FactSet Research Systems Inc. (FDS) vs Invesco Ltd. (IVZ)
FDS leads on 7 of 12 compared metrics.
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 June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
FDS
FactSet Research Systems Inc.
$218.15Financial Services
IVZ
Invesco Ltd.
$27.02Financial Services
Total return — FDS vs IVZ
growth of $100 · last 30yFDS +4813.3%IVZ +1444.0%FDS compounded faster
FDS IVZ
FDS vs IVZ: by the numbers
- •IVZ is the larger company ($11.98B vs $7.95B market cap).
- •FDS is profitable (24.48% net margin) while IVZ runs a net loss (-3.69%).
- •FDS grew revenue faster over the past five years (9.32% vs 1.21% CAGR).
- •IVZ pays the higher dividend yield (3.13% vs 2.04%).
Which is better, FDS or IVZ?
Metric tally: FDS 7 · IVZ 5It depends on what you're optimizing for:
GrowthFDS(faster 5Y revenue CAGR)
IncomeIVZ(higher dividend yield)
QualityFDS(higher ROIC)
Metrics side by side
Valuation
| Metric | FDS | IVZ |
|---|---|---|
| P/E ratio | 14.02 | — |
| Forward P/E | 11.29 | 10.48● |
| P/S ratio | 3.37 | 1.86● |
| P/B ratio | 3.80 | 1.00● |
| PEG ratio | 2.05 | — |
Profitability
| Metric | FDS | IVZ |
|---|---|---|
| Gross margin | 51.94%● | 50.68% |
| Operating margin | 31.17%● | -9.71% |
| Net margin | 24.48%● | -3.69% |
| ROE | 27.61%● | -1.99% |
| ROIC | 16.24%● | -1.18% |
Dividends
| Metric | FDS | IVZ |
|---|---|---|
| Dividend yield | 2.04% | 3.13%● |
| Payout ratio | 28.34% | — |
Growth (annualized)
| Metric | FDS | IVZ |
|---|---|---|
| Revenue CAGR (5Y) | 9.32%● | 1.21% |
| EPS CAGR (5Y) | 9.87%● | -1.77% |
| Total return CAGR (5Y) | -6.90% | 4.58%● |
Frequently asked
- Which is better, FDS or IVZ?
- It depends on your goal. growth: FDS (faster 5Y revenue CAGR); income: IVZ (higher dividend yield); quality: FDS (higher ROIC). Across all compared metrics, FDS leads 7 to 5.
- Which has grown faster, FDS or IVZ?
- Over the past five years, FDS grew revenue faster — FDS at a 9.32% CAGR versus IVZ at 1.21%.
- Does FDS or IVZ pay a bigger dividend?
- FDS yields 2.04% and IVZ yields 3.13% based on trailing dividends and the latest price.
- Is FDS or IVZ more profitable?
- FDS runs the higher net margin — FDS at 24.48% versus IVZ at -3.69%.
- Which has been the better investment, FDS or IVZ?
- Over the past 10-year, FDS delivered the higher annualized total return — FDS at 4.09% versus IVZ at 3.66%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
FactSet Research Systems P/E ratioInvesco P/E ratioFactSet Research Systems dividend yieldInvesco dividend yieldFactSet Research Systems ROEInvesco ROEFactSet Research Systems operating marginInvesco operating marginFactSet Research Systems revenue growthInvesco revenue growthFactSet Research Systems free cash flowInvesco free cash flow
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 June 24, 2026.