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.
ERIE
Erie Indemnity Company
$258.17Financial ServicesDelayed quote: Aug 12, 2026, 4:00 PM EDT
IVZ
Invesco Ltd.
$31.54Financial ServicesDelayed quote: Aug 12, 2026, 4:00 PM EDT
Total return — ERIE vs IVZ
growth of $100 · dividends reinvested · last 10yERIE +223.8% (+12.5%/yr)IVZ +62.1% (+4.9%/yr)ERIE compounded faster over this window
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
| Metric | ERIE | IVZ |
|---|---|---|
| P/E ratio | 23.51 | N/A |
| Forward P/E | 20.36 | 11.20 |
| P/S ratio | 3.28 | 2.08 |
| P/B ratio | 5.47 | 1.15 |
Profitability
| Metric | ERIE | IVZ |
|---|---|---|
| Gross margin | 16.53% | 43.18% |
| Operating margin | 17.91% | -7.10% |
| Net margin | 14.00% | -0.93% |
| ROE | 23.39% | -0.52% |
| ROIC | 23.22% | -1.18% |
Dividends
| Metric | ERIE | IVZ |
|---|---|---|
| Dividend yield | 2.23% | 2.68% |
| Payout ratio | 47.90% | N/A |
Growth (annualized)
| Metric | ERIE | IVZ |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Erie Indemnity P/E ratioErie Indemnity dividend yieldInvesco dividend yieldErie Indemnity ROEInvesco ROEErie Indemnity operating marginInvesco operating marginErie Indemnity revenue growthInvesco revenue growth
Erie Indemnity & 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 13, 2026.