10 Year Financial Data of Invesco Ltd. (IVZ)

34.59 (1y: +61%)

Market Cap	15.25 B	P/E(ttm)	22.10
Enterprise Value	18.98 B	P/B	1.83

IVZ- NYSE (USA)
Invesco Ltd.

Currently 1/5

Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
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$34.59

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Annual Rates (per share)	10 yrs*	5 yrs*	12 months*
Revenue Growth (%)	6.8	5.3	6.5
EBITDA Growth (%)	9.8	6.1	0.5
Free Cash Flow Growth (%)	12.5	18.6	-50.3
Book Value Growth (%)	9.9	5.4	1.6

*12-month growth rate is calculated with the per share revenue (EBITDA, FCF, earnings) of the last 12 months over the per share revenue (EBITDA, FCF, earnings) over the previous 12 months. 5-year and 10-year growth rates are calculated with least-square regression based on the 5-year and 10-year numbers.

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See this page for the explanation of the data and charts * All numbers are in millions except for per share data

Per Share Data	Annuals											Quarterly
Fiscal Period	Dec03	Dec04	Dec05	Dec06	Dec07	Dec08	Dec09	Dec10	Dec11	Dec12	TTM	Mar12	Jun12	Sep12	Dec12	Mar13

Revenue per Share ($)	4.80	5.54	5.32	5.91	9.44	8.41	6.30	7.53	8.81	9.20	9.48	2.27	2.22	2.30	2.42	2.54
EBITDA per Share	1.15	0.45	1.27	2.45	2.58	2.02	1.35	1.48	2.19	2.13	2.22	0.56	0.50	0.52	0.54	0.66
Free Cashflow per Share	0.48	0.28	1.06	1.15	2.14	1.05	0.77	0.63	1.85	1.59	0.86	-0.39	0.85	0.09	1.04	-1.12
Earnings per Share ($)	-0.07	-0.83	0.52	1.20	1.64	1.21	0.76	1.01	1.57	1.49	1.56	0.43	0.34	0.38	0.35	0.49
Dividends Per Share	0.37	0.32	0.33	0.35	0.37	0.52	0.41	0.43	0.48	0.64	0.69	0.12	0.17	0.17	0.17	0.17
Book Value per Share	9.25	8.92	8.85	10.46	16.05	14.47	16.57	17.84	17.47	18.33	18.25	17.97	17.93	18.36	18.42	18.25
Month End Stock Price	14.74	12.56	15.39	24.65	31.38	14.44	23.49	24.06	20.09	26.09	28.96	26.67	22.60	24.99	26.09	28.96
Ratios	Annuals											Quarterly
Fiscal Period	Dec03	Dec04	Dec05	Dec06	Dec07	Dec08	Dec09	Dec10	Dec11	Dec12	Latest Q.	Mar12	Jun12	Sep12	Dec12	Mar13

Return on Equity %	-0.80	-9.30	5.90	11.50	10.20	8.50	4.70	5.60	9.00	8.10	10.80	9.60	7.60	8.40	7.60	10.80
Return on Assets %	-0.40	-4.40	2.80	5.30	5.20	4.90	3.00	2.30	3.80	3.90	4.80	4.00	3.20	4.00	3.60	4.80
Return on Capital - Joel Greenblatt %	1,849	--	--	--	--	--	683	--	--	1,529	--	979	530	--	1,564	--
Debt to Equity	0.33	0.39	0.34	0.30	0.19	0.20	0.11	0.87	0.84	0.61	0.70	0.81	0.79	0.62	0.61	0.70

Gross Margin %	26.80	25.80	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00
Operating Margin %	6.60	-9.40	19.50	32.50	25.60	22.60	18.40	16.90	21.90	20.90	23.90	22.20	20.10	20.70	20.40	23.90
Net Margin %	-1.50	-15.00	9.80	20.30	17.40	14.60	12.30	13.40	17.80	16.20	19.50	18.80	15.30	16.40	14.50	19.50

Days Sales Outstanding	227	257	110	143	99.50	59.90	93.40	115	86.30	94.70	121	113	90.20	92.70	90.20	121

Debt to Revenue	0.63	0.63	0.56	0.53	0.33	0.35	0.28	2.06	1.66	1.22	5.02	6.45	6.35	4.94	4.65	5.02
COGS to Revenue	0.73	0.74	--	--	--	--	--	--	--	--	--	--	--	--	--	--
Interest Exp. to Revenue %	-4.17	-3.81	-3.15	-2.25	-0.59	-1.20	-2.08	2.13	1.70	1.14	0.89	1.18	1.05	1.60	0.75	0.89

Asset Turnover	0.28	0.30	0.29	0.26	0.30	0.34	0.24	0.17	0.21	0.24	0.06	0.05	0.05	0.06	0.06	0.06
Buyback Ratio	-5.20	4.00	-1.80	-13.60	-20.40	--	-211	--	--	--	--	--	--	--	--	--
Dividend Payout Ratio	--	--	0.64	0.29	0.23	0.43	0.53	0.43	0.30	0.43	0.35	0.29	0.51	0.46	0.49	0.35
Income Statement	Annuals (USD $) View: $ %											Quarterly
Fiscal Period	Dec03	Dec04	Dec05	Dec06	Dec07	Dec08	Dec09	Dec10	Dec11	Dec12	TTM	Mar12	Jun12	Sep12	Dec12	Mar13

