Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 0.39
IVZ's Cash to Debt is ranked lower than
59% of the 1373 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. IVZ: 0.39 )
IVZ' s 10-Year Cash to Debt Range
Min: 0.13   Max: No Debt
Current: 0.39

Equity to Asset 0.42
IVZ's Equity to Asset is ranked lower than
60% of the 1521 Companies
in the Global Asset Management industry.

( Industry Median: 0.81 vs. IVZ: 0.42 )
IVZ' s 10-Year Equity to Asset Range
Min: -0.05   Max: 0.63
Current: 0.42

-0.05
0.63
Interest Coverage 6.67
IVZ's Interest Coverage is ranked lower than
63% of the 1268 Companies
in the Global Asset Management industry.

( Industry Median: 2075.16 vs. IVZ: 6.67 )
IVZ' s 10-Year Interest Coverage Range
Min: 1.59   Max: 13.95
Current: 6.67

1.59
13.95
F-Score: 7
Z-Score: 1.40
M-Score: -2.35
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 9/10

vs
industry
vs
history
Operating margin (%) 23.98
IVZ's Operating margin (%) is ranked higher than
54% of the 1567 Companies
in the Global Asset Management industry.

( Industry Median: 50.33 vs. IVZ: 23.98 )
IVZ' s 10-Year Operating margin (%) Range
Min: -9.4   Max: 35.07
Current: 23.98

-9.4
35.07
Net-margin (%) 19.74
IVZ's Net-margin (%) is ranked higher than
55% of the 1569 Companies
in the Global Asset Management industry.

( Industry Median: 45.26 vs. IVZ: 19.74 )
IVZ' s 10-Year Net-margin (%) Range
Min: -14.96   Max: 22.04
Current: 19.74

-14.96
22.04
ROE (%) 11.92
IVZ's ROE (%) is ranked higher than
76% of the 1596 Companies
in the Global Asset Management industry.

( Industry Median: 7.94 vs. IVZ: 11.92 )
IVZ' s 10-Year ROE (%) Range
Min: -8.8   Max: 60.81
Current: 11.92

-8.8
60.81
ROA (%) 5.11
IVZ's ROA (%) is ranked higher than
67% of the 1616 Companies
in the Global Asset Management industry.

( Industry Median: 4.27 vs. IVZ: 5.11 )
IVZ' s 10-Year ROA (%) Range
Min: -4.48   Max: 10.4
Current: 5.11

-4.48
10.4
ROC (Joel Greenblatt) (%) 113.16
IVZ's ROC (Joel Greenblatt) (%) is ranked higher than
71% of the 1067 Companies
in the Global Asset Management industry.

( Industry Median: 94.27 vs. IVZ: 113.16 )
IVZ' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -70.89   Max: 525.11
Current: 113.16

-70.89
525.11
Revenue Growth (%) 11.20
IVZ's Revenue Growth (%) is ranked higher than
79% of the 1008 Companies
in the Global Asset Management industry.

( Industry Median: 1.40 vs. IVZ: 11.20 )
IVZ' s 10-Year Revenue Growth (%) Range
Min: -28.8   Max: 66.3
Current: 11.2

-28.8
66.3
EBITDA Growth (%) 12.10
IVZ's EBITDA Growth (%) is ranked higher than
77% of the 865 Companies
in the Global Asset Management industry.

( Industry Median: 1.70 vs. IVZ: 12.10 )
IVZ' s 10-Year EBITDA Growth (%) Range
Min: -38.7   Max: 88.3
Current: 12.1

-38.7
88.3
EPS Growth (%) 24.50
IVZ's EPS Growth (%) is ranked higher than
83% of the 877 Companies
in the Global Asset Management industry.

( Industry Median: 3.60 vs. IVZ: 24.50 )
IVZ' s 10-Year EPS Growth (%) Range
Min: -59   Max: 108
Current: 24.5

-59
108
» IVZ's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q4 2013

IVZ Guru Trades in Q4 2013

Pioneer Investments 1,055,809 sh (New)
Steven Cohen 67,929 sh (+80.65%)
Jim Simons Sold Out
George Soros Sold Out
Andreas Halvorsen Sold Out
Joel Greenblatt 44,082 sh (-1.36%)
John Keeley 143,120 sh (-1.5%)
Richard Pzena 7,150,439 sh (-4.88%)
Paul Tudor Jones 10,400 sh (-9.57%)
Chuck Royce 125,800 sh (-13.66%)
Jeremy Grantham 165,215 sh (-16.89%)
David Dreman 810 sh (-72.03%)
» More
Q1 2014

