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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
87% of the 1206 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 0.39 )
Ranked among companies with meaningful Cash to Debt only.
IVZ' s 10-Year Cash to Debt Range
Min: 0.13  Med: 0.46 Max: N/A
Current: 0.39
Equity to Asset 0.36
IVZ's Equity to Asset is ranked lower than
87% of the 1257 Companies
in the Global Asset Management industry.

( Industry Median: 0.86 vs. IVZ: 0.36 )
Ranked among companies with meaningful Equity to Asset only.
IVZ' s 10-Year Equity to Asset Range
Min: -0.05  Med: 0.47 Max: 0.63
Current: 0.36
-0.05
0.63
Interest Coverage 6.17
IVZ's Interest Coverage is ranked lower than
88% of the 1128 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. IVZ: 6.17 )
Ranked among companies with meaningful Interest Coverage only.
IVZ' s 10-Year Interest Coverage Range
Min: 1.08  Med: 6.18 Max: 13.95
Current: 6.17
1.08
13.95
F-Score: 5
Z-Score: 1.34
M-Score: -2.50
WACC vs ROIC
2.31%
7.30%
WACC
ROIC
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 : 8/10

vs
industry
vs
history
Operating margin (%) 26.55
IVZ's Operating margin (%) is ranked lower than
62% of the 1355 Companies
in the Global Asset Management industry.

( Industry Median: 50.77 vs. IVZ: 26.55 )
Ranked among companies with meaningful Operating margin (%) only.
IVZ' s 10-Year Operating margin (%) Range
Min: 4.11  Med: 22.28 Max: 35.07
Current: 26.55
4.11
35.07
Net-margin (%) 20.06
IVZ's Net-margin (%) is ranked lower than
64% of the 1363 Companies
in the Global Asset Management industry.

( Industry Median: 46.28 vs. IVZ: 20.06 )
Ranked among companies with meaningful Net-margin (%) only.
IVZ' s 10-Year Net-margin (%) Range
Min: -1.7  Med: 14.72 Max: 22.04
Current: 20.06
-1.7
22.04
ROE (%) 12.34
IVZ's ROE (%) is ranked higher than
72% of the 1405 Companies
in the Global Asset Management industry.

( Industry Median: 6.00 vs. IVZ: 12.34 )
Ranked among companies with meaningful ROE (%) only.
IVZ' s 10-Year ROE (%) Range
Min: -0.96  Med: 8.24 Max: 60.81
Current: 12.34
-0.96
60.81
ROA (%) 4.95
IVZ's ROA (%) is ranked higher than
57% of the 1425 Companies
in the Global Asset Management industry.

( Industry Median: 3.70 vs. IVZ: 4.95 )
Ranked among companies with meaningful ROA (%) only.
IVZ' s 10-Year ROA (%) Range
Min: -0.49  Med: 3.68 Max: 10.79
Current: 4.95
-0.49
10.79
ROC (Joel Greenblatt) (%) 116.98
IVZ's ROC (Joel Greenblatt) (%) is ranked higher than
60% of the 910 Companies
in the Global Asset Management industry.

( Industry Median: 42.33 vs. IVZ: 116.98 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
IVZ' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 45.25  Med: 317.39 Max: 694.53
Current: 116.98
45.25
694.53
Revenue Growth (3Y)(%) 10.30
IVZ's Revenue Growth (3Y)(%) is ranked higher than
59% of the 771 Companies
in the Global Asset Management industry.

( Industry Median: 5.50 vs. IVZ: 10.30 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
IVZ' s 10-Year Revenue Growth (3Y)(%) Range
Min: -28.8  Med: 10.30 Max: 66.3
Current: 10.3
-28.8
66.3
EBITDA Growth (3Y)(%) 12.30
IVZ's EBITDA Growth (3Y)(%) is ranked higher than
61% of the 640 Companies
in the Global Asset Management industry.

( Industry Median: 3.70 vs. IVZ: 12.30 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
IVZ' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -38.7  Med: 10.00 Max: 78.5
Current: 12.3
-38.7
78.5
EPS Growth (3Y)(%) 13.20
IVZ's EPS Growth (3Y)(%) is ranked higher than
59% of the 625 Companies
in the Global Asset Management industry.

( Industry Median: 6.30 vs. IVZ: 13.20 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
IVZ' s 10-Year EPS Growth (3Y)(%) Range
Min: -59  Med: 24.00 Max: 108
Current: 13.2
-59
108
» IVZ's 10-Y Financials

Financials


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

» Details

Guru Trades

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%)
Louis Moore Bacon 12,252 sh (unchged)
Chuck Royce 134,800 sh (unchged)
Pioneer Investments 1,042,646 sh (-0.67%)
Joel Greenblatt 48,667 sh (-1.00%)
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%)
David Dreman 4,061 sh (+3.31%)
Pioneer Investments 1,148,628 sh (unchged)
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
Q4 2014

