AB
AllianceBernstein Holding L.P.
Asset Management
Market Cap$4.40B
5Y Perf.+56.6%
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Stock Comparison
AB vs VRTS vs BEN vs IVZ
Revenue, margins, valuation, and 5-year total return — side by side.
VRTS
Virtus Investment Partners, Inc.
Asset Management
Market Cap$949M
5Y Perf.+56.7%
BEN
Franklin Resources, Inc.
Asset Management
Market Cap$15.86B
5Y Perf.+58.8%
IVZ
Invesco Ltd.
Asset Management
Market Cap$11.92B
5Y Perf.+228.9%
AB vs VRTS vs BEN vs IVZ — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | AB | VRTS | BEN | IVZ |
|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Asset Management | Asset Management |
| Market Cap | $4.40B | $949M | $15.86B | $11.92B |
| Revenue (TTM) | $333M | $831M | $8.77B | $6.38B |
| Net Income (TTM) | $300M | $138M | $812M | $-243M |
| Gross Margin | 100.0% | 74.9% | 80.3% | 43.2% |
| Operating Margin | 100.0% | 17.4% | 6.9% | -10.9% |
| Forward P/E | 11.5x | 5.5x | 11.2x | 10.4x |
| Total Debt | $0.00 | $2.84B | $13.30B | $10.12B |
| Cash & Equiv. | $0.00 | $477M | $3.57B | $1.98B |
AB vs VRTS vs BEN vs IVZ — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
AB
VRTS
BEN
IVZ
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| AllianceBernstein H… (AB) | 100 | 156.6 | +56.6% |
| Virtus Investment P… (VRTS) | 100 | 156.7 | +56.7% |
| Franklin Resources,… (BEN) | 100 | 158.8 | +58.8% |
| Invesco Ltd. (IVZ) | 100 | 328.9 | +228.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AB vs VRTS vs BEN vs IVZ
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: IVZ leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. AllianceBernstein Holding L.P. is the stronger pick specifically for capital preservation and lower volatility and dividend income and shareholder returns. VRTS also leads in specific categories worth noting. As sector peers, any of these can serve as alternatives in the same allocation.
AB
AllianceBernstein Holding L.P.
The Banking Pick
AB is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 199.2% 10Y total return vs VRTS's 142.6%
- Beta 0.60 vs IVZ's 1.67
- 8.8% yield, 2-year raise streak, vs VRTS's 6.6%
Best for: long-term compounding
VRTS
Virtus Investment Partners, Inc.
The Banking Pick
VRTS is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 7 yrs, beta 1.14, yield 6.6%
- Lower volatility, beta 1.14, current ratio 3.80x
- PEG 0.38 vs AB's 18.67
- Beta 1.14, yield 6.6%, current ratio 3.80x
Best for: income & stability and sleep-well-at-night
BEN
Franklin Resources, Inc.
The Banking Pick
BEN is the clearest fit if your priority is growth exposure.
- Rev growth 3.5%, EPS growth 7.1%
Best for: growth exposure
IVZ
Invesco Ltd.
The Banking Pick
IVZ carries the broadest edge in this set and is the clearest fit for growth and quality.
- 5.1% NII/revenue growth vs AB's -28.0%
- Efficiency ratio 0.5% vs BEN's 0.7% (lower = leaner)
- +93.1% vs VRTS's -5.5%
- Efficiency ratio 0.5% vs BEN's 0.7%
Best for: growth and quality
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | IVZ | 5.1% NII/revenue growth vs AB's -28.0% |
| Value | VRTS | Lower P/E (5.5x vs 11.2x) |
| Quality / Margins | IVZ | Efficiency ratio 0.5% vs BEN's 0.7% (lower = leaner) |
| Stability / Safety | AB | Beta 0.60 vs IVZ's 1.67 |
| Dividends | AB | 8.8% yield, 2-year raise streak, vs VRTS's 6.6% |
| Momentum (1Y) | IVZ | +93.1% vs VRTS's -5.5% |
| Efficiency (ROA) | IVZ | Efficiency ratio 0.5% vs BEN's 0.7% |
AB vs VRTS vs BEN vs IVZ — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
FY 2025
FY 2025
AB vs VRTS vs BEN vs IVZ — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLABLAGGINGBEN
Who Leads Where
AB leads in 2 of 6 categories
VRTS leads 1 • IVZ leads 1 • BEN leads 0 • 2 tied
Explore the data ↓BENFranklin Resources, I…
0leads
IVZInvesco Ltd.
