Assurant vs Invesco

This page compares Assurant Inc. and Invesco Ltd., examining their business models, financial performance, and market context in clear, neutral language for readers. It presents frameworks to inform understanding without guidance or recommendations. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

AIZ

Metric

IVZ

$11.66B

Market Cap

$12.42B

8.23%

Potential Profit

-3.51%

Buy

Analyst Rating

Hold

Investment Analysis

Assurant

AIZ

Pros

Reported strong Q3 2025 financial results with 13% growth in both Adjusted EBITDA and Adjusted EPS, significantly outperforming analyst expectations.
Raised full-year 2025 outlook reflecting consistent growth across business segments and operational resilience.
Maintains a strong balance sheet with $613 million in holding company liquidity and active shareholder returns through buybacks and dividends.

Considerations

Short-term stock price trend shows weakness with an expected 5% decline over the next three months due to recent downward pressure.
Exposure to catastrophe risk may introduce earnings volatility despite adjusted growth excluding such events.
Valuation metrics such as a trailing PE of 15.21 and forward PE of 10.75 suggest moderate pricing that could limit upside in volatile markets.

Invesco

IVZ

Pros

Invesco benefits from diversified global asset management business with broad product offerings across equity, fixed income, and alternative investments.
Recent strategic initiatives focus on growth in ETFs and expanding passive investment solutions, aligning with industry trends.
Strong brand recognition and global distribution network support competitive positioning and assets under management growth.

Considerations

Subject to market volatility and cyclical fluctuations in asset values, impacting fee-based revenue streams.
Operating in a highly competitive asset management industry with pressure on fees and margin compression.
Regulatory changes and macroeconomic risks, including interest rate movements, may pose challenges to investment performance and client retention.

About The Companies

Assurant (AIZ)

Assurant Inc. is a global provider of risk management products and services, often called 'protection products'. The company partners with well-known brands to offer insurance and service contracts for items central to people's lives, such as mobile devices, cars, and homes. Operating across North America, Latin America, Europe, and Asia Pacific, its business is split into two main segments. 'Global Lifestyle' covers solutions for mobile devices, electronics, and vehicles. 'Global Housing' focuses on lender-placed homeowners' insurance, renters' insurance, and related services. By working with major brands, Assurant provides the behind-the-scenes support that helps consumers protect their significant purchases. As with any investment, it's important to remember that the value of shares can go down as well as up, and past performance is not a reliable indicator of future results. This type of stock may not be suitable for everyone.

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.

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Assurant vs Invesco

Comparison Snapshot

Investment Analysis

Assurant

Pros

Considerations

Invesco

Pros

Considerations

About The Companies

Which Baskets Do They Appear In?

Which Baskets Do They Appear In?

Buy AIZ or IVZ in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

Discover More Comparisons

Assurant vs Globe Life

Assurant vs XP

Assurant vs First Horizon

Frequently asked questions

What is the difference between a company’s business model and its financial results?

Why are Adjusted EBITDA and Adjusted EPS important in evaluating Assurant’s performance?

How should I interpret a company’s balance sheet liquidity and shareholder returns?

What does diversification mean for Invesco’s revenue streams?

How do ETFs and passive strategies influence Invesco’s growth outlook?

Why are market trends and macro factors relevant to both stocks in this comparison?

What role does regulatory risk play for these companies?

How might interest rate movements affect the two stocks differently?

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What is the educational purpose of this page’s comparison without investment advice?

Comparison Snapshot

About The Companies