IVZ Guru Trades in Q4 2014

Jim Simons 1,015,600 sh (New)
Joel Greenblatt 57,215 sh (+90.22%)
Paul Tudor Jones 22,647 sh (+74.21%)
David Dreman 4,444 sh (+9.43%)
Richard Pzena 1,648,866 sh (+2.11%)
Robert Olstein 284,000 sh (+1.79%)
Ray Dalio Sold Out
George Soros Sold Out
Pioneer Investments 1,087,943 sh (-5.28%)
Jeremy Grantham 111,100 sh (-15.84%)
Chuck Royce 80,200 sh (-33.17%)
John Keeley 62,680 sh (-49.96%)
» More
Q1 2015

IVZ Guru Trades in Q1 2015

Joel Greenblatt 165,650 sh (+189.52%)
Robert Olstein 316,000 sh (+11.27%)
David Dreman 4,875 sh (+9.70%)
Jeremy Grantham 118,500 sh (+6.66%)
Pioneer Investments 1,136,899 sh (+4.50%)
Chuck Royce 80,200 sh (unchged)
Paul Tudor Jones Sold Out
Richard Pzena 1,633,150 sh (-0.95%)
John Keeley 61,900 sh (-1.24%)
Jim Simons 474,400 sh (-53.29%)
» 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%)

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Ratios

vs
industry
vs
history
P/E(ttm) 21.30
IVZ's P/E(ttm) is ranked lower than
69% of the 986 Companies
in the Global Asset Management industry.

( Industry Median: 13.00 vs. IVZ: 21.30 )
Ranked among companies with meaningful P/E(ttm) only.
IVZ' s 10-Year P/E(ttm) Range
Min: 5.73  Med: 17.89 Max: 45.87
Current: 21.3
5.73
45.87
Forward P/E 12.58
IVZ's Forward P/E is ranked higher than
53% of the 208 Companies
in the Global Asset Management industry.

( Industry Median: 12.84 vs. IVZ: 12.58 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 21.30
IVZ's PE(NRI) is ranked lower than
69% of the 981 Companies
in the Global Asset Management industry.

( Industry Median: 13.10 vs. IVZ: 21.30 )
Ranked among companies with meaningful PE(NRI) only.
IVZ' s 10-Year PE(NRI) Range
Min: 5.72  Med: 18.50 Max: 46.33
Current: 21.3
5.72
46.33
P/B 2.00
IVZ's P/B is ranked lower than
82% of the 1357 Companies
in the Global Asset Management industry.

( Industry Median: 0.95 vs. IVZ: 2.00 )
Ranked among companies with meaningful P/B only.
IVZ' s 10-Year P/B Range
Min: 0.31  Med: 1.54 Max: 20.68
Current: 2
0.31
20.68
P/S 3.19
IVZ's P/S is ranked higher than
75% of the 1230 Companies
in the Global Asset Management industry.

( Industry Median: 7.43 vs. IVZ: 3.19 )
Ranked among companies with meaningful P/S only.
IVZ' s 10-Year P/S Range
Min: 0.97  Med: 3.13 Max: 4.58
Current: 3.19
0.97
4.58
PFCF 17.22
IVZ's PFCF is ranked lower than
58% of the 245 Companies
in the Global Asset Management industry.

( Industry Median: 14.13 vs. IVZ: 17.22 )
Ranked among companies with meaningful PFCF only.
IVZ' s 10-Year PFCF Range
Min: 7.29  Med: 20.05 Max: 350.5
Current: 17.22
7.29
350.5
POCF 15.07
IVZ's POCF is ranked higher than
52% of the 711 Companies
in the Global Asset Management industry.

( Industry Median: 16.11 vs. IVZ: 15.07 )
Ranked among companies with meaningful POCF only.
IVZ' s 10-Year POCF Range
Min: 6.26  Med: 17.10 Max: 135.06
Current: 15.07
6.26
135.06
EV-to-EBIT 13.11
IVZ's EV-to-EBIT is ranked higher than
53% of the 974 Companies
in the Global Asset Management industry.

( Industry Median: 14.26 vs. IVZ: 13.11 )
Ranked among companies with meaningful EV-to-EBIT only.
IVZ' s 10-Year EV-to-EBIT Range
Min: -132.3  Med: 18.00 Max: 631.9
Current: 13.11
-132.3
631.9
PEG 0.98
IVZ's PEG is ranked higher than
54% of the 167 Companies
in the Global Asset Management industry.

( Industry Median: 1.07 vs. IVZ: 0.98 )
Ranked among companies with meaningful PEG only.
IVZ' s 10-Year PEG Range
Min: 0.08  Med: 0.81 Max: 5.96
Current: 0.98
0.08
5.96
Shiller P/E 22.97
IVZ's Shiller P/E is ranked lower than
70% of the 628 Companies
in the Global Asset Management industry.

( Industry Median: 13.39 vs. IVZ: 22.97 )
Ranked among companies with meaningful Shiller P/E only.
IVZ' s 10-Year Shiller P/E Range
Min: 12.21  Med: 24.90 Max: 81
Current: 22.97
12.21
81
Current Ratio 0.78
IVZ's Current Ratio is ranked lower than
89% of the 896 Companies
in the Global Asset Management industry.

