IVZ
Price
$21.00
Change
+$0.39 (+1.89%)
Updated
Aug 4 closing price
Capitalization
7.41B
84 days until earnings call
VCTR
Price
$68.93
Change
+$2.13 (+3.19%)
Updated
Aug 4 closing price
Capitalization
2.73B
2 days until earnings call
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IVZ vs VCTR

Header iconIVZ vs VCTR Comparison
Open Charts IVZ vs VCTRBanner chart's image
Inves
Price$21.00
Change+$0.39 (+1.89%)
Volume$5.79M
Capitalization7.41B
Victory Capital Holdings
Price$68.93
Change+$2.13 (+3.19%)
Volume$418.33K
Capitalization2.73B
IVZ vs VCTR Comparison Chart in %
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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VCTR
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ vs. VCTR commentary
Aug 05, 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 StrongBuy and VCTR is a Buy.

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COMPARISON
Comparison
Aug 05, 2025
Stock price -- (IVZ: $21.00 vs. VCTR: $68.93)
Brand notoriety: IVZ and VCTR are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVZ: 91% vs. VCTR: 66%
Market capitalization -- IVZ: $7.41B vs. VCTR: $2.73B
IVZ [@Investment Managers] is valued at $7.41B. VCTR’s [@Investment Managers] market capitalization is $2.73B. 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 $6.22B.

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 whileVCTR’s FA Score has 1 green FA rating(s).

  • IVZ’s FA Score: 2 green, 3 red.
  • VCTR’s FA Score: 1 green, 4 red.
According to our system of comparison, both IVZ and VCTR are a good 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 3 TA indicator(s) are bullish while VCTR’s TA Score has 4 bullish TA indicator(s).

  • IVZ’s TA Score: 3 bullish, 5 bearish.
  • VCTR’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, VCTR is a better buy in the short-term than IVZ.

Price Growth

IVZ (@Investment Managers) experienced а -3.14% price change this week, while VCTR (@Investment Managers) price change was -1.63% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.37%. For the same industry, the average monthly price growth was +2.63%, and the average quarterly price growth was +12.64%.

Reported Earning Dates

IVZ is expected to report earnings on Oct 28, 2025.

VCTR is expected to report earnings on Oct 30, 2025.

Industries' Descriptions

@Investment Managers (-1.37% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
IVZ($7.41B) has a higher market cap than VCTR($2.73B). VCTR has higher P/E ratio than IVZ: VCTR (13.35) vs IVZ (12.27). IVZ YTD gains are higher at: 23.142 vs. VCTR (6.843). IVZ has higher annual earnings (EBITDA): 1.13B vs. VCTR (394M). IVZ has more cash in the bank: 1.93B vs. VCTR (124M). VCTR has less debt than IVZ: VCTR (989M) vs IVZ (9.05B). IVZ has higher revenues than VCTR: IVZ (5.72B) vs VCTR (821M).
IVZVCTRIVZ / VCTR
Capitalization7.41B2.73B271%
EBITDA1.13B394M287%
Gain YTD23.1426.843338%
P/E Ratio12.2713.3592%
Revenue5.72B821M696%
Total Cash1.93B124M1,558%
Total Debt9.05B989M915%
FUNDAMENTALS RATINGS
IVZ vs VCTR: Fundamental Ratings
IVZ
VCTR
OUTLOOK RATING
1..100
8287
VALUATION
overvalued / fair valued / undervalued
1..100
50
Fair valued
50
Fair valued
PROFIT vs RISK RATING
1..100
4411
SMR RATING
1..100
100100
PRICE GROWTH RATING
1..100
646
P/E GROWTH RATING
1..100
2342
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 (50) in the Investment Managers industry is in the same range as VCTR (50). This means that IVZ’s stock grew similarly to VCTR’s over the last 12 months.

VCTR's Profit vs Risk Rating (11) in the Investment Managers industry is somewhat better than the same rating for IVZ (44). This means that VCTR’s stock grew somewhat faster than IVZ’s over the last 12 months.

VCTR's SMR Rating (100) in the Investment Managers industry is in the same range as IVZ (100). This means that VCTR’s stock grew similarly to IVZ’s over the last 12 months.

IVZ's Price Growth Rating (6) in the Investment Managers industry is somewhat better than the same rating for VCTR (46). This means that IVZ’s stock grew somewhat faster than VCTR’s over the last 12 months.

IVZ's P/E Growth Rating (23) in the Investment Managers industry is in the same range as VCTR (42). This means that IVZ’s stock grew similarly to VCTR’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IVZVCTR
RSI
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
63%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
71%
Bearish Trend 1 day ago
54%
Momentum
ODDS (%)
N/A
Bullish Trend 1 day ago
78%
MACD
ODDS (%)
Bearish Trend 1 day ago
54%
Bearish Trend 1 day ago
53%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
60%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
70%
Bullish Trend 1 day ago
76%
Advances
ODDS (%)
Bullish Trend 14 days ago
70%
Bullish Trend 14 days ago
76%
Declines
ODDS (%)
Bearish Trend 5 days ago
66%
Bearish Trend 5 days ago
61%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
61%
Bearish Trend 1 day ago
58%
Aroon
ODDS (%)
Bullish Trend 1 day ago
71%
Bullish Trend 1 day ago
73%
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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VCTR
Daily Signalchanged days ago
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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 79% 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%
+1.89%
JHG - IVZ
79%
Closely correlated
+2.06%
CG - IVZ
74%
Closely correlated
+2.93%
KKR - IVZ
73%
Closely correlated
+1.81%
TROW - IVZ
71%
Closely correlated
+2.79%
ARES - IVZ
71%
Closely correlated
+3.13%
More

VCTR and

Correlation & Price change

A.I.dvisor indicates that over the last year, VCTR has been closely correlated with STEP. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if VCTR jumps, then STEP could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VCTR
1D Price
Change %
VCTR100%
+3.19%
STEP - VCTR
75%
Closely correlated
+2.25%
ARES - VCTR
74%
Closely correlated
+3.13%
OWL - VCTR
73%
Closely correlated
+2.71%
APO - VCTR
67%
Closely correlated
+2.70%
IVZ - VCTR
66%
Loosely correlated
+1.89%
More