COMP <GO>
IVZ vs CG // FORWARD P/E MULTIPLE
Invesco Ltd (NYSE) VS. The Carlyle Group Inc. (NASDAQ) • 15-METRIC TALLY: IVZ 4
— CG 7
▲ FORWARD P/E MULTIPLE LEADER: CG
LAST: $27.76 (-4.34%) • MKT CAP: $12.26B
forward-pe
18.0x
LAST: $40.18 (-0.96%) • MKT CAP: $14.32B
forward-pe
16.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVZ VS. CG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVZ | CG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -3.20% | 5.40% | -8.60 | CG | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.3x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.25% | -18.00% | +29.25 | IVZ | /fcf-yield <GO> |
| Operating Margin | -10.90% | 20.60% | -31.50 | CG | /operating-margins <GO> |
| Net Profit Margin | -8.50% | 16.90% | -25.40 | CG | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | -11.90% | +17.00 | IVZ | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.94% | 3.49% | -0.55 | CG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 3/9 | +4.00 | IVZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.2 | 54.4 | -14.20 | CG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.88 | +0.19 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 18.0x | 16.6x | +1.40 | CG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.26B | $14.32B | -$2.06B | CG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVZ REV | CG REV | IVZ GROSS % | CG GROSS % | IVZ FCF | CG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.38B | $4.78B | — | — | $1.44B | -$3.37B |
| FY 2024 | $6.07B | $5.43B | — | — | $1.12B | -$837.2M |
| FY 2023 | $5.72B | $2.96B | — | — | $1.04B | $71.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVZ // BETA 1.07
CG // BETA 0.88