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IVZ vs STT
Which Stock Would AI Choose? Invesco Ltd. (IVZ) vs. State Street Corporation (STT) Stock Comparison
Key Takeaways
- STT has outperformed IVZ significantly year-to-date, with an 18.4% gain compared to IVZ's 2.11%.
- STT boasts a larger scale, with $5.6 trillion in assets under management (AUM) and $54.5 trillion in assets under custody and administration (AUC&A), versus IVZ's $2.16 trillion AUM.
- IVZ provides a higher dividend yield at 3.29%, appealing to income-focused investors, while STT yields 2.23%.
- Recent quarterly results show STT's revenue up 15.6% year-over-year with earnings beats, while IVZ reported AUM declines amid market weakness.
- Analyst consensus leans toward Buy for STT (target $156.75) and Neutral for IVZ (target $27.00), reflecting relative momentum.
Introduction
Invesco Ltd. (IVZ) and State Street Corporation (STT) operate in the asset management and financial services sector, where flows, market volatility, and interest rate shifts drive performance. This comparison suits investors eyeing financial stocks for diversification, income, or growth amid evolving ETF trends and custody demands. Traders may find value in assessing relative momentum and risk profiles in recent market activity, helping inform positioning in a competitive landscape.
IVZ Overview and Recent Performance
Invesco Ltd. is a global investment manager offering mutual funds, ETFs, and institutional products, with $2.16 trillion in AUM as of March 31, 2026. In recent weeks, IVZ stock has traded around $25.51, reflecting modest YTD gains of 2.11% within a 52-week range of $13.46 to $29.61. AUM declined 4.4% month-over-month due to money market outflows and weaker equity markets, pressuring sentiment. Last quarter's revenue rose 8.8% to $1.26 billion, beating estimates, though trailing twelve months (TTM) EPS stands negative at -$1.60 amid profitability challenges. Higher beta (1.63) signals elevated volatility, with neutral analyst views and a forward P/E of 9.59 suggesting potential value if flows stabilize.
STT Overview and Recent Performance
State Street Corporation provides custody, asset management, and investment services, managing $5.6 trillion in AUM and $54.5 trillion in AUC&A as of March 31, 2026. Shares recently hovered near $150.74, delivering robust YTD returns of 18.4% and a 21.6% one-month surge, within a 52-week range of $85.68 to $156.18. Q1 2026 revenue climbed 15.6% to $3.8 billion, with adjusted EPS of $2.84 beating forecasts and profit up 19%, bolstered by fee growth and ETF inflows outlook. Beta at 1.38 indicates moderate risk, supported by Buy ratings and TTM EPS of $9.84, enhancing positive market positioning.
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Head-to-Head Comparison
IVZ focuses on active and passive asset management, emphasizing ETFs and institutional mandates, while STT blends custody services with alpha-seeking management, providing scale advantages in servicing massive AUC&A. Growth drivers diverge: IVZ contends with AUM outflows in fixed income and money markets, contrasting STT's ETF momentum and fee revenue expansion. Recent momentum favors STT's 21.6% monthly gain over IVZ's flatter trajectory. Risk profiles show IVZ's higher beta (1.63 vs. 1.38) and negative TTM profitability versus STT's positive EPS. Sector exposure ties both to financials, but STT benefits from custody stability amid rising ETF adoption. Market sentiment tilts toward STT's upgrades, while IVZ trades at a lower forward P/E, presenting a value trade-off.
Tickeron AI Verdict
Tickeron's AI currently leans toward STT based on superior trend consistency, earnings catalysts, YTD outperformance, and analyst momentum. Factors like robust Q1 results and ETF positioning suggest higher probability of near-term upside relative to IVZ's AUM pressures, though IVZ could rebound with stabilizing flows.
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 IVZ is a Hold and STT is a Buy.
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 2 FA rating(s) are green whileSTT’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 3 bullish TA indicator(s).
- IVZ’s TA Score: 4 bullish, 3 bearish.
- STT’s TA Score: 3 bullish, 3 bearish.
Price Growth
IVZ (@Investment Managers) experienced а -7.47% price change this week, while STT (@Investment Managers) price change was +1.42% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.37%. For the same industry, the average monthly price growth was -2.55%, and the average quarterly price growth was -8.16%.
Reported Earning Dates
IVZ is expected to report earnings on Jul 28, 2026.
STT is expected to report earnings on Jul 16, 2026.
Industries' Descriptions
@Investment Managers (-2.37% 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.
| IVZ | STT | IVZ / STT | |
| Capitalization | 12B | 48.1B | 25% |
| EBITDA | 1.5B | N/A | - |
| Gain YTD | 4.495 | 36.452 | 12% |
| P/E Ratio | 19.48 | 17.64 | 110% |
| Revenue | 6.59B | 14.5B | 45% |
| Total Cash | 1.71B | 4.43B | 38% |
| Total Debt | 9.44B | 29.2B | 32% |
IVZ | STT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 18 | 67 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 67 | 15 | |
SMR RATING 1..100 | 94 | 13 | |
PRICE GROWTH RATING 1..100 | 15 | 10 | |
P/E GROWTH RATING 1..100 | 34 | 18 | |
SEASONALITY SCORE 1..100 | 85 | 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.
IVZ's Valuation (13) in the Investment Managers industry is somewhat better than the same rating for STT (68) in the Regional Banks industry. This means that IVZ’s stock grew somewhat faster than STT’s over the last 12 months.
STT's Profit vs Risk Rating (15) in the Regional Banks industry is somewhat better than the same rating for IVZ (67) 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 (13) in the Regional Banks industry is significantly better than the same rating for IVZ (94) 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 (10) in the Regional Banks industry is in the same range as IVZ (15) 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 (18) in the Regional Banks industry is in the same range as IVZ (34) 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 (%) | N/A | 2 days ago 55% |
| Stochastic ODDS (%) | 2 days ago 64% | N/A |
| Momentum ODDS (%) | 2 days ago 78% | N/A |
| MACD ODDS (%) | 2 days ago 80% | 2 days ago 77% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 67% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 65% |
| Advances ODDS (%) | 8 days ago 68% | 12 days ago 65% |
| Declines ODDS (%) | 6 days ago 69% | 6 days ago 54% |
| BollingerBands ODDS (%) | 2 days ago 68% | 2 days ago 46% |
| Aroon ODDS (%) | 2 days ago 64% | 2 days ago 61% |
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