Compare Invesco Ltd. (IVZ) vs Simon Property Group Inc (SPG) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Invesco Ltd. vs Simon Property Group Inc — how do they compare? Invesco Ltd. trades at $30.09 (market cap $13.15B), while Simon Property Group Inc trades at $227.96 (market cap $74.00B). The key difference: Simon Property Group Inc is far larger — about 5.6× Invesco Ltd.'s market cap, and Simon Property Group Inc pays the higher dividend (3.86%). Which is the better fit depends on your goals.
| IVZ | SPG | |
|---|---|---|
Market Cap | $13.15B | $74.00B |
Sector | Financials | Real Estate |
52-Week High | $30.30 | $228.70 |
52-Week Low | $20.20 | $160.68 |
Enterprise Value | $23.39B | $102.48B |
Dividend Yield | 2.9% | 3.86% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
SPG trades at $228.53, down 0.07% on the day, with strong technical momentum showing bullish moving averages and neutral oscillators. The company demonstrates robust fundamentals with Q1 2026 EPS beating expectations at $1.48 versus $1.46, maintaining a three-quarter beat streak. Revenue growth continues from $6.0B in 2024 to $6.4B in 2025, supported by strong leasing activity and portfolio redevelopment. The stock offers a 4% dividend yield with recent H1-26 payment of $2.25 declared.
SPG presents a compelling investment case with strong operational performance and upward earnings revisions, though elevated valuation metrics and significant long-term debt of $24.21B warrant caution. Analyst consensus leans positive with 40.5% buy ratings but mixed sentiment reflects concerns about e-commerce competition and interest rate sensitivity. The current price sits above the $214.40 consensus target, suggesting limited near-term upside potential despite solid fundamentals.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About Invesco Ltd.
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 →About Simon Property Group Inc
Simon Property Group is the second- largest real estate investment trust in the United States. Its portfolio includes an interest in 207 properties: 119 traditional malls, 69 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and five other retail properties. Simon's portfolio averaged $693 in sales per square foot over the 12 months prior to the pandemic. The company also owns a 21% interest in Klepierre, a European retail company with investments in shopping centers in 16 countries, and joint venture interests in 33 premium outlets across 11 countries.
Read more on SPG →
