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TRU vs IVZ

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

Both TRU and IVZ are from the Financial Services sector.

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

TRU vs IVZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

TRU vs IVZ - Historical Returns

Returns include dividend reinvestment.

1M
TRU
-5.66%
Winner
IVZ
+2.74%
3M
TRU
-11.41%
Winner
IVZ
+21.11%
6M
TRU
-24.77%
Winner
IVZ
+7.96%
1Y
TRU
-23.39%
Winner
IVZ
+97.87%
5Y(CAGR)
TRU
-9.37%
Winner
IVZ
+6.15%
10Y(CAGR)
Winner
TRU
+7.60%
IVZ
+4.96%
Max(CAGR)
Winner
TRU
+9.26%
IVZ
+4.90%

TRU vs IVZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTRUIVZ
2026-22.22%+6.12%
2025-6.15%+55.41%
2024+39.96%+3.44%
2023+17.18%+4.77%
2022-51.19%-19.64%
2021+24.13%+39.42%
2020+13.40%+2.96%
2019+53.50%+14.30%
2018+3.91%-51.78%
2017+77.52%+22.29%
2016+12.43%-5.04%
2015+8.54%-11.97%
2014N/A+13.09%
2013N/A+38.64%
2012N/A+30.41%
2011N/A-15.98%
2010N/A+5.40%
2009N/A+60.61%
2008N/A-51.27%
2007N/A+36.10%
2006N/A+58.16%
2005N/A+26.72%
2004N/A-13.14%
2003N/A+14.58%
2002N/A-56.35%
2001N/A-28.04%
2000N/A+96.90%
1999N/A+23.34%

TRU vs IVZ Drawdown Comparison

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

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

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

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

Correlation

Correlation between TRU and IVZ 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)

TRU vs IVZ dividend yield comparison.

YearTRUIVZ
20260.39%1.51%
20250.54%3.18%
20240.45%4.66%
20230.61%6.15%
20220.70%4.07%
20210.30%2.89%
20200.30%4.45%
20190.35%6.84%
20180.40%7.11%
20170.00%3.15%
20160.00%3.66%
20150.00%3.17%
20140.00%2.47%
20130.00%2.33%
20120.00%2.45%
20110.00%2.38%
20100.00%1.80%
20090.00%1.73%
20080.00%3.60%
20070.00%1.19%
20060.00%1.44%
20050.00%2.14%
20040.00%2.57%
20030.00%2.54%
20020.00%2.75%
20010.00%1.05%
20000.00%0.69%

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