Invesco Ltd. vs Prudential Financial Inc — how do they compare? Invesco Ltd. trades at $29.68 (market cap $13.15B), while Prudential Financial Inc trades at $117.2 (market cap $40.97B). The key difference: Prudential Financial Inc is far larger — about 3.1× Invesco Ltd.'s market cap, and Prudential Financial Inc pays the higher dividend (4.75%). Which is the better fit depends on your goals.
| IVZ | PRU | |
|---|---|---|
Market Cap | $13.15B | $40.97B |
Sector | Financials | Financials |
52-Week High | $30.30 | $119.07 |
52-Week Low | $20.20 | $92.00 |
Enterprise Value | $23.39B | $68.03B |
Dividend Yield | 2.9% | 4.75% |
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 →Prudential Financial is a large, diversified insurance company offering annuities, life insurance, retirement plan services, and asset management products. While it operates in a number of countries, the vast majority of revenue is generated in the United States and Japan. The company's investment management business, PGIM, contributes approximately 15% of its earnings and has over $1.5 trillion in assets under management. The U.S. businesses are responsible for about 45% of earnings and can be classified into Institutional Retirement Strategies, Individual Retirement Strategies, Group Insurance, Individual Life Insurance, and Assurance IQ. Finally, the international business segment of the company contributes approximately 40% of earnings with a strong market position in Japan.
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