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

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 August 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnERIE vs IVZ

growth of $100 · dividends reinvested · last 10y
ERIE +223.8% (+12.5%/yr)IVZ +62.1% (+4.9%/yr)ERIE compounded faster over this window
0200400600Start $10020182020202220242026$324$162
ERIE IVZ

ERIE vs IVZ: by the numbers

  • IVZ is the larger company ($13.98B vs $11.92B market cap).
  • ERIE is profitable (14.00% net margin) while IVZ runs a net loss (-0.93%).
  • ERIE grew revenue faster over the past five years (9.88% vs 1.18% CAGR).
  • IVZ pays the higher dividend yield (2.68% vs 2.23%).

Metrics side by side

Valuation

MetricERIEIVZ
P/E ratio23.51N/A
Forward P/E20.3611.20
P/S ratio3.282.08
P/B ratio5.471.15

Profitability

MetricERIEIVZ
Gross margin16.53%43.18%
Operating margin17.91%-7.10%
Net margin14.00%-0.93%
ROE23.39%-0.52%
ROIC23.22%-1.18%

Dividends

MetricERIEIVZ
Dividend yield2.23%2.68%
Payout ratio47.90%N/A

Growth (annualized)

MetricERIEIVZ
Revenue CAGR (5Y)9.88%1.18%
EPS CAGR (5Y)13.78%-1.77%
Total return CAGR (5Y)10.30%9.03%

Frequently asked

Which has grown faster, ERIE or IVZ?
Over the past five years, ERIE grew revenue faster — ERIE at a 9.88% CAGR versus IVZ at 1.18%.
Does ERIE or IVZ pay a bigger dividend?
ERIE yields 2.23% and IVZ yields 2.68% based on trailing dividends and the latest price.
Is ERIE or IVZ more profitable?
ERIE runs the higher net margin — ERIE at 14.00% versus IVZ at -0.93%.
How have ERIE and IVZ total returns compared?
Over the past 10 years, ERIE delivered 12.46% and IVZ delivered 5.23% 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 13, 2026.