1leads
VRTSVirtus Investment Par…
1leads
ABAllianceBernstein Hol…
2leads
6 Total Categories
CATEGORYLEADERvs VRTSvs IVZMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
AB4/5
Valuation MetricsMultiples, price ratios, and targets
VRTS4/7
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
AB6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
IVZ3/6
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)
BEN is the larger business by revenue, generating $8.8B annually — 26.4x 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… | VRTSVirtus Investment… | BENFranklin Resource… | IVZInvesco Ltd. |
|---|---|---|---|---|
| RevenueTrailing 12 months | $333M | $831M | $8.8B | $6.4B |
| EBITDAEarnings before interest/tax | $243M | $205M | $1.2B | $1.2B |
| Net IncomeAfter-tax profit | $300M | $138M | $812M | -$243M |
| Free Cash FlowCash after capex | $352M | -$67M | $938M | $1.9B |
| Gross MarginGross profit ÷ Revenue | +100.0% | +74.9% | +80.3% | +43.2% |
| Operating MarginEBIT ÷ Revenue | +100.0% | +17.4% | +6.9% | -10.9% |
| Net MarginNet income ÷ Revenue | +90.1% | +16.7% | +6.0% | -4.4% |
| FCF MarginFCF ÷ Revenue | +105.9% | -8.9% | +10.4% | +22.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -2.2% | +10.9% | +100.0% | +34.2% |
AB leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
VRTS leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 7.1x trailing earnings, VRTS trades at a 79% valuation discount to BEN's 33.5x P/E. Adjusting for growth (PEG ratio), VRTS offers better value at 0.48x vs AB's 18.67x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ABAllianceBernstein… | VRTSVirtus Investment… | BENFranklin Resource… | IVZInvesco Ltd. |
|---|---|---|---|---|
| Market CapShares × price | $4.4B | $949M | $15.9B | $11.9B |
| Enterprise ValueMkt cap + debt − cash | $4.4B | $3.3B | $25.6B | $20.1B |
| Trailing P/EPrice ÷ TTM EPS | 13.41x | 7.10x | 33.54x | -16.77x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.52x | 5.55x | 11.21x | 10.44x |
| PEG RatioP/E ÷ EPS growth rate | 18.67x | 0.48x | — | — |
| EV / EBITDAEnterprise value multiple | 18.11x | 16.20x | 22.53x | 16.34x |
| Price / SalesMarket cap ÷ Revenue | 13.23x | 1.14x | 1.81x | 1.87x |
| Price / BookPrice ÷ Book value/share | 3.25x | 0.95x | 1.11x | 0.94x |
| Price / FCFMarket cap ÷ FCF | 12.49x | — | 17.40x | 8.27x |
VRTS leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
AB leads this category, winning 6 of 9 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. IVZ carries lower financial leverage with a 0.78x debt-to-equity ratio, signaling a more conservative balance sheet compared to VRTS's 2.74x. On the Piotroski fundamental quality scale (0–9), BEN scores 6/9 vs VRTS's 5/9, reflecting solid financial health.
| Metric | ABAllianceBernstein… | VRTSVirtus Investment… | BENFranklin Resource… | IVZInvesco Ltd. |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +18.8% | +13.5% | +5.6% | -1.7% |
| ROA (TTM)Return on assets | +18.7% | +3.6% | +2.5% | -0.9% |
| ROICReturn on invested capital | +15.3% | +3.0% | +1.6% | -2.3% |
| ROCEReturn on capital employed | +20.3% | +3.7% | +2.0% | -2.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 6 | 6 |
| Debt / EquityFinancial leverage | — | 2.74x | 0.94x | 0.78x |
| Net DebtTotal debt minus cash | $0 | $2.4B | $9.7B | $8.1B |
| Cash & Equiv.Liquid assets | $0 | $477M | $3.6B | $2.0B |
| Total DebtShort + long-term debt | $0 | $2.8B | $13.3B | $10.1B |
| Interest CoverageEBIT ÷ Interest expense | — | 2.15x | 15.19x | -6.19x |
AB leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
IVZ leads this category, winning 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 $6,496 for VRTS. Over the past 12 months, IVZ leads with a +93.1% total return vs VRTS's -5.5%. The 3-year compound annual growth rate (CAGR) favors IVZ at 21.6% vs VRTS's 0.0% — a key indicator of consistent wealth creation.
| Metric | ABAllianceBernstein… | VRTSVirtus Investment… | BENFranklin Resource… | IVZInvesco Ltd. |
|---|---|---|---|---|
| YTD ReturnYear-to-date | +5.5% | -9.8% | +29.6% | +0.4% |
| 1-Year ReturnPast 12 months | +3.2% | -5.5% | +55.5% | +93.1% |
| 3-Year ReturnCumulative with dividends | +40.9% | +0.1% | +35.3% | +79.8% |
| 5-Year ReturnCumulative with dividends | +25.5% | -35.0% | +7.4% | +8.2% |
| 10-Year ReturnCumulative with dividends | +199.2% | +142.6% | +23.5% | +22.1% |
| CAGR (3Y)Annualised 3-year return | +12.1% | +0.0% | +10.6% | +21.6% |
IVZ leads this category, winning 3 of 6 comparable metrics.
