Axos Financial, Inc. (AX) vs Invesco Ltd. (IVZ)
AX leads on 8 of 11 compared metrics.
A side-by-side comparison of Axos Financial, Inc. and Invesco Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 26, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — AX vs IVZ
growth of $100 · last 21yAX +1878.0%IVZ +662.3%AX compounded faster
AX IVZ
AX vs IVZ: by the numbers
- •IVZ is the larger company ($11.53B vs $5.42B market cap).
- •AX is profitable (22.67% net margin) while IVZ runs a net loss (-3.69%).
- •AX grew revenue faster over the past five years (24.16% vs 1.21% CAGR).
- •IVZ pays a dividend (3.25% yield) while AX does not currently pay one.
Which is better, AX or IVZ?
Metric tally: AX 8 · IVZ 3It depends on what you're optimizing for:
GrowthAX(faster 5Y revenue CAGR)
QualityAX(higher ROIC)
Metrics side by side
Valuation
| Metric | AX | IVZ |
|---|---|---|
| P/E ratio | 11.58 | — |
| Forward P/E | 11.23 | 10.07● |
| P/S ratio | 2.62 | 1.79● |
| P/B ratio | 1.80 | 0.96● |
| PEG ratio | 0.57 | — |
Profitability
| Metric | AX | IVZ |
|---|---|---|
| Gross margin | 62.42%● | 50.68% |
| Operating margin | 30.78%● | -9.71% |
| Net margin | 22.67%● | -3.69% |
| ROE | 15.53%● | -1.99% |
| ROIC | 12.02%● | -1.18% |
Dividends
| Metric | AX | IVZ |
|---|---|---|
| Dividend yield | — | 3.25% |
Growth (annualized)
| Metric | AX | IVZ |
|---|---|---|
| Revenue CAGR (5Y) | 24.16%● | 1.21% |
| EPS CAGR (5Y) | 20.39%● | -1.77% |
| Total return CAGR (5Y) | 15.04%● | 3.26% |
Frequently asked
- Which is better, AX or IVZ?
- It depends on your goal. growth: AX (faster 5Y revenue CAGR); quality: AX (higher ROIC). Across all compared metrics, AX leads 8 to 3.
- Which has grown faster, AX or IVZ?
- Over the past five years, AX grew revenue faster — AX at a 24.16% CAGR versus IVZ at 1.21%.
- Does AX or IVZ pay a bigger dividend?
- IVZ pays a dividend (3.25% yield) while AX does not currently pay one.
- Is AX or IVZ more profitable?
- AX runs the higher net margin — AX at 22.67% versus IVZ at -3.69%.
- Which has been the better investment, AX or IVZ?
- Over the past 10-year, AX delivered the higher annualized total return — AX at 19.23% versus IVZ at 4.82%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Axos Financial P/E ratioInvesco P/E ratioAxos Financial dividend yieldInvesco dividend yieldAxos Financial ROEInvesco ROEAxos Financial operating marginInvesco operating marginAxos Financial revenue growthInvesco revenue growthAxos Financial free cash flowInvesco free cash flow
Axos Financial & Invesco appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 26, 2026.