Head-To-Head Review: Prestige Wealth (NASDAQ:PWM) vs. Invesco (NYSE:IVZ)

Invesco (NYSE:IVZ) and Prestige Wealth (NASDAQ:PWM) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, earnings, dividends, risk, institutional ownership, profitability and valuation.

Institutional and Insider Ownership

66.1% of Invesco shares are owned by institutional investors. Comparatively, 7.7% of Prestige Wealth shares are owned by institutional investors. 1.2% of Invesco shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Profitability

This table compares Invesco and Prestige Wealth’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Invesco	14.15%	8.52%	3.69%
Prestige Wealth	N/A	N/A	N/A

Analyst Recommendations

This is a breakdown of current ratings and price targets for Invesco and Prestige Wealth, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Invesco	0	12	5	1	2.39
Prestige Wealth	1	0	0	0	1.00

Invesco presently has a consensus target price of $23.41, indicating a potential downside of 0.20%. Given Invesco’s stronger consensus rating and higher possible upside, analysts plainly believe Invesco is more favorable than Prestige Wealth.

Volatility and Risk

Invesco has a beta of 1.72, indicating that its stock price is 72% more volatile than the S&P 500. Comparatively, Prestige Wealth has a beta of 3.25, indicating that its stock price is 225% more volatile than the S&P 500.

Valuation and Earnings

This table compares Invesco and Prestige Wealth”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Invesco	$6.28 billion	1.67	$774.80 million	$1.47	15.95
Prestige Wealth	$640,000.00	24.53	-$6.88 million	N/A	N/A

Invesco has higher revenue and earnings than Prestige Wealth.

Summary

Invesco beats Prestige Wealth on 11 of the 13 factors compared between the two stocks.

About Invesco

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 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

About Prestige Wealth

Prestige Wealth Inc., through its subsidiaries, provides wealth management and asset management services. It assists its clients in identifying and purchasing wealth and asset management products. The company offers its services primarily for high net worth and ultra-high net worth individuals, including business owners, executives, heirs of rich families, and other affluent individuals in Asia primarily in the mainland China or Hong Kong. The company was incorporated in 2018 and is based in Central, Hong Kong. Prestige Wealth Inc. is a subsidiary of Prestige Financial Holdings Group Limited.