Invesco Ltd. vs Morgan Stanley — how do they compare? Invesco Ltd. trades at $31.16 (market cap $13.85B), while Morgan Stanley trades at $214.93 (market cap $338.09B). The key difference: Morgan Stanley is far larger — about 24.4× Invesco Ltd.'s market cap, and Invesco Ltd. pays the higher dividend (2.74%). Which is the better fit depends on your goals.
| IVZ | MS | |
|---|---|---|
Market Cap | $13.85B | $338.09B |
Sector | Financials | Financials |
52-Week High | $32.01 | $228.42 |
52-Week Low | $20.67 | $144.04 |
Enterprise Value | $24.01B | — |
Dividend Yield | 2.74% | 2.14% |
Signals from Pluang's Aura AI — not financial advice
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Morgan Stanley (MS) trades at $215.1, down 0.54% on the day, with a neutral technical signal and key support at $214. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $3.46 surpassing expectations of $2.89. Revenue growth accelerated to $66.0B in 2025, and net income margin improved to 25.56%. Recent news highlights Morgan Stanley's role in leading Anthropic's IPO and expanding AI integration in wealth management.
The outlook remains positive with a consensus price target of $239.58, implying 11% upside. Strengths include robust profitability and strategic initiatives, but risks involve volatile cash flows from operations and high leverage. Analyst sentiment is bullish with 56% buy ratings, though investors should monitor debt levels and market volatility.
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 →Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments. The company had about $5 trillion of client assets as well as over 70,000 employees at the end of 2021. Approximately 50% of the company's net revenue is from its institutional securities business, with the remainder coming from wealth and investment management. The company derives about 30% of its total revenue outside the Americas.
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