Invesco Ltd. vs Otis Worldwide Corp — how do they compare? Invesco Ltd. trades at $30.36 (market cap $13.15B), while Otis Worldwide Corp trades at $72.42 (market cap $28.20B). The key difference: Otis Worldwide Corp 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 | OTIS | |
|---|---|---|
Market Cap | $13.15B | $28.20B |
Sector | Financials | Industrials |
52-Week High | $30.30 | $100.99 |
52-Week Low | $20.20 | $69.34 |
Enterprise Value | $23.39B | $35.58B |
Dividend Yield | 2.9% | 2.31% |
Signals from Pluang's Aura AI — not financial advice
Invesco (IVZ) trades at $29.57, down 0.2% on the day, with a bullish technical outlook supported by moving averages despite overbought RSI readings. The company reported revenue growth to $6.38B in 2025 but posted a net loss of -$281.70M, reflecting margin pressures. Recent earnings show mixed results, beating estimates in Q3 and Q4 2025 but missing in Q1 2026. Positive cash flow from operations of $1.53B in 2025 highlights operational strength, while analyst sentiment leans neutral with a consensus price target of $30.64.
The stock presents a cautious opportunity with solid revenue growth and improving cash flows offset by profitability challenges. Near-term catalysts include potential earnings recovery and dividend payments, but risks from competitive pressures and macroeconomic volatility warrant careful monitoring. The current price near the consensus target suggests limited upside without fundamental improvements.
Otis Worldwide trades at $73.49, showing minimal daily movement with a slight 0.05% gain. The stock maintains a bullish technical signal, supported by moving averages, while oscillators remain neutral. Recent earnings have been mixed, with Q1 2026 missing estimates despite service growth. The company continues strategic initiatives, including dividend increases and modernization projects, as highlighted in recent corporate announcements.
Outlook remains cautiously optimistic with a consensus price target of $91, offering significant upside. Risks include margin pressures from tariffs and regional delays, but strong service revenue growth and a reasonable valuation provide a foundation for recovery. Investors should weigh near-term headwinds against long-term operational strengths.
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 →Otis is the largest global elevator and escalator supplier by revenue with around one quarter of share excluding Japan. In 1854 Otis' founder and namesake, Elisha Graves Otis, invented a safety mechanism that prevented elevators from falling if the hoisting cable failed.The company's product and service lifecycle begins with installations of elevator units in new buildings, later selling maintenance services on the units, and eventually replacement of the units after the average 15-20 year useful life of an elevator. As the largest global OEM, over decades Otis has built a base of 2 million elevators under service. Its business model is much the same as that of its competitors Kone, Schindler, and Thyssenkrupp.
Read more on OTIS →