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34.35 (1y: +58%)
Market Cap 15.49 B P/E(ttm) 22.00
Enterprise Value 18.85 B P/B 1.80
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%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$34.35
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GuruFocus Financial Strength Rank measures how strong a companyย’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 : 6/10

vs
industry		 vs
history
Cash to Debt 0.292
IVZ's Cash to Debt is ranked higher than
57% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 0.40 vs. IVZ: 0.292 )
IVZ' s 10-Year Cash to Debt Range
Min: 0.21   Max: 1.6
Current: 0.29
0.21
1.6
Equity to Asset 0.475
IVZ's Equity to Asset is ranked higher than
54% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 0.61 vs. IVZ: 0.475 )
IVZ' s 10-Year Equity to Asset Range
Min: 0.24   Max: 0.63
Current: 0.48
0.24
0.63
Interest Coverage No Debt
IVZ's Interest Coverage is ranked higher than
99% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 4.70 vs. IVZ: No Debt )
IVZ' s 10-Year Interest Coverage Range
Min: 2   Max: No Debt
Current: No Debt
F-Score: 6
Z-Score: 1.63
M-Score: -2.15
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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 : 7/10

vs
industry		 vs
history
Operating margin (%) 20.90
IVZ's Operating margin (%) is ranked higher than
67% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 6.00 vs. IVZ: 20.90 )
IVZ' s 10-Year Operating margin (%) Range
Min: -9.4   Max: 32.7
Current: 20.9
-9.4
32.7
Net-margin (%) 16.2
IVZ's Net-margin (%) is ranked higher than
65% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 8.10 vs. IVZ: 16.2 )
IVZ' s 10-Year Net-margin (%) Range
Min: -15   Max: 20.3
Current: 16.2
-15
20.3
ROE (%) 8.1
IVZ's ROE (%) is ranked higher than
77% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. IVZ: 8.1 )
IVZ' s 10-Year ROE (%) Range
Min: -9.3   Max: 41.5
Current: 8.1
-9.3
41.5
ROA (%) 3.9
IVZ's ROA (%) is ranked higher than
74% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. IVZ: 3.9 )
IVZ' s 10-Year ROA (%) Range
Min: -4.4   Max: 9.9
Current: 3.9
-4.4
9.9
ROC (Joel Greenblatt) (%) 1528.90
IVZ's ROC (Joel Greenblatt) (%) is ranked higher than
98% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. IVZ: 1528.90 )
IVZ' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 201   Max: 2750.4
Current: 1528.9
201
2750.4
Revenue Growth (%) 9.9
IVZ's Revenue Growth (%) is ranked higher than
92% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. IVZ: 9.9 )
IVZ' s 10-Year Revenue Growth (%) Range
Min: -5.5   Max: 25.5
Current: 9.9
-5.5
25.5
EBITDA Growth (%) 12.1
IVZ's EBITDA Growth (%) is ranked higher than
93% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. IVZ: 12.1 )
IVZ' s 10-Year EBITDA Growth (%) Range
Min: -30.2   Max: 54.7
Current: 12.1
-30.2
54.7
EPS Growth (%) 18.3
IVZ's EPS Growth (%) is ranked higher than
95% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. IVZ: 18.3 )
IVZ' s 10-Year EPS Growth (%) Range
Min: -34.6   Max: 68.8
Current: 18.3
-34.6
68.8
ยป IVZ's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

IVZ Guru Trades in Q2 2012

Jim Simons 1,352,000 sh (New)
Jeremy Grantham 236,400 sh (New)
David Dreman 132,927 sh (New)
Paul Tudor Jones 17,800 sh (New)
Steven Cohen 425,214 sh (+4612.03%)
Chuck Royce 237,600 sh (+13.3%)
Richard Pzena 4,944,273 sh (+3.57%)
Murray Stahl Sold Out
John Keeley 276,611 sh (-1.66%)
Pioneer Investments 3,038,596 sh (-14.49%)
Andreas Halvorsen 7,699,653 sh (-69.02%)
» More
Q3 2012

