Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in FactSet Research Systems Inc. or Invesco Ltd. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how FactSet Research Systems Inc. and Invesco Ltd. compare based on key financial metrics to determine which better meets your investment needs.

About FactSet Research Systems Inc. and Invesco Ltd.

FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

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, commodity, fixed income, 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 prefers to invest between $5 million and $15 million in companies. 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 Asia, Europe, Africa and North America.

Latest Capital Markets and FactSet Research Systems Inc., Invesco Ltd. Stock News

As of June 30, 2026, FactSet Research Systems Inc. had a $8.4 billion market capitalization, compared to the Capital Markets median of $3.1 million. FactSet Research Systems Inc.’s stock is down 15.4% in 2026, up 13.4% in the previous five trading days and down 47.88% in the past year.

Currently, FactSet Research Systems Inc.’s price-earnings ratio is 14.8. FactSet Research Systems Inc.’s trailing 12-month revenue is $2.4 billion with a 24.5% net profit margin. Year-over-year quarterly sales growth most recently was 7.1%. Analysts expect adjusted earnings to reach $17.708 per share for the current fiscal year. FactSet Research Systems Inc. currently has a 1.9% dividend yield.

As of June 30, 2026, Invesco Ltd. had a $11.7 billion market cap, putting it in the 79th percentile of all stocks. Invesco Ltd.’s stock is up 2.1% in 2026, up 3.3% in the previous five trading days and up 68.09% in the past year.

Currently, Invesco Ltd. does not have a price-earnings ratio. Invesco Ltd.’s trailing 12-month revenue is $6.6 billion with a -3.7% net profit margin. Year-over-year quarterly sales growth most recently was 14.1%. Analysts expect adjusted earnings to reach $2.614 per share for the current fiscal year. Invesco Ltd. currently has a 3.3% dividend yield.

How We Compare FactSet Research Systems Inc. and Invesco Ltd. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at FactSet Research Systems Inc. and Invesco Ltd.’s stock grades to see how they measure up against one another.

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FactSet Research Systems Inc. and Invesco Ltd. Stock Value Grades

Company	Ticker	Value
FactSet Research Systems Inc.	FDS	C
Invesco Ltd.	IVZ	A

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

FactSet Research Systems Inc. has a Value Score of 46, which is Average. Invesco Ltd. has a Value Score of 82, which is Deep Value.

The Value Stock Winner: Invesco Ltd.

As you can clearly see from the Value Grade breakdown above, Invesco Ltd. is considered to have better value than FactSet Research Systems Inc.. For investors who focus solely on a company’s valuation, Invesco Ltd. could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

FactSet Research Systems Inc. and Invesco Ltd.’s Momentum Grades

Company	Ticker	Momentum
FactSet Research Systems Inc.	FDS	F
Invesco Ltd.	IVZ	B

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

FactSet Research Systems Inc. has a Momentum Score of 15, which is Very Weak. Invesco Ltd. has a Momentum Score of 75, which is Strong.

The Momentum Grade Winner: Invesco Ltd.

As you can clearly see from the Momentum Grade breakdown above, Invesco Ltd. is considered to have stronger momentum compared to FactSet Research Systems Inc.. For those specifically looking for companies that have stronger momentum compared to other companies in the same industry, Invesco Ltd. could be a good stock to invest in. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

FactSet Research Systems Inc. and Invesco Ltd.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
FactSet Research Systems Inc.	FDS	C
Invesco Ltd.	IVZ	C

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

FactSet Research Systems Inc. has a Earnings Estimate Score of 43, which is Neutral. Invesco Ltd. has a Earnings Estimate Score of 52, which is Neutral.

The Earnings Estimate Revisions Stock Winner: No Clear Winner

Neither FactSet Research Systems Inc. or Invesco Ltd. has an Earnings Estimate Revisions Grade that could be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if FactSet Research Systems Inc. or Invesco Ltd. is the better investment when it comes to estimate revisions.

Other FactSet Research Systems Inc. and Invesco Ltd. Grades

In addition to Estimate Revisions, Value and Momentum, A+ Investor also provides grades for Growth and Quality.

Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether FactSet Research Systems Inc. and Invesco Ltd. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, FactSet Research Systems Inc. or Invesco Ltd. Stock?

Overall, FactSet Research Systems Inc. stock has a Value Score of 46, Momentum Score of 15 and Estimate Revisions Score of 43.

Invesco Ltd. stock has a Value Score of 82, Momentum Score of 75 and Estimate Revisions Score of 52.

Comparing FactSet Research Systems Inc. and Invesco Ltd.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.