Invesco Ltd. vs Novartis AG — how do they compare? Invesco Ltd. trades at $29.51 (market cap $13.28B), while Novartis AG trades at $143.75 (market cap $268.57B). The key difference: Novartis AG is far larger — about 20.2× Invesco Ltd.'s market cap, and Novartis AG pays the higher dividend (3.31%). Which is the better fit depends on your goals — on Pluang, investors hold Invesco Ltd. for 77 Days and Novartis AG for 82 Days on average.
| IVZ | NVS | |
|---|---|---|
Market Cap | $13.28B | $268.57B |
Volume | 3,698,033 | 1,532,573 |
Sector | Financials | Health |
52-Week High | $33.31 | $168.62 |
52-Week Low | $22.44 | $121.80 |
Typical Hold Time | 77 Days | 82 Days |
Enterprise Value | $23.45B | $309.89B |
Dividend Yield | 2.86% | 3.31% |
Signals from Pluang's Aura AI — not financial advice
IVZ trades at $30.09, down 1.34% on the day, with a bearish technical signal and mixed earnings history. The company reported a net loss of $281.70 million for 2025, though revenue grew to $6.38 billion. Analyst consensus is a $33.71 price target with no sell ratings, but technical indicators and recent negative profit margins highlight near-term challenges.
The outlook is cautious; while analyst support and a dividend provide some stability, persistent negative profitability and bearish technicals suggest limited upside until earnings improve. Key risks include execution on turning profits positive and market-sensitive revenue streams.
NVS trades at $143.11, down 0.12% on the day, with a bearish technical signal and mixed earnings history including a recent Q1 2026 miss. The company maintains strong profitability with a 22.5% net income margin and 30.55% ROE, while recent news highlights a major $7.8B licensing deal with China's Abogen and ongoing investor scrutiny following clinical trial setbacks.
The outlook is cautious; analyst consensus is a Hold with a $146 price target, but risks include pipeline disappointments and M&A execution. Upside hinges on successful drug launches and deal integration, while downside stems from competitive pressures and regulatory challenges.
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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 →Novartis develops and manufactures healthcare products through two segments: Innovative Medicines and Sandoz. It generates the vast majority of its revenue from Innovative Medicines segment consisting global business franchises in oncology, ophthalmology, neuroscience, immunology, respiratory, cardio-metabolic, and established medicines. The company sells its products globally, with the United States representing close to one third of total revenue.
Read more on NVS →