Everest Group, Ltd. (EG) vs Invesco Ltd. (IVZ)

A side-by-side comparison of Everest Group, Ltd. and Invesco Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 9, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnEG vs IVZ

growth of $100 · dividends reinvested · last 10y
EG +148.2% (+9.5%/yr)IVZ +66.7% (+5.2%/yr)EG compounded faster over this window
50100150200250Start $10020182020202220242026$248$167
EG IVZ

EG vs IVZ: by the numbers

  • EG is the larger company ($14.84B vs $14.00B market cap).
  • EG is profitable (11.45% net margin) while IVZ runs a net loss (-0.93%).
  • EG grew revenue faster over the past five years (8.34% vs 1.18% CAGR).
  • IVZ pays the higher dividend yield (2.68% vs 2.13%).

Metrics side by side

Valuation

MetricEGIVZ
P/E ratio7.99N/A
Forward P/E7.1011.21
P/S ratio0.902.08
P/B ratio0.981.15

Profitability

MetricEGIVZ
Gross margin20.52%43.18%
Operating margin15.38%-7.10%
Net margin11.45%-0.93%
ROE12.40%-0.52%
ROIC8.05%-1.18%

Dividends

MetricEGIVZ
Dividend yield2.13%2.68%
Payout ratio21.13%N/A

Growth (annualized)

MetricEGIVZ
Revenue CAGR (5Y)8.34%1.18%
EPS CAGR (5Y)24.21%-1.77%
Total return CAGR (5Y)9.72%9.45%

Frequently asked

Which has grown faster, EG or IVZ?
Over the past five years, EG grew revenue faster — EG at a 8.34% CAGR versus IVZ at 1.18%.
Does EG or IVZ pay a bigger dividend?
EG yields 2.13% and IVZ yields 2.68% based on trailing dividends and the latest price.
Is EG or IVZ more profitable?
EG runs the higher net margin — EG at 11.45% versus IVZ at -0.93%.
How have EG and IVZ total returns compared?
Over the past 10 years, EG delivered 9.45% and IVZ delivered 5.31% annualized total return. 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 August 9, 2026.