Invesco Ltd. (IVZ) vs TPG Inc. (TPG)

Invesco Ltd. and TPG Inc. are both Asset Management companies. TPG Inc. is the larger, with a market value of $16.8B against $13.6B — 1.2× the size. Invesco Ltd. has negative trailing earnings, so its P/E is not meaningful; TPG Inc. trades at 37.6×. TPG Inc. grew revenue faster over the last twelve months: 30.1% against 12.2%. TPG Inc. has the higher net margin (4.67% vs −4.48%) and the higher return on invested capital (7.97% vs −1.34%). Both pay a dividend; Invesco Ltd. yields more (5.33% vs 2.87%). Across the 22 metrics below, TPG Inc. leads on 15 and Invesco Ltd. on 7.

Valuation

Metric IVZ TPG Asset Management median
P/E n/m 37.62 14.62
P/S 2.02 1.45 2.97
P/B 1.32 1.95 0.94
Price to free cash flow 7.27 7.97 8.93
EV/EBITDA 16.34 9.14 10.32
EV/Sales 3.43 1.72 5.72
Earnings yield (2.20%) 2.66% 4.53%
Free cash flow yield 13.76% 12.55% 4.65%

Profitability

Metric IVZ TPG Asset Management median
Gross margin 66.01% 100.00% 100.00%
Operating margin (7.10%) 15.54% 33.03%
Net margin (4.48%) 4.67% 13.53%
Free cash flow margin 27.83% 18.15% 12.44%
Return on equity (2.81%) 6.47% 4.83%
Return on assets (1.10%) 1.82% 1.57%
Return on invested capital (1.34%) 7.97% 3.04%

Growth

Metric IVZ TPG Asset Management median
Revenue growth (TTM) 12.18% 30.07% 6.97%
EPS growth (last fiscal year) (235.59%) 207.14% —
Revenue growth, 5-year CAGR 0.74% 17.17% 12.13%
Net income growth, 5-year CAGR 0.00% (33.68%) 0.00%

Health

Metric IVZ TPG Asset Management median
Debt to equity 0.81 0.63 0.42
Current ratio 1.31 0.31 1.28
Net debt to EBITDA 7.77 1.06 1.06

Dividend

Metric IVZ TPG Asset Management median
Dividend yield 5.33% 2.87% 6.92%
Payout ratio 0.54 19.29 0.77

Size

Metric IVZ TPG Asset Management median
Market cap 13.55b 16.78b 721.34m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack