IVZ vs TRU

Comparison between Invesco Ltd (IVZ, Company) and TransUnion (TRU, Company).

Both IVZ and TRU are from the Financial Services sector.

5-Year PerformanceIVZ has outperformed TRU, delivering a return of +6.1% compared to -9.4%

IVZ vs TRU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVZ(COMPANY)	TRU(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	86.76%	65.28%
Sharpe Ratio	2.06	-0.57
5Y Beta	1.49	1.46
Industry	Asset Management	Financial Data & Stock Exchanges
P/E Ratio	-97.44	17.72
Forward P/E	10.82	13.37
PEG Ratio	N/A	0.19
Dividend Yield	2.89%	0.55%
5Y Dividends CAGR	5.88%	3.97%
5Y EPS CAGR	N/A	16.36%
Debt to Equity	16.05%	117.96%
Free Cash Flow Yield	14.01%	5.59%

Market Cap

Winner

IVZ

$12B

TRU

$12B

Max Drawdown

IVZ

86.76%

Winner

TRU

65.28%

Sharpe Ratio

Winner

IVZ

2.06

TRU

-0.57

5Y Beta

IVZ

1.49

Winner

TRU

1.46

Industry

IVZ

Asset Management

TRU

Financial Data & Stock Exchanges

P/E Ratio

Winner

IVZ

-97.44

TRU

17.72

Forward P/E

Winner

IVZ

10.82

TRU

13.37

PEG Ratio

IVZ

N/A

TRU

0.19

Dividend Yield

Winner

IVZ

2.89%

TRU

0.55%

5Y Dividends CAGR

Winner

IVZ

5.88%

TRU

3.97%

5Y EPS CAGR

IVZ

N/A

TRU

16.36%

Debt to Equity

Winner

IVZ

16.05%

TRU

117.96%

Free Cash Flow Yield

Winner

IVZ

14.01%

TRU

5.59%

IVZ vs TRU - Historical Returns

Returns include dividend reinvestment.

Period	IVZ	TRU
1 month	+2.74%	-5.66%
3 months	+21.11%	-11.41%
6 months	+7.96%	-24.77%
1 year	+97.87%	-23.39%
5 years(CAGR)	+6.15%	-9.37%
10 years(CAGR)	+4.96%	+7.60%
Max(CAGR)	+4.90%	+9.26%

Winner

IVZ

+2.74%

TRU

-5.66%

Winner

IVZ

+21.11%

TRU

-11.41%

Winner

IVZ

+7.96%

TRU

-24.77%

Winner

IVZ

+97.87%

TRU

-23.39%

5Y(CAGR)

Winner

IVZ

+6.15%

TRU

-9.37%

10Y(CAGR)

IVZ

+4.96%

Winner

TRU

+7.60%

Max(CAGR)

IVZ

+4.90%

Winner

TRU

+9.26%

IVZ vs TRU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVZ	TRU
2026	+6.12%	-22.22%
2025	+55.41%	-6.15%
2024	+3.44%	+39.96%
2023	+4.77%	+17.18%
2022	-19.64%	-51.19%
2021	+39.42%	+24.13%
2020	+2.96%	+13.40%
2019	+14.30%	+53.50%
2018	-51.78%	+3.91%
2017	+22.29%	+77.52%
2016	-5.04%	+12.43%
2015	-11.97%	+8.54%
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 TRU Drawdown Comparison

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

The maximum drawdown for TRU was -64.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current IVZ drawdown is -3.63%. The current TRU drawdown is -46.86%.

Rank	IVZ	TRU
#1	-83.90% Nov 3, 2000 - Apr 2, 2014	-64.92% Sep 8, 2021 - Oct 30, 2023
#2	-79.73% Jan 26, 2018 - Dec 5, 2025	-45.16% Feb 20, 2020 - Dec 23, 2020
#3	-42.28% Mar 20, 2015 - Jan 17, 2018	-31.27% Sep 13, 2018 - Jul 23, 2019
#4	-22.04% Jan 16, 2026 - Jun 15, 2026	-25.02% Dec 24, 2015 - Apr 27, 2016
#5	-17.73% Apr 3, 2000 - Apr 28, 2000	-17.33% Jul 22, 2016 - Feb 14, 2017
#6	-16.79% May 2, 2000 - Jun 16, 2000	-16.60% Dec 24, 2020 - Apr 22, 2021
#7	-16.22% Oct 2, 2000 - Oct 31, 2000	-15.75% Sep 7, 2017 - Oct 5, 2017
#8	-13.79% Sep 18, 2014 - Nov 7, 2014	-13.63% Aug 14, 2015 - Dec 17, 2015
#9	-13.19% Sep 1, 2000 - Oct 2, 2000	-10.43% Jan 26, 2018 - Apr 20, 2018
#10	-12.69% Dec 5, 2014 - Mar 16, 2015	-8.26% Jun 23, 2016 - Jul 1, 2016
#11	-11.57% Jan 18, 2000 - Mar 6, 2000	-7.86% Sep 6, 2019 - Nov 14, 2019
#12	-10.16% Dec 29, 1999 - Jan 13, 2000	-6.76% Jul 20, 2018 - Sep 4, 2018
#13	-9.53% Apr 2, 2014 - Jun 5, 2014	-5.69% Aug 8, 2019 - Sep 6, 2019
#14	-8.03% Dec 13, 1999 - Dec 29, 1999	-5.68% Jul 26, 2019 - Aug 8, 2019
#15	-7.41% Jul 17, 2000 - Aug 8, 2000	-5.05% Jun 1, 2017 - Jun 19, 2017

Correlation

Correlation between IVZ and TRU is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.20

-101

Dividend Comparison (2000 - 2026)

IVZ vs TRU dividend yield comparison.

Year	IVZ	TRU
2026	1.51%	0.39%
2025	3.18%	0.54%
2024	4.66%	0.45%
2023	6.15%	0.61%
2022	4.07%	0.70%
2021	2.89%	0.30%
2020	4.45%	0.30%
2019	6.84%	0.35%
2018	7.11%	0.40%
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%