IVZ Guru Trades in Q3 2012

Richard Pzena 8,255,172 sh (+66.96%)
Jeremy Grantham 280,200 sh (+18.53%)
Pioneer Investments 3,360,539 sh (+10.6%)
Chuck Royce 249,200 sh (+4.88%)
David Dreman 132,996 sh (+0.05%)
Paul Tudor Jones Sold Out
John Keeley 267,221 sh (-3.39%)
Steven Cohen 393,429 sh (-7.48%)
Andreas Halvorsen 2,489,730 sh (-67.66%)
Jim Simons 306,200 sh (-77.35%)
» More
Q4 2012

IVZ Guru Trades in Q4 2012

George Soros 1,531,000 sh (New)
Jim Simons 819,100 sh (+167.5%)
Richard Pzena 8,649,938 sh (+4.78%)
John Keeley 267,501 sh (+0.1%)
Chuck Royce 249,200 sh (unchged)
Jeremy Grantham 278,900 sh (unchged)
Andreas Halvorsen Sold Out
Pioneer Investments 2,998,751 sh (-10.77%)
David Dreman 116,158 sh (-12.66%)
Steven Cohen 29,514 sh (-92.5%)
» More
Q1 2013

IVZ Guru Trades in Q1 2013

Louis Moore Bacon 75,000 sh (New)
Joel Greenblatt 31,208 sh (New)
Steven Cohen 358,207 sh (+1113.69%)
Richard Pzena 9,152,813 sh (+5.81%)
Jeremy Grantham 287,100 sh (+2.94%)
Chuck Royce 249,200 sh (unchged)
John Keeley 264,970 sh (-0.95%)
David Dreman 108,871 sh (-6.27%)
Jim Simons 562,500 sh (-31.33%)
Pioneer Investments 1,771,081 sh (-40.94%)
George Soros 122,000 sh (-92.03%)
» More
» Details

Insider Trades

Latest Guru Trades with IVZ

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
George Soros 2013-03-31 Reduce -92.03%0.44%$25.64 - $29.13 $ 34.3524%122000
Joel Greenblatt 2013-03-31 New Buy0.05%$25.64 - $29.13 $ 34.3524%31208
George Soros 2012-12-31 New Buy0.48%$23.21 - $26.34 $ 34.3538%1531000
David Dreman 2012-06-30 New Buy0.07%$20.87 - $26.65 $ 34.3548%132927
John Keeley 2011-06-30 Add 37.22%0.03%$21.92 - $26 $ 34.3542%304071
George Soros 2011-06-30 Sold Out $21.92 - $26 $ 34.3542%0
Mario Gabelli 2011-03-31 Sold Out $23.77 - $27.42 $ 34.3536%0
George Soros 2011-03-31 Reduce -73%$23.77 - $27.42 $ 34.3536%9800
Steve Mandel 2010-12-31 Sold Out 1.77%$21.06 - $24.24 $ 34.3552%0
Lee Ainslie 2010-12-31 Sold Out 1.38%$21.06 - $24.24 $ 34.3552%0
John Keeley 2010-12-31 Reduce -85.27%0.52%$21.06 - $24.24 $ 34.3552%225361
George Soros 2010-12-31 Add 23.05%$21.06 - $24.24 $ 34.3552%36300
George Soros 2010-09-30 Reduce -51.56%0.01%$16.63 - $21.9 $ 34.3577%29500
Steve Mandel 2010-06-30 Add 1660.24%1.41%$17.13 - $23.66 $ 34.3569%9075772
Lee Ainslie 2010-06-30 New Buy1.35%$17.13 - $23.66 $ 34.3569%6255390
George Soros 2010-06-30 Add 57.36%0.01%$17.13 - $23.66 $ 34.3569%60900
Ronald Muhlenkamp 2010-03-31 Sold Out 0.64%$19.3 - $23.77 $ 34.3553%0
Steve Mandel 2010-03-31 New Buy0.1%$18.32 - $23.63 $ 34.3565%515600
George Soros 2010-03-31 New Buy0.01%$18.32 - $23.63 $ 34.3565%38700
Premium More recent guru trades are included for Premium Members only!!
ยป Financial Charts

Peter Lynch Chart

Ratios

vs
industry		 vs
history
P/E(ttm) 22.00
IVZ's P/E(ttm) is ranked lower than
57% of the 672 Companies
in the Global Asset Management industry.

