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IVZ vs AVY

Comparison between Invesco Ltd (IVZ, Company) and Avery Dennison Corp (AVY, Company).

IVZ is from the Financial Services sector, while AVY is from the Consumer Cyclical sector.

5-Year PerformanceIVZ has outperformed AVY, delivering a return of +3.3% compared to -5.1%

IVZ vs AVY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IVZ
$12B
Winner
AVY
$12B
Max Drawdown
IVZ
86.76%
Winner
AVY
77.87%
Sharpe Ratio
Winner
IVZ
2.00
AVY
-0.55
5Y Beta
IVZ
1.50
Winner
AVY
0.61
Industry
IVZ
Asset Management
AVY
Packaging & Containers
P/E Ratio
Winner
IVZ
-95.63
AVY
17.99
Forward P/E
Winner
IVZ
10.37
AVY
15.36
PEG Ratio
Winner
IVZ
0.38
AVY
9.11
Dividend Yield
Winner
IVZ
3.00%
AVY
2.45%
5Y Dividends CAGR
IVZ
5.88%
Winner
AVY
13.75%
5Y EPS CAGR
IVZ
N/A
AVY
3.31%
Debt to Equity
Winner
IVZ
16.05%
AVY
26.30%
Free Cash Flow Yield
Winner
IVZ
14.27%
AVY
7.09%
P/S Ratio
IVZ
1.86
Winner
AVY
1.36
P/B Ratio
Winner
IVZ
1.26
AVY
5.34

IVZ vs AVY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVZ
+2.73%
AVY
-3.58%
3M
Winner
IVZ
+11.45%
AVY
-15.00%
6M
Winner
IVZ
+5.87%
AVY
-12.47%
1Y
Winner
IVZ
+98.62%
AVY
-10.71%
5Y(CAGR)
Winner
IVZ
+3.26%
AVY
-5.10%
10Y(CAGR)
IVZ
+3.63%
Winner
AVY
+9.39%
Max(CAGR)
IVZ
+4.79%
Winner
AVY
+6.12%

IVZ vs AVY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIVZAVY
2026+3.12%-13.97%
2025+55.41%+1.33%
2024+3.44%-4.78%
2023+4.77%+12.29%
2022-19.64%-12.72%
2021+39.42%+44.42%
2020+2.96%+22.24%
2019+14.30%+48.27%
2018-51.78%-20.83%
2017+22.29%+66.92%
2016-5.04%+17.29%
2015-11.97%+23.97%
2014+13.09%+7.46%
2013+38.64%+45.16%
2012+30.41%+23.47%
2011-15.98%-29.31%
2010+5.40%+17.63%
2009+60.61%+13.89%
2008-51.27%-35.10%
2007+36.10%-19.81%
2006+58.16%+23.69%
2005+26.72%-4.01%
2004-13.14%+9.90%
2003+14.58%-8.56%
2002-56.35%+9.78%
2001-28.04%+6.33%
2000+96.90%-21.63%
1999+23.34%+20.14%

IVZ vs AVY Drawdown Comparison

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

The maximum drawdown for AVY was -72.94%, occurring on Mar 9, 2009. Recovery took 2014 trading sessions.

The current IVZ drawdown is -5.64%. The current AVY drawdown is -29.58%.

RankIVZAVY
#1-83.90%
Nov 3, 2000 - Apr 2, 2014
-72.94%
Jan 23, 2007 - Jan 22, 2015
#2-79.73%
Jan 26, 2018 - Dec 5, 2025
-43.70%
Jan 10, 2000 - Nov 16, 2006
#3-42.28%
Mar 20, 2015 - Jan 17, 2018
-43.52%
Feb 5, 2020 - Oct 21, 2020
#4-22.04%
Jan 16, 2026 - Apr 7, 2026
-31.78%
Sep 2, 2021 - Mar 21, 2024
#5-17.73%
Apr 3, 2000 - Apr 28, 2000
-30.46%
Jun 24, 2024 - Jun 4, 2026
#6-16.79%
May 2, 2000 - Jun 16, 2000
-30.37%
Jan 31, 2018 - Jul 2, 2019
#7-16.22%
Oct 2, 2000 - Oct 31, 2000
-13.52%
Aug 10, 2015 - Oct 28, 2015
#8-13.79%
Sep 18, 2014 - Nov 7, 2014
-12.98%
Sep 22, 2016 - Feb 1, 2017
#9-13.19%
Sep 1, 2000 - Oct 2, 2000
-12.12%
Dec 1, 2015 - Feb 25, 2016
#10-12.69%
Dec 5, 2014 - Mar 16, 2015
-10.66%
Jun 1, 2021 - Aug 25, 2021
#11-11.57%
Jan 18, 2000 - Mar 6, 2000
-10.08%
Jul 5, 2019 - Oct 23, 2019
#12-10.16%
Dec 29, 1999 - Jan 13, 2000
-9.03%
Jan 12, 2021 - Feb 3, 2021
#13-9.53%
Apr 2, 2014 - Jun 5, 2014
-7.79%
Jun 23, 2016 - Jul 27, 2016
#14-8.03%
Dec 13, 1999 - Dec 29, 1999
-6.83%
Mar 27, 2024 - May 8, 2024
#15-7.41%
Jul 17, 2000 - Aug 8, 2000
-6.60%
Nov 18, 1999 - Dec 15, 1999

Correlation

Correlation between IVZ and AVY is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38
-101

Dividend Comparison (1999 - 2026)

IVZ vs AVY dividend yield comparison.

YearIVZAVY
20261.55%1.25%
20253.18%2.03%
20244.66%1.84%
20236.15%1.57%
20224.07%1.62%
20212.89%1.23%
20204.45%1.52%
20196.84%1.73%
20187.11%2.24%
20173.15%1.53%
20163.66%2.28%
20153.17%2.33%
20142.47%2.58%
20132.33%2.27%
20122.45%3.09%
20112.38%3.49%
20101.80%1.89%
20091.73%3.34%
20083.60%5.01%
20071.19%3.03%
20061.44%2.31%
20052.14%2.77%
20042.57%2.48%
20032.54%2.59%
20022.75%2.21%
20011.05%2.18%
20000.69%2.02%
19990.00%0.37%

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