Revenue	2,065	2,221	2,173	2,415	3,879	3,308	2,627	3,488	4,092	4,177	4,285	1,034	1,009	1,041	1,093	1,142
Cost of Goods Sold	1,511	1,648	--	--	--	--	--	--	--	--	--	--	--	--	--	--
Gross Profit	554	573	2,173	2,415	3,879	3,308	2,627	3,488	4,092	4,177	4,285	1,034	1,009	1,041	1,093	1,142

Selling, General, &Admin. Expense	--	--	1,673	1,629	2,642	2,560	2,143	2,898	3,194	3,306	3,370	804	806	825	870	868
Earnings Before DDA	494	181	519	1,002	1,058	795	562	687	1,016	967	1,008	254	230	238	245	296

Depreciation, Depletion and Amortization	357	390	94.46	216	64.10	47.60	77.60	96.70	117	95.00	93.00	24.30	26.60	21.60	22.50	22.30

Operating Income	137	-209	425	785	994	748	484	590	898	872	915	230	203	216	223	273
Interest Income/Expense	-86.09	-84.54	-68.44	-54.30	-22.80	-39.70	-54.70	74.10	69.40	47.70	45.60	12.20	10.60	16.70	8.20	10.10
Net Income	-30.82	-332	212	490	674	482	323	466	730	677	705	194	154	171	159	222

Earnings per Share ($)	-0.07	-0.83	0.52	1.20	1.64	1.21	0.76	1.01	1.57	1.49	1.56	0.43	0.34	0.38	0.35	0.49
Total Shares Outstanding	430	401	408	408	411	393	417	463	465	454	449	456	455	453	451	449
Balance Sheet	Annuals (USD $) View: $ %											Quarterly
Fiscal Period	Dec03	Dec04	Dec05	Dec06	Dec07	Dec08	Dec09	Dec10	Dec11	Dec12	Latest Q.	Mar12	Jun12	Sep12	Dec12	Mar13

Cash and cash equivalents	702	708	1,957	925	1,130	782	972	1,686	1,393	1,487	2,009	1,407	1,443	1,797	1,487	2,009
Accounts Receivable	1,287	1,566	653	946	1,057	543	672	1,097	967	1,084	1,520	1,278	1,000	1,060	1,084	1,520
Other Current Assets	325	382	96.23	1,626	2,008	1,054	1,476	1,492	1,473	1,337	1,374	1,330	1,229	1,303	1,337	1,374
Total Current Assets	2,314	2,656	2,706	3,497	4,194	2,379	3,121	4,275	3,834	3,908	4,904	4,014	3,673	4,161	3,908	4,904

Property, Plant and Equipment	304	285	180	166	180	205	221	272	313	350	337	312	315	330	350	337
Intangible Assets	4,301	4,416	4,313	5,203	7,002	6,110	6,607	8,317	8,231	8,336	8,170	8,310	8,218	8,336	8,336	8,170
Other Long Term Assets	411	134	379	426	1,549	1,063	961	7,580	6,969	4,899	5,124	6,693	6,407	5,035	4,899	5,124
Total Assets	7,330	7,490	7,578	9,292	12,925	9,757	10,910	20,444	19,347	17,492	18,535	19,329	18,613	17,861	17,492	18,535

Accounts Payable	613	736	2,461	926	928	1,166	1,734	2,759	1,743	1,784	2,215	1,911	1,588	1,802	1,784	2,215
Current Portion of Long-Term Debt	--	79.39	10.05	300	--	297	--	--	215	--	--	549	334	334	--	--
Other Current Liabilities	1,296	1,588	52.11	2,356	2,713	640	565	505	1,017	929	1,073	915	803	1,049	929	1,073
Total Current Liabilities	1,909	2,403	2,523	3,582	3,641	2,103	2,298	3,265	2,974	2,713	3,288	3,375	2,725	3,184	2,713	3,288

Long-Term Debt	1,302	1,310	1,212	973	1,276	862	746	7,181	6,583	5,085	5,736	6,122	6,078	4,807	5,085	5,736
Other Long-Term Liabilities	138	206	229	467	1,417	1,102	953	1,734	1,671	1,377	1,315	1,641	1,645	1,555	1,377	1,315
Total Liabilities	3,349	3,919	3,965	5,022	6,335	4,067	3,997	12,180	11,228	9,176	10,338	11,137	10,447	9,546	9,176	10,338

