EQH vs IVZ

Head-to-Head Stock Analysis & Investment Rating

Last Updated: Aug 03, 2026

EQH

48.0
AI Score
VS
IVZ Wins

IVZ

55.1
AI Score

Investment Advisor Scores

EQH

48score
Recommendation
HOLD

IVZ

55score
Recommendation
HOLD

AI Analyst Insights

Detailed Metrics Comparison

Metric EQH IVZ Winner
Forward P/E 4.5851 10.395 EQH
PEG Ratio 0 0.9008 Tie
Revenue Growth -7.6% 20.5% IVZ
Earnings Growth 1244.3% 35.0% EQH
Tradestie Score 48.0/100 55.1/100 IVZ
Profit Margin -7.3% -0.9% IVZ
Beta 1.00 1.00 Tie
AI Recommendation HOLD HOLD Tie

Relative Price Performance (Last 90 Days)

EQH 1M: +8.2% · 3M: +12.9% IVZ 1M: +10.3% · 3M: +12.9%

Current Technical Phase

EQH

Markup
Hold / add on dips

Price above SMA50, rising 50-day trend (5.6% over 20 days), RSI 53

RSI (14): 52.7 · Price: $47.65

IVZ

Markup
Hold / add on dips

Price above SMA50, rising 50-day trend (3.7% over 20 days), RSI 55

RSI (14): 54.8 · Price: $29.60

Fundamentals Snapshot

Metric EQH IVZ
Market Cap
Forward P/E 5.3 9.2
Trailing P/E
Revenue (TTM)
Revenue Growth -0.1% 0.2%
Gross Margin 0.1% 0.3%
Operating Margin 0.2% 0.2%
EPS -2.88 -1.40
Dividend Yield 0.02% 0.03%

Frequently Asked Questions

Based on our detailed analysis, IVZ is currently the stronger investment candidate based on our comprehensive scoring model.

We analyze revenue and earnings growth rates in the "Growth" section above. Generally, the company with higher year-over-year revenue and EPS growth is fostering better expansion. Check the table above for the specific growth percentages.

Valuation is determined by metrics like the P/E Ratio and PEG Ratio. A lower P/E typically suggests a stock is cheaper relative to its earnings. Refer to the "Valuation" section in our comparison table to see which stock currently trades at a more attractive multiple.