Invesco Ltd. vs KKR & Co Inc — how do they compare? Invesco Ltd. trades at $29.68 (market cap $13.15B), while KKR & Co Inc trades at $96.97 (market cap $87.07B). The key difference: KKR & Co Inc is far larger — about 6.6× Invesco Ltd.'s market cap, and Invesco Ltd. pays the higher dividend (2.9%). Which is the better fit depends on your goals.
| IVZ | KKR | |
|---|---|---|
Market Cap | $13.15B | $87.07B |
Sector | Financials | Financials |
52-Week High | $30.30 | $152.16 |
52-Week Low | $20.20 | $83.88 |
Enterprise Value | $23.39B | $12.59B |
Dividend Yield | 2.9% | 0.77% |
Trailing returns across standard periods
Latest headlines on both assets
Invesco provides investment-management services to retail (65% of managed assets) and institutional (35%) clients. At the end of August 2022, the firm had $1.416 trillion in assets under management spread among its equity (47% of AUM), balanced (5%), fixed-income (22%), alternative investment (14%), and money market (12%) operations. Passive products account for 32% of Invesco's total AUM, including 56% of the company's equity operations and 13% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside the U.S., with close to one third of its AUM sourced from Canada (2%), the U.K. (4%), continental Europe (11%), and Asia (15%).
Read more on IVZ →KKR is one of the world's largest alternative asset managers, with $490.7 billion in total assets under management, including $384.5 billion in fee-earning AUM, at the end of June 2022. The company has two core segments: asset management (which includes private markets--private equity, credit, infrastructure, energy and real estate--and public markets--primarily credit and hedge/investment fund platforms) and insurance (following the February 2021 purchase of a 61.5% economic stake in Global Atlantic Financial Group, which is engaged in retirement/annuity and life insurance lines as well as reinsurance). On the asset management side, private markets account for 50% of fee-earning AUM and 70% of base management fees, while public markets account for 50% and 30%, respectively.
Read more on KKR →