IVZ vs CSGP

Comparison between Invesco Ltd (IVZ, Company) and Costar Group Inc (CSGP, Company).

IVZ is from the Financial Services sector, while CSGP is from the Real Estate sector.

5-Year PerformanceIVZ has outperformed CSGP, delivering a return of +6.1% compared to -19.3%

IVZ vs CSGP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVZ(COMPANY)	CSGP(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	86.76%	71.11%
Sharpe Ratio	2.06	-2.40
5Y Beta	1.49	0.74
Industry	Asset Management	Real Estate Services
P/E Ratio	-97.44	-341.92
Forward P/E	10.82	19.16
Dividend Yield	2.89%	N/A
5Y Dividends CAGR	5.88%	N/A
Debt to Equity	16.05%	12.56%
Free Cash Flow Yield	14.01%	1.85%

Market Cap

Winner

IVZ

$12B

CSGP

$12B

Max Drawdown

IVZ

86.76%

Winner

CSGP

71.11%

Sharpe Ratio

Winner

IVZ

2.06

CSGP

-2.40

5Y Beta

IVZ

1.49

Winner

CSGP

0.74

Industry

IVZ

Asset Management

CSGP

Real Estate Services

P/E Ratio

IVZ

-97.44

Winner

CSGP

-341.92

Forward P/E

Winner

IVZ

10.82

CSGP

19.16

Dividend Yield

IVZ

2.89%

CSGP

N/A

5Y Dividends CAGR

IVZ

5.88%

CSGP

N/A

Debt to Equity

IVZ

16.05%

Winner

CSGP

12.56%

Free Cash Flow Yield

Winner

IVZ

14.01%

CSGP

1.85%

IVZ vs CSGP - Historical Returns

Returns include dividend reinvestment.

Period	IVZ	CSGP
1 month	+2.74%	-9.28%
3 months	+21.11%	-30.13%
6 months	+7.96%	-53.58%
1 year	+97.87%	-62.15%
5 years(CAGR)	+6.15%	-19.28%
10 years(CAGR)	+4.96%	+3.84%
Max(CAGR)	+4.90%	+10.07%

Winner

IVZ

+2.74%

CSGP

-9.28%

Winner

IVZ

+21.11%

CSGP

-30.13%

Winner

IVZ

+7.96%

CSGP

-53.58%

Winner

IVZ

+97.87%

CSGP

-62.15%

5Y(CAGR)

Winner

IVZ

+6.15%

CSGP

-19.28%

10Y(CAGR)

Winner

IVZ

+4.96%

CSGP

+3.84%

Max(CAGR)

IVZ

+4.90%

Winner

CSGP

+10.07%

IVZ vs CSGP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVZ	CSGP
2026	+6.12%	-54.15%
2025	+55.41%	-5.07%
2024	+3.44%	-16.23%
2023	+4.77%	+12.54%
2022	-19.64%	-1.98%
2021	+39.42%	-11.72%
2020	+2.96%	+48.92%
2019	+14.30%	+78.75%
2018	-51.78%	+13.66%
2017	+22.29%	+59.52%
2016	-5.04%	-4.58%
2015	-11.97%	+14.74%
2014	+13.09%	+0.96%
2013	+38.64%	+98.30%
2012	+30.41%	+35.66%
2011	-15.98%	+14.48%
2010	+5.40%	+36.24%
2009	+60.61%	+24.65%
2008	-51.27%	-27.30%
2007	+36.10%	-9.40%
2006	+58.16%	+21.56%
2005	+26.72%	-6.58%
2004	-13.14%	+9.56%
2003	+14.58%	+134.67%
2002	-56.35%	-19.96%
2001	-28.04%	+11.00%
2000	+96.90%	-24.70%
1999	+23.34%	+53.46%

IVZ vs CSGP Drawdown Comparison

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

The maximum drawdown for CSGP was -71.11%, occurring on Mar 21, 2001. Recovery took 1519 trading sessions.

The current IVZ drawdown is -3.63%. The current CSGP drawdown is -69.80%.

Rank	IVZ	CSGP
#1	-83.90% Nov 3, 2000 - Apr 2, 2014	-71.11% Mar 13, 2000 - Mar 29, 2006
#2	-79.73% Jan 26, 2018 - Dec 5, 2025	-69.80% Oct 26, 2021 - Jun 18, 2026
#3	-42.28% Mar 20, 2015 - Jan 17, 2018	-60.70% Oct 18, 2007 - Mar 29, 2011
#4	-22.04% Jan 16, 2026 - Jun 15, 2026	-37.08% Jun 6, 2006 - Oct 9, 2007
#5	-17.73% Apr 3, 2000 - Apr 28, 2000	-35.89% May 12, 2011 - Apr 27, 2012
#6	-16.79% May 2, 2000 - Jun 16, 2000	-35.70% Mar 4, 2014 - May 19, 2015
#7	-16.22% Oct 2, 2000 - Oct 31, 2000	-31.83% Jul 21, 2015 - Jun 30, 2016
#8	-13.79% Sep 18, 2014 - Nov 7, 2014	-29.29% Feb 12, 2020 - Jul 29, 2020
#9	-13.19% Sep 1, 2000 - Oct 2, 2000	-28.28% Sep 4, 2018 - Feb 27, 2019
#10	-12.69% Dec 5, 2014 - Mar 16, 2015	-21.82% Jan 19, 2000 - Mar 3, 2000
#11	-11.57% Jan 18, 2000 - Mar 6, 2000	-19.55% Jul 26, 2016 - Apr 27, 2017
#12	-10.16% Dec 29, 1999 - Jan 13, 2000	-19.29% Feb 12, 2021 - Oct 18, 2021
#13	-9.53% Apr 2, 2014 - Jun 5, 2014	-14.91% Dec 31, 1999 - Jan 13, 2000
#14	-8.03% Dec 13, 1999 - Dec 29, 1999	-14.30% Jul 26, 2019 - Jan 10, 2020
#15	-7.41% Jul 17, 2000 - Aug 8, 2000	-13.79% Mar 29, 2006 - Apr 27, 2006