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.

Compare

Total returnFDS vs IVZ

growth of $100 · dividends reinvested · last 10y
FDS +87.0% (+6.5%/yr)IVZ +61.4% (+4.9%/yr)FDS compounded faster over this window
100200300Start $10020182020202220242026$187$161
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

MetricFDSIVZ
P/E ratio19.74N/A
Forward P/E16.8611.39
P/S ratio4.552.11
P/B ratio5.451.17

Profitability

MetricFDSIVZ
Gross margin51.38%43.18%
Operating margin29.55%-7.10%
Net margin23.21%-0.93%
ROE27.85%-0.52%

Dividends

MetricFDSIVZ
Dividend yield1.49%2.65%
Payout ratio28.34%N/A

Growth (annualized)

MetricFDSIVZ
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.

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.