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IVZ vs STT
Which Stock Would AI Choose? Invesco (IVZ) vs. State Street (STT) Stock Comparison
Key Takeaways
- IVZ is a pure-play asset manager with record assets under management (AUM) and accelerating long-term inflows, while STT is a custody bank and asset manager posting record servicing and management fee income.
- Both firms have reported double-digit revenue and profit growth, but their recent stock reactions have diverged sharply based on guidance and fee momentum.
- STT trimmed its full-year fee revenue outlook, prompting a notable sell-off despite an earnings beat — a classic expectations reset.
- IVZ has benefited from the QQQ fund's conversion to an exchange-traded fund (ETF) and strong ETF/index inflows, supporting margin expansion.
- The two names carry different risk profiles: STT adds balance-sheet and net interest income (NII) exposure, while IVZ is more sensitive to equity-market levels and fee mix.
Introduction
Asset management and investment servicing sit at the heart of global capital markets, making Invesco Ltd. (IVZ) and State Street Corporation (STT) useful comparators for investors tracking financial-sector momentum. Although both generate fee-based revenue from managing and safeguarding assets, their business models differ meaningfully: Invesco is primarily an asset manager, while State Street is also one of the world's largest custodian banks. This stock comparison examines their recent relative performance, growth drivers, and market positioning to help traders and investors evaluate which profile better fits current conditions.
IVZ Overview and Recent Performance
Invesco (IVZ) is a global investment manager offering active, passive, and alternative strategies, including the widely held QQQ and Invesco ETF franchises. In recent quarters the company has delivered accelerating momentum. Second-quarter 2026 results showed adjusted earnings per share rising sharply year over year, with adjusted net revenue up roughly 20% and adjusted operating margin expanding to about 37.5%. AUM reached a record of approximately $2.47 trillion, supported by record net long-term inflows of around $45 billion, led by ETF and index products.
A key catalyst has been the conversion of the QQQ trust into an open-end ETF, which brought new management fee revenue onto the income statement. Sentiment has been broadly constructive, with several sell-side analysts raising price targets, though mixed ratings reflect ongoing questions about net revenue yield and elevated operating expenses. Overall, IVZ's recent market positioning has improved on stronger flows and margin leverage.
STT Overview and Recent Performance
State Street (STT) operates a diversified financial platform spanning investment servicing (custody and administration), investment management through State Street Global Advisors, and markets businesses. Recent quarters have produced strong fundamentals. In the most recent report, total revenue rose roughly 13% year over year to about $4 billion, while earnings per share advanced around 33%. Assets under custody and administration reached a record near $59 trillion, and AUM climbed to approximately $6.3 trillion, with servicing and management fees both setting highs.
Despite these results, STT shares sold off after management cut full-year fee revenue guidance to a 13%–14% range, which landed below prior investor expectations. This expectations reset has weighed on sentiment even as profitability metrics — including a roughly 35% pre-tax margin and return on tangible common equity (ROTCE) near 25% — remain strong. The market reaction highlights how guidance and fee momentum can overshadow otherwise solid headline numbers.
Trending AI Robots
For investors seeking a more systematic approach to comparing stocks like IVZ and STT, Tickeron's Trending AI Robots page offers a curated view of its most relevant automated strategies. Tickeron hosts hundreds of AI trading bots covering thousands of tickers, each with distinct trading styles, timeframes, performance statistics, and target universes. Rather than surfacing every bot, the platform highlights only those currently best suited to prevailing market conditions. Browsing the Trending AI Robots section can help traders identify data-driven strategies aligned with the current environment.
Head-to-Head Comparison
The core trade-off between these two stocks lies in business model and revenue mix. Invesco earns fees almost entirely from managing money, making it highly sensitive to market levels, fund flows, and fee rates. Its recent strength is concentrated in low-cost ETFs and index products, a secular shift that supports volume but pressures yield. State Street adds custody, administration, and markets revenue, plus meaningful net interest income from its banking operations — a diversification that has boosted growth as interest income rose.
On momentum, IVZ has generally seen improving sentiment tied to inflows and margin expansion, while STT has faced a pullback after guiding fee growth lower. Risk factors differ as well: IVZ contends with fee compression and outflows in fundamental equities, whereas STT faces expense growth, concentrated fee revenue, and high investor expectations. Both maintain healthy capital returns through buybacks and dividends, but their market positioning appeals to different investor preferences — growth-oriented flows versus diversified servicing scale.
Tickeron AI Verdict
Based on observable trend consistency, catalysts, and relative positioning, Tickeron's AI would likely lean toward Invesco (IVZ) in the current environment. The stock's momentum appears supported by record inflows, a completed QQQ conversion catalyst, and expanding margins, offering a steadier trend profile. State Street (STT) retains stronger diversification and excellent profitability, but its recent guidance reduction has introduced near-term uncertainty that may temper trend-following signals. This assessment reflects a probabilistic, data-driven reading of current conditions rather than a definitive forecast, and both names remain viable candidates depending on an investor's time horizon and risk tolerance.
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.
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 StrongBuy and STT is a Buy.
IVZ sees its Stochastic Oscillator ascends from oversold territory
On November 04, 2026, the Stochastic Oscillator for IVZ moved out of oversold territory and this could be a bullish sign for the stock. Traders may want to buy the stock or buy call options. Tickeron's A.I.dvisor looked at 57 instances where the indicator left the oversold zone. In 44 of the 57 cases the stock moved higher in the following days. This puts the odds of a move higher at over 77%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where IVZ's RSI Oscillator exited the oversold zone, 21 of 32 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 66%.
