AB
AllianceBernstein Holding L.P.
Asset Management
Market Cap$4.40B
5Y Perf.+59.5%
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Stock Comparison
AB vs IVZ
Revenue, margins, valuation, and 5-year total return — side by side.
IVZ
Invesco Ltd.
Asset Management
Market Cap$11.92B
5Y Perf.+236.6%
AB vs IVZ — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | AB | IVZ |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $4.40B | $11.92B |
| Revenue (TTM) | $333M | $6.38B |
| Net Income (TTM) | $300M | $-243M |
| Gross Margin | 100.0% | 43.2% |
| Operating Margin | 100.0% | -10.9% |
| Forward P/E | 11.5x | 10.4x |
| Total Debt | $0.00 | $10.12B |
| Cash & Equiv. | $0.00 | $1.98B |
AB vs IVZ — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
AB
IVZ
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| AllianceBernstein H… (AB) | 100 | 159.5 | +59.5% |
| Invesco Ltd. (IVZ) | 100 | 336.6 | +236.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AB vs IVZ
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: AB leads in 4 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Invesco Ltd. is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
AB
AllianceBernstein Holding L.P.
The Banking Pick
AB carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 2 yrs, beta 0.60, yield 8.8%
- 199.2% 10Y total return vs IVZ's 22.1%
- Lower volatility, beta 0.60
Best for: income & stability and long-term compounding
IVZ
Invesco Ltd.
The Banking Pick
IVZ is the clearest fit if your priority is growth exposure.
- Rev growth 5.1%, EPS growth -235.6%
- 5.1% NII/revenue growth vs AB's -28.0%
- Lower P/E (10.4x vs 11.5x)
Best for: growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | IVZ | 5.1% NII/revenue growth vs AB's -28.0% |
| Value | IVZ | Lower P/E (10.4x vs 11.5x) |
| Quality / Margins | AB | 90.1% margin vs IVZ's -4.4% |
| Stability / Safety | AB | Beta 0.60 vs IVZ's 1.67 |
| Dividends | AB | 8.8% yield, 2-year raise streak, vs IVZ's 3.1% |
| Momentum (1Y) | IVZ | +93.1% vs AB's +3.2% |
| Efficiency (ROA) | AB | 18.7% ROA vs IVZ's -0.9%, ROIC 15.3% vs -2.3% |
AB vs IVZ — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
AB vs IVZ — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLABLAGGINGIVZ
IVZInvesco Ltd.
1leads
ABAllianceBernstein Hol…
2leads
6 Total Categories
CATEGORYLEADERvs IVZMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
AB4/5
Valuation MetricsMultiples, price ratios, and targets
IVZ6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
AB6/7
Total Returns1Y, 3Y, 5Y total returns with dividends
Tied
—
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
AB leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
IVZ is the larger business by revenue, generating $6.4B annually — 19.2x AB's $333M. AB is the more profitable business, keeping 90.1% of every revenue dollar as net income compared to IVZ's -4.4%.
| Metric | ABAllianceBernstein… | IVZInvesco Ltd. |
|---|---|---|
| RevenueTrailing 12 months | $333M | $6.4B |
| EBITDAEarnings before interest/tax | $243M | $1.2B |
| Net IncomeAfter-tax profit | $300M | -$243M |
| Free Cash FlowCash after capex | $352M | $1.9B |
| Gross MarginGross profit ÷ Revenue | +100.0% | +43.2% |
| Operating MarginEBIT ÷ Revenue | +100.0% | -10.9% |
| Net MarginNet income ÷ Revenue | +90.1% | -4.4% |
| FCF MarginFCF ÷ Revenue | +105.9% | +22.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -2.2% | +34.2% |
AB leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
IVZ leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, IVZ's 16.3x EV/EBITDA is more attractive than AB's 18.1x.
| Metric | ABAllianceBernstein… | IVZInvesco Ltd. |
|---|---|---|
| Market CapShares × price | $4.4B | $11.9B |
| Enterprise ValueMkt cap + debt − cash | $4.4B | $20.1B |
| Trailing P/EPrice ÷ TTM EPS | 13.41x | -16.77x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.52x | 10.44x |
| PEG RatioP/E ÷ EPS growth rate | 18.67x | — |
| EV / EBITDAEnterprise value multiple | 18.11x | 16.34x |
| Price / SalesMarket cap ÷ Revenue | 13.23x | 1.87x |
| Price / BookPrice ÷ Book value/share | 3.25x | 0.94x |
| Price / FCFMarket cap ÷ FCF | 12.49x | 8.27x |
IVZ leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
AB leads this category, winning 6 of 7 comparable metrics.
Profitability & Efficiency
AB delivers a 18.8% return on equity — every $100 of shareholder capital generates $19 in annual profit, vs $-2 for IVZ. On the Piotroski fundamental quality scale (0–9), IVZ scores 6/9 vs AB's 5/9, reflecting solid financial health.
| Metric | ABAllianceBernstein… | IVZInvesco Ltd. |
|---|---|---|
| ROE (TTM)Return on equity | +18.8% | -1.7% |
| ROA (TTM)Return on assets | +18.7% | -0.9% |
| ROICReturn on invested capital | +15.3% | -2.3% |
| ROCEReturn on capital employed | +20.3% | -2.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | — | 0.78x |
| Net DebtTotal debt minus cash | $0 | $8.1B |
| Cash & Equiv.Liquid assets | $0 | $2.0B |
| Total DebtShort + long-term debt | $0 | $10.1B |
| Interest CoverageEBIT ÷ Interest expense | — | -6.19x |
AB leads this category, winning 6 of 7 comparable metrics.
