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).
ERIE
Erie Indemnity Company
$238.71Financial Services
IVZ
Invesco Ltd.
$26.16Financial Services
Total return — ERIE vs IVZ
growth of $100 · last 30yERIE +430.5%IVZ +1394.9%IVZ compounded faster
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 5It depends on what you're optimizing for:
GrowthERIE(faster 5Y revenue CAGR)
IncomeIVZ(higher dividend yield)
QualityERIE(higher ROIC)
Metrics side by side
Valuation
| Metric | ERIE | IVZ |
|---|---|---|
| P/E ratio | 21.96 | — |
| Forward P/E | 18.86 | 10.14● |
| P/S ratio | 3.07 | 1.80● |
| P/B ratio | 5.34 | 0.97● |
| PEG ratio | 1.59 | — |
Profitability
| Metric | ERIE | IVZ |
|---|---|---|
| Gross margin | 16.12% | 50.68%● |
| Operating margin | 17.94%● | -9.71% |
| Net margin | 13.97%● | -3.69% |
| ROE | 24.28%● | -1.99% |
| ROIC | 23.22%● | -1.18% |
Dividends
| Metric | ERIE | IVZ |
|---|---|---|
| Dividend yield | 2.45% | 3.29%● |
| Payout ratio | 48.71% | — |
Growth (annualized)
| Metric | ERIE | IVZ |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Erie Indemnity P/E ratioInvesco P/E ratioErie Indemnity dividend yieldInvesco dividend yieldErie Indemnity ROEInvesco ROEErie Indemnity operating marginInvesco operating marginErie Indemnity revenue growthInvesco revenue growthErie Indemnity free cash flowInvesco free cash flow
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 June 29, 2026.