AMG vs IVZ
AMG: AMG is a global asset manager that partners with independent boutique investment firms to provide specialized investment strategies to institutional and private clients. IVZ: Invesco is a global investment manager offering diverse investment strategies, including specialized ETFs and traditional asset management, to institutional and retail investors.
Side-by-side fundamentals
| Metric | AMG | IVZ | Edge |
|---|---|---|---|
| Price as of 2026-08-07 close | $369.70 | $31.58 | |
| Market cap as of 2026-08-10 | $9.6B | $13.9B | |
| P/E as of 2026-08-10 | 12.94 | n/a | |
| PEG as of 2026-08-10 | 0.90 | 0.45 | IVZ lower |
| Net margin as of 2026-08-10 | +35.5% | -7.8% | AMG higher |
| Gross margin as of 2026-08-10 | n/a | +66.0% | |
| Operating margin as of 2026-08-10 | +19.3% | -14.5% | AMG higher |
| ROE as of 2026-08-10 | +23.4% | -0.5% | AMG higher |
| ROA as of 2026-08-10 | +8.3% | -0.2% | AMG higher |
| Debt / equity as of 2026-08-10 | 0.94 | 0.85 | IVZ lower |
| Revenue growth (YoY) as of 2026-08-10 | +4.2% | -14.5% | AMG higher |
| Revenue CAGR (3y) SEC XBRL | -3.8% | +1.8% | IVZ higher |
| Dividend yield as of 2026-08-10 | +0.0% | +2.7% | IVZ higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-08-10 | 1.08 | 1.63 | |
| 1-year return as of 2026-08-07 close | +76.2% | +53.5% | AMG higher |
Fundamentals: market data, as of 2026-08-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-07.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.