( Industry Median: 3.99 vs. IVZ: 0.78 )
Ranked among companies with meaningful Current Ratio only.
IVZ' s 10-Year Current Ratio Range
Min: 0.48  Med: 1.23 Max: 2.07
Current: 0.78
0.48
2.07
Quick Ratio 0.78
IVZ's Quick Ratio is ranked lower than
87% of the 896 Companies
in the Global Asset Management industry.

( Industry Median: 3.93 vs. IVZ: 0.78 )
Ranked among companies with meaningful Quick Ratio only.
IVZ' s 10-Year Quick Ratio Range
Min: 0.48  Med: 1.21 Max: 2.07
Current: 0.78
0.48
2.07
Days Sales Outstanding 44.74
IVZ's Days Sales Outstanding is ranked lower than
56% of the 959 Companies
in the Global Asset Management industry.

( Industry Median: 36.39 vs. IVZ: 44.74 )
Ranked among companies with meaningful Days Sales Outstanding only.
IVZ' s 10-Year Days Sales Outstanding Range
Min: 24.01  Med: 47.36 Max: 218.12
Current: 44.74
24.01
218.12

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.64
IVZ's Dividend Yield is ranked lower than
66% of the 1475 Companies
in the Global Asset Management industry.

( Industry Median: 3.77 vs. IVZ: 2.64 )
Ranked among companies with meaningful Dividend Yield only.
IVZ' s 10-Year Dividend Yield Range
Min: 0.61  Med: 2.22 Max: 4.55
Current: 2.64
0.61
4.55
Dividend Payout 0.42
IVZ's Dividend Payout is ranked higher than
57% of the 894 Companies
in the Global Asset Management industry.

( Industry Median: 0.51 vs. IVZ: 0.42 )
Ranked among companies with meaningful Dividend Payout only.
IVZ' s 10-Year Dividend Payout Range
Min: 0.24  Med: 0.51 Max: 11.65
Current: 0.42
0.24
11.65
Dividend growth (3y) 26.80
IVZ's Dividend growth (3y) is ranked higher than
88% of the 523 Companies
in the Global Asset Management industry.

( Industry Median: 3.60 vs. IVZ: 26.80 )
Ranked among companies with meaningful Dividend growth (3y) only.
IVZ' s 10-Year Dividend growth (3y) Range
Min: -2.8  Med: 5.70 Max: 26.8
Current: 26.8
-2.8
26.8
Yield on cost (5-Year) 6.82
IVZ's Yield on cost (5-Year) is ranked higher than
72% of the 1488 Companies
in the Global Asset Management industry.

( Industry Median: 4.45 vs. IVZ: 6.82 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
IVZ' s 10-Year Yield on cost (5-Year) Range
Min: 1.58  Med: 5.86 Max: 11.8
Current: 6.82
1.58
11.8
Share Buyback Rate 2.10
IVZ's Share Buyback Rate is ranked higher than
79% of the 835 Companies
in the Global Asset Management industry.

( Industry Median: -0.90 vs. IVZ: 2.10 )
Ranked among companies with meaningful Share Buyback Rate only.
IVZ' s 10-Year Share Buyback Rate Range
Min: 20.5  Med: 0.50 Max: -32.9
Current: 2.1

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 32.17
IVZ's Price/Tangible Book is ranked lower than
99% of the 1305 Companies
in the Global Asset Management industry.

( Industry Median: 0.95 vs. IVZ: 32.17 )
Ranked among companies with meaningful Price/Tangible Book only.
IVZ' s 10-Year Price/Tangible Book Range
Min: 12.89  Med: 46.26 Max: 482.67
Current: 32.17
12.89
482.67
Price/DCF (Earnings Based) 2.02
IVZ's Price/DCF (Earnings Based) is ranked lower than
63% of the 19 Companies
in the Global Asset Management industry.

( Industry Median: 1.49 vs. IVZ: 2.02 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Earnings Yield (Greenblatt) (%) 7.60
IVZ's Earnings Yield (Greenblatt) (%) is ranked higher than
67% of the 1353 Companies
in the Global Asset Management industry.

( Industry Median: 4.60 vs. IVZ: 7.60 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
IVZ' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 0.2  Med: 5.50 Max: 18.2
Current: 7.6
0.2
18.2
Forward Rate of Return (Yacktman) (%) 19.34
IVZ's Forward Rate of Return (Yacktman) (%) is ranked higher than
69% of the 433 Companies
in the Global Asset Management industry.

( Industry Median: 6.51 vs. IVZ: 19.34 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
IVZ' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -25.9  Med: 16.15 Max: 78.5
Current: 19.34
-25.9
78.5

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Traded in other countries:3IW.Germany,
Invesco Ltd was incorporated in December 1935. It is an investment management company. By delivering the combined power of its distinctive investment management capabilities, the Company provides a range of enduring solutions for its clients. It has 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 measures 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. Its retail products are distributed through third-party financial intermediaries, including traditional broker-dealers, fund supermarkets, retirement platforms, financial advisors, banks, insurance companies and trust companies. The Company competes with a number of investment management firms, commercial banks, investment banks, broker dealers, hedge funds, insurance companies and other financial institutions.
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