TROW vs IVZ Comparison: AI Score, Valuation, Performance and Upside
Compare T. Rowe Price and Invesco by AUM composition, active vs passive mix, fee compression exposure, earnings durability, dividend yield, and which asset manager is better positioned for 2026.
Use this T. Rowe Price vs Invesco comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
IVZ holds the edge across 4 of 5 key metrics in this comparison. IVZ leads on both 1-year return (+49.98%) and forward P/E quality (9.14x vs 10.86x 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 (+9.66%) than for TROW (-2.46%).
| Metric | TROW | IVZ |
|---|---|---|
| AI score | 39.6 | 39.8 |
| AI rank | #1112 | #1098 |
| Latest close | $113.51 | $30.91 |
| 1M return | -4.25% | +14.44% |
| 6M return | +6.43% | +12.77% |
| 1Y return | +10.14% | +49.98% |
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 | $10.71K (+7.1%) started 2025-08-04 | $14.72K (+47.2%) started 2025-08-04 |
| 5Y ago | $7.36K (-26.4%) started 2021-08-05 | $18.36K (+83.6%) started 2021-08-05 |
| 10Y ago | $31.54K (+215.4%) started 2016-08-05 | $26.54K (+165.4%) started 2016-08-05 |
Hypothetical — past performance does not guarantee future results.
| Metric | TROW | IVZ |
|---|---|---|
| Market cap | $23.94B | $13.07B |
| Trailing P/E | 11.22 | 19.44 |
| Forward P/E | 10.86 | 9.14 |
| Price/Sales | 2.92 | N/A |
| EV/Revenue | 2.93 | 2.14 |
| Analyst target | $109.00 | $32.46 |
| Target upside | -2.46% | +9.66% |
| Metric | TROW | IVZ |
|---|---|---|
| Revenue growth | 10.70% | 20.50% |
| Earnings growth | 28.60% | 35.00% |
| EPS growth | +28.60% | +35.00% |
| FCF margin | +26.66% | +12.49% |
| Operating margin | 28.69% | 19.95% |
| Profit margin | 29.26% | -0.93% |
| ROIC proxy | 19.40% | -0.57% |
| Return on equity | 19.40% | -0.57% |
| Dividend yield | 4.65% | 2.91% |
| Beta | 1.50 | 1.60 |
| Debt/equity | 3.70 | 12.06 |
| Current ratio | 4.04 | 0.82 |
| Quick ratio | 4.04 | 0.82 |
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 | Growth | +7.15% | +47.19% |
| CAGR | +7.16% | +47.31% | |
| Sharpe ratio | 0.22 | 1.19 | |
| Max drawdown | 22.71% | 22.66% | |
| Max daily drop | 6.31% | 6.12% | |
| Max wkly drop | 12.21% | 11.06% | |
| 5Y | Growth | -37.61% | +51.50% |
| CAGR | -9.01% | +8.67% | |
| Sharpe ratio | -0.30 | 0.29 | |
| Max drawdown | 58.16% | 48.87% | |
| Max daily drop | 8.18% | 11.85% | |
| Max wkly drop | 14.83% | 20.08% | |
| 10Y | Growth | +121.09% | +58.79% |
| CAGR | +8.26% | +4.73% | |
| Sharpe ratio | 0.27 | 0.20 | |
| Max drawdown | 58.16% | 79.72% | |
| Max daily drop | 13.07% | 21.13% | |
| Max wkly drop | 24.82% | 29.58% |
| Category | TROW | IVZ |
|---|---|---|
| Company | TROW | IVZ |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management | N/A |
| Core business | N/A | N/A |
| Investor focus | N/A | N/A |
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