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).

Compare

Total return — FDS vs IVZ

growth of $100 · last 30y
FDS +4813.3%IVZ +1444.0%FDS compounded faster
02k4k6k8k10kStart $100200120062011201620212026$4,913$1,544
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 5

It depends on what you're optimizing for:

GrowthFDS(faster 5Y revenue CAGR)
IncomeIVZ(higher dividend yield)
QualityFDS(higher ROIC)

Metrics side by side

Valuation

MetricFDSIVZ
P/E ratio14.02
Forward P/E11.2910.48
P/S ratio3.371.86
P/B ratio3.801.00
PEG ratio2.05

Profitability

MetricFDSIVZ
Gross margin51.94%50.68%
Operating margin31.17%-9.71%
Net margin24.48%-3.69%
ROE27.61%-1.99%
ROIC16.24%-1.18%

Dividends

MetricFDSIVZ
Dividend yield2.04%3.13%
Payout ratio28.34%

Growth (annualized)

MetricFDSIVZ
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.

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.