IVZ
Invesco Ltd.
Asset Management
Market Cap$11.92B
5Y Perf.+236.6%
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Stock Comparison
IVZ vs DHIL
Revenue, margins, valuation, and 5-year total return — side by side.
DHIL
Diamond Hill Investment Group, Inc.
Asset Management
Market Cap$473M
5Y Perf.+64.0%
IVZ vs DHIL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | IVZ | DHIL |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $11.92B | $473M |
| Revenue (TTM) | $6.38B | $158M |
| Net Income (TTM) | $-243M | $49M |
| Gross Margin | 43.2% | 96.0% |
| Operating Margin | -10.9% | 38.4% |
| Forward P/E | 10.4x | 9.5x |
| Total Debt | $10.12B | $6.40B |
| Cash & Equiv. | $1.98B | $42M |
IVZ vs DHIL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
IVZ
DHIL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Invesco Ltd. (IVZ) | 100 | 336.6 | +236.6% |
| Diamond Hill Invest… (DHIL) | 100 | 164.0 | +64.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IVZ vs DHIL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: IVZ leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Diamond Hill Investment Group, Inc. is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
IVZ
Invesco Ltd.
The Banking Pick
IVZ carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 5.1%, EPS growth -235.6%
- 5.1% NII/revenue growth vs DHIL's 4.5%
- Efficiency ratio 0.5% vs DHIL's 0.6% (lower = leaner)
Best for: growth exposure
DHIL
Diamond Hill Investment Group, Inc.
The Banking Pick
DHIL is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 1 yrs, beta 0.57, yield 5.7%
- 55.4% 10Y total return vs IVZ's 22.1%
- Lower volatility, beta 0.57, current ratio 75115.85x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | IVZ | 5.1% NII/revenue growth vs DHIL's 4.5% |
| Value | DHIL | Lower P/E (9.5x vs 10.4x) |
| Quality / Margins | IVZ | Efficiency ratio 0.5% vs DHIL's 0.6% (lower = leaner) |
| Stability / Safety | DHIL | Beta 0.57 vs IVZ's 1.67 |
| Dividends | IVZ | 3.1% yield, 4-year raise streak, vs DHIL's 5.7% |
| Momentum (1Y) | IVZ | +93.1% vs DHIL's +33.8% |
| Efficiency (ROA) | IVZ | Efficiency ratio 0.5% vs DHIL's 0.6% |
IVZ vs DHIL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
IVZ vs DHIL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLDHILLAGGINGIVZ
IVZInvesco Ltd.
1leads
DHILDiamond Hill Investme…
3leads
6 Total Categories
CATEGORYLEADERvs IVZMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
DHIL3/5
Valuation MetricsMultiples, price ratios, and targets
IVZ4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
DHIL6/7
Total Returns1Y, 3Y, 5Y total returns with dividends
Tied
—
Risk & VolatilityBeta, volatility, and downside exposure
DHIL2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
DHIL leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
IVZ is the larger business by revenue, generating $6.4B annually — 40.4x DHIL's $158M. DHIL is the more profitable business, keeping 30.9% of every revenue dollar as net income compared to IVZ's -4.4%.
| Metric | IVZInvesco Ltd. | DHILDiamond Hill Inve… |
|---|---|---|
| RevenueTrailing 12 months | $6.4B | $158M |
| EBITDAEarnings before interest/tax | $1.2B | $62M |
| Net IncomeAfter-tax profit | -$243M | $49M |
| Free Cash FlowCash after capex | $1.9B | $44.5B |
| Gross MarginGross profit ÷ Revenue | +43.2% | +96.0% |
| Operating MarginEBIT ÷ Revenue | -10.9% | +38.4% |
| Net MarginNet income ÷ Revenue | -4.4% | +30.9% |
| FCF MarginFCF ÷ Revenue | +22.6% | -57.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +34.2% | +25.3% |
DHIL leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
IVZ leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, IVZ's 16.3x EV/EBITDA is more attractive than DHIL's 110.4x.
| Metric | IVZInvesco Ltd. | DHILDiamond Hill Inve… |
|---|---|---|
| Market CapShares × price | $11.9B | $473M |
| Enterprise ValueMkt cap + debt − cash | $20.1B | $6.8B |
| Trailing P/EPrice ÷ TTM EPS | -16.77x | 9.77x |
| Forward P/EPrice ÷ next-FY EPS est. | 10.44x | 9.48x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.18x |
| EV / EBITDAEnterprise value multiple | 16.34x | 110.39x |
| Price / SalesMarket cap ÷ Revenue | 1.87x | 3.00x |
| Price / BookPrice ÷ Book value/share | 0.94x | 2.70x |
| Price / FCFMarket cap ÷ FCF | 8.27x | — |
IVZ leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
DHIL leads this category, winning 6 of 7 comparable metrics.
Profitability & Efficiency
DHIL delivers a 27.0% return on equity — every $100 of shareholder capital generates $27 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 DHIL's 36.26x.
| Metric | IVZInvesco Ltd. | DHILDiamond Hill Inve… |
|---|---|---|
| ROE (TTM)Return on equity | -1.7% | +27.0% |
| ROA (TTM)Return on assets | -0.9% | +19.5% |
| ROICReturn on invested capital | -2.3% | +1.3% |
| ROCEReturn on capital employed | -2.6% | +26.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.78x | 36.26x |
| Net DebtTotal debt minus cash | $8.1B | $6.4B |
| Cash & Equiv.Liquid assets | $2.0B | $42M |
| Total DebtShort + long-term debt | $10.1B | $6.4B |
| Interest CoverageEBIT ÷ Interest expense | -6.19x | — |
DHIL leads this category, winning 6 of 7 comparable metrics.