IVZ Guru Trades in Q1 2014

Louis Moore Bacon 12,252 sh (New)
Robert Olstein 253,000 sh (New)
George Soros 948,014 sh (New)
David Dreman 3,653 sh (+350.99%)
Steven Cohen 201,502 sh (+196.64%)
Joel Greenblatt 49,157 sh (+11.51%)
Chuck Royce 134,800 sh (+7.15%)
Paul Tudor Jones Sold Out
Pioneer Investments 1,049,716 sh (-0.58%)
Richard Pzena 6,508,696 sh (-8.97%)
Jeremy Grantham 145,615 sh (-11.86%)
John Keeley 123,400 sh (-13.78%)
» More
Q2 2014

IVZ Guru Trades in Q2 2014

Robert Olstein 279,000 sh (+10.28%)
George Soros 1,032,014 sh (+8.86%)
David Dreman 3,931 sh (+7.61%)
John Keeley 126,740 sh (+2.71%)
Chuck Royce 134,800 sh (unchged)
Louis Moore Bacon 12,252 sh (unchged)
Pioneer Investments 1,042,646 sh (-0.67%)
Joel Greenblatt 48,667 sh (-1%)
Jeremy Grantham 116,729 sh (-19.84%)
Richard Pzena 1,419,341 sh (-78.19%)
» More
Q3 2014

IVZ Guru Trades in Q3 2014

Ray Dalio 9,600 sh (New)
Paul Tudor Jones 13,000 sh (New)
Richard Pzena 1,614,821 sh (+13.77%)
Jeremy Grantham 132,014 sh (+13.09%)
Pioneer Investments 1,148,628 sh (+10.16%)
David Dreman 4,061 sh (+3.31%)
Robert Olstein 279,000 sh (unchged)
Louis Moore Bacon Sold Out
John Keeley 125,270 sh (-1.16%)
Chuck Royce 120,000 sh (-10.98%)
Joel Greenblatt 30,079 sh (-38.19%)
George Soros 84,000 sh (-91.86%)
» More
» Details

Insider Trades

Latest Guru Trades with IVZ

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
George Soros 2014-09-30 Reduce -91.86%0.27%$37.54 - $41.25 $ 40.463%84000
Joel Greenblatt 2014-09-30 Reduce -38.19%0.01%$37.54 - $41.25 $ 40.463%30079
Ray Dalio 2014-09-30 New Buy$37.54 - $41.25 $ 40.463%9600
Richard Pzena 2014-06-30 Reduce -78.19%1.09%$34.09 - $38.2 $ 40.4612%1419341
Robert Olstein 2014-06-30 Add 10.28%0.13%$34.09 - $38.2 $ 40.4612%279000
Robert Olstein 2014-03-31 New Buy1.3%$31.77 - $36.69 $ 40.4617%253000
George Soros 2014-03-31 New Buy0.35%$31.77 - $36.69 $ 40.4617%948014
Richard Pzena 2014-03-31 Reduce -8.97%0.13%$31.77 - $36.69 $ 40.4617%6508696
David Dreman 2014-03-31 Add 350.99%0.01%$31.77 - $36.69 $ 40.4617%3653
George Soros 2013-12-31 Sold Out 0.46%$31.5 - $36.55 $ 40.4619%0
Andreas Halvorsen 2013-12-31 Sold Out 0.07%$31.5 - $36.55 $ 40.4619%0
David Dreman 2013-12-31 Reduce -72.03%0.01%$31.5 - $36.55 $ 40.4619%810
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Top Ranked Articles about Invesco Ltd

Invesco European Growth Fund First Quarter New Buys and Increases
Invesco (IVZ) is an independent global investment management firm having $791.2 billion in assets under management as of Feb. 28, 2014. The Invesco European Growth Fund (Trades, Portfolio) is a $1.6 billion fund whose equities encompass all capitalization growth companies from both developed and emerging markets in the European region. Since its 1997 inception, the fund has returned 11.61% on average annually. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 17.60
IVZ's P/E(ttm) is ranked higher than
70% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 21.50 vs. IVZ: 17.60 )
IVZ' s 10-Year P/E(ttm) Range
Min: 5.73   Max: 194.93
Current: 17.6

5.73
194.93
P/B 2.10
IVZ's P/B is ranked higher than
55% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 1.09 vs. IVZ: 2.10 )
IVZ' s 10-Year P/B Range
Min: 0.56   Max: 20.68
Current: 2.1

0.56
20.68
P/S 3.50
IVZ's P/S is ranked higher than
84% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 9.06 vs. IVZ: 3.50 )
IVZ' s 10-Year P/S Range
Min: 0.8   Max: 6.55
Current: 3.5

