IVZ vs OWL: stock comparison and AI forecast
Invesco Ltd. (IVZ) and Blue Owl Capital Inc. (OWL) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
IVZ Invesco Ltd.
- Price
- $27.08 +0.9% · 6M
- Market Cap
- $11.96B
- P/E Ratio
- –
- Size
- large-cap
- AI Forecast
OWL Blue Owl Capital Inc.
- Price
- $9.89 -4.4% · 6M
- Market Cap
- $15.49B
- P/E Ratio
- 82.4x
- Size
- large-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Six-month price performance
Closing prices rebased to 100 at the start of the window.
Key facts
- OWL is 1.3 times larger than IVZ by market capitalization ($15.49B against $11.96B).
- Over the last six months IVZ returned +0.9% and OWL -4.4%.
- OWL carries 3.55 times debt per unit of equity, against 1.11 times for IVZ.
- OWL yields 3.97% in dividends and IVZ 3.22%.
- Both companies share the SEC industry classification Investment Advice.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | IVZ | OWL |
|---|---|---|
| Market Cap | $11.96B | $15.49B |
| P/E Ratio | – | 82.42x |
| P/B Ratio | 0.95x | 8.06x |
| Dividend Yield | 3.22% | 3.97% |
| EPS | $-0.85 | $0.12 |
| Book Value/Share | $28.61 | $1.23 |
| Revenue/Share | $16.16 | $0.61 |
| FCF/Share | $4.03 | $0.96 |
Profitability & Margins
| Metric | IVZ | OWL |
|---|---|---|
| ROE | – | 4.9% |
| ROA | – | 0.8% |
| Operating Margin | -4.5% | – |
| Net Margin | – | 9.9% |
| EBT Margin | -1.8% | 45.0% |
| Tax Rate | 34.6% | 13.4% |
Financial Health
| Metric | IVZ | OWL |
|---|---|---|
| D/E Ratio | 1.11x | 3.55x |
| Financial Leverage | 2.19x | 6.36x |
| Interest Coverage | -18.9x | – |
Cash Flow
| Metric | IVZ | OWL |
|---|---|---|
| Operating Cash Flow | $1.88B | $1.56B |
| Free Cash Flow | $1.78B | $1.50B |
| Capital Spending | -$100M | -$54M |
| OCF Growth YoY | 35.4% | 30.0% |
| FCF Growth YoY | 33.4% | 30.7% |
| FCF/Sales | 24.9% | 157.6% |
| CapEx/Sales | 1.4% | 5.6% |
Operational Efficiency
| Metric | IVZ | OWL |
|---|---|---|
| Asset Turnover | 0.26x | 0.08x |
| Receivables Turnover | 9.1x | 29.8x |
| Fixed Assets Turnover | 18.9x | 4.2x |
| Days Sales Outstanding | 40 days | 12 days |
Income Statement
| Metric | IVZ | OWL |
|---|---|---|
| Total Revenue | $7.14B | $953M |
| Operating Income | -$324M | – |
| Net Income | – | $95M |
Dividend & Shareholder Information
| Metric | IVZ | OWL |
|---|---|---|
| Dividends Per Share | $0.87 | $0.39 |
| Payout Ratio | – | 325.0% |
| Shares Outstanding | 442M | 1567M |
| Net Income Growth | – | 82.2% |
| EPS Growth | -149.4% | -29.4% |
IVZ vs OWL: stock comparison and AI forecast
Which is bigger, IVZ or OWL?
OWL is 1.3 times larger than IVZ by market capitalization ($15.49B against $11.96B).
Which stock performed better over the last six months, IVZ or OWL?
Over the last six months IVZ returned +0.9% and OWL -4.4%.
Which one does Intratio's AI model rank higher, IVZ or OWL?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.