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IVZ vs MKC

Comparison between Invesco Ltd (IVZ, Company) and McCormick & Co. Inc (Non Voting) (MKC, Company).

IVZ is from the Financial Services sector, while MKC is from the Consumer Defensive sector.

5-Year PerformanceIVZ has outperformed MKC, delivering a return of +6.1% compared to -9.6%

IVZ vs MKC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IVZ
$12B
Winner
MKC
$13B
Max Drawdown
IVZ
86.76%
Winner
MKC
56.53%
Sharpe Ratio
Winner
IVZ
2.06
MKC
-1.48
5Y Beta
IVZ
1.49
Winner
MKC
0.16
Industry
IVZ
Asset Management
MKC
Packaged Foods
P/E Ratio
Winner
IVZ
-97.44
MKC
7.94
Forward P/E
Winner
IVZ
10.82
MKC
14.99
PEG Ratio
IVZ
N/A
MKC
0.07
Dividend Yield
IVZ
2.89%
Winner
MKC
3.88%
5Y Dividends CAGR
Winner
IVZ
5.88%
MKC
2.55%
5Y EPS CAGR
IVZ
N/A
MKC
21.14%
Debt to Equity
Winner
IVZ
16.05%
MKC
51.77%
Free Cash Flow Yield
Winner
IVZ
14.01%
MKC
4.99%

IVZ vs MKC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVZ
+2.74%
MKC
-0.13%
3M
Winner
IVZ
+21.11%
MKC
-14.52%
6M
Winner
IVZ
+7.96%
MKC
-30.78%
1Y
Winner
IVZ
+97.87%
MKC
-34.42%
5Y(CAGR)
Winner
IVZ
+6.15%
MKC
-9.60%
10Y(CAGR)
Winner
IVZ
+4.96%
MKC
+1.26%
Max(CAGR)
IVZ
+4.90%
Winner
MKC
+9.16%

IVZ vs MKC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIVZMKC
2026+6.12%-30.05%
2025+55.41%-7.88%
2024+3.44%+12.16%
2023+4.77%-16.27%
2022-19.64%-11.94%
2021+39.42%+4.43%
2020+2.96%+16.18%
2019+14.30%+26.95%
2018-51.78%+39.94%
2017+22.29%+11.03%
2016-5.04%+12.74%
2015-11.97%+18.04%
2014+13.09%+11.03%
2013+38.64%+7.83%
2012+30.41%+28.93%
2011-15.98%+11.03%
2010+5.40%+31.54%
2009+60.61%+15.46%
2008-51.27%-11.92%
2007+36.10%+0.91%
2006+58.16%+26.11%
2005+26.72%-16.89%
2004-13.14%+31.41%
2003+14.58%+29.87%
2002-56.35%+11.77%
2001-28.04%+15.99%
2000+96.90%+32.14%
1999+23.34%-4.36%

IVZ vs MKC Drawdown Comparison

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

The maximum drawdown for MKC was -52.00%, occurring on May 13, 2026. This drawdown has not yet recovered.

The current IVZ drawdown is -3.63%. The current MKC drawdown is -50.91%.

RankIVZMKC
#1-83.90%
Nov 3, 2000 - Apr 2, 2014
-52.00%
Apr 21, 2022 - May 13, 2026
#2-79.73%
Jan 26, 2018 - Dec 5, 2025
-34.11%
Jan 23, 2020 - May 14, 2020
#3-42.28%
Mar 20, 2015 - Jan 17, 2018
-31.02%
Aug 6, 2008 - Jun 15, 2010
#4-22.04%
Jan 16, 2026 - Jun 15, 2026
-29.17%
Nov 8, 1999 - Apr 7, 2000
#5-17.73%
Apr 3, 2000 - Apr 28, 2000
-24.42%
Jan 20, 2005 - Sep 27, 2006
#6-16.79%
May 2, 2000 - Jun 16, 2000
-23.85%
Sep 2, 2020 - Feb 3, 2022
#7-16.22%
Oct 2, 2000 - Oct 31, 2000
-21.93%
Jun 16, 2000 - Nov 28, 2000
#8-13.79%
Sep 18, 2014 - Nov 7, 2014
-21.91%
Dec 13, 2018 - Apr 15, 2019
#9-13.19%
Sep 1, 2000 - Oct 2, 2000
-21.15%
Apr 11, 2002 - May 28, 2003
#10-12.69%
Dec 5, 2014 - Mar 16, 2015
-16.62%
Jul 8, 2016 - Jun 1, 2017
#11-11.57%
Jan 18, 2000 - Mar 6, 2000
-14.37%
May 15, 2013 - Nov 5, 2014
#12-10.16%
Dec 29, 1999 - Jan 13, 2000
-13.80%
Dec 26, 2007 - Jul 17, 2008
#13-9.53%
Apr 2, 2014 - Jun 5, 2014
-13.36%
Apr 13, 2000 - Jun 16, 2000
#14-8.03%
Dec 13, 1999 - Dec 29, 1999
-13.28%
Jun 29, 2011 - Dec 27, 2011
#15-7.41%
Jul 17, 2000 - Aug 8, 2000
-12.65%
Jun 7, 2017 - Jan 25, 2018

Correlation

Correlation between IVZ and MKC is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40
-101

Dividend Comparison (1999 - 2026)

IVZ vs MKC dividend yield comparison.

YearIVZMKC
20261.51%1.03%
20253.18%2.69%
20244.66%2.24%
20236.15%2.32%
20224.07%1.81%
20212.89%1.44%
20204.45%1.68%
20196.84%1.37%
20187.11%1.53%
20173.15%1.89%
20163.66%1.89%
20153.17%1.91%
20142.47%2.03%
20132.33%2.02%
20122.45%2.00%
20112.38%2.28%
20101.80%2.28%
20091.73%2.71%
20083.60%2.82%
20071.19%2.16%
20061.44%1.92%
20052.14%2.13%
20042.57%1.50%
20032.54%1.63%
20022.75%1.61%
20011.05%1.93%
20000.69%2.14%
19990.00%0.64%

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