IVZ vs DTM

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

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

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

IVZ vs DTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

IVZ

$14B

DTM

$14B

Max Drawdown

IVZ

86.76%

Winner

DTM

25.08%

Sharpe Ratio

Winner

IVZ

1.49

DTM

0.98

5Y Beta

IVZ

1.54

Winner

DTM

0.58

Industry

IVZ

Asset Management

DTM

Oil & Gas Midstream

P/E Ratio

IVZ

870.65

Winner

DTM

29.62

Forward P/E

Winner

IVZ

11.60

DTM

26.04

PEG Ratio

Winner

IVZ

0.90

DTM

1.30

Dividend Yield

Winner

IVZ

2.71%

DTM

2.62%

5Y Dividends CAGR

IVZ

10.28%

DTM

N/A

5Y EPS CAGR

IVZ

-56.23%

Winner

DTM

7.19%

Debt to Equity

Winner

IVZ

13.02%

DTM

69.60%

Free Cash Flow Yield

Winner

IVZ

13.79%

DTM

3.46%

P/S Ratio

Winner

IVZ

2.08

DTM

10.66

P/B Ratio

Winner

IVZ

1.41

DTM

2.86

IVZ vs DTM - Historical Returns

Returns include dividend reinvestment.

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

Winner

IVZ

+9.14%

DTM

-13.69%

Winner

IVZ

+20.76%

DTM

-16.27%

Winner

IVZ

+26.05%

DTM

-7.17%

Winner

IVZ

+54.86%

DTM

+28.15%

5Y(CAGR)

IVZ

+10.29%

Winner

DTM

+28.52%

10Y(CAGR)

IVZ

+5.37%

DTM

N/A

Max(CAGR)

IVZ

+5.45%

Winner

DTM

+28.94%

IVZ vs DTM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

IVZ vs DTM Drawdown Comparison

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

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

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

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

Correlation

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

0.74

-101

Dividend Comparison (2000 - 2026)

IVZ vs DTM dividend yield comparison.

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