Switch to:
Also traded in: Germany

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 : 5/10

vs
industry
vs
history
Cash to Debt 0.46
IVZ's Cash to Debt is ranked lower than
83% of the 1478 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 0.46 )
Ranked among companies with meaningful Cash to Debt only.
IVZ' s Cash to Debt Range Over the Past 10 Years
Min: 0.13  Med: 0.46 Max: N/A
Current: 0.46
Equity to Asset 0.33
IVZ's Equity to Asset is ranked lower than
87% of the 1390 Companies
in the Global Asset Management industry.

( Industry Median: 0.84 vs. IVZ: 0.33 )
Ranked among companies with meaningful Equity to Asset only.
IVZ' s Equity to Asset Range Over the Past 10 Years
Min: -0.05  Med: 0.46 Max: 0.63
Current: 0.33
-0.05
0.63
Interest Coverage 6.63
IVZ's Interest Coverage is ranked lower than
81% of the 1309 Companies
in the Global Asset Management industry.

( Industry Median: 3468.00 vs. IVZ: 6.63 )
Ranked among companies with meaningful Interest Coverage only.
IVZ' s Interest Coverage Range Over the Past 10 Years
Min: 3.33  Med: 6.42 Max: 13.95
Current: 6.63
3.33
13.95
F-Score: 5
Z-Score: 1.25
M-Score: -2.55
WACC vs ROIC
10.45%
7.47%
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 (%) 25.40
IVZ's Operating margin (%) is ranked lower than
62% of the 1435 Companies
in the Global Asset Management industry.

( Industry Median: 48.15 vs. IVZ: 25.40 )
Ranked among companies with meaningful Operating margin (%) only.
IVZ' s Operating margin (%) Range Over the Past 10 Years
Min: 16.91  Med: 23 Max: 26.52
Current: 25.4
16.91
26.52
Net-margin (%) 17.27
IVZ's Net-margin (%) is ranked lower than
61% of the 1439 Companies
in the Global Asset Management industry.

( Industry Median: 36.89 vs. IVZ: 17.27 )
Ranked among companies with meaningful Net-margin (%) only.
IVZ' s Net-margin (%) Range Over the Past 10 Years
Min: 12.27  Med: 17.05 Max: 20.25
Current: 17.27
12.27
20.25
ROE (%) 10.23
IVZ's ROE (%) is ranked higher than
77% of the 1519 Companies
in the Global Asset Management industry.

( Industry Median: 2.37 vs. IVZ: 10.23 )
Ranked among companies with meaningful ROE (%) only.
IVZ' s ROE (%) Range Over the Past 10 Years
Min: 5.12  Med: 9.39 Max: 11.64
Current: 10.23
5.12
11.64
ROA (%) 3.52
IVZ's ROA (%) is ranked higher than
63% of the 1545 Companies
in the Global Asset Management industry.

( Industry Median: 1.44 vs. IVZ: 3.52 )
Ranked among companies with meaningful ROA (%) only.
IVZ' s ROA (%) Range Over the Past 10 Years
Min: 2.97  Med: 4.25 Max: 5.36
Current: 3.52
2.97
5.36
ROC (Joel Greenblatt) (%) 321.46
IVZ's ROC (Joel Greenblatt) (%) is ranked higher than
75% of the 910 Companies
in the Global Asset Management industry.

( Industry Median: 27.58 vs. IVZ: 321.46 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
IVZ' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: 198.12  Med: 400.02 Max: 694.53
Current: 321.46
198.12
694.53
Revenue Growth (3Y)(%) 11.10
IVZ's Revenue Growth (3Y)(%) is ranked higher than
67% of the 966 Companies
in the Global Asset Management industry.

( Industry Median: 1.50 vs. IVZ: 11.10 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
IVZ' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -10.2  Med: 12.45 Max: 51.4
Current: 11.1
-10.2
51.4
EBITDA Growth (3Y)(%) 17.80
IVZ's EBITDA Growth (3Y)(%) is ranked higher than
70% of the 813 Companies
in the Global Asset Management industry.

( Industry Median: 2.20 vs. IVZ: 17.80 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
IVZ' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -26  Med: 13.65 Max: 78.9
Current: 17.8
-26
78.9
EPS Growth (3Y)(%) 15.90
IVZ's EPS Growth (3Y)(%) is ranked higher than
62% of the 734 Companies
in the Global Asset Management industry.

