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IVZ vs STT
Which Stock Would AI Choose? Invesco (IVZ) vs. State Street (STT) Stock Comparison
Key Takeaways
- IVZ (Invesco) delivered record assets under management (AUM) of roughly $2.17 trillion, but reported a GAAP net loss tied to a large one-time impairment charge.
- STT (State Street) posted record custody assets and AUM, yet its shares pulled back as rising repositioning expenses weighed on sentiment.
- Invesco showed stronger 2025 relative performance, while State Street offers a larger, more diversified institutional franchise.
- Both companies are heavily exposed to market levels and fee momentum, making their results sensitive to equity and fixed-income conditions.
- Risk profiles differ: Invesco faces profitability volatility and restructuring, while State Street contends with expense growth and software-fee transition.
Introduction
Investors comparing asset managers and custody banks often weigh scale, fee momentum, and earnings quality. IVZ (Invesco Ltd.) and STT (State Street Corporation) sit in adjacent corners of financial services: one primarily manages client money, while the other combines custody, servicing, and asset management. This stock comparison examines their recent relative performance, growth drivers, and risk factors. It is most relevant for traders and investors seeking to understand how a global asset manager and a custody-focused institution differ in market positioning, and which profile may better suit current market conditions.
IVZ Overview and Recent Performance
Invesco is a global investment manager offering active, passive, and alternative strategies across equities, fixed income, and private markets. In recent weeks, sentiment has centered on its record AUM, which reached approximately $2.17 trillion, up 17.5% year over year. The company converted its flagship QQQ Trust from a unit investment trust to an open-end ETF (exchange-traded fund), a structural shift expected to generate incremental revenue, and completed divestitures including Intelliflo and a majority of its India asset-management business.
Despite strong fee momentum and a 2025 rally that made IVZ one of the better-performing S&P 500 asset managers, recent earnings revealed a GAAP net loss driven largely by a $1.8 billion non-cash intangible impairment. Adjusted earnings per share (EPS), however, exceeded consensus, and analysts have responded with upgrades and raised targets. The contrast between robust inflows and one-time charges has left investors weighing durable growth against earnings-quality concerns.
STT Overview and Recent Performance
State Street is one of the world's largest custody banks, providing investment servicing, management, markets, and data solutions to institutional clients. It also owns State Street Global Advisors, issuer of the SPDR ETF franchise. Recent market activity has highlighted record scale: assets under custody and administration (AUC/A) reached roughly $53.8 trillion, while AUM climbed to about $5.7 trillion with strong net inflows.
However, STT shares pulled back after its latest results even though adjusted EPS beat estimates. Investors focused on accelerating expenses, including about $206 million in repositioning charges tied to workforce streamlining and real-estate optimization, and a decline in software and processing fees as the firm shifts toward cloud-based offerings. Management guided to further expense growth, tempering enthusiasm around its Common Equity Tier 1 (CET1) ratio of 11.7% and rising fee revenue.
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Head-to-Head Comparison
The two companies diverge meaningfully by business model. Invesco is primarily an asset manager, earning fees on client assets and benefiting directly from AUM growth and product innovation such as the QQQ conversion. State Street is a custody and servicing leader, with a more diversified revenue mix spanning servicing fees, management fees, foreign-exchange trading, securities finance, and net interest income (NII) from its banking operations.
On growth drivers, IVZ has leaned on ETF expansion, private-credit partnerships, and cost discipline, while STT has emphasized private markets, digital-asset platforms, and its Alpha front-to-back servicing platform. Recent momentum favored Invesco, which outperformed much of its asset-manager peer group in 2025, whereas State Street's strong fundamentals were partially overshadowed by expense concerns and a "beat-and-drop" reaction to earnings.
Risk profiles also differ. Invesco faces earnings volatility from impairments, restructuring, and market sensitivity, along with a dividend that some analysts view as less well covered. State Street faces a prolonged software-fee transition, rising operating costs, and concentrated institutional fee revenue. Sector exposure overlaps through asset management but diverges through State Street's balance-sheet and custody operations.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely lean toward STT for trend consistency and stability, given its record AUC/A and AUM, stronger balance-sheet capital position, and steadier earnings trajectory outside of one-time charges. In contrast, IVZ offers greater relative momentum and a clearer near-term catalyst in the QQQ conversion, but with more earnings-quality volatility. The preferred choice would therefore depend on whether the model prioritizes stable institutional positioning or momentum-driven upside; in probabilistic terms, State Street's steadier fundamentals may carry a modest edge for trend-following and lower-volatility strategies, while Invesco may appeal more to momentum-oriented models.
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 Hold and STT is a Hold.
