Everest Group, Ltd. (EG) vs Invesco Ltd. (IVZ)
EG leads on 10 of 12 compared metrics.
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 June 26, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — EG vs IVZ
growth of $100 · last 30yEG +1272.1%IVZ +1309.2%IVZ compounded faster
EG IVZ
EG vs IVZ: by the numbers
- •EG is the larger company ($13.57B vs $11.53B market cap).
- •EG is profitable (11.86% net margin) while IVZ runs a net loss (-3.69%).
- •EG grew revenue faster over the past five years (10.61% vs 1.21% CAGR).
- •IVZ pays the higher dividend yield (3.25% vs 2.33%).
Which is better, EG or IVZ?
Metric tally: EG 10 · IVZ 2It depends on what you're optimizing for:
GrowthEG(faster 5Y revenue CAGR)
IncomeIVZ(higher dividend yield)
QualityEG(higher ROIC)
Metrics side by side
Valuation
| Metric | EG | IVZ |
|---|---|---|
| P/E ratio | 6.98 | — |
| Forward P/E | 6.57● | 10.07 |
| P/S ratio | 0.81● | 1.79 |
| P/B ratio | 0.90● | 0.96 |
| PEG ratio | 0.47 | — |
Profitability
| Metric | EG | IVZ |
|---|---|---|
| Gross margin | 28.48% | 50.68%● |
| Operating margin | 14.23%● | -9.71% |
| Net margin | 11.86%● | -3.69% |
| ROE | 13.30%● | -1.99% |
| ROIC | 8.05%● | -1.18% |
Dividends
| Metric | EG | IVZ |
|---|---|---|
| Dividend yield | 2.33% | 3.25%● |
| Payout ratio | 21.13% | — |
Growth (annualized)
| Metric | EG | IVZ |
|---|---|---|
| Revenue CAGR (5Y) | 10.61%● | 1.21% |
| EPS CAGR (5Y) | 24.21%● | -1.77% |
| Total return CAGR (5Y) | 8.33%● | 3.26% |
Frequently asked
- Which is better, EG or IVZ?
- It depends on your goal. growth: EG (faster 5Y revenue CAGR); income: IVZ (higher dividend yield); quality: EG (higher ROIC). Across all compared metrics, EG leads 10 to 2.
- Which has grown faster, EG or IVZ?
- Over the past five years, EG grew revenue faster — EG at a 10.61% CAGR versus IVZ at 1.21%.
- Does EG or IVZ pay a bigger dividend?
- EG yields 2.33% and IVZ yields 3.25% based on trailing dividends and the latest price.
- Is EG or IVZ more profitable?
- EG runs the higher net margin — EG at 11.86% versus IVZ at -3.69%.
- Which has been the better investment, EG or IVZ?
- Over the past 10-year, EG delivered the higher annualized total return — EG at 9.59% versus IVZ at 4.82%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Everest P/E ratioInvesco P/E ratioEverest dividend yieldInvesco dividend yieldEverest ROEInvesco ROEEverest operating marginInvesco operating marginEverest revenue growthInvesco revenue growthEverest free cash flowInvesco free cash flow
Everest & 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.