Invesco Ltd. (NYSE:IVZ) and Fidus Investment Corporation (NASDAQ:FDUS) compete with each other in the Asset Management sector. We will analyze and contrast their risk, institutional ownership, analyst recommendations, profitability, dividends, earnings and valuation.
Earnings & Valuation
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Fidus Investment Corporation||16||4.75||N/A||1.87||8.66|
We can see in table 1 the earnings per share, gross revenue and valuation of Invesco Ltd. and Fidus Investment Corporation. Fidus Investment Corporation seems to has lower revenue and earnings compared to Invesco Ltd. Company that currently has a higher P/E ratio means that it is the more expensive of the two businesses. Invesco Ltd. is trading at a higher P/E ratio than Fidus Investment Corporation, indicating that it is currently more expensive of the two stocks.
Table 2 provides the net margins, return on assets and return on equity of the two firms.
|Net Margins||Return on Equity||Return on Assets|
|Fidus Investment Corporation||0.00%||0%||0%|
The next table highlights the delivered recommendations and ratings for Invesco Ltd. and Fidus Investment Corporation.
|Sell Ratings||Hold Ratings||Buy Ratings||Rating Score|
|Fidus Investment Corporation||0||0||2||3.00|
Invesco Ltd.’s upside potential is 19.52% at a $21 average target price. Fidus Investment Corporation on the other hand boasts of a $17.5 average target price and a 17.29% potential upside. The results from earlier shows that analysts view suggest that Invesco Ltd. seems more appealing than Fidus Investment Corporation.
Institutional & Insider Ownership
Roughly 86.89% of Invesco Ltd. shares are owned by institutional investors while 30.34% of Fidus Investment Corporation are owned by institutional investors. Insiders owned roughly 0.9% of Invesco Ltd.’s shares. Competitively, 1.27% are Fidus Investment Corporation’s share owned by insiders.
In this table we show the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.
|Performance (W)||Performance (M)||Performance (Q)||Performance (HY)||Performance (Y)||Performance (YTD)|
|Fidus Investment Corporation||-0.12%||0.37%||2.66%||16.28%||12.58%||38.67%|
For the past year Invesco Ltd. was less bullish than Fidus Investment Corporation.
Invesco Ltd. beats Fidus Investment Corporation on 9 of the 11 factors.
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Fidus Investment Corporation is a business development company specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense, business services, consumer products and services including retail, food, and beverage, healthcare products and services, industrial products and services, information technology services, niche manufacturing, transportation and logistics, and value-added distribution sectors. It seeks to invest in companies based in United States. The fund typically invests between $5 million and $15 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million, but it can occasionally invest in larger or smaller companies. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.
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