IVZ vs MEDP

Comparison between Invesco Ltd (IVZ, Company) and Medpace Holdings Inc (MEDP, Company).

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

5-Year PerformanceMEDP has outperformed IVZ, delivering a return of +21.8% compared to +3.3%

IVZ vs MEDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVZ(COMPANY)	MEDP(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	86.76%	42.87%
Sharpe Ratio	2.00	0.79
5Y Beta	1.50	1.05
Industry	Asset Management	Diagnostics & Research
P/E Ratio	-95.63	26.32
Forward P/E	10.37	26.81
PEG Ratio	0.38	1.35
Dividend Yield	3.00%	N/A
5Y Dividends CAGR	5.88%	N/A
5Y EPS CAGR	N/A	29.42%
Debt to Equity	16.05%	0.00%
Free Cash Flow Yield	14.27%	5.82%
P/S Ratio	1.86	4.72
P/B Ratio	1.26	20.43

Market Cap

Winner

IVZ

$12B

MEDP

$12B

Max Drawdown

IVZ

86.76%

Winner

MEDP

42.87%

Sharpe Ratio

Winner

IVZ

2.00

MEDP

0.79

5Y Beta

IVZ

1.50

Winner

MEDP

1.05

Industry

IVZ

Asset Management

MEDP

Diagnostics & Research

P/E Ratio

Winner

IVZ

-95.63

MEDP

26.32

Forward P/E

Winner

IVZ

10.37

MEDP

26.81

PEG Ratio

Winner

IVZ

0.38

MEDP

1.35

Dividend Yield

IVZ

3.00%

MEDP

N/A

5Y Dividends CAGR

IVZ

5.88%

MEDP

N/A

5Y EPS CAGR

IVZ

N/A

MEDP

29.42%

Debt to Equity

IVZ

16.05%

Winner

MEDP

0.00%

Free Cash Flow Yield

Winner

IVZ

14.27%

MEDP

5.82%

P/S Ratio

Winner

IVZ

1.86

MEDP

4.72

P/B Ratio

Winner

IVZ

1.26

MEDP

20.43

IVZ vs MEDP - Historical Returns

Returns include dividend reinvestment.

Period	IVZ	MEDP
1 month	+2.73%	+5.56%
3 months	+11.45%	-3.22%
6 months	+5.87%	-17.13%
1 year	+98.62%	+54.73%
5 years(CAGR)	+3.26%	+21.83%
10 years(CAGR)	+3.63%	+32.93%
Max(CAGR)	+4.79%	+32.93%

IVZ

+2.73%

Winner

MEDP

+5.56%

Winner

IVZ

+11.45%

MEDP

-3.22%

Winner

IVZ

+5.87%

MEDP

-17.13%

Winner

IVZ

+98.62%

MEDP

+54.73%

5Y(CAGR)

IVZ

+3.26%

Winner

MEDP

+21.83%

10Y(CAGR)

IVZ

+3.63%

Winner

MEDP

+32.93%

Max(CAGR)

IVZ

+4.79%

Winner

MEDP

+32.93%

IVZ vs MEDP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVZ	MEDP
2026	+3.12%	-20.45%
2025	+55.41%	+67.78%
2024	+3.44%	+8.72%
2023	+4.77%	+47.17%
2022	-19.64%	-0.89%
2021	+39.42%	+61.91%
2020	+2.96%	+67.77%
2019	+14.30%	+60.42%
2018	-51.78%	+42.51%
2017	+22.29%	+0.97%
2016	-5.04%	+29.79%
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 MEDP Drawdown Comparison

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

The maximum drawdown for MEDP was -42.87%, occurring on Apr 27, 2022. Recovery took 264 trading sessions.

The current IVZ drawdown is -5.64%. The current MEDP drawdown is -26.80%.

Rank	IVZ	MEDP
#1	-83.90% Nov 3, 2000 - Apr 2, 2014	-42.87% Dec 27, 2021 - Jan 13, 2023
#2	-79.73% Jan 26, 2018 - Dec 5, 2025	-41.43% Dec 6, 2016 - Dec 19, 2017
#3	-42.28% Mar 20, 2015 - Jan 17, 2018	-39.47% Feb 25, 2020 - Jul 15, 2020
#4	-22.04% Jan 16, 2026 - Apr 7, 2026	-39.38% Jul 16, 2024 - Jul 22, 2025
#5	-17.73% Apr 3, 2000 - Apr 28, 2000	-36.61% Jan 21, 2026 - Apr 23, 2026
#6	-16.79% May 2, 2000 - Jun 16, 2000	-27.23% Jan 23, 2023 - Jun 30, 2023
#7	-16.22% Oct 2, 2000 - Oct 31, 2000	-27.15% Feb 25, 2019 - Jul 30, 2019
#8	-13.79% Sep 18, 2014 - Nov 7, 2014	-26.31% Sep 18, 2018 - Dec 3, 2018
#9	-13.19% Sep 1, 2000 - Oct 2, 2000	-26.07% Dec 3, 2018 - Jan 31, 2019
#10	-12.69% Dec 5, 2014 - Mar 16, 2015	-19.22% Sep 13, 2023 - Nov 14, 2023
#11	-11.57% Jan 18, 2000 - Mar 6, 2000	-18.41% Sep 17, 2019 - Jan 14, 2020
#12	-10.16% Dec 29, 1999 - Jan 13, 2000	-18.36% Apr 26, 2021 - Sep 3, 2021
#13	-9.53% Apr 2, 2014 - Jun 5, 2014	-18.12% Sep 2, 2020 - Dec 1, 2020
#14	-8.03% Dec 13, 1999 - Dec 29, 1999	-17.99% Feb 26, 2018 - May 7, 2018
#15	-7.41% Jul 17, 2000 - Aug 8, 2000	-12.03% Nov 24, 2025 - Jan 21, 2026