stockrowEquitable Holdings, Inc. (EQH) vs Invesco Ltd. (IVZ)
- Equitable Holdings, Inc. EQH 52.94 −5.67%
- Invesco Ltd. IVZ 27.20 −7.61%
Equitable Holdings, Inc. and Invesco Ltd. are both Asset Management companies. Equitable Holdings, Inc. is the larger, with a market value of $14.2B against $11.9B — 1.2× the size. Invesco Ltd. has negative trailing earnings, so its P/E is not meaningful; Equitable Holdings, Inc. trades at 9.5×. Invesco Ltd. grew revenue faster over the last twelve months: 13.7% against 8.69%. Equitable Holdings, Inc. has the higher net margin (11.1% vs −4.43%) and the higher return on invested capital (0.00% vs −0.89%). Both pay a dividend; Invesco Ltd. yields more (3.13% vs 2.15%). Across the 18 metrics below, Equitable Holdings, Inc. leads on 10 and Invesco Ltd. on 8.
Valuation
Profitability
| Metric | EQH | IVZ | Asset Management median |
|---|---|---|---|
| Gross margin | 58.26% | 65.93% | 100.00% |
| Operating margin | 17.98% | (4.54%) | 27.27% |
| Net margin | 11.11% | (4.43%) | 11.89% |
| Free cash flow margin | 20.08% | 24.91% | 5.96% |
| Return on equity | (406.73%) | (2.81%) | 4.57% |
| Return on assets | 0.45% | (1.13%) | 1.40% |
| Return on invested capital | 0.00% | (0.89%) | 2.12% |
Growth
Health
Dividend
Size
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