DTM vs IVZ

Comparison between DT Midstream Inc (DTM, Company) and Invesco Ltd (IVZ, Company).

DTM is from the Energy sector, while IVZ is from the Financial Services sector.

5-Year PerformanceDTM has outperformed IVZ, delivering a return of +28.5% compared to +10.3%

DTM vs IVZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DTM(COMPANY)	IVZ(COMPANY)
Market Cap	$14B	$14B
Max Drawdown	25.08%	86.76%
Sharpe Ratio	0.98	1.49
5Y Beta	0.58	1.54
Industry	Oil & Gas Midstream	Asset Management
P/E Ratio	29.62	870.65
Forward P/E	26.04	11.60
PEG Ratio	1.30	0.90
Dividend Yield	2.62%	2.71%
5Y Dividends CAGR	N/A	10.28%
5Y EPS CAGR	7.19%	-56.23%
Debt to Equity	69.60%	13.02%
Free Cash Flow Yield	3.46%	13.79%
P/S Ratio	10.66	2.08
P/B Ratio	2.86	1.41

Market Cap

DTM

$14B

Winner

IVZ

$14B

Max Drawdown

Winner

DTM

25.08%

IVZ

86.76%

Sharpe Ratio

DTM

0.98

Winner

IVZ

1.49

5Y Beta

Winner

DTM

0.58

IVZ

1.54

Industry

DTM

Oil & Gas Midstream

IVZ

Asset Management

P/E Ratio

Winner

DTM

29.62

IVZ

870.65

Forward P/E

DTM

26.04

Winner

IVZ

11.60

PEG Ratio

DTM

1.30

Winner

IVZ

0.90

Dividend Yield

DTM

2.62%

Winner

IVZ

2.71%

5Y Dividends CAGR

DTM

N/A

IVZ

10.28%

5Y EPS CAGR

Winner

DTM

7.19%

IVZ

-56.23%

Debt to Equity

DTM

69.60%

Winner

IVZ

13.02%

Free Cash Flow Yield

DTM

3.46%

Winner

IVZ

13.79%

P/S Ratio

DTM

10.66

Winner

IVZ

2.08

P/B Ratio

DTM

2.86

Winner

IVZ

1.41

DTM vs IVZ - Historical Returns

Returns include dividend reinvestment.

Period	DTM	IVZ
1 month	-13.69%	+9.14%
3 months	-16.27%	+20.76%
6 months	-7.17%	+26.05%
1 year	+28.15%	+54.86%
5 years(CAGR)	+28.52%	+10.29%
10 years(CAGR)	N/A	+5.37%
Max(CAGR)	+28.94%	+5.45%

DTM

-13.69%

Winner

IVZ

+9.14%

DTM

-16.27%

Winner

IVZ

+20.76%

DTM

-7.17%

Winner

IVZ

+26.05%

DTM

+28.15%

Winner

IVZ

+54.86%

5Y(CAGR)

Winner

DTM

+28.52%

IVZ

+10.29%

10Y(CAGR)

DTM

N/A

IVZ

+5.37%

Max(CAGR)

Winner

DTM

+28.94%

IVZ

+5.45%

DTM vs IVZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DTM	IVZ
2026	+5.25%	+23.18%
2025	+21.29%	+55.41%
2024	+87.83%	+3.44%
2023	+8.93%	+4.77%
2022	+19.36%	-19.64%
2021	+17.18%	+39.42%
2020	N/A	+2.96%
2019	N/A	+14.30%
2018	N/A	-51.78%
2017	N/A	+22.29%
2016	N/A	-5.04%
2015	N/A	-11.97%
2014	N/A	+13.09%
2013	N/A	+38.64%
2012	N/A	+30.41%
2011	N/A	-15.98%
2010	N/A	+5.40%
2009	N/A	+60.61%
2008	N/A	-51.27%
2007	N/A	+36.10%
2006	N/A	+58.16%
2005	N/A	+26.72%
2004	N/A	-13.14%
2003	N/A	+14.58%
2002	N/A	-56.35%
2001	N/A	-28.04%
2000	N/A	+96.90%
1999	N/A	+23.34%

DTM vs IVZ Drawdown Comparison

The maximum drawdown for DTM was -23.56%, occurring on Mar 10, 2025. Recovery took 171 trading sessions.

The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.

The current DTM drawdown is -16.58%. The current IVZ drawdown is -0.37%.

Rank	DTM	IVZ
#1	-23.56% Jan 21, 2025 - Sep 25, 2025	-83.90% Nov 3, 2000 - Apr 2, 2014
#2	-23.09% Nov 1, 2022 - Dec 4, 2023	-79.73% Jan 26, 2018 - Dec 5, 2025
#3	-19.85% Jun 7, 2022 - Aug 25, 2022	-42.28% Mar 20, 2015 - Jan 17, 2018
#4	-16.58% Jun 26, 2026 - Aug 24, 2026	-22.04% Jan 16, 2026 - Jun 15, 2026
#5	-13.36% Aug 25, 2022 - Oct 28, 2022	-17.73% Apr 3, 2000 - Apr 28, 2000
#6	-11.46% Nov 22, 2024 - Jan 14, 2025	-16.79% May 2, 2000 - Jun 16, 2000
#7	-11.35% Apr 20, 2022 - Jun 2, 2022	-16.22% Oct 2, 2000 - Oct 31, 2000
#8	-10.62% Mar 10, 2022 - Apr 13, 2022	-13.79% Sep 18, 2014 - Nov 7, 2014
#9	-10.09% Dec 4, 2023 - Feb 29, 2024	-13.19% Sep 1, 2000 - Oct 2, 2000
#10	-9.36% Oct 20, 2021 - Jan 4, 2022	-12.69% Dec 5, 2014 - Mar 16, 2015
#11	-9.22% Jul 2, 2021 - Aug 3, 2021	-11.57% Jan 18, 2000 - Mar 6, 2000
#12	-8.46% Feb 9, 2022 - Mar 1, 2022	-11.40% Jun 16, 2026 - Jul 15, 2026
#13	-8.46% May 22, 2026 - Jun 26, 2026	-10.16% Dec 29, 1999 - Jan 13, 2000
#14	-7.97% Oct 8, 2025 - Nov 10, 2025	-9.53% Apr 2, 2014 - Jun 5, 2014
#15	-7.83% Mar 4, 2026 - Apr 30, 2026	-8.03% Dec 13, 1999 - Dec 29, 1999

Correlation

Correlation between DTM and IVZ is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2000 - 2026)

DTM vs IVZ dividend yield comparison.

Year	DTM	IVZ
2026	1.40%	1.97%
2025	2.74%	3.18%
2024	2.96%	4.66%
2023	5.04%	6.15%
2022	4.63%	4.07%
2021	2.50%	2.89%
2020	0.00%	4.45%
2019	0.00%	6.84%
2018	0.00%	7.11%
2017	0.00%	3.15%
2016	0.00%	3.66%
2015	0.00%	3.17%
2014	0.00%	2.47%
2013	0.00%	2.33%
2012	0.00%	2.45%
2011	0.00%	2.38%
2010	0.00%	1.80%
2009	0.00%	1.73%
2008	0.00%	3.60%
2007	0.00%	1.19%
2006	0.00%	1.44%
2005	0.00%	2.14%
2004	0.00%	2.57%
2003	0.00%	2.54%
2002	0.00%	2.75%
2001	0.00%	1.05%
2000	0.00%	0.69%