BEN vs IVZ
BEN: A global investment management powerhouse providing a diverse array of equity, fixed income, and alternative investment solutions to a broad client base. 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 | BEN | IVZ | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $32.40 | $30.09 | |
| Market cap | $16.5B | $13.3B | |
| P/E as of 2026-10-08 | 20.62 | n/a | |
| Net margin | +6.0% | +8.9% | IVZ higher |
| Operating margin FY2025, SEC XBRL | +6.9% | -10.9% | BEN higher |
| ROE | +4.3% | +3.6% | BEN higher |
| ROA | +1.6% | +2.0% | IVZ higher |
| Debt / equity as of 2026-09-03 | 1.34 | 0.85 | IVZ lower |
| Revenue growth (YoY) as of 2026-09-03 | +7.9% | -14.5% | BEN higher |
| Revenue CAGR (3y) SEC XBRL | +2.0% | +1.8% | BEN higher |
| Dividend yield as of 2026-09-03 | +4.0% | +2.9% | BEN higher |
| Dividend streak (yrs) SEC XBRL | 7 | 5 | BEN higher |
| Beta as of 2026-09-03 | 1.11 | 1.55 | |
| 1-year return as of 2026-10-08 close | +37.3% | +25.4% | BEN higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
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.