Total Returns (Dividends Reinvested)
Evenly matched — IVZ and DHIL each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in DHIL five years ago would be worth $12,834 today (with dividends reinvested), compared to $10,825 for IVZ. Over the past 12 months, IVZ leads with a +93.1% total return vs DHIL's +33.8%. The 3-year compound annual growth rate (CAGR) favors IVZ at 21.6% vs DHIL's 7.0% — a key indicator of consistent wealth creation.
| Metric | IVZInvesco Ltd. | DHILDiamond Hill Inve… |
|---|---|---|
| YTD ReturnYear-to-date | +0.4% | +2.8% |
| 1-Year ReturnPast 12 months | +93.1% | +33.8% |
| 3-Year ReturnCumulative with dividends | +79.8% | +22.4% |
| 5-Year ReturnCumulative with dividends | +8.2% | +28.3% |
| 10-Year ReturnCumulative with dividends | +22.1% | +55.4% |
| CAGR (3Y)Annualised 3-year return | +21.6% | +7.0% |
Evenly matched — IVZ and DHIL each lead in 3 of 6 comparable metrics.
Risk & Volatility
DHIL leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
DHIL is the less volatile stock with a 0.57 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. DHIL currently trades 100.0% from its 52-week high vs IVZ's 90.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | IVZInvesco Ltd. | DHILDiamond Hill Inve… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.67x | 0.57x |
| 52-Week HighHighest price in past year | $29.61 | $175.03 |
| 52-Week LowLowest price in past year | $14.10 | $114.11 |
| % of 52W HighCurrent price vs 52-week peak | +90.6% | +100.0% |
| RSI (14)Momentum oscillator 0–100 | 69.4 | 70.5 |
| Avg Volume (50D)Average daily shares traded | 5.1M | 23K |
DHIL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — IVZ and DHIL each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, DHIL offers the higher dividend yield at 5.71% vs IVZ's 3.10%.
| Metric | IVZInvesco Ltd. | DHILDiamond Hill Inve… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | — |
| Price TargetConsensus 12-month target | $29.72 | — |
| # AnalystsCovering analysts | 28 | — |
| Dividend YieldAnnual dividend ÷ price | +3.1% | +5.7% |
| Dividend StreakConsecutive years of raises | 4 | 1 |
| Dividend / ShareAnnual DPS | $0.83 | $9.98 |
| Buyback YieldShare repurchases ÷ mkt cap | +15.6% | +3.6% |
Evenly matched — IVZ and DHIL each lead in 1 of 2 comparable metrics.
Key Takeaway
DHIL leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). IVZ leads in 1 (Valuation Metrics). 2 tied.
Best OverallDiamond Hill Investment Gro… (DHIL)Leads 3 of 6 categories
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IVZ vs DHIL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is IVZ or DHIL a better buy right now?
For growth investors, Invesco Ltd.
(IVZ) is the stronger pick with 5. 1% revenue growth year-over-year, versus 4. 5% for Diamond Hill Investment Group, Inc. (DHIL). Diamond Hill Investment Group, Inc. (DHIL) offers the better valuation at 9. 8x trailing P/E (9. 5x forward), making it the more compelling value choice. Analysts rate Invesco Ltd. (IVZ) a "Hold" — based on 28 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 — IVZ or DHIL?
On forward P/E, Diamond Hill Investment Group, Inc.
is actually cheaper at 9. 5x.
03Which is the better long-term investment — IVZ or DHIL?
Over the past 5 years, Diamond Hill Investment Group, Inc.
(DHIL) delivered a total return of +28. 3%, compared to +8. 2% for Invesco Ltd. (IVZ). Over 10 years, the gap is even starker: DHIL returned +55. 4% 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 — IVZ or DHIL?
By beta (market sensitivity over 5 years), Diamond Hill Investment Group, Inc.
(DHIL) is the lower-risk stock at 0. 57β versus Invesco Ltd. 's 1. 67β — meaning IVZ is approximately 192% more volatile than DHIL relative to the S&P 500. On balance sheet safety, Invesco Ltd. (IVZ) carries a lower debt/equity ratio of 78% versus 36% for Diamond Hill Investment Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — IVZ or DHIL?
By revenue growth (latest reported year), Invesco Ltd.
(IVZ) is pulling ahead at 5. 1% versus 4. 5% for Diamond Hill Investment Group, Inc. (DHIL). On earnings-per-share growth, the picture is similar: Diamond Hill Investment Group, Inc. grew EPS 14. 4% 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 — IVZ or DHIL?
Diamond Hill Investment Group, Inc.
(DHIL) is the more profitable company, earning 30. 9% net margin versus -4. 4% for Invesco Ltd. — meaning it keeps 30. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DHIL leads at 38. 4% versus -10. 9% for IVZ. At the gross margin level — before operating expenses — DHIL leads at 96. 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 IVZ or DHIL more undervalued right now?
On forward earnings alone, Diamond Hill Investment Group, Inc.
(DHIL) trades at 9. 5x forward P/E versus 10. 4x for Invesco Ltd. — 1. 0x cheaper on a one-year earnings basis.
08Which pays a better dividend — IVZ or DHIL?
All stocks in this comparison pay dividends.
Diamond Hill Investment Group, Inc. (DHIL) offers the highest yield at 5. 7%, versus 3. 1% for Invesco Ltd. (IVZ).
09Is IVZ or DHIL better for a retirement portfolio?
For long-horizon retirement investors, Diamond Hill Investment Group, Inc.
(DHIL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 57), 5. 7% 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 (DHIL: +55. 4%, 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 IVZ and DHIL?
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: IVZ is a mid-cap income-oriented stock; DHIL is a small-cap deep-value 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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