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PNW vs IVZ

Comparison between Pinnacle West Capital Corp (PNW, Company) and Invesco Ltd (IVZ, Company).

PNW is from the Utilities sector, while IVZ is from the Financial Services sector.

5-Year PerformancePNW has outperformed IVZ, delivering a return of +7.5% compared to +4.0%

PNW vs IVZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PNW
$12B
IVZ
$12B
Max Drawdown
Winner
PNW
56.65%
IVZ
86.76%
Sharpe Ratio
PNW
0.45
Winner
IVZ
2.06
5Y Beta
Winner
PNW
0.14
IVZ
1.50
Industry
PNW
Utilities - Regulated Electric
IVZ
Asset Management
P/E Ratio
PNW
18.47
Winner
IVZ
-94.71
Forward P/E
PNW
21.37
Winner
IVZ
10.09
PEG Ratio
PNW
3.02
Winner
IVZ
0.38
Dividend Yield
Winner
PNW
3.63%
IVZ
3.15%
5Y Dividends CAGR
PNW
6.67%
Winner
IVZ
11.01%
5Y EPS CAGR
PNW
-1.71%
IVZ
N/A
Debt to Equity
PNW
147.16%
Winner
IVZ
16.05%
Free Cash Flow Yield
PNW
13.48%
Winner
IVZ
14.41%
P/S Ratio
PNW
2.22
Winner
IVZ
1.84
P/B Ratio
PNW
1.74
Winner
IVZ
1.22

PNW vs IVZ - Historical Returns

Returns include dividend reinvestment.

1M
PNW
-2.89%
Winner
IVZ
+13.94%
3M
Winner
PNW
+7.55%
IVZ
+3.40%
6M
PNW
+14.96%
Winner
IVZ
+20.03%
1Y
PNW
+12.13%
Winner
IVZ
+94.66%
5Y(CAGR)
Winner
PNW
+7.48%
IVZ
+4.05%
10Y(CAGR)
Winner
PNW
+7.17%
IVZ
+4.11%
Max(CAGR)
Winner
PNW
+8.45%
IVZ
+4.81%

PNW vs IVZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPNWIVZ
2026+14.74%+3.21%
2025+9.47%+55.41%
2024+21.11%+3.44%
2023+0.66%+4.77%
2022+14.35%-19.64%
2021-6.79%+39.42%
2020-6.39%+2.96%
2019+12.10%+14.30%
2018+5.16%-51.78%
2017+13.70%+22.29%
2016+26.11%-5.04%
2015-2.47%-11.97%
2014+36.73%+13.09%
2013+4.94%+38.64%
2012+11.13%+30.41%
2011+21.91%-15.98%
2010+18.70%+5.40%
2009+18.06%+60.61%
2008-18.11%-51.27%
2007-13.63%+36.10%
2006+25.10%+58.16%
2005-1.97%+26.72%
2004+15.32%-13.14%
2003+20.14%+14.58%
2002-15.91%-56.35%
2001-6.62%-28.04%
2000+66.55%+96.90%
1999-16.71%+23.34%

PNW vs IVZ Drawdown Comparison

The maximum drawdown for PNW was -53.35%, occurring on Oct 9, 2002. Recovery took 1026 trading sessions.

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

The current PNW drawdown is -4.13%. The current IVZ drawdown is -5.56%.

RankPNWIVZ
#1-53.35%
Oct 2, 2000 - Nov 3, 2004
-83.90%
Nov 3, 2000 - Apr 2, 2014
#2-49.51%
Jan 4, 2007 - Sep 28, 2010
-79.73%
Jan 26, 2018 - Dec 5, 2025
#3-39.28%
Feb 21, 2020 - Jul 31, 2024
-42.28%
Mar 20, 2015 - Jan 17, 2018
#4-28.96%
Nov 2, 1999 - May 8, 2000
-22.04%
Jan 16, 2026 - Apr 7, 2026
#5-20.89%
Jan 22, 2015 - Feb 3, 2016
-17.73%
Apr 3, 2000 - Apr 28, 2000
#6-18.48%
Nov 30, 2017 - Nov 12, 2018
-16.79%
May 2, 2000 - Jun 16, 2000
#7-15.59%
May 12, 2011 - Oct 18, 2011
-16.22%
Oct 2, 2000 - Oct 31, 2000
#8-15.01%
May 3, 2013 - Oct 20, 2014
-13.79%
Sep 18, 2014 - Nov 7, 2014
#9-14.10%
Aug 2, 2005 - Aug 18, 2006
-13.19%
Sep 1, 2000 - Oct 2, 2000
#10-13.50%
Nov 27, 2024 - Mar 3, 2025
-12.69%
Dec 5, 2014 - Mar 16, 2015
#11-12.38%
Jun 6, 2019 - Jan 27, 2020
-11.57%
Jan 18, 2000 - Mar 6, 2000
#12-11.25%
Jul 5, 2016 - Feb 24, 2017
-10.16%
Dec 29, 1999 - Jan 13, 2000
#13-10.68%
Dec 13, 2018 - Feb 21, 2019
-9.53%
Apr 2, 2014 - Jun 5, 2014
#14-10.25%
May 11, 2000 - Jul 24, 2000
-8.03%
Dec 13, 1999 - Dec 29, 1999
#15-8.43%
Aug 7, 2025 - Jan 16, 2026
-7.41%
Jul 17, 2000 - Aug 8, 2000

Correlation

Correlation between PNW and IVZ is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

Dividend Comparison (2000 - 2026)

PNW vs IVZ dividend yield comparison.

YearPNWIVZ
20261.83%0.76%
20254.05%3.18%
20244.17%4.66%
20234.84%6.15%
20224.49%4.07%
20214.73%2.89%
20203.97%4.45%
20193.33%6.84%
20183.31%7.11%
20173.12%3.15%
20163.24%3.66%
20153.74%3.17%
20143.36%2.47%
20134.16%2.33%
20124.16%2.45%
20114.36%2.38%
20105.07%1.80%
20095.74%1.73%
20086.54%3.60%
20074.95%1.19%
20063.99%1.44%
20054.66%2.14%
20044.11%2.57%
20034.31%2.54%
20024.77%2.75%
20013.64%1.05%
20002.99%0.69%

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