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).

Compare

Total return — AX vs IVZ

growth of $100 · last 21y
AX +1878.0%IVZ +662.3%AX compounded faster
05001k2k2kStart $10020092013201720212025$1,978$762
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 3

It depends on what you're optimizing for:

GrowthAX(faster 5Y revenue CAGR)
QualityAX(higher ROIC)

Metrics side by side

Valuation

MetricAXIVZ
P/E ratio11.58
Forward P/E11.2310.07
P/S ratio2.621.79
P/B ratio1.800.96
PEG ratio0.57

Profitability

MetricAXIVZ
Gross margin62.42%50.68%
Operating margin30.78%-9.71%
Net margin22.67%-3.69%
ROE15.53%-1.99%
ROIC12.02%-1.18%

Dividends

MetricAXIVZ
Dividend yield3.25%

Growth (annualized)

MetricAXIVZ
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.

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.