0.8
6.55
PFCF 16.10
IVZ's PFCF is ranked higher than
93% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 16.10 )
IVZ' s 10-Year PFCF Range
Min: 7.29   Max: 281.2
Current: 16.1

7.29
281.2
EV-to-EBIT 17.98
IVZ's EV-to-EBIT is ranked higher than
71% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 23.16 vs. IVZ: 17.98 )
IVZ' s 10-Year EV-to-EBIT Range
Min: 5.7   Max: 63.4
Current: 17.98

5.7
63.4
PEG 0.77
IVZ's PEG is ranked higher than
95% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 0.77 )
IVZ' s 10-Year PEG Range
Min: 0.08   Max: 24.23
Current: 0.77

0.08
24.23
Shiller P/E 26.90
IVZ's Shiller P/E is ranked higher than
80% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 26.90 )
IVZ' s 10-Year Shiller P/E Range
Min: 12.21   Max: 81
Current: 26.9

12.21
81
Current Ratio 0.48
IVZ's Current Ratio is ranked lower than
63% of the 1058 Companies
in the Global Asset Management industry.

( Industry Median: 2.80 vs. IVZ: 0.48 )
IVZ' s 10-Year Current Ratio Range
Min: 0.48   Max: 2.07
Current: 0.48

0.48
2.07
Quick Ratio 0.48
IVZ's Quick Ratio is ranked lower than
63% of the 1058 Companies
in the Global Asset Management industry.

( Industry Median: 2.73 vs. IVZ: 0.48 )
IVZ' s 10-Year Quick Ratio Range
Min: 0.48   Max: 2.07
Current: 0.48

0.48
2.07

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.40
IVZ's Dividend Yield is ranked lower than
65% of the 1244 Companies
in the Global Asset Management industry.

( Industry Median: 3.49 vs. IVZ: 2.40 )
IVZ' s 10-Year Dividend Yield Range
Min: 0.61   Max: 4.55
Current: 2.4

0.61
4.55
Dividend Payout 0.44
IVZ's Dividend Payout is ranked higher than
78% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 8.91 vs. IVZ: 0.44 )
IVZ' s 10-Year Dividend Payout Range
Min: 0.24   Max: 11.65
Current: 0.44

0.24
11.65
Dividend growth (3y) 25.10
IVZ's Dividend growth (3y) is ranked higher than
87% of the 551 Companies
in the Global Asset Management industry.

( Industry Median: 9.10 vs. IVZ: 25.10 )
IVZ' s 10-Year Dividend growth (3y) Range
Min: -2.8   Max: 25.1
Current: 25.1

-2.8
25.1
Yield on cost (5-Year) 6.07
IVZ's Yield on cost (5-Year) is ranked higher than
72% of the 1259 Companies
in the Global Asset Management industry.

( Industry Median: 4.09 vs. IVZ: 6.07 )
IVZ' s 10-Year Yield on cost (5-Year) Range
Min: 1.54   Max: 11.51
Current: 6.07

1.54
11.51
Share Buyback Rate 1.10
IVZ's Share Buyback Rate is ranked higher than
81% of the 1038 Companies
in the Global Asset Management industry.

( Industry Median: -0.60 vs. IVZ: 1.10 )
IVZ' s 10-Year Share Buyback Rate Range
Min: 20.5   Max: -32.9
Current: 1.1

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 38.50
IVZ's Price/Tangible Book is ranked higher than
51% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 1.35 vs. IVZ: 38.50 )
IVZ' s 10-Year Price/Tangible Book Range
Min: 12.89   Max: 482.67
Current: 38.5

12.89
482.67
Price/DCF (Projected) 1.20
IVZ's Price/DCF (Projected) is ranked higher than
80% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 1.20 )
IVZ' s 10-Year Price/DCF (Projected) Range
Min: 0.53   Max: 4.15
Current: 1.2

0.53
4.15
Price/Median PS Value 1.10
IVZ's Price/Median PS Value is ranked higher than
76% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 1.55 vs. IVZ: 1.10 )
IVZ' s 10-Year Price/Median PS Value Range
Min: 0.55   Max: 4.64
Current: 1.1

0.55
4.64
Price/Peter Lynch Fair Value 1.10
IVZ's Price/Peter Lynch Fair Value is ranked higher than
95% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 1.10 )
IVZ' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.48   Max: 10.16
Current: 1.1

0.48
10.16
Price/Graham Number 5.40
IVZ's Price/Graham Number is ranked higher than
63% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 2.36 vs. IVZ: 5.40 )
IVZ' s 10-Year Price/Graham Number Range
Min: 3.37   Max: 31.94
Current: 5.4

3.37
31.94
Earnings Yield (Greenblatt) 5.60
IVZ's Earnings Yield (Greenblatt) is ranked higher than
68% of the 1555 Companies
in the Global Asset Management industry.

