FOFA vs IVZ vs TROW Stock Comparison

Family Office Of America, Invesco and Price T Rowe Prices as of Oct 26, 2026 Peers: Industry group
IVZ Invesco Ltd.
$28.43 -8.1% 1M +21.2% 1Y
Market cap
$12.55B
P/E
–
Revenue (TTM)
$6.90B
Div. yield
2.95%
Asset Management Financial Services
1 win
TROW Price T Rowe Group Inc
$103.63 -1.8% 1M -1.2% 1Y
Market cap
$22.11B
P/E
10.0x
Revenue (TTM)
$7.59B
Div. yield
4.99%
Asset Management Financial Services
6 wins

Head to Head

9 decided of 12

Price T Rowe leads on 6 of the 12 questions below (Price T Rowe 6, Family Office Of America 2, Invesco 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionFOFAIVZTROWLeader
Larger companyMarket capitalisation $27.53M $12.55B $22.11B TROW
Cheaper on earningsLower P/E, profitable companies only -176.4x -41.5x 10.0x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 10.6x 9.9x TROW
Faster revenue growthRevenue growth, trailing twelve months +377,323.4% +12.2% +7.0% FOFA
More profitableNet margin, trailing twelve months -11.9% -4.5% 29.3% TROW
Better return on capitalReturn on invested capital — -1.1% — –
Less leveragedLower net debt / EBITDA — -2.0x — –
Higher dividend yieldTrailing dividend yield — 2.95% 4.99% TROW
Better 1-year returnPrice return, last 12 months +246.2% +21.2% -1.2% FOFA
Better 5-year returnAnnualised price return, 5 years -3.9%/yr +2.2%/yr -13.6%/yr IVZ
Less volatileAnnualised volatility, 1 year 287.4% 34.2% 24.0% TROW
Higher overall scoreMean of the five percentile scores vs peers 56/100 58/100 79/100 TROW

Percentile Scorecard

FOFAIVZTROW

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisFOFAIVZTROW
Valuation 33 #121 of 181 80 #37 of 181 89 #20 of 181
Growth 96 #6 of 111 31 #77 of 111 61 #44 of 111
Profitability 27 #94 of 129 41 #77 of 129 84 #22 of 129
Financial Health 69 #51 of 164 76 #41 of 164 –
Shareholder Returns – 62 #29 of 75 81 #15 of 75
Overall 56 58 79
  • FOFA ranked among 209 companies in Asset and Wealth Management
  • IVZ ranked among 209 companies in Asset and Wealth Management
  • TROW ranked among 209 companies in Asset and Wealth Management

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodFOFAIVZTROWSPY
1 month +4.7%-8.1%-1.8% -0.2%
3 months 0.0%-3.4%-14.8% +3.9%
6 months -10.0%+9.9%+2.8% +8.2%
Year to date +221.4%+8.2%+1.2% +12.9%
1 year +246.2%+21.2%-1.2% +12.3%
3 years +60.7%+122.8%+17.2% +87.4%
3 years, per year +17.1%+30.6%+5.4% +23.3%
5 years -18.2%+11.5%-51.9% +67.9%
5 years, per year -3.9%+2.2%-13.6% +10.9%
10 years -97.8%-2.3%+62.4% +261.1%
10 years, per year -31.6%-0.2%+5.0% +13.7%

Risk

MeasureFOFAIVZTROWSPY
Volatility, 1Y 287.4%34.2%24.0% 12.7%
Downside volatility, 1Y 456.4%36.3%26.0% 12.7%
Beta vs S&P 500, 1Y -2.681.710.79 1.00
Return / volatility, 1Y 0.860.62-0.05 0.97
Max drawdown, 5Y -93.3%-54.2%-63.7% -25.4%
From 52-week high -80.4%-14.7%-14.8% -1.2%
52-week high $4.60$33.31$121.68 $779.14
52-week low $0.26$22.44$86.19 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleFOFAIVZTROW
P/E now vs peer median -176.4xmedian 34.2x -41.5xmedian 34.2x 10.0xmedian 34.2x
P/S now vs peer median 21.1xmedian 4.9x 1.8xmedian 4.9x 2.9xmedian 4.9x
EV/EBITDA now vs peer median —median 11.7x -37.9xmedian 11.7x 6.9xmedian 11.7x
P/FCF now vs peer median 140.8xmedian 13.2x 6.5xmedian 13.2x 13.2xmedian 13.2x
P/B now vs peer median 27.6xmedian 1.8x 1.0xmedian 1.8x 2.0xmedian 1.8x
PEG now vs peer median -2.44median 0.91 1.03median 0.91 0.68median 0.91

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsFOFAIVZTROW
Revenue $1.31M $6.90B $7.59B
Operating income -$177.96K -$489.80M $2.34B
Net income -$155.56K -$81.50M $2.34B
Free cash flow $195.50K $1.92B $1.67B
EPS (diluted) $-0.01 $-0.68 $10.37
Cash & equivalents $636.89K $915.40M $3.23B
Total debt $207.75K $1.62B –
Shares (diluted) 30.49M 454.40M 214.20M
Enterprise value $25.57M $9.45B $9.14B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricFOFAIVZTROW
P/E -176.4x -41.5x 10.0x
P/FCF 140.8x 6.5x 13.2x
P/Operating cash flow 140.8x 6.2x 11.4x
P/S 21.1x 1.8x 2.9x
P/B 27.6x 1.0x 2.0x
P/Tangible book 58.8x 1.4x 2.0x
EV/EBITDA – -37.9x 6.9x
EV/EBIT -152.3x -27.1x 8.1x
EV/Revenue 20.8x 1.9x 2.5x
EV/FCF 138.6x 6.9x 11.3x
EV/Operating cash flow 138.6x 6.6x 9.8x
PEG (3Y EPS CAGR) -2.44 1.03 0.68

