Evercore (EVR) vs Invesco (IVZ)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Invesco (IVZ) has outperformed Evercore (EVR) over the past year, gaining 25.4% versus a loss of 16.1%. Over five years, EVR leads with a +72.7% price change compared with +20.0% for IVZ. Invesco is the larger company by market cap ($13.06 billion vs $10.28 billion), about 1.3 times the size, while Evercore is growing revenue faster (+29.5% vs +5.1%).
On valuation, Invesco trades at a lower forward P/E (9.0x vs 12.4x for Evercore). Invesco offers the higher dividend yield (2.87% vs 1.29%). Evercore converts more of its revenue into profit, with a net margin of 15.3% versus -2.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | EVR | IVZ |
|---|---|---|
| Share price | $267.30 | $29.57 |
| Market cap | $10.28B | $13.06B |
| 1-day change | +0.21% | -1.73% |
| YTD return | -21.60% | +14.54% |
| 1-year return | -16.12% | +25.37% |
| 5-year return | +72.69% | +19.98% |
| P/E ratio (TTM) | 15.05 | — |
| Forward P/E | 12.39 | 9.01 |
| EPS (TTM) | $17.76 | $-0.68 |
| Dividend yield | 1.29% | 2.87% |
| Annual dividend | $3.46 | $0.85 |
| Revenue (latest FY) | $3.88B | $6.38B |
| Revenue growth (YoY) | +29.49% | +5.11% |
| Net income (latest FY) | $591.92M | $-174.80M |
| Operating margin | — | -10.91% |
| Net margin | 15.26% | -2.74% |
| 52-week high | $388.71 | $33.66 |
| 52-week low | $251.13 | $20.67 |
| Distance from 52-week high | -31.23% | -12.15% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +29.18% | +17.75% |
| Average volume | 514.96K | 4.48M |
| Shares outstanding | 38.46M | 441.50M |
| Employees | 2,715 | 7,405 |
| Sector | Finance | Finance |
| Industry | Investment Managers | Investment Managers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- IVZ has outperformed EVR by 41.5 percentage points over the past year.
- Invesco offers a meaningfully higher dividend yield (2.87% vs 1.29%).
- Evercore is more profitable, keeping 15.3 cents of every revenue dollar as net income versus -2.7 cents for Invesco.
- Evercore grew revenue faster in its latest fiscal year (+29.49% vs +5.11%).
About Evercore
EVR stock →Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management.
Finance · Investment Managers · 2,715 employees
About Invesco
IVZ stock →Invesco Ltd. is a publicly owned investment manager.
Finance · Investment Managers · 7,405 employees
EVR vs IVZ FAQ
Which is bigger, Evercore or Invesco?
Invesco (IVZ) is larger, with a market capitalization of $13.06B compared with $10.28B for Evercore (EVR).
Which stock has performed better over the past year, EVR or IVZ?
IVZ returned +25.37% over the past 12 months, compared with -16.12% for EVR (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Evercore or Invesco?
Invesco has the higher yield at 2.87%, compared with 1.29% for Evercore.
Are Evercore and Invesco in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.