Contrasting Invesco (NYSE:IVZ) and Jupiter Fund Management (OTCMKTS:JFHHF)

Jupiter Fund Management (OTCMKTS:JFHHF) and Invesco (NYSE:IVZ) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their valuation, earnings, analyst recommendations, institutional ownership, dividends, profitability and risk.

Insider and Institutional Ownership

66.1% of Invesco shares are owned by institutional investors. 1.2% of Invesco shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Volatility and Risk

Jupiter Fund Management has a beta of 0.4, suggesting that its share price is 60% less volatile than the S&P 500. Comparatively, Invesco has a beta of 1.65, suggesting that its share price is 65% more volatile than the S&P 500.

Profitability

This table compares Jupiter Fund Management and Invesco’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Jupiter Fund Management	N/A	N/A	N/A
Invesco	14.15%	9.11%	3.69%

Analyst Recommendations

This is a breakdown of recent ratings and target prices for Jupiter Fund Management and Invesco, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Jupiter Fund Management	1	2	0	0	1.67
Invesco	0	13	5	0	2.28

Invesco has a consensus target price of $24.53, suggesting a potential downside of 8.91%. Given Invesco’s stronger consensus rating and higher possible upside, analysts plainly believe Invesco is more favorable than Jupiter Fund Management.

Valuation & Earnings

This table compares Jupiter Fund Management and Invesco”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Jupiter Fund Management	N/A	N/A	N/A	N/A	N/A
Invesco	$6.07 billion	1.98	$774.80 million	$1.47	18.32

Invesco has higher revenue and earnings than Jupiter Fund Management.

Summary

Invesco beats Jupiter Fund Management on 10 of the 10 factors compared between the two stocks.

About Jupiter Fund Management

Jupiter Fund Management Plc is a publicly owned investment manager. The firm manages mutual funds, hedge funds, client focused portfolios, and multi-manager products for its clients. It invests in the public equity markets across U.K., Europe and global emerging markets. The firm also invests in fixed income markets, fund of funds products, hedge funds, and absolute return funds. Jupiter Fund Management Plc was founded in 1985 and is based in London, United Kingdom.

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.