Total Returns (Dividends Reinvested)
Evenly matched — AB and IVZ each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AB five years ago would be worth $12,550 today (with dividends reinvested), compared to $10,825 for IVZ. Over the past 12 months, IVZ leads with a +93.1% total return vs AB's +3.2%. The 3-year compound annual growth rate (CAGR) favors IVZ at 21.6% vs AB's 12.1% — a key indicator of consistent wealth creation.
| Metric | ABAllianceBernstein… | IVZInvesco Ltd. |
|---|---|---|
| YTD ReturnYear-to-date | +5.5% | +0.4% |
| 1-Year ReturnPast 12 months | +3.2% | +93.1% |
| 3-Year ReturnCumulative with dividends | +40.9% | +79.8% |
| 5-Year ReturnCumulative with dividends | +25.5% | +8.2% |
| 10-Year ReturnCumulative with dividends | +199.2% | +22.1% |
| CAGR (3Y)Annualised 3-year return | +12.1% | +21.6% |
Evenly matched — AB and IVZ each lead in 3 of 6 comparable metrics.
Risk & Volatility
Evenly matched — AB and IVZ each lead in 1 of 2 comparable metrics.
Risk & Volatility
AB is the less volatile stock with a 0.60 beta — it tends to amplify market swings less than IVZ's 1.67 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ABAllianceBernstein… | IVZInvesco Ltd. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.60x | 1.67x |
| 52-Week HighHighest price in past year | $44.11 | $29.61 |
| 52-Week LowLowest price in past year | $35.59 | $14.10 |
| % of 52W HighCurrent price vs 52-week peak | +90.3% | +90.6% |
| RSI (14)Momentum oscillator 0–100 | 60.3 | 69.4 |
| Avg Volume (50D)Average daily shares traded | 312K | 5.1M |
Evenly matched — AB and IVZ each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — AB and IVZ each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates AB as "Buy" and IVZ as "Hold". Consensus price targets imply 10.8% upside for IVZ (target: $30) vs 2.3% for AB (target: $41). For income investors, AB offers the higher dividend yield at 8.76% vs IVZ's 3.10%.
| Metric | ABAllianceBernstein… | IVZInvesco Ltd. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $40.75 | $29.72 |
| # AnalystsCovering analysts | 13 | 28 |
| Dividend YieldAnnual dividend ÷ price | +8.8% | +3.1% |
| Dividend StreakConsecutive years of raises | 2 | 4 |
| Dividend / ShareAnnual DPS | $3.49 | $0.83 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +15.6% |
Evenly matched — AB and IVZ each lead in 1 of 2 comparable metrics.
Key Takeaway
AB leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). IVZ leads in 1 (Valuation Metrics). 3 tied.
Best OverallAllianceBernstein Holding L… (AB)Leads 2 of 6 categories
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AB vs IVZ: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is AB or IVZ a better buy right now?
For growth investors, Invesco Ltd.
(IVZ) is the stronger pick with 5. 1% revenue growth year-over-year, versus -28. 0% for AllianceBernstein Holding L. P. (AB). AllianceBernstein Holding L. P. (AB) offers the better valuation at 13. 4x trailing P/E (11. 5x forward), making it the more compelling value choice. Analysts rate AllianceBernstein Holding L. P. (AB) a "Buy" — based on 13 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — AB or IVZ?
On forward P/E, Invesco Ltd.
is actually cheaper at 10. 4x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — AB or IVZ?
Over the past 5 years, AllianceBernstein Holding L.
P. (AB) delivered a total return of +25. 5%, compared to +8. 2% for Invesco Ltd. (IVZ). Over 10 years, the gap is even starker: AB returned +199. 2% versus IVZ's +22. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AB or IVZ?
By beta (market sensitivity over 5 years), AllianceBernstein Holding L.
P. (AB) is the lower-risk stock at 0. 60β versus Invesco Ltd. 's 1. 67β — meaning IVZ is approximately 179% more volatile than AB relative to the S&P 500.
05Which is growing faster — AB or IVZ?
By revenue growth (latest reported year), Invesco Ltd.
(IVZ) is pulling ahead at 5. 1% versus -28. 0% for AllianceBernstein Holding L. P. (AB). On earnings-per-share growth, the picture is similar: AllianceBernstein Holding L. P. grew EPS -19. 9% year-over-year, compared to -235. 6% for Invesco Ltd.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — AB or IVZ?
AllianceBernstein Holding L.
P. (AB) is the more profitable company, earning 90. 1% net margin versus -4. 4% for Invesco Ltd. — meaning it keeps 90. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AB leads at 100. 0% versus -10. 9% for IVZ. At the gross margin level — before operating expenses — AB leads at 100. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is AB or IVZ more undervalued right now?
On forward earnings alone, Invesco Ltd.
(IVZ) trades at 10. 4x forward P/E versus 11. 5x for AllianceBernstein Holding L. P. — 1. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IVZ: 10. 8% to $29. 72.
08Which pays a better dividend — AB or IVZ?
All stocks in this comparison pay dividends.
AllianceBernstein Holding L. P. (AB) offers the highest yield at 8. 8%, versus 3. 1% for Invesco Ltd. (IVZ).
09Is AB or IVZ better for a retirement portfolio?
For long-horizon retirement investors, AllianceBernstein Holding L.
P. (AB) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 60), 8. 8% yield, +199. 2% 10Y return). Invesco Ltd. (IVZ) carries a higher beta of 1. 67 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (AB: +199. 2%, IVZ: +22. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between AB and IVZ?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: AB is a small-cap deep-value stock; IVZ is a mid-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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