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Screener Weekly Summary Pricing

Equitable Holdings, Inc. (EQH) vs Invesco Ltd. (IVZ)

Equitable Holdings, Inc. and Invesco Ltd. are both Asset Management companies. Equitable Holdings, Inc. and Invesco Ltd. are of similar size ($14.4B and $13.6B). Invesco Ltd. grew revenue faster over the last twelve months: 12.2% against −22.1%. Invesco Ltd. has the higher net margin (−4.48% vs −9.25%) and the lower return on invested capital (−1.34% vs 0.00%). Across the 19 metrics below, Invesco Ltd. leads on 12 and Equitable Holdings, Inc. on 7.

Valuation

Metric EQH IVZ Asset Management median
P/E n/m n/m 14.62
P/S 1.41 2.02 2.97
P/B n/m 1.32 0.94
Price to free cash flow 11.34 7.27 8.93
EV/EBITDA 9.25 16.34 10.32
EV/Sales 0.45 3.43 5.72
Earnings yield (6.09%) (2.20%) 4.53%
Free cash flow yield 8.82% 13.76% 4.65%

Profitability

Metric EQH IVZ Asset Management median
Gross margin 44.18% 66.01% 100.00%
Operating margin (3.62%) (7.10%) 33.03%
Net margin (9.25%) (4.48%) 13.53%
Free cash flow margin 12.44% 27.83% 12.44%
Return on equity (168.29%) (2.81%) 4.83%
Return on assets (0.31%) (1.10%) 1.57%
Return on invested capital 0.00% (1.34%) 3.04%

Growth

Metric EQH IVZ Asset Management median
Revenue growth (TTM) (22.10%) 12.18% 6.97%
EPS growth (last fiscal year) (227.78%) (235.59%) —
Revenue growth, 5-year CAGR (1.24%) 0.74% 12.13%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric EQH IVZ Asset Management median
Debt to equity 8.12 0.81 0.42
Current ratio 0.12 1.31 1.28
Net debt to EBITDA 60.82 7.77 1.06

Dividend

Metric EQH IVZ Asset Management median
Dividend yield — 5.33% 6.92%
Payout ratio — 0.54 0.77

Size

Metric EQH IVZ Asset Management median
Market cap 14.36b 13.55b 721.34m

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