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 Victory Capital Holdings, 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 Victory Capital Holdings, Inc. and Invesco Ltd. compare based on key financial metrics to determine which better meets your investment needs.

About Victory Capital Holdings, Inc. and Invesco Ltd.

Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company in the United States and internationally. It offers specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. The company also provides various investment products, including actively and passively managed mutual funds, rules-based and active exchange traded funds (ETF), institutional separate accounts, variable insurance products, alternative investments, private closed end funds, and a 529 education savings plan; and third-party investment products, such as mutual funds, third-party ETF model strategies, retail separately managed accounts, unified managed accounts, collective investment trusts, undertakings for the collective investment in transferable securities, and other pooled vehicles. In addition, it offers investment management services, fund administration services, fund transfer agent services, and fund distribution services. Victory Capital Holdings, Inc. was incorporated in 2013 and is based in San Antonio, Texas.

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 Victory Capital Holdings, Inc., Invesco Ltd. Stock News

As of September 2, 2026, Victory Capital Holdings, Inc. had a $6.9 billion market capitalization, compared to the Capital Markets median of $3.2 million. Victory Capital Holdings, Inc.’s stock is up 76.9% in 2026, down 7.9% in the previous five trading days and up 56.97% in the past year.

Currently, Victory Capital Holdings, Inc.’s price-earnings ratio is 20.3. Victory Capital Holdings, Inc.’s trailing 12-month revenue is $1.6 billion with a 29.6% net profit margin. Year-over-year quarterly sales growth most recently was 24.0%. Analysts expect adjusted earnings to reach $7.994 per share for the current fiscal year. Victory Capital Holdings, Inc. currently has a 1.8% dividend yield.

As of September 2, 2026, Invesco Ltd. had a $14.0 billion market cap, putting it in the 82nd percentile of all stocks. Invesco Ltd.’s stock is up 23.6% in 2026, down 2.5% in the previous five trading days and up 46.51% in the past year.

Currently, Invesco Ltd. does not have a price-earnings ratio. Invesco Ltd.’s trailing 12-month revenue is $6.9 billion with a -0.9% net profit margin. Year-over-year quarterly sales growth most recently was 20.5%. Analysts expect adjusted earnings to reach $2.807 per share for the current fiscal year. Invesco Ltd. currently has a 2.7% dividend yield.

How We Compare Victory Capital Holdings, 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 Victory Capital Holdings, Inc. and Invesco Ltd.’s stock grades to see how they measure up against one another.

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Victory Capital Holdings, Inc. and Invesco Ltd. Stock Value Grades

Company	Ticker	Value
Victory Capital Holdings, Inc.	VCTR	C
Invesco Ltd.	IVZ	B

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.

Victory Capital Holdings, Inc. has a Value Score of 56, which is Average. Invesco Ltd. has a Value Score of 78, which is 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 Victory Capital Holdings, 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.

Victory Capital Holdings, Inc. and Invesco Ltd.’s Quality Grades

Company	Ticker	Quality
Victory Capital Holdings, Inc.	VCTR	A
Invesco Ltd.	IVZ	C

Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks 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 the F-Score.

The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.

The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.

Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.

Victory Capital Holdings, Inc. has a Quality Score of 96, which is Very Strong. Invesco Ltd. has a Quality Score of 45, which is Average.

The Quality Grade Winner: Victory Capital Holdings, Inc.

As you can clearly see from the Quality Grade breakdown above, Victory Capital Holdings, Inc. has a better overall quality grade than Invesco Ltd.. For investors who are looking for companies with higher quality than others in the same industry, Victory Capital Holdings, Inc. could be a good stock to add to their portfolios. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Victory Capital Holdings, Inc. and Invesco Ltd.’s Momentum Grades

Company	Ticker	Momentum
Victory Capital Holdings, Inc.	VCTR	A
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%.

Victory Capital Holdings, Inc. has a Momentum Score of 84, which is Very Strong. Invesco Ltd. has a Momentum Score of 74, which is Strong.

The Momentum Grade Winner: Victory Capital Holdings, Inc.

As you can clearly see from the Momentum Grade breakdown above, Victory Capital Holdings, Inc. is considered to have stronger momentum compared to Invesco Ltd.. For those specifically looking for companies that have stronger momentum compared to other companies in the same industry, Victory Capital Holdings, Inc. 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.

Other Victory Capital Holdings, Inc. and Invesco Ltd. Grades

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

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

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.

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 Victory Capital Holdings, 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, Victory Capital Holdings, Inc. or Invesco Ltd. Stock?

Overall, Victory Capital Holdings, Inc. stock has a Value Score of 56, Momentum Score of 84 and Quality Score of 96.

Invesco Ltd. stock has a Value Score of 78, Momentum Score of 74 and Quality Score of 45.

Comparing Victory Capital Holdings, 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.