Risk & Volatility
Evenly matched — AB and BEN 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. BEN currently trades 97.1% from its 52-week high vs VRTS's 65.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ABAllianceBernstein… | VRTSVirtus Investment… | BENFranklin Resource… | IVZInvesco Ltd. |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.60x | 1.14x | 1.31x | 1.67x |
| 52-Week HighHighest price in past year | $44.11 | $215.06 | $31.44 | $29.61 |
| 52-Week LowLowest price in past year | $35.59 | $121.61 | $20.08 | $14.10 |
| % of 52W HighCurrent price vs 52-week peak | +90.3% | +65.9% | +97.1% | +90.6% |
| RSI (14)Momentum oscillator 0–100 | 60.3 | 55.4 | 78.4 | 69.4 |
| Avg Volume (50D)Average daily shares traded | 312K | 101K | 5.1M | 5.1M |
Evenly matched — AB and BEN each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — AB and VRTS each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: AB as "Buy", VRTS as "Hold", BEN as "Hold", IVZ as "Hold". Consensus price targets imply 15.0% upside for VRTS (target: $163) vs -5.8% for BEN (target: $29). For income investors, AB offers the higher dividend yield at 8.76% vs IVZ's 3.10%.
| Metric | ABAllianceBernstein… | VRTSVirtus Investment… | BENFranklin Resource… | IVZInvesco Ltd. |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold | Hold |
| Price TargetConsensus 12-month target | $40.75 | $163.00 | $28.75 | $29.72 |
| # AnalystsCovering analysts | 13 | 11 | 27 | 28 |
| Dividend YieldAnnual dividend ÷ price | +8.8% | +6.6% | +4.3% | +3.1% |
| Dividend StreakConsecutive years of raises | 2 | 7 | 6 | 4 |
| Dividend / ShareAnnual DPS | $3.49 | $9.32 | $1.33 | $0.83 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +6.3% | +1.5% | +15.6% |
Evenly matched — AB and VRTS each lead in 1 of 2 comparable metrics.
Key Takeaway
AB leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). VRTS leads in 1 (Valuation Metrics). 2 tied.
Best OverallAllianceBernstein Holding L… (AB)Leads 2 of 6 categories
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AB vs VRTS vs BEN vs IVZ: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AB or VRTS or BEN 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). Virtus Investment Partners, Inc. (VRTS) offers the better valuation at 7. 1x trailing P/E (5. 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 VRTS or BEN or IVZ?
On trailing P/E, Virtus Investment Partners, Inc.
(VRTS) is the cheapest at 7. 1x versus Franklin Resources, Inc. at 33. 5x. On forward P/E, Virtus Investment Partners, Inc. is actually cheaper at 5. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Virtus Investment Partners, Inc. wins at 0. 38x versus AllianceBernstein Holding L. P. 's 18. 67x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — AB or VRTS or BEN or IVZ?
Over the past 5 years, AllianceBernstein Holding L.
P. (AB) delivered a total return of +25. 5%, compared to -35. 0% for Virtus Investment Partners, Inc. (VRTS). 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 VRTS or BEN 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. On balance sheet safety, Invesco Ltd. (IVZ) carries a lower debt/equity ratio of 78% versus 3% for Virtus Investment Partners, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — AB or VRTS or BEN 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: Virtus Investment Partners, Inc. grew EPS 18. 2% 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 VRTS or BEN 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 VRTS or BEN or IVZ more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Virtus Investment Partners, Inc. (VRTS) is the more undervalued stock at a PEG of 0. 38x versus AllianceBernstein Holding L. P. 's 18. 67x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Virtus Investment Partners, Inc. (VRTS) trades at 5. 5x forward P/E versus 11. 5x for AllianceBernstein Holding L. P. — 6. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VRTS: 15. 0% to $163. 00.
08Which pays a better dividend — AB or VRTS or BEN 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 VRTS or BEN 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 VRTS and BEN 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; VRTS is a small-cap deep-value stock; BEN is a mid-cap income-oriented 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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Revenue Growth>
%
(AB: -28.0% · VRTS: -8.0%)Net Margin>
%
(AB: 90.1% · VRTS: 16.7%)P/E Ratio<
x
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