Invesco Ltd. vs NRG Energy Inc — how do they compare? Invesco Ltd. trades at $29.68 (market cap $13.15B), while NRG Energy Inc trades at $132.3 (market cap $27.55B). The key difference: NRG Energy Inc is far larger — about 2.1× Invesco Ltd.'s market cap, and Invesco Ltd. pays the higher dividend (2.9%). Which is the better fit depends on your goals.
| IVZ | NRG | |
|---|---|---|
Market Cap | $13.15B | $27.55B |
Sector | Financials | Utilities |
52-Week High | $30.30 | $184.03 |
52-Week Low | $20.20 | $120.65 |
Enterprise Value | $23.39B | $51.38B |
Dividend Yield | 2.9% | 1.46% |
Trailing returns across standard periods
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 →NRG Energy is one of the largest retail energy providers in the U.S., with 7 million customers, including its 2021 acquisition of Direct Energy. It also is one of the largest U.S. independent power producers, with 16 gigawatts of nuclear, coal, gas, and oil power generation capacity primarily in Texas. Since 2018, NRG has divested its 47% stake in NRG Yield, among other renewable energy and conventional generation investments. NRG exited Chapter 11 bankruptcy as a stand-alone entity in December 2003.
Read more on NRG →