Invesco Ltd. vs Occidental Petroleum Corporation — how do they compare? Invesco Ltd. trades at $29.68 (market cap $13.15B), while Occidental Petroleum Corporation trades at $56.4 (market cap $54.89B). The key difference: Occidental Petroleum Corporation is far larger — about 4.2× Invesco Ltd.'s market cap, and Invesco Ltd. pays the higher dividend (2.9%). Which is the better fit depends on your goals.
| IVZ | OXY | |
|---|---|---|
Market Cap | $13.15B | $54.89B |
Sector | Financials | Energy |
52-Week High | $30.30 | $66.24 |
52-Week Low | $20.20 | $38.92 |
Enterprise Value | $23.39B | $75.98B |
Dividend Yield | 2.9% | 1.88% |
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 →Occidental Petroleum is an independent exploration and production company with operations in the United States, Latin America, and the Middle East. At the end of 2021, the company reported net proved reserves of 3.5 billion barrels of oil equivalent. Net production averaged 1,174 thousand barrels of oil equivalent per day in 2021 at a ratio of 75% oil and natural gas liquids and 25% natural gas.
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