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.
EG
Everest Group, Ltd.
$374.96Financial ServicesDelayed quote: Aug 7, 2026, 4:00 PM EDT
IVZ
Invesco Ltd.
$31.58Financial ServicesDelayed quote: Aug 7, 2026, 4:00 PM EDT
Total return — EG vs IVZ
growth of $100 · dividends reinvested · last 10yEG +148.2% (+9.5%/yr)IVZ +66.7% (+5.2%/yr)EG compounded faster over this window
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
| Metric | EG | IVZ |
|---|---|---|
| P/E ratio | 7.99 | N/A |
| Forward P/E | 7.10 | 11.21 |
| P/S ratio | 0.90 | 2.08 |
| P/B ratio | 0.98 | 1.15 |
Profitability
| Metric | EG | IVZ |
|---|---|---|
| Gross margin | 20.52% | 43.18% |
| Operating margin | 15.38% | -7.10% |
| Net margin | 11.45% | -0.93% |
| ROE | 12.40% | -0.52% |
| ROIC | 8.05% | -1.18% |
Dividends
| Metric | EG | IVZ |
|---|---|---|
| Dividend yield | 2.13% | 2.68% |
| Payout ratio | 21.13% | N/A |
Growth (annualized)
| Metric | EG | IVZ |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Everest P/E ratioEverest dividend yieldInvesco dividend yieldEverest ROEInvesco ROEEverest operating marginInvesco operating marginEverest revenue growthInvesco revenue growth
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 August 9, 2026.