Equitable Holdings, Inc. (EQH) vs Invesco Ltd. (IVZ)
- Equitable Holdings, Inc. EQH 53.21 −0.52%
- Invesco Ltd. IVZ 28.20 −2.08%
Equitable Holdings, Inc. and Invesco Ltd. are both Asset Management companies. Equitable Holdings, Inc. is the larger, with a market value of $14.6B against $12.7B — 1.1× the size. 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%). Both pay a dividend; Invesco Ltd. yields more (3.01% vs 2.14%). Across the 18 metrics below, Invesco Ltd. leads on 13 and Equitable Holdings, Inc. on 5.
Valuation
Profitability
| Metric | EQH | IVZ | Asset Management median |
|---|---|---|---|
| Gross margin | 44.18% | 66.01% | 100.00% |
| Operating margin | (3.62%) | (7.10%) | 33.42% |
| Net margin | (9.25%) | (4.48%) | 13.37% |
| Free cash flow margin | 12.44% | 27.83% | 12.36% |
| Return on equity | (168.29%) | (2.81%) | 4.79% |
| Return on assets | (0.31%) | (1.10%) | 1.55% |
| Return on invested capital | 0.00% | (1.34%) | 2.97% |
Growth
Health
Dividend
Size
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