MetaCap

Invesco (IVZ) vs Pershing Square (PS)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Pershing Square is the larger company by market cap ($23.46 billion vs $13.47 billion), about 1.7 times the size. On valuation, Invesco trades at a lower forward P/E (9.3x vs 60.4x for Pershing Square). Invesco pays a dividend yielding 2.79%, while Pershing Square does not currently pay one.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

IVZ+18.95%PS+142.36%
+154%+73%-7%
Apr 29, 20261 yearOct 7, 2026
IVZ+17.81%PS+54.38%
+58%+19%-21%
Apr 27, 20265 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

IVZ versus PS key metrics
MetricIVZPS
Share price$30.50$58.65
Market cap$13.47B$23.46B
1-day change+0.39%-1.84%
YTD return+16.10%—
1-year return+26.56%—
5-year return+21.61%—
Forward P/E9.3160.42
EPS (TTM)$-0.68$-1.09
Dividend yield2.79%0.83%
Annual dividend$0.85$0.00
Revenue (latest FY)$6.38B—
Revenue growth (YoY)+5.11%—
Net income (latest FY)$-174.80M—
Operating margin-10.91%—
Net margin-2.74%—
52-week high$33.66$60.40
52-week low$20.67$22.01
Distance from 52-week high-9.39%-2.90%
Analyst consensusbuyhold
Avg. price target upside+14.16%-25.35%
Average volume4.49M354.31K
Shares outstanding441.50M400.00M
Employees7,40544
SectorFinanceFinancial Services
IndustryInvestment ManagersAsset Management

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

  • Invesco offers a meaningfully higher dividend yield (2.79% vs 0.83%).
  • The two companies sit in different sectors: Invesco in Finance and Pershing Square in Financial Services.

About Invesco

IVZ stock →

Invesco Ltd. is a publicly owned investment manager.

Finance · Investment Managers · 7,405 employees

About Pershing Square

PS stock →

Pershing Square Inc. operates as an alternative asset manager.

Financial Services · Asset Management · 44 employees

IVZ vs PS FAQ

Which is bigger, Invesco or Pershing Square?

Pershing Square (PS) is larger, with a market capitalization of $23.46B compared with $13.47B for Invesco (IVZ).

Which pays a higher dividend, Invesco or Pershing Square?

Invesco has the higher yield at 2.79%, compared with 0.83% for Pershing Square.

Are Invesco and Pershing Square in the same industry?

No. Invesco is in the Finance sector, while Pershing Square is in Financial Services.

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