Common Stock	357	389	81.81	83.20	84.90	85.30	91.90	98.10	98.10	98.10	98.10	98.10	98.10	98.10	98.10	98.10
Retained Earnings	889	565	639	1,055	1,202	1,476	1,631	2,400	2,748	2,930	3,054	2,778	2,879	2,879	2,930	3,054
Additional Paid-In Capital	1,205	1,344	84.97	205	5,306	5,353	5,688	6,263	6,181	6,141	6,024	6,074	6,100	6,123	6,141	6,024
Treasury Stock	--	--	--	--	-954	-1,129	-892	-992	-1,280	-1,383	-1,315	-1,239	-1,302	-1,323	-1,383	-1,315
Total Equity	3,981	3,571	3,613	4,270	6,591	5,690	6,913	8,265	8,119	8,317	8,196	8,192	8,166	8,315	8,317	8,196
Cashflow Statement	Annuals (USD $) View: $ %											Quarterly
Fiscal Period	Dec03	Dec04	Dec05	Dec06	Dec07	Dec08	Dec09	Dec10	Dec11	Dec12	TTM	Mar12	Jun12	Sep12	Dec12	Mar13

Net Income	137	-209	425	490	674	482	209	637	622	587	712	74.80	228	157	128	200
Depreciation, Depletion and Amortization	357	390	94.46	216	64.10	47.60	77.60	96.70	117	95.00	93.00	24.30	26.60	21.60	22.50	22.30
Cash Flow from Others	-224	32.86	-49.91	-200	176	-33.60	75.80	-354	225	137	-312	-257	151	-108	351	-707
Cash Flow from Operations	270	214	469	507	914	496	363	379	965	819	493	-158	406	70.50	502	-485

Investment for Property, Plant & Equipement	-65.25	-100	-38.18	-37.70	-36.70	-84.10	-39.50	-89.60	-107	-99.30	-99.00	-18.40	-18.80	-31.20	-30.90	-18.10
Cash Flow from Acquisitions	-50.01	-74.28	53.64	-198	-54.40	--	-34.20	-776	-31.70	-37.20	-32.10	-5.10	5.10	-5.60	-31.60	--
Cash Flow from Investing	-107	-111	30.90	-284	-46.40	-68.60	-102	-338	348	-82.40	229	-165	-22.20	222	-118	146

Net Issuance of Stock	7.08	8.27	7.72	-89.30	-579	-313	442	-192	-437	-265	-235	-75.00	-75.00	-40.00	-75.00	-45.00
Net Issuance of Debt	-39.09	97.71	-160	49.00	76.90	-117	-397	363	-544	-103	188	290	-87.80	53.20	-359	582
Cash Flow for Dividends	-167	-142	-134	-144	-155	-207	-169	-198	-221	-289	-311	-55.70	-78.00	-77.80	-77.50	-77.20
Other Financing	64.48	-90.77	-0.00	-0.00	-84.10	-28.70	23.60	-38.50	-120	11.20	-48.60	19.30	-11.30	-79.70	82.90	-40.50
Cash Flow from Financing	-134	-126	-287	-184	-741	-666	-101	-65.90	-1,322	-646	-406	179	-252	-144	-429	419

Net Change in Cash	28.62	-22.86	208	73.90	137	-239	160	-24.50	-9.20	91.00	316	-144	131	149	-44.80	80.60

Free Cash Flow	205	114	431	469	877	412	323	290	858	720	394	-177	387	39.30	471	-503
Valuation Ratios (Daily)	Annuals											Quarterly
Fiscal Period	Dec03	Dec04	Dec05	Dec06	Dec07	Dec08	Dec09	Dec10	Dec11	Dec12	Latest Q.	Mar12	Jun12	Sep12	Dec12	Mar13

PE Ratio(ttm)
Price to Tangible Book
Price-to-Free-Cash-Flow ratio
PS Ratio
EV-to-Revenue
EV-to-EBITDA
EV-to-EBIT
Earnings Yield (Joel Greenblatt)
Forward Rate of Return
Shiller PE Ratio
Valuation and Quality	Annuals											Quarterly
Fiscal Period	Dec03	Dec04	Dec05	Dec06	Dec07	Dec08	Dec09	Dec10	Dec11	Dec12	Latest Q.	Mar12	Jun12	Sep12	Dec12	Mar13

Market Cap
Enterprise Value
Month End Stock Price
Net Cash (per share)
Net Current Asset Value (per share)
DCF (per share)
Median PS (per share)
Peter Lynch Fair Value (per share)
Graham Number (per share)
Altman Z-Score
Piotroski F-Score
Beneish M-Score

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IVZ Quarterly/Annuals Reports

IVZ: 10-Q/A - Invesco Ltd. (0000914208) (Filer): (10-Q/A) - 2012-11-02
IVZ: 10-Q - Invesco Ltd. (0000914208) (Filer): (10-Q) - 2012-11-01
IVZ: 10-Q/A - Invesco Ltd. (0000914208) (Filer): (10-Q/A) - 2012-10-30
IVZ: 10-K/A - Invesco Ltd. (0000914208) (Filer): (10-K/A) - 2012-10-30
IVZ: 10-Q - Invesco Ltd. (0000914208) (Filer): (10-Q) - 2012-05-02

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