IVZ
Price
$13.49
Change
-$0.00 (-0.00%)
Updated
Apr 23, 04:59 PM (EDT)
Capitalization
7.41B
96 days until earnings call
TROW
Price
$86.66
Change
+$0.48 (+0.56%)
Updated
Apr 23, 04:59 PM (EDT)
Capitalization
26.92B
8 days until earnings call
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IVZ vs TROW

Header iconIVZ vs TROW Comparison
Open Charts IVZ vs TROWBanner chart's image
Inves
Price$13.49
Change-$0.00 (-0.00%)
Volume$82.15K
Capitalization7.41B
T Rowe Price Group
Price$86.66
Change+$0.48 (+0.56%)
Volume$35.5K
Capitalization26.92B
IVZ vs TROW Comparison Chart
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
TROW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
IVZ vs. TROW commentary
Apr 24, 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 TROW is a StrongBuy.

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COMPARISON
Comparison
Apr 24, 2025
Stock price -- (IVZ: $13.49 vs. TROW: $86.18)
Brand notoriety: IVZ and TROW are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVZ: 193% vs. TROW: 84%
Market capitalization -- IVZ: $7.41B vs. TROW: $26.92B
IVZ [@Investment Managers] is valued at $7.41B. TROW’s [@Investment Managers] market capitalization is $26.92B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

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 1 FA rating(s) are green whileTROW’s FA Score has 0 green FA rating(s).

  • IVZ’s FA Score: 1 green, 4 red.
  • TROW’s FA Score: 0 green, 5 red.
According to our system of comparison, both IVZ and TROW are a bad buy in the long-term.

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 6 TA indicator(s) are bullish while TROW’s TA Score has 6 bullish TA indicator(s).

  • IVZ’s TA Score: 6 bullish, 3 bearish.
  • TROW’s TA Score: 6 bullish, 2 bearish.
According to our system of comparison, TROW is a better buy in the short-term than IVZ.

Price Growth

IVZ (@Investment Managers) experienced а +3.13% price change this week, while TROW (@Investment Managers) price change was -1.60% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.16%. For the same industry, the average monthly price growth was -5.45%, and the average quarterly price growth was -4.83%.

Reported Earning Dates

IVZ is expected to report earnings on Jul 29, 2025.

TROW is expected to report earnings on Jul 24, 2025.

Industries' Descriptions

@Investment Managers (+1.16% 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
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FUNDAMENTALS
Fundamentals
TROW($26.9B) has a higher market cap than IVZ($7.41B). TROW has higher P/E ratio than IVZ: TROW (15.51) vs IVZ (12.27). IVZ (-21.958) and TROW (-22.729) have similar YTD gains . TROW has higher annual earnings (EBITDA): 2.52B vs. IVZ (1.13B). TROW has more cash in the bank: 2.07B vs. IVZ (1.93B). TROW has less debt than IVZ: TROW (308M) vs IVZ (9.05B). TROW has higher revenues than IVZ: TROW (6.46B) vs IVZ (5.72B).
IVZTROWIVZ / TROW
Capitalization7.41B26.9B28%
EBITDA1.13B2.52B45%
Gain YTD-21.958-22.72997%
P/E Ratio12.2715.5179%
Revenue5.72B6.46B88%
Total Cash1.93B2.07B93%
Total Debt9.05B308M2,937%
FUNDAMENTALS RATINGS
IVZ vs TROW: Fundamental Ratings
IVZ
TROW
OUTLOOK RATING
1..100
1311
VALUATION
overvalued / fair valued / undervalued
1..100
30
Undervalued
64
Fair valued
PROFIT vs RISK RATING
1..100
6394
SMR RATING
1..100
8344
PRICE GROWTH RATING
1..100
6564
P/E GROWTH RATING
1..100
8484
SEASONALITY SCORE
1..100
n/an/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 (30) in the Investment Managers industry is somewhat better than the same rating for TROW (64). This means that IVZ’s stock grew somewhat faster than TROW’s over the last 12 months.

IVZ's Profit vs Risk Rating (63) in the Investment Managers industry is in the same range as TROW (94). This means that IVZ’s stock grew similarly to TROW’s over the last 12 months.

TROW's SMR Rating (44) in the Investment Managers industry is somewhat better than the same rating for IVZ (83). This means that TROW’s stock grew somewhat faster than IVZ’s over the last 12 months.

TROW's Price Growth Rating (64) in the Investment Managers industry is in the same range as IVZ (65). This means that TROW’s stock grew similarly to IVZ’s over the last 12 months.

TROW's P/E Growth Rating (84) in the Investment Managers industry is in the same range as IVZ (84). This means that TROW’s stock grew similarly to IVZ’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IVZTROW
RSI
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
74%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
75%
Bullish Trend 2 days ago
73%
Momentum
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
59%
MACD
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
70%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
73%
Bearish Trend 2 days ago
61%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
67%
Advances
ODDS (%)
Bullish Trend 9 days ago
70%
Bullish Trend 10 days ago
66%
Declines
ODDS (%)
Bearish Trend 16 days ago
67%
Bearish Trend 8 days ago
64%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
74%
Bullish Trend 2 days ago
70%
Aroon
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
67%
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
TROW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+8.27%
JHG - IVZ
81%
Closely correlated
+4.63%
AMG - IVZ
79%
Closely correlated
+3.29%
BN - IVZ
76%
Closely correlated
+4.23%
SEIC - IVZ
74%
Closely correlated
+0.33%
AMP - IVZ
73%
Closely correlated
+3.66%
More

TROW and

Correlation & Price change

A.I.dvisor indicates that over the last year, TROW has been closely correlated with SEIC. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if TROW jumps, then SEIC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TROW
1D Price
Change %
TROW100%
+3.15%
SEIC - TROW
78%
Closely correlated
+0.33%
IVZ - TROW
76%
Closely correlated
+8.27%
APAM - TROW
76%
Closely correlated
+3.98%
BN - TROW
74%
Closely correlated
+4.23%
JHG - TROW
73%
Closely correlated
+4.63%
More