Invesco (IVZ) vs KKR (KKR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Invesco (IVZ) has outperformed KKR (KKR) over the past year, gaining 25.4% versus a loss of 28.2%. Over five years, KKR leads with a +35.3% price change compared with +20.0% for IVZ. KKR is the larger company by market cap ($84.00 billion vs $13.03 billion), about 6.4 times the size, while Invesco is growing revenue faster (+5.1% vs -11.0%).
On valuation, Invesco trades at a lower forward P/E (9.0x vs 12.3x for KKR). Invesco offers the higher dividend yield (2.88% vs 0.84%). KKR converts more of its revenue into profit, with a net margin of 12.2% versus -2.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | IVZ | KKR |
|---|---|---|
| Share price | $29.51 | $90.95 |
| Market cap | $13.03B | $84.00B |
| 1-day change | -1.93% | +1.55% |
| YTD return | +14.54% | -29.75% |
| 1-year return | +25.37% | -28.20% |
| 5-year return | +19.98% | +35.27% |
| P/E ratio (TTM) | — | 29.06 |
| Forward P/E | 9.01 | 12.28 |
| EPS (TTM) | $-0.68 | $3.13 |
| Dividend yield | 2.88% | 0.84% |
| Annual dividend | $0.85 | $0.76 |
| Revenue (latest FY) | $6.38B | $19.46B |
| Revenue growth (YoY) | +5.11% | -11.04% |
| Net income (latest FY) | $-174.80M | $2.37B |
| Operating margin | -10.91% | — |
| Net margin | -2.74% | 12.18% |
| 52-week high | $33.66 | $144.84 |
| 52-week low | $20.67 | $82.67 |
| Distance from 52-week high | -12.33% | -37.21% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +17.99% | +37.25% |
| Average volume | 4.48M | 4.30M |
| Shares outstanding | 441.50M | 897.64M |
| Employees | 7,405 | 5,043 |
| Sector | Finance | Finance |
| Industry | Investment Managers | Investment Managers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- KKR is about 6.4 times larger than Invesco by market value ($84.00B vs $13.03B).
- IVZ has outperformed KKR by 53.6 percentage points over the past year.
- Invesco offers a meaningfully higher dividend yield (2.88% vs 0.84%).
- KKR is more profitable, keeping 12.2 cents of every revenue dollar as net income versus -2.7 cents for Invesco.
- Invesco grew revenue faster in its latest fiscal year (+5.11% vs -11.04%).
About Invesco
IVZ stock →Invesco Ltd. is a publicly owned investment manager.
Finance · Investment Managers · 7,405 employees
About KKR
KKR stock →KKR & Co. Inc.
Finance · Investment Managers · 5,043 employees
IVZ vs KKR FAQ
Which is bigger, Invesco or KKR?
KKR (KKR) is larger, with a market capitalization of $84.00B compared with $13.03B for Invesco (IVZ).
Which stock has performed better over the past year, IVZ or KKR?
IVZ returned +25.37% over the past 12 months, compared with -28.20% for KKR (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Invesco or KKR?
Invesco has the higher yield at 2.88%, compared with 0.84% for KKR.
Are Invesco and KKR in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.