Erie Indemnity Company (ERIE) vs Invesco Ltd. (IVZ)

ERIE leads on 7 of 12 compared metrics.

A side-by-side comparison of Erie Indemnity Company and Invesco Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 29, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — ERIE vs IVZ

growth of $100 · last 30y
ERIE +430.5%IVZ +1394.9%IVZ compounded faster
01k2k3kStart $100200120062011201620212026$530$1,495
ERIE IVZ

ERIE vs IVZ: by the numbers

  • IVZ is the larger company ($11.59B vs $11.03B market cap).
  • ERIE is profitable (13.97% net margin) while IVZ runs a net loss (-3.69%).
  • ERIE grew revenue faster over the past five years (9.91% vs 1.21% CAGR).
  • IVZ pays the higher dividend yield (3.29% vs 2.45%).

Which is better, ERIE or IVZ?

Metric tally: ERIE 7 · IVZ 5

It depends on what you're optimizing for:

GrowthERIE(faster 5Y revenue CAGR)
IncomeIVZ(higher dividend yield)
QualityERIE(higher ROIC)

Metrics side by side

Valuation

MetricERIEIVZ
P/E ratio21.96
Forward P/E18.8610.14
P/S ratio3.071.80
P/B ratio5.340.97
PEG ratio1.59

Profitability

MetricERIEIVZ
Gross margin16.12%50.68%
Operating margin17.94%-9.71%
Net margin13.97%-3.69%
ROE24.28%-1.99%
ROIC23.22%-1.18%

Dividends

MetricERIEIVZ
Dividend yield2.45%3.29%
Payout ratio48.71%

Growth (annualized)

MetricERIEIVZ
Revenue CAGR (5Y)9.91%1.21%
EPS CAGR (5Y)13.78%-1.77%
Total return CAGR (5Y)6.21%3.33%

Frequently asked

Which is better, ERIE or IVZ?
It depends on your goal. growth: ERIE (faster 5Y revenue CAGR); income: IVZ (higher dividend yield); quality: ERIE (higher ROIC). Across all compared metrics, ERIE leads 7 to 5.
Which has grown faster, ERIE or IVZ?
Over the past five years, ERIE grew revenue faster — ERIE at a 9.91% CAGR versus IVZ at 1.21%.
Does ERIE or IVZ pay a bigger dividend?
ERIE yields 2.45% and IVZ yields 3.29% based on trailing dividends and the latest price.
Is ERIE or IVZ more profitable?
ERIE runs the higher net margin — ERIE at 13.97% versus IVZ at -3.69%.
Which has been the better investment, ERIE or IVZ?
Over the past 10-year, ERIE delivered the higher annualized total return — ERIE at 11.87% versus IVZ at 4.86%. 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 29, 2026.