Invesco (IVZ) vs Morningstar (MORN)
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 Morningstar (MORN) over the past year, gaining 25.4% versus a loss of 11.2%. Over five years, IVZ leads with a +20.0% price change compared with -26.1% for MORN. Invesco is the larger company by market cap ($13.03 billion vs $7.63 billion), about 1.7 times the size, while Morningstar is growing revenue faster (+7.5% vs +5.1%).
On valuation, Invesco trades at a lower forward P/E (9.0x vs 14.5x for Morningstar). Invesco offers the higher dividend yield (2.88% vs 0.96%). Morningstar 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 | IVZ | MORN |
|---|---|---|
| Share price | $29.51 | $203.44 |
| Market cap | $13.03B | $7.63B |
| 1-day change | -1.94% | +0.35% |
| YTD return | +14.54% | -6.70% |
| 1-year return | +25.37% | -11.17% |
| 5-year return | +19.98% | -26.12% |
| P/E ratio (TTM) | — | 19.36 |
| Forward P/E | 9.01 | 14.53 |
| EPS (TTM) | $-0.68 | $10.51 |
| Dividend yield | 2.88% | 0.96% |
| Annual dividend | $0.85 | $1.96 |
| Revenue (latest FY) | $6.38B | $2.45B |
| Revenue growth (YoY) | +5.11% | +7.49% |
| Net income (latest FY) | $-174.80M | $374.20M |
| Gross margin | — | 61.03% |
| Operating margin | -10.91% | 21.53% |
| Net margin | -2.74% | 15.30% |
| 52-week high | $33.66 | $228.95 |
| 52-week low | $20.67 | $141.49 |
| Distance from 52-week high | -12.34% | -11.14% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +18.01% | +16.33% |
| Average volume | 4.48M | 336.48K |
| Shares outstanding | 441.50M | 37.51M |
| Employees | 7,405 | 10,973 |
| 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 MORN by 36.5 percentage points over the past year.
- Invesco offers a meaningfully higher dividend yield (2.88% vs 0.96%).
- Morningstar is more profitable, keeping 15.3 cents of every revenue dollar as net income versus -2.7 cents for Invesco.
About Invesco
IVZ stock →Invesco Ltd. is a publicly owned investment manager.
Finance · Investment Managers · 7,405 employees
About Morningstar
MORN stock →Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.
Finance · Investment Managers · 10,973 employees
IVZ vs MORN FAQ
Which is bigger, Invesco or Morningstar?
Invesco (IVZ) is larger, with a market capitalization of $13.03B compared with $7.63B for Morningstar (MORN).
Which stock has performed better over the past year, IVZ or MORN?
IVZ returned +25.37% over the past 12 months, compared with -11.17% for MORN (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Invesco or Morningstar?
Invesco has the higher yield at 2.88%, compared with 0.96% for Morningstar.
Are Invesco and Morningstar in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.