SOR vs IVZ

For growth investors, Source Capital, Inc.

(SOR) is the stronger pick with 31. 3% revenue growth year-over-year, versus 5. 1% for Invesco Ltd. (IVZ). Source Capital, Inc. (SOR) offers the better valuation at 9. 7x trailing P/E (2. 8x forward), making it the more compelling value choice. Analysts rate Source Capital, Inc. (SOR) a "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.

On forward P/E, Source Capital, Inc.

is actually cheaper at 2. 8x.

Over the past 5 years, Source Capital, Inc.

(SOR) delivered a total return of +41. 5%, compared to +8. 2% for Invesco Ltd. (IVZ). Over 10 years, the gap is even starker: SOR returned +100. 7% 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.

By beta (market sensitivity over 5 years), Source Capital, Inc.

(SOR) is the lower-risk stock at 0. 48β versus Invesco Ltd. 's 1. 67β — meaning IVZ is approximately 247% more volatile than SOR relative to the S&P 500.

By revenue growth (latest reported year), Source Capital, Inc.

(SOR) is pulling ahead at 31. 3% versus 5. 1% for Invesco Ltd. (IVZ). On earnings-per-share growth, the picture is similar: Source Capital, Inc. grew EPS -26. 5% 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.

Source Capital, Inc.

(SOR) is the more profitable company, earning 97. 4% net margin versus -4. 4% for Invesco Ltd. — meaning it keeps 97. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SOR leads at 97. 4% versus -10. 9% for IVZ. At the gross margin level — before operating expenses — SOR 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.

On forward earnings alone, Source Capital, Inc.

(SOR) trades at 2. 8x forward P/E versus 10. 4x for Invesco Ltd. — 7. 7x cheaper on a one-year earnings basis.

In this comparison, IVZ (3.

1% yield) pays a dividend. SOR does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Source Capital, Inc.

(SOR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 48), +100. 7% 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 (SOR: +100. 7%, 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: SOR is a small-cap high-growth stock; IVZ is a mid-cap income-oriented stock. IVZ pays a dividend while SOR does not, making them suitable for different income and tax situations. 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.