IVZ in -4.54% downward trend, declining for three consecutive days on October 14, 2026
Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where IVZ declined for three days, in 196 of 282 cases, the price declined further within the following month. The odds of a continued downward trend are 70%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on IVZ as a result. In 52 of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 63%.
IVZ moved below its 50-day moving average on September 22, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for IVZ crossed bearishly below the 50-day moving average on September 22, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 17 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 59%.
The Aroon Indicator for IVZ entered a downward trend on October 16, 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.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where IVZ's RSI Indicator exited the oversold zone, 28 of 32 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 88%.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 5 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +1.66% 3-day Advance, the price is estimated to grow further. Considering data from situations where IVZ advanced for three days, in 229 of 333 cases, the price rose further within the following month. The odds of a continued upward trend are 69%.
IVZ may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 13 (best 1 - 100 worst) indicates that the company is seriously undervalued 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 (1.349) is normal, around the industry mean (3.246). P/E Ratio (19.476) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.901) is also within normal values, averaging (1.319). Dividend Yield (0.028) settles around the average of (0.081) among similar stocks. P/S Ratio (1.981) is also within normal values, averaging (15.798).
The Tickeron PE Growth Rating for this company is 24 (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 47 (best 1 - 100 worst), indicating steady price growth. IVZ’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 52 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock slightly better than average.
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.
STT's Indicator enters downward trend
The Aroon Indicator for STT entered a downward trend on October 16, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 113 similar instances where the Aroon Indicator formed such a pattern. In 72 of the 113 cases the stock moved lower. This puts the odds of a downward move at 64%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on September 14, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on STT as a result. In 39 of 71 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 55%.
STT moved below its 50-day moving average on September 15, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for STT crossed bearishly below the 50-day moving average on September 22, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 7 of 13 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following 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 54%.
Bullish Trend Analysis
The RSI Indicator demonstrates that the ticker has stayed in the oversold zone for 2 days, which means it's wise to expect a price bounce in the near future.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 33 of 55 cases where STT's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 60%.
Following a +1.00% 3-day Advance, the price is estimated to grow further. Considering data from situations where STT advanced for three days, in 243 of 370 cases, the price rose further within the following month. The odds of a continued upward trend are 66%.
STT may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call 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 82, placing this stock better than average.
The Tickeron Valuation Rating of 15 (best 1 - 100 worst) indicates that the company is slightly undervalued 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 (1.998) is normal, around the industry mean (3.246). P/E Ratio (15.863) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.671) is also within normal values, averaging (1.319). Dividend Yield (0.019) settles around the average of (0.081) among similar stocks. P/S Ratio (3.453) is also within normal values, averaging (15.798).
The Tickeron PE Growth Rating for this company is 24 (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 47 (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 Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly 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.
IVZ | STT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 63 | 66 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 15 Undervalued | |
PROFIT vs RISK RATING 1..100 | 52 | 13 | |
SMR RATING 1..100 | 92 | 8 | |
PRICE GROWTH RATING 1..100 | 47 | 47 | |
P/E GROWTH RATING 1..100 | 24 | 24 | |
SEASONALITY SCORE 1..100 | n/a | 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 in the same range as STT (15) 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 (52) 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 (47) in the Regional Banks industry is in the same range as IVZ (47) 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 (24) in the Regional Banks industry is in the same range as IVZ (24) in the Investment Managers industry. This means that STT’s stock grew similarly to IVZ’s over the last 12 months.
| IVZ | STT | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 88% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 80% | 2 days ago 60% |
| Momentum ODDS (%) | 2 days ago 63% | 4 days ago 55% |
| MACD ODDS (%) | N/A | N/A |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 54% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 60% |
| Advances ODDS (%) | 16 days ago 69% | 13 days ago 66% |
| Declines ODDS (%) | 4 days ago 70% | 4 days ago 54% |
| BollingerBands ODDS (%) | 2 days ago 77% | 2 days ago 74% |
| Aroon ODDS (%) | 2 days ago 62% | 2 days ago 64% |
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 2 FA rating(s) are green while STT’s FA Score has 4 green FA rating(s).
- IVZ’s FA Score: 2 green, 3 red.
- STT’s FA Score: 4 green, 1 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 4 bullish TA indicator(s).
- IVZ’s TA Score: 4 bullish, 5 bearish.
- STT’s TA Score: 4 bullish, 5 bearish.
Price Growth
IVZ (@Investment Managers) experienced а -4.44% price change this week, while STT (@Investment Managers) price change was -5.28% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.10%. For the same industry, the average monthly price growth was -1.67%, and the average quarterly price growth was -4.06%.
Reported Earning Dates
IVZ is expected to report earnings on Oct 27, 2026.
STT is expected to report earnings on Jan 15, 2027.
Industries' Descriptions
@Investment Managers (-3.10% 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.