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).

Compare

Total return — EG vs IVZ

growth of $100 · last 30y
EG +1272.1%IVZ +1309.2%IVZ compounded faster
01k2k3kStart $100200120062011201620212026$1,372$1,409
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 2

It depends on what you're optimizing for:

GrowthEG(faster 5Y revenue CAGR)
IncomeIVZ(higher dividend yield)
QualityEG(higher ROIC)

Metrics side by side

Valuation

MetricEGIVZ
P/E ratio6.98
Forward P/E6.5710.07
P/S ratio0.811.79
P/B ratio0.900.96
PEG ratio0.47

Profitability

MetricEGIVZ
Gross margin28.48%50.68%
Operating margin14.23%-9.71%
Net margin11.86%-3.69%
ROE13.30%-1.99%
ROIC8.05%-1.18%

Dividends

MetricEGIVZ
Dividend yield2.33%3.25%
Payout ratio21.13%

Growth (annualized)

MetricEGIVZ
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.

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.