Invesco [IVZ] vs Brookfield [BN] Detailed Stock Comparison
Invesco
NYSE
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Brookfield
NYSE
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TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Invesco wins in 11 metrics, Brookfield wins in 8 metrics, with 0 ties. Invesco appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Invesco | Brookfield | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 23.28 | 232.59 | Invesco |
| Price-to-Book Ratio | 0.89 | 2.46 | Invesco |
| Debt-to-Equity Ratio | 12.59 | 156.81 | Invesco |
| PEG Ratio | -0.21 | 11.49 | Invesco |
| EV/EBITDA | 12.11 | 14.75 | Invesco |
| Profit Margin (TTM) | 13.27% | 0.73% | Invesco |
| Operating Margin (TTM) | 14.13% | 27.05% | Brookfield |
| EBITDA Margin (TTM) | 14.13% | 27.05% | Brookfield |
| Return on Equity | 5.25% | 0.95% | Invesco |
| Return on Assets (TTM) | 2.37% | 2.69% | Brookfield |
| Free Cash Flow (TTM) | $1.12B | $-3.60B | Invesco |
| Dividend Yield | 4.07% | N/A | N/A |
| 1-Year Return | 28.09% | 30.71% | Brookfield |
| Price-to-Sales Ratio (TTM) | 1.57 | 1.24 | Brookfield |
| Enterprise Value | $14.82B | $455.84B | Brookfield |
| EV/Revenue Ratio | 2.41 | 5.45 | Invesco |
| Gross Profit Margin (TTM) | 33.28% | 38.73% | Brookfield |
| Revenue per Share (TTM) | $14 | $55 | Brookfield |
| Earnings per Share (Diluted) | $0.93 | $0.29 | Invesco |
| Beta (Stock Volatility) | 1.51 | 2.19 | Invesco |
Performance
Key Stats
Valuation
Financials
Short Interest
Dividends
Invesco vs Brookfield Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Invesco | -0.77% | 1.58% | 0.78% | 48.41% | 25.88% | 24.02% |
| Brookfield | -0.08% | -0.32% | -3.05% | 13.88% | 13.43% | 14.20% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Invesco | 28.09% | 34.71% | 92.19% | -31.49% | 10.84% | 62.51% |
| Brookfield | 30.71% | 70.88% | 144.31% | 304.18% | 689.90% | 1,097.09% |
Performance & Financial Health Analysis: Invesco vs Brookfield
| Metric | IVZ | BN |
|---|---|---|
| Market Information | ||
| Market Cap | $7.50B | $103.45B |
| Market Cap Category | Mid cap | Large cap |
| 10 Day Avg. Volume | 3,702,484 | 2,772,840 |
| 90 Day Avg. Volume | 5,535,208 | 2,169,097 |
| Last Close | $21.89 | $65.72 |
| 52 Week Range | $11.60 - $22.25 | $43.61 - $68.75 |
| % from 52W High | -1.62% | -4.41% |
| All-Time High | $51.10 (Oct 30, 2000) | $68.75 (Jul 18, 2025) |
| % from All-Time High | -57.16% | -4.41% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.02% | -0.22% |
| Quarterly Earnings Growth | 0.06% | -0.28% |
| Financial Health | ||
| Profit Margin (TTM) | 0.13% | 0.01% |
| Operating Margin (TTM) | 0.14% | 0.27% |
| Return on Equity (TTM) | 0.05% | 0.01% |
| Debt to Equity (MRQ) | 12.59 | 156.81 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $24.36 | $27.44 |
| Cash per Share (MRQ) | $2.07 | $8.32 |
| Operating Cash Flow (TTM) | $1.22B | $8.95B |
| Levered Free Cash Flow (TTM) | $934.81M | $-2,725,499,904 |
| Dividends | ||
| Last 12-Month Dividend Yield | 4.07% | N/A |
| Last 12-Month Dividend | $0.60 | N/A |
Valuation & Enterprise Metrics Analysis: Invesco vs Brookfield
| Metric | IVZ | BN |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 23.28 | 232.59 |
| Forward P/E | 11.46 | 11.49 |
| PEG Ratio | -0.21 | 11.49 |
| Price to Sales (TTM) | 1.57 | 1.24 |
| Price to Book (MRQ) | 0.89 | 2.46 |
| Market Capitalization | ||
| Market Capitalization | $7.50B | $103.45B |
| Enterprise Value | $14.82B | $455.84B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 2.41 | 5.45 |
| Enterprise to EBITDA | 12.11 | 14.75 |
| Risk & Other Metrics | ||
| Beta | 1.51 | 2.19 |
| Book Value per Share (MRQ) | $24.36 | $27.44 |
Financial Statements Comparison: Invesco vs Brookfield
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | IVZ | BN |
|---|---|---|
| Revenue/Sales | $1.53B | $17.94B |
| Cost of Goods Sold | $973.60M | $11.00B |
| Gross Profit | $555.60M | $6.95B |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | $277.30M | $4.48B |
| EBITDA | $399.50M | $8.23B |
| Pre-Tax Income | $344.90M | $598.00M |
| Income Tax | $77.60M | $383.00M |
| Net Income (Profit) | $267.30M | $215.00M |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | IVZ | BN |
|---|---|---|
| Cash & Equivalents | $1.87B | $12.44B |
| Total Current Assets | $3.00B | $65.21B |
| Total Current Liabilities | $1.42B | $58.80B |
| Long-Term Debt | $964.80M | $245.86B |
| Total Shareholders Equity | $15.79B | $158.93B |
| Retained Earnings | $7.07B | N/A |
| Property, Plant & Equipment | N/A | N/A |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | IVZ | BN |
|---|---|---|
| Operating Cash Flow | $285.30M | $3.48B |
| Capital Expenditures | $-23.40M | $-1.83B |
| Free Cash Flow | $-108.00M | $4.00M |
| Debt Repayment | $-1.13B | $-20.53B |
| Common Stock Repurchase | $-43.10M | $-136.00M |
Short Interest & Institutional Ownership Analysis
| Metric | IVZ | BN |
|---|---|---|
| Shares Short | 14.13M | 15.19M |
| Short Ratio | 1.70 | 8.18 |
| Short % of Float | 0.06% | N/A |
| Average Daily Volume (10 Day) | 3,702,484 | 2,772,840 |
| Average Daily Volume (90 Day) | 5,535,208 | 2,169,097 |
| Shares Outstanding | 448.00M | 1.51B |
| Float Shares | 356.50M | 1.17B |
| % Held by Insiders | 0.01% | 0.18% |
| % Held by Institutions | 0.95% | 0.58% |
Dividend Analysis & Yield Comparison: Invesco vs Brookfield
| Metric | IVZ | BN |
|---|---|---|
| Last 12-Month Dividend | $0.60 | N/A |
| Last 12-Month Dividend Yield | 4.07% | N/A |
| 3-Year Avg Annual Dividend | $0.72 | N/A |
| 3-Year Avg Dividend Yield | 1.19% | N/A |
| 3-Year Total Dividends | $2.17 | N/A |
| Ex-Dividend Date | Feb 14, 2025 | N/A |