COMP <GO>
IVZ vs V // RSI-14 & 200D SMA MOMENTUM
Invesco Ltd (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: IVZ 4
— V 7
▲ RSI-14 & 200D SMA MOMENTUM LEADER: V
LAST: $27.77 (+0.04%) • MKT CAP: $12.26B
rsi-technicals
40.3
LAST: $425.51 (+2.88%) • MKT CAP: $760.28B
rsi-technicals
74.2
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVZ VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVZ | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -3.20% | 32.30% | -35.50 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 28.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.25% | 2.90% | +8.35 | IVZ | /fcf-yield <GO> |
| Operating Margin | -10.90% | 60.00% | -70.90 | V | /operating-margins <GO> |
| Net Profit Margin | -8.50% | 50.10% | -58.60 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | 11.30% | -6.20 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.94% | 0.63% | +2.31 | IVZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 9.09 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 40.3 | 74.2 | -33.90 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.06 | +0.01 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 34.0x | -16.00 | IVZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.26B | $760.28B | -$748.02B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVZ REV | V REV | IVZ GROSS % | V GROSS % | IVZ FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.38B | $40.00B | — | — | $1.44B | $21.26B |
| FY 2024 | $6.07B | $35.93B | — | — | $1.12B | $18.33B |
| FY 2023 | $5.72B | $32.65B | — | — | $1.04B | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVZ // BETA 1.07
V // BETA 1.06