Invesco vs Old Republic

On this page, Invesco and Old Republic are compared to illuminate differences in business models, financial performance, and market context. The analysis is designed to be neutral and accessible, helping readers understand strategic approaches, revenue drivers, and industry position without speculation. Educational content, not financial advice.

On this page, Invesco and Old Republic are compared to illuminate differences in business models, financial performance, and market context. The analysis is designed to be neutral and accessible, help...

About The Companies

Invesco (IVZ)

Invesco Ltd (IVZ) is a global investment manager that provides mutual funds, exchange-traded funds (ETFs), and customised strategies for retail and institutional clients. The business generates revenue largely from management and performance fees tied to assets under management (AUM), so earnings are sensitive to market levels, fund flows and the firm’s product mix. With a market capitalisation around $10.23 billion, Invesco’s prospects hinge on its scale, distribution network and ability to compete across active and passive products while managing costs. Investors should note the potential benefits of recurring fee income and diversified investment capabilities, balanced against risks such as fee compression, volatile AUM in market downturns, redemption risk, and evolving regulation. Historical performance can vary between products, and the company’s financial metrics will reflect market cycles. This summary is for general educational purposes only and not personalised investment advice; consider your goals, risk tolerance and consult a professional before acting.

Old Republic (ORI)

Old Republic International Corporation (ORI) is a diversified insurance holding company known for property & casualty and title insurance operations through a network of subsidiaries. With a market capitalisation of about $10.43 billion, the firm earns premiums, underwriting results and investment income, while managing reserves for future claims. Investors often watch underwriting discipline, combined ratios and the quality of the investment portfolio, since insurers’ profits depend on both claim experience and returns on invested assets. Key vulnerabilities include exposure to catastrophe losses, reserve adequacy and interest-rate movements that affect investment income and discounting. The company’s long history and diversified business mix can offer some resilience, but performance can vary with economic cycles and insurance markets. This summary is educational only and not personalised financial advice — suitability depends on your objectives, risk tolerance and time horizon.

Comparison Snapshot

Key Financial Metrics

IVZ

Metric

ORI

$11.69B

Market Cap

$11.21B

2.82%

Potential Profit

2.65%

Hold

Analyst Rating

Buy

Which Baskets Do They Appear In?

Private Market Liquidity: Could Goldman's Move Signal?

Goldman Sachs' acquisition of Industry Ventures for nearly $1 billion signals a strategic push by major financial players into the growing venture capital secondary market. This development suggests a broader investment opportunity among asset managers and service providers poised to benefit from the increasing demand for liquidity in private markets.

Published: October 14, 2025

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Monthly Investment Plan (Global Infrastructure Stocks)

This basket focuses on the global financial infrastructure companies that enable regular investing for individuals. It includes firms providing the platforms, payment rails, and asset management products crucial for growing investor participation in Nigeria and across Africa.

Published: September 30, 2025

Explore Basket

Which Baskets Do They Appear In?

Private Market Liquidity: Could Goldman's Move Signal?

Goldman Sachs' acquisition of Industry Ventures for nearly $1 billion signals a strategic push by major financial players into the growing venture capital secondary market. This development suggests a broader investment opportunity among asset managers and service providers poised to benefit from the increasing demand for liquidity in private markets.

Published: October 14, 2025

Explore Basket

Monthly Investment Plan (Global Infrastructure Stocks)

This basket focuses on the global financial infrastructure companies that enable regular investing for individuals. It includes firms providing the platforms, payment rails, and asset management products crucial for growing investor participation in Nigeria and across Africa.

Published: September 30, 2025

Explore Basket

Investment Analysis

Invesco

IVZ

Pros

Invesco achieved record assets under management of $2.0 trillion, an 8.5% increase from the prior quarter, supported by strong net long-term inflows of $15.6 billion.
The company shows operating margin improvement with a 31.2% adjusted operating margin in Q2 2025, reflecting controlled expenses and positive operating leverage.
Invesco is proactively strengthening its balance sheet and returning capital to shareholders through ongoing common and preferred stock repurchases.

Considerations

Revenue declined by 23.08% this year to $4.67 billion, indicating near-term volatility and challenges in top-line growth.
Long-term stock price forecasts show significant uncertainty and potential downside, with some estimates predicting steep declines by 2040.
Despite growth in EPS, the firm faces pressure from preferred stock repurchase related costs, which have negatively impacted diluted EPS recently.

Old Republic

ORI

Pros

Old Republic has strong institutional ownership, with nearly 71% held by major investors including Vanguard and State Street, demonstrating confidence from large financial entities.
The company exceeded Q3 2025 earnings expectations with EPS of $0.78, a 10% year-over-year increase, indicating operational strength and earnings growth.
Old Republic's stock has relatively stable recent trading around the $39 mark, suggesting steady market valuation and investor interest.

Considerations

The insurance sector exposure and regulatory environment pose ongoing risks that could impact Old Republic’s underwriting results and profitability.
Institutional ownership concentration might result in significant price volatility if large investors adjust positions.
The company faces competitive pressures in specialty insurance markets, which may limit margin expansion and growth opportunities.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Private Market Liquidity: Could Goldman's Move Signal?

Monthly Investment Plan (Global Infrastructure Stocks)

Which Baskets Do They Appear In?

Private Market Liquidity: Could Goldman's Move Signal?

Monthly Investment Plan (Global Infrastructure Stocks)