COMP <GO>
IVZ vs AMG // EV/EBITDA & P/E VALUATION
Invesco Ltd (NYSE) VS. Affiliated Managers Group Inc. (NYSE) • 15-METRIC TALLY: IVZ 5
— AMG 6
■ METRIC PARITY
LAST: $27.76 (-4.34%) • MKT CAP: $12.81B
valuation
—
LAST: $381.57 (-4.37%) • MKT CAP: $10.32B
valuation
13.4x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVZ VS. AMG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVZ | AMG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -3.20% | 14.80% | -18.00 | AMG | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 13.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.25% | 9.37% | +1.88 | IVZ | /fcf-yield <GO> |
| Operating Margin | -10.90% | 42.10% | -53.00 | AMG | /operating-margins <GO> |
| Net Profit Margin | -8.50% | 34.50% | -43.00 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | 1.60% | +3.50 | IVZ | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.94% | 0.01% | +2.93 | IVZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | AMG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.2 | 59.5 | -11.30 | AMG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.99 | +0.08 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 13.4x | +4.60 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.81B | $10.32B | $2.49B | IVZ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVZ REV | AMG REV | IVZ GROSS % | AMG GROSS % | IVZ FCF | AMG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.38B | $2.07B | — | — | $1.44B | $967.1M |
| FY 2024 | $6.07B | $2.04B | — | — | $1.12B | $928.7M |
| FY 2023 | $5.72B | $2.06B | — | — | $1.04B | $781.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVZ // BETA 1.07
AMG // BETA 0.99