IVZ vs EXEL

Comparison between Invesco Ltd (IVZ, Company) and Exelixis Inc (EXEL, Company).

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

5-Year PerformanceEXEL has outperformed IVZ, delivering a return of +24.8% compared to +9.9%

IVZ vs EXEL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVZ(COMPANY)	EXEL(COMPANY)
Market Cap	$14B	$14B
Max Drawdown	86.76%	97.38%
Sharpe Ratio	1.35	1.00
5Y Beta	1.54	0.56
Industry	Asset Management	Biotechnology
P/E Ratio	883.63	17.00
Forward P/E	10.88	17.73
PEG Ratio	0.90	0.32
Dividend Yield	2.66%	N/A
5Y Dividends CAGR	5.88%	N/A
5Y EPS CAGR	-56.23%	62.11%
Debt to Equity	13.02%	0.00%
Free Cash Flow Yield	13.59%	8.31%
P/S Ratio	2.05	6.00
P/B Ratio	1.05	7.27

Market Cap

Winner

IVZ

$14B

EXEL

$14B

Max Drawdown

Winner

IVZ

86.76%

EXEL

97.38%

Sharpe Ratio

Winner

IVZ

1.35

EXEL

1.00

5Y Beta

IVZ

1.54

Winner

EXEL

0.56

Industry

IVZ

Asset Management

EXEL

Biotechnology

P/E Ratio

IVZ

883.63

Winner

EXEL

17.00

Forward P/E

Winner

IVZ

10.88

EXEL

17.73

PEG Ratio

IVZ

0.90

Winner

EXEL

0.32

Dividend Yield

IVZ

2.66%

EXEL

N/A

5Y Dividends CAGR

IVZ

5.88%

EXEL

N/A

5Y EPS CAGR

IVZ

-56.23%

Winner

EXEL

62.11%

Debt to Equity

IVZ

13.02%

Winner

EXEL

0.00%

Free Cash Flow Yield

Winner

IVZ

13.59%

EXEL

8.31%

P/S Ratio

Winner

IVZ

2.05

EXEL

6.00

P/B Ratio

Winner

IVZ

1.05

EXEL

7.27

IVZ vs EXEL - Historical Returns

Returns include dividend reinvestment.

Period	IVZ	EXEL
1 month	+13.87%	-6.00%
3 months	+16.79%	+7.19%
6 months	+20.04%	+18.91%
1 year	+55.46%	+38.42%
5 years(CAGR)	+9.92%	+24.79%
10 years(CAGR)	+5.54%	+16.67%
Max(CAGR)	+5.34%	+4.92%

Winner

IVZ

+13.87%

EXEL

-6.00%

Winner

IVZ

+16.79%

EXEL

+7.19%

Winner

IVZ

+20.04%

EXEL

+18.91%

Winner

IVZ

+55.46%

EXEL

+38.42%

5Y(CAGR)

IVZ

+9.92%

Winner

EXEL

+24.79%

10Y(CAGR)

IVZ

+5.54%

Winner

EXEL

+16.67%

Max(CAGR)

Winner

IVZ

+5.34%

EXEL

+4.92%

IVZ vs EXEL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVZ	EXEL
2026	+19.50%	+19.78%
2025	+55.41%	+29.14%
2024	+3.44%	+39.16%
2023	+4.77%	+47.18%
2022	-19.64%	-16.37%
2021	+39.42%	-10.96%
2020	+2.96%	+13.65%
2019	+14.30%	-11.59%
2018	-51.78%	-37.36%
2017	+22.29%	+106.38%
2016	-5.04%	+171.58%
2015	-11.97%	+241.82%
2014	+13.09%	-76.70%
2013	+38.64%	+26.92%
2012	+30.41%	-1.93%
2011	-15.98%	-44.26%
2010	+5.40%	+9.47%
2009	+60.61%	+41.19%
2008	-51.27%	-42.56%
2007	+36.10%	-8.87%
2006	+58.16%	-7.60%
2005	+26.72%	+2.39%
2004	-13.14%	+35.71%
2003	+14.58%	-7.35%
2002	-56.35%	-49.40%
2001	-28.04%	+30.97%
2000	+96.90%	-0.81%
1999	+23.34%	N/A

IVZ vs EXEL Drawdown Comparison

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

The maximum drawdown for EXEL was -97.38%, occurring on Dec 24, 2014. Recovery took 6485 trading sessions.

The current IVZ drawdown is -1.00%. The current EXEL drawdown is -8.58%.

Rank	IVZ	EXEL
#1	-83.90% Nov 3, 2000 - Apr 2, 2014	-97.38% Jul 26, 2000 - May 11, 2026
#2	-79.73% Jan 26, 2018 - Dec 5, 2025	-38.22% May 4, 2000 - Jun 5, 2000
#3	-42.28% Mar 20, 2015 - Jan 17, 2018	-9.05% Jun 22, 2000 - Jun 28, 2000
#4	-22.04% Jan 16, 2026 - Jun 15, 2026	-8.99% Jul 12, 2000 - Jul 24, 2000
#5	-17.73% Apr 3, 2000 - Apr 28, 2000	-8.58% Jul 9, 2026 - Aug 6, 2026
#6	-16.79% May 2, 2000 - Jun 16, 2000	-8.50% Jun 7, 2000 - Jun 21, 2000
#7	-16.22% Oct 2, 2000 - Oct 31, 2000	-6.38% Jun 29, 2000 - Jul 6, 2000
#8	-13.79% Sep 18, 2014 - Nov 7, 2014	-5.66% May 28, 2026 - Jun 3, 2026
#9	-13.19% Sep 1, 2000 - Oct 2, 2000	-5.11% May 13, 2026 - May 28, 2026
#10	-12.69% Dec 5, 2014 - Mar 16, 2015	-4.04% Jun 11, 2026 - Jun 26, 2026
#11	-11.57% Jan 18, 2000 - Mar 6, 2000	-2.41% Apr 20, 2000 - Apr 28, 2000
#12	-11.40% Jun 16, 2026 - Jul 15, 2026	-1.82% Jun 5, 2026 - Jun 9, 2026
#13	-10.16% Dec 29, 1999 - Jan 13, 2000	-1.70% Jul 7, 2026 - Jul 9, 2026
#14	-9.53% Apr 2, 2014 - Jun 5, 2014	-1.48% Jun 26, 2026 - Jul 2, 2026
#15	-8.03% Dec 13, 1999 - Dec 29, 1999	-0.81% Apr 17, 2000 - Apr 19, 2000