Following a +6.01% 3-day Advance, the price is estimated to grow further. Considering data from situations where IVZ advanced for three days, in 227 of 335 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
IVZ may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on IVZ as a result. In 58 of 84 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 69%.
The Moving Average Convergence Divergence Histogram (MACD) for IVZ turned negative on November 06, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 46 similar instances when the indicator turned negative. In 31 of the 46 cases the stock turned lower in the days that followed. This puts the odds of success at 67%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where IVZ declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 70%.
The Aroon Indicator for IVZ entered a downward trend on October 26, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 57 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 59 (best 1 - 100 worst), indicating fairly steady price growth. IVZ’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.200) is normal, around the industry mean (2.444). P/E Ratio (-40.418) is within average values for comparable stocks, (-2.345). Projected Growth (PEG Ratio) (0.901) is also within normal values, averaging (1.319). Dividend Yield (0.032) settles around the average of (0.269) among similar stocks. P/S Ratio (1.981) is also within normal values, averaging (15.694).
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 92 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 100 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
STT's RSI Indicator ascending out of oversold territory
The RSI Indicator for STT moved out of oversold territory on October 21, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 17 similar instances when the indicator left oversold territory. In 14 of the 17 cases the stock moved higher. This puts the odds of a move higher at 82%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
The Moving Average Convergence Divergence (MACD) for STT just turned positive on October 26, 2026. Looking at past instances where STT's MACD turned positive, the stock continued to rise in 34 of 50 cases over the following month. The odds of a continued upward trend are 68%.
Following a +2.42% 3-day Advance, the price is estimated to grow further. Considering data from situations where STT advanced for three days, in 240 of 368 cases, the price rose further within the following month. The odds of a continued upward trend are 65%.
STT may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on STT as a result. In 39 of 72 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 54%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where STT declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 55%.
The Aroon Indicator for STT entered a downward trend on October 23, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 8 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 13 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 27 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 48 (best 1 - 100 worst), indicating steady price growth. STT’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 83 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.841) is normal, around the industry mean (2.444). P/E Ratio (14.372) is within average values for comparable stocks, (-2.345). Projected Growth (PEG Ratio) (0.671) is also within normal values, averaging (1.319). Dividend Yield (0.022) settles around the average of (0.269) among similar stocks. P/S Ratio (3.453) is also within normal values, averaging (15.694).
IVZ | STT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 57 | 13 | |
SMR RATING 1..100 | 92 | 8 | |
PRICE GROWTH RATING 1..100 | 59 | 48 | |
P/E GROWTH RATING 1..100 | 100 | 27 | |
SEASONALITY SCORE 1..100 | 75 | n/a |
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 (75) in the Investment Managers industry is in the same range as STT (83) in the Regional Banks industry. This means that IVZ’s stock grew similarly to STT’s over the last 12 months.
STT's Profit vs Risk Rating (13) in the Regional Banks industry is somewhat better than the same rating for IVZ (57) in the Investment Managers industry. This means that STT’s stock grew somewhat faster than IVZ’s over the last 12 months.
STT's SMR Rating (8) in the Regional Banks industry is significantly better than the same rating for IVZ (92) in the Investment Managers industry. This means that STT’s stock grew significantly faster than IVZ’s over the last 12 months.
STT's Price Growth Rating (48) in the Regional Banks industry is in the same range as IVZ (59) in the Investment Managers industry. This means that STT’s stock grew similarly to IVZ’s over the last 12 months.
STT's P/E Growth Rating (27) in the Regional Banks industry is significantly better than the same rating for IVZ (100) in the Investment Managers industry. This means that STT’s stock grew significantly faster than IVZ’s over the last 12 months.
| IVZ | STT | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 66% | 2 days ago 82% |
| Stochastic ODDS (%) | 2 days ago 77% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 54% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 68% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 55% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 60% |
| Advances ODDS (%) | 4 days ago 68% | 4 days ago 65% |
| Declines ODDS (%) | 16 days ago 70% | 6 days ago 55% |
| BollingerBands ODDS (%) | 2 days ago 76% | 2 days ago 76% |
| Aroon ODDS (%) | 2 days ago 63% | 2 days ago 60% |
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 overvalued. 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 0 FA rating(s) are green while STT’s FA Score has 3 green FA rating(s).
- IVZ’s FA Score: 0 green, 5 red.
- STT’s FA Score: 3 green, 2 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.
IVZ’s TA Score shows that 4 TA indicator(s) are bullish while STT’s TA Score has 5 bullish TA indicator(s).
- IVZ’s TA Score: 4 bullish, 4 bearish.
- STT’s TA Score: 5 bullish, 3 bearish.
Price Growth
IVZ (@Investment Managers) experienced а -2.45% price change this week, while STT (@Investment Managers) price change was -2.48% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.02%. For the same industry, the average monthly price growth was -4.60%, and the average quarterly price growth was -5.52%.
Reported Earning Dates
IVZ is expected to report earnings on Jan 26, 2027.
STT is expected to report earnings on Jan 15, 2027.
Industries' Descriptions
@Investment Managers (-1.02% 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.
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IVZ and
Correlation & Price change
A.I.dvisor indicates that over the last year, IVZ has been closely correlated with BLK. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then BLK could also see price increases.
STT and
Correlation & Price change
A.I.dvisor indicates that over the last year, STT has been closely correlated with NTRS. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if STT jumps, then NTRS could also see price increases.
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