IVZ vs TROW
IVZ: Invesco is a global investment manager offering diverse investment strategies, including specialized ETFs and traditional asset management, to institutional and retail investors. TROW: A global investment management firm providing active equity, fixed income, and multi-asset strategies to individual and institutional clients.
Side-by-side fundamentals
| Metric | IVZ | TROW | Edge |
|---|---|---|---|
| Price as of 2026-10-09 close | $29.51 | $105.16 | |
| Market cap | $13.0B | $22.4B | |
| P/E as of 2026-10-09 | n/a | 10.29 | |
| PEG as of 2026-10-09, 3-year EPS CAGR to FY2025 | n/a | 0.91 | |
| Net margin | +8.9% | +28.5% | TROW higher |
| Operating margin FY2025, SEC XBRL | -10.9% | +29.9% | TROW higher |
| ROE | +3.6% | +19.2% | TROW higher |
| ROA | +2.0% | +14.6% | TROW higher |
| Debt / equity as of 2026-09-02 | 0.85 | 0.00 | TROW lower |
| Revenue growth (YoY) as of 2026-09-02 | -14.5% | +7.0% | TROW higher |
| Revenue CAGR (3y) SEC XBRL | +1.8% | +4.1% | TROW higher |
| Dividend yield as of 2026-09-02 | +2.9% | +5.0% | TROW higher |
| Dividend streak (yrs) SEC XBRL | 5 | 10 | TROW higher |
| Beta as of 2026-09-02 | 1.55 | 1.10 | |
| 1-year return as of 2026-10-09 close | +23.5% | -0.8% | IVZ higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-09.
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.