How comparing works here
How do I compare two companies?
Type the tickers into the box above — up to five at once. Every row is read from the companies' own annual filings, so a comparison shows the same measure computed the same way for each of them rather than whatever each company chose to highlight.
Can I compare an ETF with a stock?
Yes, and the table changes to suit. Two funds are compared on cost, income, spread and record, because revenue growth and debt mean nothing for a fund. A fund against a company shows only what both of them have.
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Put up to 4 companies, funds, commodities or coins next to each other — health, valuation, growth and performance.
Every row is computed the same way for every column, from each company's own annual filing, so a comparison is not a collection of whichever figures each of them chose to put in a press release. Funds are compared on what a fund is actually judged on: cost, income, spread and record.
Relative performance
Rebased so every symbol starts at 0%
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Side by side
Latest annual figures from each company's filings
| Metric | IVZInvesco Ltd. | BENFRANKLIN TEMPLETON INC | OWLBLUE OWL CAPITAL INC. | CGCarlyle Group Inc. | Median of the restexcluding IVZ |
|---|---|---|---|---|---|
| Type | Company | Company | Company | Company | |
| Price | $28.79▼ 0.46 (1.57%) | $31.52▼ 0.16 (0.51%) | $9.71▲ 0.54 (5.89%) | $39.20▲ 1.93 (5.18%) | |
| Health scoreComposite of profitability, growth, debt and accounting quality. | 3.3/10 | 6.0/10 | 7.3/10 | 4.7/10 | 6.0/10 |
| Market value | $12.78B | $16.42B | $6.36B | $14.01B | |
| Revenue | $6.38B | $8.77B | $2.87B | $4.78B | |
| Profit | -$174.8M | $524.9M | $78.8M | $808.7M | |
| Revenue growthChange in sales versus the prior year. | 5.1% | 3.5% | 25.0% | -11.9% | 3.5% |
| Gross marginShare of sales left after the direct cost of producing them. | — | — | — | — | — |
| Operating marginShare of sales left after running the business, before interest and tax. | -10.9% | 6.9% | — | — | 6.9% |
| Profit marginProfit kept from each dollar of sales. | -2.7% | 6.0% | 2.7% | 16.9% | 6.0% |
| Free cash flow marginCash left after capital spending, as a share of sales. | 22.6% | 10.4% | 41.7% | -70.6% | 10.4% |
| Return on equityProfit against the owners' stake in the company. | -1.4% | 4.3% | 3.6% | 11.5% | 4.3% |
| Return on invested capital (approx.)Operating profit after tax against equity plus debt, less cash. Cash here excludes short-term investments, so this runs low for cash-rich companies. | -4.2% | 3.7% | — | — | 3.7% |
| P/E ratioPrice paid per dollar of annual profit. | — | 31.28x | 80.65x | 17.32x | 31.28x |
| EV / EBITDA (approx.)Market value plus debt less cash, against operating profit before depreciation. Cash excludes short-term investments, so this runs high for cash-rich companies. | — | 20.85x | — | — | 20.85x |
| Price to book | 1.05x | 1.36x | 2.88x | 1.99x | 1.99x |
| Debt to equityTotal liabilities compared with owners' stake. | 1.15x | 1.51x | 2.91x | 3.13x | 2.91x |
| Piotroski F-ScoreNine checks of financial strength. Higher is stronger. | 4/7 | 7/7 | 4/7 | 2/6 | 4.0 |
| Bankruptcy riskAltman Z-Score zone. | n/a for banks | n/a for banks | n/a for banks | n/a for banks |
How IVZ compares with the others
- IVZ's operating margin of -10.9% is lower than the other company selected (6.9%).
- Its revenue growth of 5.1% is in line with the median of the other companies selected (3.5%).
- It has no P/E to set against theirs, because it did not make a profit.
- Its liabilities are lower relative to equity than the median of the other companies selected: 1.2x against 2.9x.
Measured against the other companies entered, from each one's latest annual filing. A difference describes the companies; it does not rank them.