Invesco Ltd. vs Xcel Energy Inc — how do they compare? Invesco Ltd. trades at $29.68 (market cap $13.15B), while Xcel Energy Inc trades at $79 (market cap $49.11B). The key difference: Xcel Energy Inc is far larger — about 3.7× Invesco Ltd.'s market cap, and Xcel Energy Inc pays the higher dividend (3.01%). Which is the better fit depends on your goals.
| IVZ | XEL | |
|---|---|---|
Market Cap | $13.15B | $49.11B |
Sector | Financials | Utilities |
52-Week High | $30.30 | $83.91 |
52-Week Low | $20.20 | $71.14 |
Enterprise Value | $23.39B | $86.55B |
Dividend Yield | 2.9% | 3.01% |
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 →Xcel Energy manages utilities serving 3.7 million electric customers and 2.1 million natural gas customers in eight states. Its utilities are Northern States Power, which serves customers in Minnesota, North Dakota, South Dakota, Wisconsin, and Michigan
Read more on XEL →