Growth

14 metrics
MetricFOFAIVZTROW
Revenue growth (1Y) 377,323% 12.2% 7.0%
Revenue CAGR (3Y) – 6.3% 6.6%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 29.7% -154.2% 3.5%
Operating income CAGR (3Y) 55.6% -35.5% 8.2%
Net income growth (1Y) 38.2% -110.1% 10.5%
Net income CAGR (3Y) 57.6% -28.1% 14.2%
EPS growth (1Y) 45.8% -173.2% 12.1%
EPS CAGR (3Y) 72.3% -40.4% 14.7%
Operating cash flow growth (1Y) 246.8% 64.8% 26.0%
Operating cash flow CAGR (3Y) 38.3% 19.1% 7.9%
Free cash flow growth (1Y) 246.8% 66.1% 42.9%
Free cash flow CAGR (3Y) 38.3% 25.7% 9.0%

Profitability

14 metrics
MetricFOFAIVZTROW
Gross margin – – –
EBITDA margin – -5.1% 36.2%
Operating margin -13.6% -7.1% 30.8%
Pretax margin -10.9% -3.5% 40.0%
Net margin -11.9% -4.5% 29.3%
FCF margin 15.0% 27.8% 22.0%
Operating cash flow margin 15.0% 29.1% 25.5%
Return on equity -21.4% -0.6% 21.1%
Return on assets -8.6% -0.3% 15.6%
Return on invested capital – -1.1% –
Return on capital employed -14.2% – –
Asset turnover 0.5x 0.3x 0.5x
Cash conversion (OCF / net income) -1.3x -24.6x 0.8x
Stock comp / revenue 10.4% 1.5% 2.8%

Financial Health

11 metrics
MetricFOFAIVZTROW
Debt / assets 7.8% 5.9% –
Debt / equity 0.2x 0.1x –
Net debt / EBITDA – -2.0x –
Debt / FCF 1.1x 0.8x –
Liabilities / assets 62.4% 52.3% 27.3%
Equity / assets 37.6% 47.7% 72.7%
Interest coverage – -5.1x –
Current ratio 0.7x – –
Quick ratio 0.7x – –
Cash ratio 0.5x – –
Altman Z-score 7.50 – –

Shareholder Returns

7 metrics
MetricFOFAIVZTROW
Dividend yield – 3.0% 5.0%
Net buyback yield – 6.1% 3.8%
Shareholder yield – 9.0% 8.8%
Payout ratio (earnings) – -468.3% –
Payout ratio (FCF) – 19.9% –
Dividend growth (1Y) – 1.6% –
Dividend CAGR (3Y) – 3.0% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusFOFAIVZTROW
Forward P/E – 10.6xFY2026 9.9xFY2026
EPS, next fiscal year – $2.67FY2026 $10.49FY2026
EPS growth, next FY – +31.5%FY2026 +7.9%FY2026
EPS growth, the year after – +14.6% -7.4%
Revenue, next fiscal year – $5.75BFY2026 $7.92BFY2026
Revenue growth, next FY – +23.4%FY2026 +8.4%FY2026
Revenue growth, the year after – +7.2% +2.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersFOFAIVZTROW
Held by institutions – 94.2% 88.8%
Institutions holding – 667 1,156
Change in shares held, QoQ – +1.5% +2.1%
Institutions buying – 360 598
Institutions selling – 226 397
Buyers to sellers – 1.59 1.51

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

FOFAIVZTROW
FOFA 1.00 -0.04 0.00
IVZ -0.04 1.00 0.57
TROW 0.00 0.57 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, FOFA, IVZ and TROW?

Price T Rowe (TROW) is the largest by market capitalisation: Family Office Of America (FOFA) $27.53M, Invesco (IVZ) $12.55B, Price T Rowe (TROW) $22.11B.

Which company is growing faster?

Family Office Of America (FOFA) grew revenue fastest over the trailing twelve months: Family Office Of America (FOFA) +377,323.4%, Invesco (IVZ) +12.2%, Price T Rowe (TROW) +7.0%.

Which company is more profitable?

Price T Rowe (TROW) has the highest net margin (Family Office Of America (FOFA) -11.9%, Invesco (IVZ) -4.5%, Price T Rowe (TROW) 29.3%).

Which stock has performed better?

Over the past year Family Office Of America (FOFA) returned the most: Family Office Of America (FOFA) +246.2%, Invesco (IVZ) +21.2%, Price T Rowe (TROW) -1.2%. Over five years, Invesco (IVZ) compounded fastest (Family Office Of America (FOFA) -3.9%/yr, Invesco (IVZ) +2.2%/yr, Price T Rowe (TROW) -13.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Price T Rowe (TROW) has the highest dividend yield: Invesco (IVZ) 2.95%, Price T Rowe (TROW) 4.99%. Family Office Of America (FOFA) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Price T Rowe (TROW) has been the steadiest (Family Office Of America (FOFA) 287.4%, Invesco (IVZ) 34.2%, Price T Rowe (TROW) 24.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, FOFA, IVZ and TROW?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Price T Rowe (TROW) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.