( Industry Median: 5.40 vs. IVZ: 5.60 )
IVZ' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.6   Max: 17.7
Current: 5.6

1.6
17.7
Forward Rate of Return (Yacktman) 21.63
IVZ's Forward Rate of Return (Yacktman) is ranked higher than
89% of the 804 Companies
in the Global Asset Management industry.

( Industry Median: 1.25 vs. IVZ: 21.63 )
IVZ' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -19.7   Max: 81.4
Current: 21.63

-19.7
81.4

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Traded in other countries:3IW.Germany
Invesco Ltd. was founded in 1935. It's an investment management company. By delivering the combined power of its distinctive investment management capabilities, the Company provides a comprehensive range of enduring solutions for its clients. It has significant presence in the institutional and retail markets within the investment management industry in North America, U.K., Europe and Asia-Pacific, serving clients in more than 100 countries. It measure relative investment performance by comparing its investment capabilities to competitors' products, industry benchmarks and client investment objectives. It focuses on strategic objectives that are designed to further strengthen its business over time and help ensure its long-term success. The Company recently launched the Global Targeted Return product line, with strong flows to the new fund in the U.K. market. The Company operates under one business segment, investment management because all of the components are similar due to the common nature of products and services offered, type of clients, methods of distribution, manner in which each component is operated, extent to which they share assets and resources, and the extent to which they support and benefit from common product development efforts. The Company competes with a number of investment management firms, commercial banks, investment banks, broker dealers, hedge funds, insurance companies and other financial institutions. It operates in several countries and several states and other taxing jurisdictions through its various subsidiaries, and must allocate its income, expenses, and earnings under the various laws and regulations of each of these taxing jurisdictions.
» More Articles for IVZ

Headlines

Articles On GuruFocus.com
Franklin Resources is Another Good Bet Nov 20 2014 
Quantitative Reasons to Invest in State Street Nov 20 2014 
I Believe AUM Will Continue the Uptrend Oct 24 2014 
BNY Mellon: Despite Some Weaknesses Is Still Attractive Sep 08 2014 
Invesco European Growth Fund First Quarter New Buys and Increases Apr 02 2014 
The Art of the Turnaround - Wilbur Ross Review of Low P/E Stocks Dec 13 2013 
3 Highest Yielding Financials With High Beta, Growth And Low P/E's Aug 10 2013 
Weekly CFO Sells Highlight: FB, FSL, IVZ, IDXX, PFMT, CTXS Feb 10 2013 
Weekly Top Insider Buys: BAC, IVZ, AKAM, ASNA, URS Jun 17 2012 
Andreas Halvorsen's Top 5 Picks: IVZ, C, TWC, YUM, SHW May 04 2011 


More From Other Websites
Invesco Fixed Income Provides 2015 Outlook Nov 19 2014
BlackRock And Precidian Yank Nontransparent ETFs Nov 17 2014
Invesco's October AUM Up on Market Gains, Outflows Rise Nov 12 2014
INVESCO LTD. Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits Nov 12 2014
Invesco Ltd. Announces October 31, 2014 Assets Under Management Nov 11 2014
Invesco Ltd. Announces October 31, 2014 Assets Under Management Nov 11 2014
PowerShares Brings Buyback ETF to Europe Nov 11 2014
'Can I trace £30,000 fund from the 1960s?' Nov 09 2014
PowerShares Kicks the K-1 With New Commodity ETF Nov 07 2014
INVESCO LTD. Financials Nov 06 2014
Invesco Canada takes home six Lipper awards Nov 06 2014
Invesco Canada takes home six Lipper awards Nov 06 2014
/C O R R E C T I O N -- Invesco Mortgage Capital Inc./ Nov 04 2014
Form 8.3 - Synergy Healthcare plc Nov 04 2014
Invesco Closed-End Funds Declare Dividends Nov 03 2014
10-Q for Invesco Ltd. Nov 01 2014
Invesco (IVZ) Earnings Report: Q3 2014 Conference Call Transcript Oct 31 2014
Nine ways to improve your chances of retiring by 55 Oct 31 2014
Invesco (IVZ) Beats Q3 Earnings on Revenue & AUM Growth Oct 30 2014
Invesco Canada adjusts currency hedging strategy for three Trimark global funds Oct 30 2014

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK