IVZ vs WHG
IVZ: Invesco is a global investment manager offering diverse investment strategies, including specialized ETFs and traditional asset management, to institutional and retail investors. WHG: A boutique asset manager offering actively-managed, outcome-oriented strategies and wealth services to institutional and private clients.
Side-by-side fundamentals
| Metric | IVZ | WHG | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $30.09 | $19.20 | |
| Market cap | $13.3B | $182M | |
| P/E as of 2026-10-08 | n/a | 23.34 | |
| Net margin | +8.9% | +7.2% | IVZ higher |
| Operating margin FY2025, SEC XBRL | -10.9% | +5.1% | WHG higher |
| ROE | +3.6% | +5.6% | WHG higher |
| ROA | +2.0% | +4.4% | WHG higher |
| Debt / equity as of 2026-09-02 | 0.85 | 0.00 | WHG lower |
| Revenue growth (YoY) as of 2026-09-02 | -14.5% | +6.6% | WHG higher |
| Revenue CAGR (3y) SEC XBRL | +1.8% | +12.5% | WHG higher |
| Dividend yield as of 2026-09-02 | +2.9% | +3.2% | WHG higher |
| Dividend streak (yrs) SEC XBRL | 5 | 1 | IVZ higher |
| Beta as of 2026-09-02 | 1.55 | 0.45 | |
| 1-year return as of 2026-10-08 close | +25.4% | +15.4% | 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 2026-10-08.
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.