TROW vs IVZ Stock Comparison: AI Score, Valuation, Performance and Upside
T. Rowe Price and Invesco are both established asset managers, but T. Rowe Price remains more concentrated on active management with a debt-free balance sheet, while Invesco operates a more diversified mix including a substantial ETF business alongside its active strategies.
T. Rowe Price offers a pure-play active management franchise with financial flexibility from its debt-free balance sheet, while Invesco offers diversification into passive ETF products alongside its active business. Consider whether you prefer T. Rowe Price's active management focus or Invesco's blended active-passive product mix.
IVZ holds the edge across 3 of 5 key metrics in this comparison. IVZ leads on both 1-year return (+37.78%) and forward P/E quality (10.08x vs 10.81x for TROW), a relatively favorable combination of momentum and valuation. On fundamentals, IVZ is growing revenue faster (20.50%), while TROW maintains the higher operating margin (28.69%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for IVZ (+1.57%) than for TROW (-1.49%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want concentrated exposure to an established active asset management franchise
- Believe a debt-free balance sheet provides valuable financial flexibility
- Value strong brand recognition among individual retirement investors
- Are comfortable with industry-wide active management outflow pressure
- Want exposure to a diversified asset manager spanning active and passive strategies
- Believe the ETF business provides exposure to structural passive investing growth
- Value a global distribution footprint across developed and emerging markets
- Are comfortable with higher leverage relative to some peers
| Metric | TROW | IVZ |
|---|---|---|
| AI scorei | 39.9 | 38.3 |
| AI ranki | #1198 | #1396 |
| Latest closei | $104.23 | $30.78 |
| 1M returni | -5.73% | -5.44% |
| 6M returni | +17.92% | +29.71% |
| 1Y returni | +0.06% | +37.78% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | TROW | IVZ |
|---|---|---|
| 1Y ago | $10.05K (+0.5%) started 2025-09-16 | $13.93K (+39.3%) started 2025-09-16 |
| 5Y ago | $6.64K (-33.6%) started 2021-09-17 | $16.71K (+67.1%) started 2021-09-17 |
| 10Y ago | $29.79K (+197.9%) started 2016-09-19 | $25.18K (+151.8%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | TROW | IVZ |
|---|---|---|
| Market capi | $23.73B | $14.51B |
| Trailing P/Ei | 11.17 | 19.44 |
| Forward P/Ei | 10.81 | 10.08 |
| Price/Salesi | 2.92 | N/A |
| EV/Revenuei | 2.91 | 2.71 |
| Analyst targeti | $109.58 | $33.38 |
| Target upsidei | -1.49% | +1.57% |
| Metric | TROW | IVZ |
|---|---|---|
| Revenue growthi | 10.70% | 20.50% |
| Earnings growthi | 28.60% | 35.00% |
| EPS growthi | +28.60% | +35.00% |
| FCF margini | +26.66% | +16.53% |
| Operating margini | 28.69% | 19.95% |
| Profit margini | 29.26% | -0.93% |
| ROIC proxyi | 19.40% | -0.57% |
| Return on equityi | 19.40% | -0.57% |
| Dividend yieldi | 4.67% | 2.62% |
| Payout ratioi | 51.61% | 56.46% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.48 | 1.60 |
| Debt/equityi | 3.70 | 12.06 |
| Current ratioi | 4.04 | 0.71 |
| Quick ratioi | 4.04 | 0.71 |
Over the past year, TROW and IVZ have moved moderately in the same direction (correlation of 0.59), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | TROW | IVZ |
|---|---|---|---|
| 1Y | Growthi | +0.52% | +39.28% |
| CAGRi | +0.52% | +39.37% | |
| Volatilityi | 24.15% | 34.09% | |
| Sharpe ratioi | -0.04 | 1.02 | |
| Sortino ratioi | -0.06 | 1.46 | |
| Max drawdowni | 20.93% | 22.66% | |
| Current drawdowni | 14.34% | 7.60% | |
| Avg drawdowni | 6.37% | 6.24% | |
| Ulcer Indexi | 8.46% | 8.80% | |
| Max daily dropi | 6.31% | 6.12% | |
| Max wkly dropi | 12.21% | 11.06% | |
| 5Y | Growthi | -43.32% | +39.01% |
| CAGRi | -10.74% | +6.81% | |
| Volatilityi | 30.73% | 36.71% | |
| Sharpe ratioi | -0.37 | 0.24 | |
| Sortino ratioi | -0.52 | 0.35 | |
| Max drawdowni | 57.89% | 48.87% | |
| Current drawdowni | 45.32% | 7.60% | |
| Avg drawdowni | 42.40% | 23.58% | |
| Ulcer Indexi | 43.71% | 27.10% | |
| Max daily dropi | 8.18% | 11.85% | |
| Max wkly dropi | 14.83% | 20.08% | |
| 10Y | Growthi | +111.09% | +52.77% |
| CAGRi | +7.76% | +4.33% | |
| Volatilityi | 30.12% | 39.28% | |
| Sharpe ratioi | 0.25 | 0.19 | |
| Sortino ratioi | 0.36 | 0.27 | |
| Max drawdowni | 58.16% | 79.72% | |
| Current drawdowni | 45.68% | 7.60% | |
| Avg drawdowni | 25.09% | 32.64% | |
| Ulcer Indexi | 32.04% | 37.99% | |
| Max daily dropi | 13.07% | 21.13% | |
| Max wkly dropi | 24.82% | 29.58% |
| Category | TROW | IVZ |
|---|---|---|
| Company | T. Rowe Price Group, Inc. | Invesco Ltd. |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management | Asset Management |
| Core business | An investment management firm primarily offering actively managed mutual funds and separately managed accounts to individual and institutional investors. | A global investment management firm offering both actively managed strategies and a substantial exchange-traded fund business alongside other passive investment products. |
| Investor focus | Net flows into active management strategies, assets under management growth, and fee rate trends amid broader industry pressure toward passive investing. | ETF business net flows and growth, active strategy asset trends, and progress on overall expense management relative to revenue. |
- Long track record in active management has built strong brand recognition among individual retirement investors
- Debt-free balance sheet provides financial flexibility relative to more leveraged asset management peers
- Diversified fund lineup across equity and fixed income strategies serves a broad range of investor needs
- Substantial ETF business provides exposure to structural growth in passive investing demand
- Diversified product mix spanning active and passive strategies balances exposure across investing styles
- Global distribution footprint provides access to both developed and emerging market investor bases
- Active management has faced sustained net outflows industry-wide as investors shift toward passive index funds
- Fee rates on actively managed products face ongoing competitive pressure
- Asset management revenue is tied to overall market asset values, which can decline in weaker market environments
- Active strategy assets have faced net outflow pressure consistent with broader industry trends
- Fee compression affects both active and passive product lines, pressuring overall blended fee rates
- Higher leverage relative to some asset management peers can limit financial flexibility
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