IVZ vs. UL
Compare and contrast key facts about Invesco Ltd. (IVZ) and The Unilever Group (UL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVZ or UL.
Key characteristics
| IVZ | UL | |
|---|---|---|
| YTD Return | -9.02% | 13.61% |
| 1Y Return | 9.43% | 5.34% |
| 3Y Return (Ann) | -12.62% | -0.06% |
| 5Y Return (Ann) | -0.66% | 1.03% |
| 10Y Return (Ann) | -3.78% | 5.38% |
| Sharpe Ratio | 0.27 | 0.41 |
| Daily Std Dev | 32.04% | 15.26% |
| Max Drawdown | -90.60% | -53.55% |
| Current Drawdown | -70.10% | -2.31% |
Fundamentals
| IVZ | UL | |
|---|---|---|
| Market Cap | $7.20B | $137.17B |
| EPS | -$0.74 | $2.79 |
| PE Ratio | 12.27 | 19.62 |
| PEG Ratio | 1.49 | 14.11 |
| Revenue (TTM) | $5.77B | $59.60B |
| Gross Profit (TTM) | $1.90B | $24.17B |
| EBITDA (TTM) | $998.80M | $11.06B |
Correlation
The correlation between IVZ and UL is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IVZ vs. UL - Performance Comparison
In the year-to-date period, IVZ achieves a -9.02% return, which is significantly lower than UL's 13.61% return. Over the past 10 years, IVZ has underperformed UL with an annualized return of -3.78%, while UL has yielded a comparatively higher 5.38% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IVZ vs. UL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Ltd. (IVZ) and The Unilever Group (UL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IVZ vs. UL - Dividend Comparison
IVZ's dividend yield for the trailing twelve months is around 5.02%, more than UL's 3.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 5.02% | 4.41% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% | 2.47% | 2.33% |
UL The Unilever Group | 3.40% | 3.83% | 3.61% | 3.77% | 3.07% | 3.18% | 3.49% | 2.82% | 3.44% | 3.06% | 3.72% | 3.39% |
Drawdowns
IVZ vs. UL - Drawdown Comparison
The maximum IVZ drawdown since its inception was -90.60%, which is greater than UL's maximum drawdown of -53.55%. Use the drawdown chart below to compare losses from any high point for IVZ and UL. For additional features, visit the drawdowns tool.
Volatility
IVZ vs. UL - Volatility Comparison
Invesco Ltd. (IVZ) has a higher volatility of 9.38% compared to The Unilever Group (UL) at 6.00%. This indicates that IVZ's price experiences larger fluctuations and is considered to be riskier than UL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IVZ vs. UL - Financials Comparison
This section allows you to compare key financial metrics between Invesco Ltd. and The Unilever Group. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities