COMP <GO>
IVZ vs JPM // REVENUE GROWTH (YOY)
Invesco Ltd (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: IVZ 4
— JPM 7
▲ REVENUE GROWTH (YOY) LEADER: JPM
LAST: $27.77 (+0.04%) • MKT CAP: $12.26B
revenue-growth
5.10%
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
revenue-growth
13.23%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVZ VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVZ | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -3.20% | 17.72% | -20.92 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.25% | -9.41% | +20.66 | IVZ | /fcf-yield <GO> |
| Operating Margin | -10.90% | 41.98% | -52.88 | JPM | /operating-margins <GO> |
| Net Profit Margin | -8.50% | 32.48% | -40.98 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 5.10% | 13.23% | -8.13 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.94% | 1.95% | +0.99 | IVZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 3/9 | +4.00 | IVZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.3 | 53.6 | -13.30 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.00 | +0.07 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 13.3x | +4.73 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.26B | $905.33B | -$893.06B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVZ REV | JPM REV | IVZ GROSS % | JPM GROSS % | IVZ FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.38B | $182.45B | — | — | $1.44B | -$147.78B |
| FY 2024 | $6.07B | $177.56B | — | — | $1.12B | -$42.01B |
| FY 2023 | $5.72B | $158.10B | — | — | $1.04B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVZ // BETA 1.07
JPM // BETA 1.00