NAVI vs IVZ

Head-to-Head Stock Analysis & Investment Rating

Last Updated: Sep 17, 2026

NAVI

40.1
AI Score
VS
IVZ Wins

IVZ

44.6
AI Score

Investment Advisor Scores

NAVI

40score
Recommendation
HOLD

IVZ

45score
Recommendation
HOLD

AI Analyst Insights

AI insights temporarily unavailable

Detailed Metrics Comparison

Metric NAVI IVZ Winner
Revenue 228.00M 3.57B IVZ
Net Income 107.00M 558.00M IVZ
Net Margin 46.9% 15.6% NAVI
ROE 4.0% 4.5% IVZ
ROA 0.2% 2.0% IVZ
Total Assets 53.44B 27.47B NAVI
Cash 1.14B 915.40M NAVI
Debt/Equity 16.59 0.13 IVZ

Relative Price Performance (Last 90 Days)

NAVI 1M: -3.9% · 3M: +9.5% IVZ 1M: -3.3% · 3M: +10.2%

Current Technical Phase

NAVI

Neutral
Hold

Mixed signals - no dominant trend phase, RSI 48

RSI (14): 48.0 · Price: $9.19

IVZ

Neutral
Hold

Mixed signals - no dominant trend phase, RSI 46

RSI (14): 46.3 · Price: $30.66

Fundamentals Snapshot

Metric NAVI IVZ
Market Cap — —
Forward P/E 9.5 9.4
Trailing P/E — —
Revenue (TTM) — —
Revenue Growth 0.0% 0.2%
Gross Margin 1.0% 0.3%
Operating Margin 0.3% 0.2%
EPS -0.48 -0.68
Dividend Yield 0.07% 0.03%

Frequently Asked Questions

Based on our detailed analysis, IVZ is currently the stronger investment candidate, winning 5 of the key financial metrics 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.