IVZ vs ALGN

Comparison between Invesco Ltd (IVZ, Company) and Align Technology Inc (ALGN, Company).

IVZ is from the Financial Services sector, while ALGN is from the Healthcare sector.

5-Year PerformanceIVZ has outperformed ALGN, delivering a return of +4.4% compared to -22.1%

IVZ vs ALGN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVZ(COMPANY)	ALGN(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	86.76%	92.30%
Sharpe Ratio	2.03	0.12
5Y Beta	1.50	1.33
Industry	Asset Management	Medical Instruments & Supplies
P/E Ratio	-95.09	28.49
Forward P/E	10.87	15.38
PEG Ratio	0.38	3.44
Dividend Yield	2.99%	N/A
5Y Dividends CAGR	5.88%	N/A
5Y EPS CAGR	N/A	0.63%
Debt to Equity	16.05%	0.00%
Free Cash Flow Yield	14.35%	4.78%
P/S Ratio	1.88	3.11
P/B Ratio	1.27	3.07

Market Cap

IVZ

$12B

Winner

ALGN

$12B

Max Drawdown

Winner

IVZ

86.76%

ALGN

92.30%

Sharpe Ratio

Winner

IVZ

2.03

ALGN

0.12

5Y Beta

IVZ

1.50

Winner

ALGN

1.33

Industry

IVZ

Asset Management

ALGN

Medical Instruments & Supplies

P/E Ratio

Winner

IVZ

-95.09

ALGN

28.49

Forward P/E

Winner

IVZ

10.87

ALGN

15.38

PEG Ratio

Winner

IVZ

0.38

ALGN

3.44

Dividend Yield

IVZ

2.99%

ALGN

N/A

5Y Dividends CAGR

IVZ

5.88%

ALGN

N/A

5Y EPS CAGR

IVZ

N/A

ALGN

0.63%

Debt to Equity

IVZ

16.05%

Winner

ALGN

0.00%

Free Cash Flow Yield

Winner

IVZ

14.35%

ALGN

4.78%

P/S Ratio

Winner

IVZ

1.88

ALGN

3.11

P/B Ratio

Winner

IVZ

1.27

ALGN

3.07

IVZ vs ALGN - Historical Returns

Returns include dividend reinvestment.

Period	IVZ	ALGN
1 month	+2.75%	+5.46%
3 months	+27.33%	+4.74%
6 months	+11.92%	+5.69%
1 year	+100.30%	-3.77%
5 years(CAGR)	+4.41%	-22.14%
10 years(CAGR)	+5.17%	+8.38%
Max(CAGR)	+5.01%	+9.66%

IVZ

+2.75%

Winner

ALGN

+5.46%

Winner

IVZ

+27.33%

ALGN

+4.74%

Winner

IVZ

+11.92%

ALGN

+5.69%

Winner

IVZ

+100.30%

ALGN

-3.77%

5Y(CAGR)

Winner

IVZ

+4.41%

ALGN

-22.14%

10Y(CAGR)

IVZ

+5.17%

Winner

ALGN

+8.38%

Max(CAGR)

IVZ

+5.01%

Winner

ALGN

+9.66%

IVZ vs ALGN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVZ	ALGN
2026	+9.10%	+12.06%
2025	+55.41%	-25.10%
2024	+3.44%	-22.46%
2023	+4.77%	+29.07%
2022	-19.64%	-67.46%
2021	+39.42%	+24.83%
2020	+2.96%	+88.37%
2019	+14.30%	+38.06%
2018	-51.78%	-6.76%
2017	+22.29%	+129.16%
2016	-5.04%	+49.57%
2015	-11.97%	+17.17%
2014	+13.09%	-1.84%
2013	+38.64%	+101.20%
2012	+30.41%	+15.87%
2011	-15.98%	+19.40%
2010	+5.40%	+5.62%
2009	+60.61%	+100.45%
2008	-51.27%	-46.87%
2007	+36.10%	+24.94%
2006	+58.16%	+122.45%
2005	+26.72%	-38.73%
2004	-13.14%	-35.59%
2003	+14.58%	+502.77%
2002	-56.35%	-35.79%
2001	-28.04%	-73.34%
2000	+96.90%	N/A
1999	+23.34%	N/A

IVZ vs ALGN Drawdown Comparison

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

The maximum drawdown for ALGN was -92.30%, occurring on Nov 13, 2002. Recovery took 692 trading sessions.

The current IVZ drawdown is -0.17%. The current ALGN drawdown is -76.05%.

Rank	IVZ	ALGN
#1	-83.90% Nov 3, 2000 - Apr 2, 2014	-92.30% Jan 30, 2001 - Nov 3, 2003
#2	-79.73% Jan 26, 2018 - Dec 5, 2025	-82.89% Sep 8, 2021 - Sep 25, 2025
#3	-42.28% Mar 20, 2015 - Jan 17, 2018	-82.58% Oct 24, 2007 - Apr 24, 2012
#4	-22.04% Jan 16, 2026 - Apr 7, 2026	-75.18% Apr 19, 2004 - Apr 26, 2007
#5	-17.73% Apr 3, 2000 - Apr 28, 2000	-64.95% Sep 25, 2018 - Oct 22, 2020
#6	-16.79% May 2, 2000 - Jun 16, 2000	-35.18% Sep 13, 2012 - Jul 10, 2013
#7	-16.22% Oct 2, 2000 - Oct 31, 2000	-30.62% Jan 17, 2014 - Jun 16, 2015
#8	-13.79% Sep 18, 2014 - Nov 7, 2014	-22.28% Jan 26, 2018 - May 11, 2018
#9	-13.19% Sep 1, 2000 - Oct 2, 2000	-20.05% Feb 5, 2021 - Apr 27, 2021
#10	-12.69% Dec 5, 2014 - Mar 16, 2015	-18.56% Jul 25, 2007 - Oct 4, 2007
#11	-11.57% Jan 18, 2000 - Mar 6, 2000	-18.32% Jul 20, 2015 - Oct 23, 2015
#12	-10.16% Dec 29, 1999 - Jan 13, 2000	-17.71% Jan 26, 2004 - Apr 12, 2004
#13	-9.53% Apr 2, 2014 - Jun 5, 2014	-17.21% Nov 28, 2017 - Jan 17, 2018
#14	-8.03% Dec 13, 1999 - Dec 29, 1999	-14.67% Dec 1, 2003 - Jan 7, 2004
#15	-7.41% Jul 17, 2000 - Aug 8, 2000	-14.09% Oct 26, 2015 - Mar 2, 2016