COMP <GO>
IVZ vs BAC // NET PROFIT MARGIN
Invesco Ltd (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: IVZ 5
— BAC 7
▲ NET PROFIT MARGIN LEADER: BAC
LAST: $27.76 (-4.34%) • MKT CAP: $12.81B
net-margins
-8.50%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
net-margins
27.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVZ VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVZ | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -3.20% | 2.50% | -5.70 | BAC | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 30.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.25% | 2.10% | +9.15 | IVZ | /fcf-yield <GO> |
| Operating Margin | -10.90% | 32.90% | -43.80 | BAC | /operating-margins <GO> |
| Net Profit Margin ACTIVE | -8.50% | 27.00% | -35.50 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | 6.80% | -1.70 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.94% | 0.00% | +2.94 | IVZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.25 | 0.45 | +0.80 | IVZ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 6.60% | +0.50 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.4 | 27.7 | +9.76 | IVZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.90 | +0.17 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 10.9x | +7.10 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.81B | $357.61B | -$344.80B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVZ REV | BAC REV | IVZ GROSS % | BAC GROSS % | IVZ FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.38B | $113.10B | 44.0% | 44.0% | $1.44B | $7.52B |
| FY 2024 | $6.07B | $105.86B | 44.0% | 44.0% | $1.12B | -$13.57B |
| FY 2023 | $5.72B | $102.77B | 44.0% | 44.0% | $1.04B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVZ // BETA 1.07
BAC // BETA 0.90