Invesco Plc (IVZ)vsJPMorgan Chase & Co (JPM)
IVZ
Invesco Plc
$27.59
+2.83%
FINANCIAL SERVICES · Cap: $12.12B
JPM
JPMorgan Chase & Co
$302.10
-1.36%
FINANCIAL SERVICES · Cap: $820.65B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 2533% more annual revenue ($173.56B vs $6.59B). JPM leads profitability with a 33.9% profit margin vs -3.7%. IVZ appears more attractively valued with a PEG of 0.38. JPM earns a higher WallStSmart Score of 73/100 (B).
IVZ
Strong Buy66
out of 100
Grade: B-
JPM
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 35.0% YoY
Mega-cap, among the largest globally
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 43.7%
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of -1.5% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
Expensive relative to growth rate
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IVZ
The strongest argument for IVZ centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.1% demonstrates continued momentum. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bull Case : JPM
The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 43.7%. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : IVZ
The primary concerns for IVZ are Return on Equity, Free Cash Flow, Profit Margin.
Bear Case : JPM
The primary concerns for JPM are PEG Ratio, Debt/Equity, Free Cash Flow.
Key Dynamics to Monitor
IVZ profiles as a turnaround stock while JPM is a mature play — different risk/reward profiles.
IVZ carries more volatility with a beta of 1.57 — expect wider price swings.
IVZ is growing revenue faster at 14.1% — sustainability is the question.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JPM scores higher overall (73/100 vs 66/100), backed by strong 33.9% margins and 12.7% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Invesco Plc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.
JPMorgan Chase & Co
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.
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