FactSet Research Systems Inc. (FDS) vs Invesco Ltd. (IVZ)
A side-by-side comparison of FactSet Research Systems Inc. and Invesco Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 23, 2026. Differences are shown without an overall score or investment verdict.
FDS
FactSet Research Systems Inc.
$299.91Financial ServicesAt close: Aug 21, 2026, 4:00 PM ET
IVZ
Invesco Ltd.
$32.02Financial ServicesAt close: Aug 21, 2026, 4:00 PM ET
Total return — FDS vs IVZ
growth of $100 · dividends reinvested · last 10yFDS +87.0% (+6.5%/yr)IVZ +61.4% (+4.9%/yr)FDS compounded faster over this window
FDS IVZ
FDS vs IVZ: by the numbers
- •IVZ is the larger company ($14.19B vs $10.67B market cap).
- •FDS is profitable (23.21% net margin) while IVZ runs a net loss (-0.93%).
- •FDS grew revenue faster over the past five years (9.30% vs 1.18% CAGR).
- •IVZ pays the higher dividend yield (2.65% vs 1.49%).
Metrics side by side
Valuation
| Metric | FDS | IVZ |
|---|---|---|
| P/E ratio | 19.74 | N/A |
| Forward P/E | 16.86 | 11.39 |
| P/S ratio | 4.55 | 2.11 |
| P/B ratio | 5.45 | 1.17 |
Profitability
| Metric | FDS | IVZ |
|---|---|---|
| Gross margin | 51.38% | 43.18% |
| Operating margin | 29.55% | -7.10% |
| Net margin | 23.21% | -0.93% |
| ROE | 27.85% | -0.52% |
Dividends
| Metric | FDS | IVZ |
|---|---|---|
| Dividend yield | 1.49% | 2.65% |
| Payout ratio | 28.34% | N/A |
Growth (annualized)
| Metric | FDS | IVZ |
|---|---|---|
| Revenue CAGR (5Y) | 9.30% | 1.18% |
| EPS CAGR (5Y) | 9.87% | -1.77% |
| Total return CAGR (5Y) | -3.06% | 10.58% |
Frequently asked
- Which has grown faster, FDS or IVZ?
- Over the past five years, FDS grew revenue faster — FDS at a 9.30% CAGR versus IVZ at 1.18%.
- Does FDS or IVZ pay a bigger dividend?
- FDS yields 1.49% and IVZ yields 2.65% based on trailing dividends and the latest price.
- Is FDS or IVZ more profitable?
- FDS runs the higher net margin — FDS at 23.21% versus IVZ at -0.93%.
- How have FDS and IVZ total returns compared?
- Over the past 10 years, FDS delivered 6.66% and IVZ delivered 5.21% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
FactSet Research Systems P/E ratioFactSet Research Systems dividend yieldInvesco dividend yieldFactSet Research Systems ROEInvesco ROEFactSet Research Systems operating marginInvesco operating marginFactSet Research Systems revenue growthInvesco revenue growth
FactSet Research Systems & 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 23, 2026.