StepStone [STEP] vs Invesco [IVZ] Detailed Stock Comparison

TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: StepStone wins in 5 metrics, Invesco wins in 14 metrics, with 0 ties. Invesco appears stronger overall.

View Metrics Details

Vital Metrics Comparison

MetricStepStoneInvescoBetter
P/E Ratio (TTM)106.6023.28Invesco
Price-to-Book Ratio31.660.89Invesco
Debt-to-Equity Ratio22.5112.59Invesco
PEG Ratio-0.31-0.21StepStone
EV/EBITDA-20.8812.11StepStone
Profit Margin (TTM)-17.10%13.27%Invesco
Operating Margin (TTM)-16.18%14.13%Invesco
EBITDA Margin (TTM)N/A14.13%N/A
Return on Equity-12.81%5.25%Invesco
Return on Assets (TTM)-5.22%2.37%Invesco
Free Cash Flow (TTM)$59.83M$1.12BInvesco
Dividend Yield2.80%4.07%Invesco
1-Year Return13.46%28.09%Invesco
Price-to-Sales Ratio (TTM)5.681.57Invesco
Enterprise Value$6.56B$14.82BInvesco
EV/Revenue Ratio4.852.41Invesco
Gross Profit Margin (TTM)47.38%33.28%StepStone
Revenue per Share (TTM)$18$14StepStone
Earnings per Share (Diluted)$-3.21$0.93Invesco
Beta (Stock Volatility)1.361.51StepStone
Performance
Key Stats
Valuation
Financials
Short Interest
Dividends

StepStone vs Invesco Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
StepStone-1.29%0.57%2.31%4.97%3.16%5.74%
Invesco-0.77%1.58%0.78%48.41%25.88%24.02%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
StepStone13.46%132.70%148.24%148.24%148.24%148.24%
Invesco28.09%34.71%92.19%-31.49%10.84%62.51%

Performance & Financial Health Analysis: StepStone vs Invesco

MetricSTEPIVZ
Market Information
Market Cap i$4.46B$7.50B
Market Cap CategoryMid capMid cap
10 Day Avg. Volume i610,9503,702,484
90 Day Avg. Volume i607,1375,535,208
Last Close$62.06$21.89
52 Week Range$40.07 - $70.38$11.60 - $22.25
% from 52W High-11.82%-1.62%
All-Time High$70.38 (Nov 11, 2024)$51.10 (Oct 30, 2000)
% from All-Time High-11.82%-57.16%
Growth Metrics
Quarterly Revenue Growth0.95%0.02%
Quarterly Earnings Growth0.95%0.06%
Financial Health
Profit Margin (TTM) i-0.17%0.13%
Operating Margin (TTM) i-0.16%0.14%
Return on Equity (TTM) i-0.13%0.05%
Debt to Equity (MRQ) i22.5112.59
Cash & Liquidity
Book Value per Share (MRQ)$1.96$24.36
Cash per Share (MRQ)$3.11$2.07
Operating Cash Flow (TTM) i$61.04M$1.22B
Levered Free Cash Flow (TTM) i$1.39B$934.81M
Dividends
Last 12-Month Dividend Yield i2.80%4.07%
Last 12-Month Dividend i$1.64$0.60

Valuation & Enterprise Metrics Analysis: StepStone vs Invesco

MetricSTEPIVZ
Price Ratios
P/E Ratio (TTM) i106.6023.28
Forward P/E i28.0811.46
PEG Ratio i-0.31-0.21
Price to Sales (TTM) i5.681.57
Price to Book (MRQ) i31.660.89
Market Capitalization
Market Capitalization i$4.46B$7.50B
Enterprise Value i$6.56B$14.82B
Enterprise Value Metrics
Enterprise to Revenue i4.852.41
Enterprise to EBITDA i-20.8812.11
Risk & Other Metrics
Beta i1.361.51
Book Value per Share (MRQ) i$1.96$24.36

Financial Statements Comparison: StepStone vs Invesco

Financial Metrics

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Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

Metric (MRQ)STEPIVZ
Revenue/Sales i$377.73M$1.53B
Cost of Goods Sold i$214.25M$973.60M
Gross Profit i$163.48M$555.60M
Research & Development iN/AN/A
Operating Income (EBIT) i$-5.87M$277.30M
EBITDA i$-22.27M$399.50M
Pre-Tax Income i$9.95M$344.90M
Income Tax i$-3.20M$77.60M
Net Income (Profit) i$13.15M$267.30M

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)STEPIVZ
Cash & Equivalents i$289.30M$1.87B
Total Current Assets i$1.96B$3.00B
Total Current Liabilities i$1.94B$1.42B
Long-Term Debt i$113.52M$964.80M
Total Shareholders Equity i$1.77B$15.79B
Retained Earnings i$-242.55M$7.07B
Property, Plant & Equipment i$91.84MN/A

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)STEPIVZ
Operating Cash Flow i$27.56M$285.30M
Capital Expenditures i$-2.67M$-23.40M
Free Cash Flow i$-69.19M$-108.00M
Debt Repayment i$-7.91M$-1.13B
Common Stock Repurchase iN/A$-43.10M

Short Interest & Institutional Ownership Analysis

MetricSTEPIVZ
Shares Short i2.00M14.13M
Short Ratio i3.131.70
Short % of Float i0.03%0.06%
Average Daily Volume (10 Day) i610,9503,702,484
Average Daily Volume (90 Day) i607,1375,535,208
Shares Outstanding i76.76M448.00M
Float Shares i68.38M356.50M
% Held by Insiders i0.12%0.01%
% Held by Institutions i0.93%0.95%

Dividend Analysis & Yield Comparison: StepStone vs Invesco

MetricSTEPIVZ
Last 12-Month Dividend i$1.64$0.60
Last 12-Month Dividend Yield i2.80%4.07%
3-Year Avg Annual Dividend i$1.23$0.72
3-Year Avg Dividend Yield i0.76%1.19%
3-Year Total Dividends i$3.68$2.17
Ex-Dividend DateAug 29, 2025Feb 14, 2025