( Industry Median: 13.10 vs. IVZ: 22.00 )
IVZ' s 10-Year P/E(ttm) Range
Min: 5.9   Max: 364.21
Current: 22
5.9
364.21
P/B 1.80
IVZ's P/B is ranked lower than
69% of the 935 Companies
in the Global Asset Management industry.

( Industry Median: 0.98 vs. IVZ: 1.80 )
IVZ' s 10-Year P/B Range
Min: 0.04   Max: 35.04
Current: 1.8
0.04
35.04
P/S 3.62
IVZ's P/S is ranked higher than
72% of the 972 Companies
in the Global Asset Management industry.

( Industry Median: 5.19 vs. IVZ: 3.62 )
IVZ' s 10-Year P/S Range
Min: 0.22   Max: 16.87
Current: 3.62
0.22
16.87
PFCF 40.00
IVZ's PFCF is ranked lower than
57% of the 585 Companies
in the Global Asset Management industry.

( Industry Median: 17.58 vs. IVZ: 40.00 )
IVZ' s 10-Year PFCF Range
Min: 7.78   Max: 601.33
Current: 40
7.78
601.33
EV-to-EBIT 20.8
IVZ's EV-to-EBIT is ranked lower than
56% of the 660 Companies
in the Global Asset Management industry.

( Industry Median: 12.80 vs. IVZ: 20.8 )
IVZ' s 10-Year EV-to-EBIT Range
Min: 4.6   Max: 109.7
Current: 20.8
4.6
109.7
PEG 3.6
IVZ's PEG is ranked lower than
58% of the 137 Companies
in the Global Asset Management industry.

( Industry Median: 1.19 vs. IVZ: 3.6 )
IVZ' s 10-Year PEG Range
Min: 0.14   Max: 11.88
Current: 3.6
0.14
11.88
Shiller P/E 25.5
IVZ's Shiller P/E is ranked lower than
100% of the Companies
in the Global Asset Management industry.

( Industry Median: vs. IVZ: 25.5 )
IVZ' s 10-Year Shiller P/E Range
Min: 12.61   Max: 233.2
Current: 25.5
12.61
233.2

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 2.16
IVZ's Dividend Yield is ranked higher than
56% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 1.78 vs. IVZ: 2.16 )
IVZ' s 10-Year Dividend Yield Range
Min: 0.61   Max: 4.55
Current: 2.16
0.61
4.55
Dividend Payout 0.4422
IVZ's Dividend Payout is ranked higher than
60% of the 545 Companies
in the Global Asset Management industry.

( Industry Median: 0.48 vs. IVZ: 0.4422 )
IVZ' s 10-Year Dividend Payout Range
Min: 0.23   Max: 5.25
Current: 0.44
0.23
5.25
Dividend growth (3y) 11.9
IVZ's Dividend growth (3y) is ranked higher than
96% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. IVZ: 11.9 )
IVZ' s 10-Year Dividend growth (3y) Range
Min: -2.1   Max: 11.9
Current: 11.9
-2.1
11.9
Yield on cost (5-Year) 2.80
IVZ's Yield on cost (5-Year) is ranked higher than
68% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 1.14 vs. IVZ: 2.80 )
IVZ' s 10-Year Yield on cost (5-Year) Range
Min: 0.81   Max: 6.06
Current: 2.8
0.81
6.06
Share Buyback Rate -2.1
IVZ's Share Buyback Rate is ranked lower than
69% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. IVZ: -2.1 )
IVZ' s 10-Year Share Buyback Rate Range
Min: 16.6   Max: -4.3
Current: -2.1

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 19.1
IVZ's Price/Net Current Asset Value is ranked higher than
74% of the 383 Companies
in the Global Asset Management industry.

