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IVZ vs TROW
Which Stock Would AI Choose? Invesco Ltd. (IVZ) vs. T. Rowe Price Group, Inc. (TROW) Stock Comparison
Key Takeaways
- Invesco Ltd. (IVZ) boasts a larger AUM of approximately $2.16 trillion but experienced a 4.4% decline in March due to outflows and market losses, while T. Rowe Price Group, Inc. (TROW) maintains $1.78 trillion with steadier flows.
- IVZ delivered a robust 90% one-year return, outperforming TROW's 21%, though year-to-date gains are modest for both amid recent market activity.
- TROW offers a higher dividend yield at 5.13% versus IVZ's 3.3%, appealing to income-focused investors.
- TROW shows superior profitability with a 28.5% profit margin and 18.8% ROE (return on equity), compared to IVZ's negative ROE of -1.2%.
- Both face upcoming earnings, with analysts expecting revenue growth, but IVZ shows higher beta (1.63) indicating greater volatility than TROW (1.52).
Introduction
In the competitive asset management sector, IVZ and TROW stand out as key players offering exposure to investment management services. This stock comparison analyzes their recent performance, financial metrics, and market positioning, helping value investors, dividend seekers, and growth-oriented traders evaluate relative strengths in the current environment. With both firms sensitive to market flows, AUM (assets under management) trends, and interest rate shifts, understanding their contrasts aids in portfolio diversification and sector rotation strategies.
IVZ Overview and Recent Performance
Invesco Ltd. (IVZ) is a global investment manager overseeing diverse products including ETFs and mutual funds, with a focus on retail and institutional clients. Recent market activity has seen IVZ stock exhibit volatility, posting a strong 90% one-year gain but modest year-to-date returns around 2%. Influences include a sequential AUM drop to $2.16 trillion in March, driven by outflows and market depreciation, alongside anticipation for Q1 earnings where performance fees may decline sharply. Sentiment reflects caution from analysts, with recent neutral ratings amid broader sector pressures.
TROW Overview and Recent Performance
T. Rowe Price Group, Inc. (TROW) specializes in active management through mutual funds and retirement plans, serving individual and institutional investors. In recent weeks, TROW shares have shown resilience, with year-to-date gains near 0.5% and a 21% one-year rise, trading around $101. Key drivers include stable AUM near $1.78 trillion and expectations for Q1 EPS growth of 8.5% year-over-year. Analyst sentiment remains tempered with underweight views, but strong dividends and earnings consistency bolster positioning amid fluctuating markets.
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Head-to-Head Comparison
Both IVZ and TROW thrive on AUM growth in the asset management space, but IVZ emphasizes ETFs and global reach while TROW excels in active equity funds. Growth drivers differ: IVZ benefits from passive inflows but faces higher outflows recently; TROW leverages retirement assets for stability. Momentum favors IVZ's longer-term surge, yet TROW edges in recent stability. Risk profiles highlight IVZ's elevated beta and debt (17% debt/equity), versus TROW's conservative 4% leverage. Market sentiment tilts toward TROW's superior margins and yield, though IVZ's forward valuation suggests upside potential.
Tickeron AI Verdict
Tickeron’s AI currently leans toward TROW based on trend consistency, higher profitability margins, attractive dividend yield, and lower trailing P/E relative to peers. While IVZ offers momentum and growth prospects via lower forward multiples, TROW's stability and catalysts like earnings growth provide a more favorable positioning in the near term.
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 TROW is a Hold.
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 whileTROW’s FA Score has 1 green FA rating(s).
- IVZ’s FA Score: 2 green, 3 red.
- TROW’s FA Score: 1 green, 4 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 TROW’s TA Score has 5 bullish TA indicator(s).
- IVZ’s TA Score: 4 bullish, 3 bearish.
- TROW’s TA Score: 5 bullish, 4 bearish.
Price Growth
IVZ (@Investment Managers) experienced а -1.10% price change this week, while TROW (@Investment Managers) price change was -0.57% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.08%. For the same industry, the average monthly price growth was -2.27%, and the average quarterly price growth was -7.83%.
Reported Earning Dates
IVZ is expected to report earnings on Jul 28, 2026.
TROW is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (-2.08% 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 | TROW | IVZ / TROW | |
| Capitalization | 12.8B | 23.1B | 55% |
| EBITDA | 1.5B | 3.17B | 47% |
| Gain YTD | 11.302 | 8.335 | 136% |
| P/E Ratio | 19.48 | 11.59 | 168% |
| Revenue | 6.59B | 7.41B | 89% |
| Total Cash | 1.71B | 2.11B | 81% |
| Total Debt | 9.44B | 438M | 2,155% |
IVZ | TROW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 18 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 67 | 100 | |
SMR RATING 1..100 | 94 | 46 | |
PRICE GROWTH RATING 1..100 | 15 | 23 | |
P/E GROWTH RATING 1..100 | 34 | 43 | |
SEASONALITY SCORE 1..100 | 85 | 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 significantly better than the same rating for TROW (87). This means that IVZ’s stock grew significantly faster than TROW’s over the last 12 months.
IVZ's Profit vs Risk Rating (67) in the Investment Managers industry is somewhat better than the same rating for TROW (100). This means that IVZ’s stock grew somewhat faster than TROW’s over the last 12 months.
TROW's SMR Rating (46) in the Investment Managers industry is somewhat better than the same rating for IVZ (94). This means that TROW’s stock grew somewhat faster than IVZ’s over the last 12 months.
IVZ's Price Growth Rating (15) in the Investment Managers industry is in the same range as TROW (23). This means that IVZ’s stock grew similarly to TROW’s over the last 12 months.
IVZ's P/E Growth Rating (34) in the Investment Managers industry is in the same range as TROW (43). This means that IVZ’s stock grew similarly to TROW’s over the last 12 months.
| IVZ | TROW | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 64% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 78% | 2 days ago 61% |
| MACD ODDS (%) | 2 days ago 80% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 59% |
| Advances ODDS (%) | 8 days ago 68% | 8 days ago 58% |
| Declines ODDS (%) | 6 days ago 69% | 6 days ago 63% |
| BollingerBands ODDS (%) | 2 days ago 68% | 2 days ago 53% |
| Aroon ODDS (%) | 2 days ago 64% | 2 days ago 47% |
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IVZ and
Correlation & Price change
A.I.dvisor indicates that over the last year, IVZ has been closely correlated with PFG. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then PFG could also see price increases.
TROW and
Correlation & Price change
A.I.dvisor indicates that over the last year, TROW has been closely correlated with PFG. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if TROW jumps, then PFG could also see price increases.
| Ticker / NAME | Correlation To TROW | 1D Price Change % | ||
|---|---|---|---|---|
| TROW | 100% | +0.32% | ||
| PFG - TROW | 72% Closely correlated | +1.52% | ||
| APAM - TROW | 66% Closely correlated | +0.28% | ||
| CG - TROW | 61% Loosely correlated | -0.51% | ||
| IVZ - TROW | 60% Loosely correlated | +2.27% | ||
| BLK - TROW | 60% Loosely correlated | +0.16% | ||
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