Invesco PLC (NYSE: IVZ) and Silvercrest Asset Management Group (NASDAQ:SAMG) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their dividends, institutional ownership, profitabiliy, earnings, analyst recommendations, valuation and risk.
Institutional and Insider Ownership
79.9% of Invesco PLC shares are held by institutional investors. Comparatively, 73.6% of Silvercrest Asset Management Group shares are held by institutional investors. 1.8% of Invesco PLC shares are held by insiders. Comparatively, 9.6% of Silvercrest Asset Management Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
Analyst Ratings
This is a breakdown of current ratings and recommmendations for Invesco PLC and Silvercrest Asset Management Group, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Invesco PLC | 0 | 2 | 9 | 1 | 2.92 |
| Silvercrest Asset Management Group | 0 | 0 | 1 | 0 | 3.00 |
Invesco PLC presently has a consensus price target of $36.79, suggesting a potential upside of 1.44%. Given Invesco PLC’s higher probable upside, equities analysts clearly believe Invesco PLC is more favorable than Silvercrest Asset Management Group.
Valuation & Earnings
This table compares Invesco PLC and Silvercrest Asset Management Group’s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | EBITDA | Earnings Per Share | Price/Earnings Ratio | |
| Invesco PLC | $4.78 billion | 3.09 | $1.34 billion | $2.19 | 16.56 |
| Silvercrest Asset Management Group | $82.95 million | 1.30 | $18.58 million | $0.67 | 19.85 |
Invesco PLC has higher revenue and earnings than Silvercrest Asset Management Group. Invesco PLC is trading at a lower price-to-earnings ratio than Silvercrest Asset Management Group, indicating that it is currently the more affordable of the two stocks.
Dividends
Invesco PLC pays an annual dividend of $1.16 per share and has a dividend yield of 3.2%. Silvercrest Asset Management Group pays an annual dividend of $0.48 per share and has a dividend yield of 3.6%. Invesco PLC pays out 53.0% of its earnings in the form of a dividend. Silvercrest Asset Management Group pays out 71.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Silvercrest Asset Management Group has raised its dividend for 8 consecutive years. Silvercrest Asset Management Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Profitability
This table compares Invesco PLC and Silvercrest Asset Management Group’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Invesco PLC | 18.94% | 12.51% | 3.88% |
| Silvercrest Asset Management Group | 6.50% | 16.32% | 10.42% |
Risk and Volatility
Invesco PLC has a beta of 1.81, suggesting that its stock price is 81% more volatile than the S&P 500. Comparatively, Silvercrest Asset Management Group has a beta of 1.28, suggesting that its stock price is 28% more volatile than the S&P 500.
Summary
Invesco PLC beats Silvercrest Asset Management Group on 11 of the 18 factors compared between the two stocks.
Invesco PLC Company Profile
Invesco Ltd. (Invesco) is an independent investment management company. The Company provides a range of investment capabilities and outcomes, which are delivered through a set of investment vehicles, to help clients achieve their investment objectives. It has a presence in the retail and institutional markets within the investment management industry in North America; Europe, Middle East and Africa (EMEA), and Asia-Pacific. Its Jemstep solution provides wealth management home offices and their advisors with a suite of technology solutions that are customizable and are integrated into existing systems. The solution offers advisors an open architecture platform that includes Invesco’s fundamental and factor-based investment strategies. It offers retail products within various asset classes. It offers a suite of domestic and global strategies, including traditional and quantitative equities, fixed income and absolute return strategies.
Silvercrest Asset Management Group Company Profile
Silvercrest Asset Management Group Inc. (Silvercrest) is a full-service wealth management firm focused on providing financial advisory and related family office services to ultra-high net worth individuals and institutional investors. The Company offers a suite of family office services for families seeking oversight of financial affairs. It advises clients on traditional investment strategies focused on equities, fixed income and cash, as well as non-traditional investment strategies, including hedge funds, private equity funds, real estate and commodities. It offers clients an array of investment solutions together with an array of non-proprietary solutions offered by unaffiliated firms selected. Silvercrest’s family office services include financial planning; tax planning and preparation; partnership accounting and fund administration; consolidated wealth reporting; estate or trust agency, and art consultancy and management.
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