( Industry Median: 35.10 vs. IVZ: 19.1 )
IVZ' s 10-Year Price/Net Current Asset Value Range
Min: 4.3   Max: 50.6
Current: 19.1
4.3
50.6
Price/DCF (Projected) 1.3
IVZ's Price/DCF (Projected) is ranked higher than
63% of the 425 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. IVZ: 1.3 )
IVZ' s 10-Year Price/DCF (Projected) Range
Min: 0.6   Max: 1.4
Current: 1.3
0.6
1.4
Price/Median PS Value 1
IVZ's Price/Median PS Value is ranked higher than
68% of the 734 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. IVZ: 1 )
IVZ' s 10-Year Price/Median PS Value Range
Min: 0.1   Max: 3.9
Current: 1
0.1
3.9
Price/Peter Lynch Fair Value 3.3
IVZ's Price/Peter Lynch Fair Value is ranked lower than
66% of the 93 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. IVZ: 3.3 )
IVZ' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.5   Max: 2.1
Current: 3.3
0.5
2.1
Earnings Yield (Greenblatt) 4.80
IVZ's Earnings Yield (Greenblatt) is ranked higher than
73% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. IVZ: 4.80 )
IVZ' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.9   Max: 21.9
Current: 4.8
0.9
21.9
Forward Rate of Return (Yacktman) 9.64
IVZ's Forward Rate of Return (Yacktman) is ranked higher than
92% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. IVZ: 9.64 )
IVZ' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -32.4   Max: 82.1
Current: 9.64
-32.4
82.1

Business Description

Invesco Ltd. was organized under the laws of Bermuda.It is an independent global investment management company, dedicated to helping people worldwide build their financial security. By delivering the combined power of its distinctive worldwide investment management capabilities, Invesco provides an array of enduring solutions for retail, institutional and high-net-worth clients around the world. Invesco is a provider of retail investment solutions to clients through its distribution channels: Invesco AIM in the U.S., Invesco Trimark in Canada, Invesco Perpetual in the U.K., Invesco in Europe and Asia and Invesco PowerShares. It offers retail products within all of the major asset classes including money market, fixed income, balanced, equity and alternatives. Its retail products are distributed through third-party financial intermediaries, including traditional broker-dealers, fund 'supermarkets,' retirement platforms, financial advisors, insurance companies and trust companies. The Company provides investment solutions to institutional investors globally, with a major presence in the U.S., U.K., Continental Europe and Asia-Pacific regions through Invesco and Invesco Aim. It offers a suite of domestic and global products, including traditional equities, structured equities, fixed income, real estate, private equity, financial structures and absolute return strategies. Regional sales forces distribute its products and provide services to clients and intermediaries around the world. The Company has a client base that includes major public entities, corporate, union, non-profit, endowments, foundations and financial institutions. Through Atlantic Trust, Invesco provides high-net-worth individuals and their families with a range of personalized and sophisticated wealth management services, including financial counseling, estate planning, asset allocation, investment management including sale of third-party managed investment products, private equity, trust, custody and family office services. Atlantic Trust also provides asset management services to foundations and endowments. Atlantic Trust obtains new clients through referrals from existing clients, recommendations from other professionals serving the high-net-worth market, such as attorneys and accountants and from financial intermediaries, such as brokers. The Company has operations in 20 countries. The Company faces competition in every market in which it operates. The Company's competitors include a number of investment management firms, commercial banks, investment banks, broker-dealers, hedge funds, insurance companies and other financial institutions. The Company's activities are highly regulated in almost all countries in which it conducts business.
Company Website
SEC Reports
Industry: Asset Management
Compare:AMP, AMG, BEN, BLK, BK
Traded in other countries:3IW.Germany
ยป More Articles for IVZ

Headlines

Articles On GuruFocus.com
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 
Steven Cohen's Top 5 Picks: IVZ, C, TWC, YUM, SHW Apr 15 2011 
Lone Pine Capital Buys Crown Castle International, Lincare Holdings, Equinix Inc., Sells Walter Indu Aug 17 2010 
Viking Found Value in Financials and Health Care: VISA INC., INVESCO LTD, MasterCard Inc., BANK OF A Mar 17 2010 
Invesco Reports Results for Year and Three Months Ended December 31, 2008 Jan 30 2009 
Invesco Ltd. to Announce Fourth Quarter 2008 Results on January 30, 2009 Jan 13 2009 
Invesco Names Washington Dender Head of Human Resources Jan 06 2009 


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