ALTI vs IVZ

For growth investors, Invesco Ltd.

(IVZ) is the stronger pick with 5. 1% revenue growth year-over-year, versus -16. 2% for AlTi Global, Inc. (ALTI). Analysts rate AlTi Global, Inc. (ALTI) a "Strong Buy" — based on 1 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.

Over the past 5 years, Invesco Ltd.

(IVZ) delivered a total return of +8. 2%, compared to -60. 6% for AlTi Global, Inc. (ALTI). Over 10 years, the gap is even starker: IVZ returned +22. 1% versus ALTI's -60. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), AlTi Global, Inc.

(ALTI) is the lower-risk stock at 1. 12β versus Invesco Ltd. 's 1. 67β — meaning IVZ is approximately 49% more volatile than ALTI relative to the S&P 500. On balance sheet safety, AlTi Global, Inc. (ALTI) carries a lower debt/equity ratio of 6% versus 78% for Invesco Ltd. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Invesco Ltd.

(IVZ) is pulling ahead at 5. 1% versus -16. 2% for AlTi Global, Inc. (ALTI). On earnings-per-share growth, the picture is similar: AlTi Global, Inc. grew EPS 52. 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.

Invesco Ltd.

(IVZ) is the more profitable company, earning -4. 4% net margin versus -49. 8% for AlTi Global, Inc. — meaning it keeps -4. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IVZ leads at -10. 9% versus -42. 0% for ALTI. At the gross margin level — before operating expenses — IVZ leads at 43. 2%, 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.

On forward earnings alone, Invesco Ltd.

(IVZ) trades at 10. 4x forward P/E versus 13. 6x for AlTi Global, Inc. — 3. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ALTI: 135. 6% to $9. 00.

All stocks in this comparison pay dividends.

Invesco Ltd. (IVZ) offers the highest yield at 3. 1%, versus 2. 2% for AlTi Global, Inc. (ALTI).

For long-horizon retirement investors, AlTi Global, Inc.

(ALTI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 12), 2. 2% yield). 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 (ALTI: -60. 8%, 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.

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: ALTI is a small-cap quality compounder 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.