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JBSAY vs. IVZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

JBSAY vs. IVZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JBS SA (JBSAY) and Invesco Ltd. (IVZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


JBSAY

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

IVZ

1D
2.27%
1M
6.40%
YTD
11.30%
6M
6.95%
1Y
101.13%
3Y*
28.01%
5Y*
6.28%
10Y*
6.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JBSAY vs. IVZ - Yearly Performance Comparison


2026 (YTD)
JBSAY
JBS SA
0.00%
IVZ
Invesco Ltd.
13.46%

Fundamentals

EPS

JBSAY:

R$9.24

IVZ:

-$0.62

PS Ratio

JBSAY:

0.23

IVZ:

2.05

Total Revenue (TTM)

JBSAY:

R$365.55B

IVZ:

$6.38B

Gross Profit (TTM)

JBSAY:

R$128.15B

IVZ:

$2.75B

EBITDA (TTM)

JBSAY:

R$21.29B

IVZ:

$1.38B

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Return for Risk

JBSAY vs. IVZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JBSAY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


IVZ
IVZ Risk / Return Rank: 9393
Overall Rank
IVZ Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
IVZ Sortino Ratio Rank: 9393
Sortino Ratio Rank
IVZ Omega Ratio Rank: 9393
Omega Ratio Rank
IVZ Calmar Ratio Rank: 9191
Calmar Ratio Rank
IVZ Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JBSAY vs. IVZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JBS SA (JBSAY) and Invesco Ltd. (IVZ). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JBSAYIVZDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.47

Calmar ratioReturn relative to maximum drawdown

4.62

Martin ratioReturn relative to average drawdown

12.45

JBSAY vs. IVZ - Sharpe Ratio Comparison


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Drawdowns

JBSAY vs. IVZ - Drawdown Comparison

The maximum JBSAY drawdown since its inception was 0.00%, smaller than the maximum IVZ drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for JBSAY and IVZ.


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Drawdown Indicators


JBSAYIVZDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-83.91%

+83.91%

Max Drawdown (1Y)

Largest decline over 1 year

-22.03%

Max Drawdown (3Y)

Largest decline over 3 years

-36.52%

Max Drawdown (5Y)

Largest decline over 5 years

-50.21%

Max Drawdown (10Y)

Largest decline over 10 years

-79.72%

Current Drawdown

Current decline from peak

0.00%

-1.44%

+1.44%

Average Drawdown

Average peak-to-trough decline

0.00%

-35.95%

+35.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.15%

Volatility

JBSAY vs. IVZ - Volatility Comparison


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Volatility by Period


JBSAYIVZDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.32%

Volatility (6M)

Calculated over the trailing 6-month period

25.32%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

35.13%

-35.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

36.52%

-36.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

39.42%

-39.42%

Dividends

JBSAY vs. IVZ - Dividend Comparison

JBSAY has not paid dividends to shareholders, while IVZ's dividend yield for the trailing twelve months is around 2.94%.


PositionTTM20252024202320222021202020192018201720162015
IVZ
Invesco Ltd.
2.94%3.18%4.66%6.15%4.07%2.89%4.45%6.84%7.11%3.15%3.66%3.17%
JBSAY
JBS SA
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

JBSAY vs. IVZ - Financials Comparison

This section allows you to compare key financial metrics between JBS SA and Invesco Ltd.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B100.00B120.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
118.97B
1.69B
(JBSAY) Total Revenue
(IVZ) Total Revenue
Please note, different currencies. JBSAY values in BRL, IVZ values in USD

JBSAY vs. IVZ - Profitability Comparison

The chart below illustrates the profitability comparison between JBS SA and Invesco Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
13.5%
67.0%
Portfolio components
JBSAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JBS SA reported a gross profit of 16.05B and revenue of 118.97B. Therefore, the gross margin over that period was 13.5%.

IVZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported a gross profit of 1.13B and revenue of 1.69B. Therefore, the gross margin over that period was 67.0%.

JBSAY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JBS SA reported an operating income of 6.27B and revenue of 118.97B, resulting in an operating margin of 5.3%.

IVZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported an operating income of -1.46B and revenue of 1.69B, resulting in an operating margin of -86.2%.

JBSAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JBS SA reported a net income of 3.04B and revenue of 118.97B, resulting in a net margin of 2.6%.

IVZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported a net income of -1.06B and revenue of 1.69B, resulting in a net margin of -62.7%.


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