry, the average monthly price growth was +1.54%, and the average quarterly price growth was +23.01%.

Reported Earning Dates

IVZ is expected to report earnings on Oct 28, 2025.

OWL is expected to report earnings on Oct 30, 2025.

Industries' Descriptions

@Investment Managers (-2.06% 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.

SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
OWL($11.3B) has a higher market cap than IVZ($9.97B). OWL has higher P/E ratio than IVZ: OWL (157.82) vs IVZ (24.04). IVZ YTD gains are higher at: 32.409 vs. OWL (-23.084). IVZ has higher annual earnings (EBITDA): 1.31B vs. OWL (804M). IVZ has more cash in the bank: 1.49B vs. OWL (118M). IVZ has less debt than OWL: IVZ (1.88B) vs OWL (3.65B). IVZ has higher revenues than OWL: IVZ (6.15B) vs OWL (2.62B).
IVZOWLIVZ / OWL
Capitalization9.97B11.3B88%
EBITDA1.31B804M163%
Gain YTD32.409-23.084-140%
P/E Ratio24.04157.8215%
Revenue6.15B2.62B235%
Total Cash1.49B118M1,264%
Total Debt1.88B3.65B52%
FUNDAMENTALS RATINGS
IVZ: Fundamental Ratings
IVZ
OUTLOOK RATING
1..100
72
VALUATION
overvalued / fair valued / undervalued
1..100
19
Undervalued
PROFIT vs RISK RATING
1..100
43
SMR RATING
1..100
87
PRICE GROWTH RATING
1..100
7
P/E GROWTH RATING
1..100
15
SEASONALITY SCORE
1..100
50

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.

TECHNICAL ANALYSIS
Technical Analysis
IVZOWL
RSI
ODDS (%)
Bearish Trend 2 days ago
56%
Bullish Trend 2 days ago
76%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
62%
Bullish Trend 2 days ago
70%
Momentum
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 2 days ago
69%
MACD
ODDS (%)
N/A
Bearish Trend 2 days ago
73%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
66%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
69%
Bearish Trend 2 days ago
68%
Advances
ODDS (%)
Bullish Trend 9 days ago
71%
Bullish Trend 16 days ago
76%
Declines
ODDS (%)
Bearish Trend 3 days ago
65%
Bearish Trend 5 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
62%
Bullish Trend 2 days ago
82%
Aroon
ODDS (%)
Bullish Trend 2 days ago
71%
Bearish Trend 2 days ago
65%
View a ticker or compare two or three
Interact to see
Advertisement
IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
OWL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HYGH86.67-0.11
-0.13%
iShares Interest Rate Hdg Hi Yld Bd ETF
SMCZ4.30-0.01
-0.15%
Defiance Daily Target 2X Short SMCI ETF
PNI6.88-0.04
-0.58%
PIMCO NEW YORK Municipal Income FUND II
EDIV38.42-0.31
-0.80%
SPDR® S&P Emerging Markets Dividend ETF
DVLU32.74-0.36
-1.10%
First Trust Dorsey Wright Momt & Val ETF

IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with CG. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then CG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+0.81%
CG - IVZ
74%
Closely correlated
-0.55%
ARES - IVZ
71%
Closely correlated
-2.92%
STEP - IVZ
68%
Closely correlated
-0.98%
OWL - IVZ
67%
Closely correlated
+0.40%
APO - IVZ
67%
Closely correlated
-0.75%
More