( Industry Median: 4.90 vs. IVZ: 15.90 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
IVZ' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -58.2  Med: 19.95 Max: 156.5
Current: 15.9
-58.2
156.5
» IVZ's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-10-29)


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

» Details

Guru Trades

Q3 2015

IVZ Guru Trades in Q3 2015

First Pacific Advisors 283,410 sh (New)
Signature Select Canadian Fund 160,800 sh (New)
Jim Simons 1,187,000 sh (+98.20%)
Joel Greenblatt 292,869 sh (+48.33%)
Jeremy Grantham 127,152 sh (+31.08%)
Pioneer Investments 453,171 sh (+1.11%)
Robert Olstein 316,000 sh (unchged)
Steven Cohen Sold Out
Paul Tudor Jones Sold Out
Keeley Asset Management Corp 55,021 sh (-8.60%)
David Dreman 4,326 sh (-14.12%)
Richard Pzena 1,269,047 sh (-22.22%)
Ray Dalio 13,500 sh (-30.41%)
Chuck Royce 27,900 sh (-65.21%)
» More
Q4 2015

IVZ Guru Trades in Q4 2015

Steven Cohen 157,500 sh (New)
Robert Olstein 339,000 sh (+7.28%)
Richard Pzena 1,339,937 sh (+5.59%)
Chuck Royce Sold Out
Jim Simons Sold Out
Ray Dalio Sold Out
Keeley Asset Management Corp 52,660 sh (-4.29%)
Pioneer Investments 429,757 sh (-5.17%)
First Pacific Advisors 216,900 sh (-23.47%)
Jeremy Grantham 93,152 sh (-26.74%)
Joel Greenblatt 131,780 sh (-55.00%)
David Dreman 1,402 sh (-67.59%)
» More
Q1 2016

IVZ Guru Trades in Q1 2016

Jim Simons 634,500 sh (New)
Richard Pzena 2,074,213 sh (+54.80%)
Robert Olstein 371,000 sh (+9.44%)
Steven Cohen Sold Out
First Pacific Advisors 211,950 sh (-2.28%)
Pioneer Investments 412,548 sh (-4.00%)
Jeremy Grantham 86,902 sh (-6.71%)
David Dreman 1,248 sh (-10.98%)
Signature Select Canadian Fund 96,000 sh (-40.30%)
Keeley Asset Management Corp 9,650 sh (-81.67%)
Joel Greenblatt 15,662 sh (-88.12%)
» More
Q2 2016

IVZ Guru Trades in Q2 2016

Steven Cohen 280,200 sh (New)
Paul Tudor Jones 13,226 sh (New)
Ray Dalio 300,822 sh (New)
Joel Greenblatt 22,964 sh (+46.62%)
Richard Pzena 2,891,452 sh (+39.40%)
David Dreman 1,629 sh (+30.53%)
Robert Olstein 444,000 sh (+19.68%)
First Pacific Advisors 224,100 sh (+5.73%)
Keeley Asset Management Corp Sold Out
Jeremy Grantham Sold Out
Jim Simons Sold Out
Pioneer Investments 266,783 sh (-35.33%)
» 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%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Asset Management » Asset Management
Compare:OTCPK:PGPHF, OTCPK:GBLBF, OTCPK:CAIXY, OTCPK:SHNWF, OTCPK:EXOSF, NAS:NTRS, NYSE:AMP, OTCPK:HRGLF, OTCPK:IDTVF, OTCPK:TGOPY, NAS:TROW, NYSE:AMG, NAS:SEIC, NYSE:APO, OTCPK:KNVKF, OTCPK:IGIFF, NYSE:OAK, NYSE:KKR, NYSE:VOYA, OTCPK:ABDNF » details
Traded in other countries:3IW.Germany,
Invesco Ltd is an investment management company operating in more than 20 countries. It provides retail and institutional clients with an array of investment management capabilities. It has presence in the institutional and retail markets.

Invesco Ltd is an investment management company incorporated in Bermuda in December 1935. The Company along with its subsidiaries provides retail and institutional clients investment management services. The Company investment capabilities and outcomes, delivered through a diverse set of investment vehicles, to help clients achieve their investment objectives. 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.

Ratios

vs
industry
vs
history
P/E(ttm) 15.52
IVZ's P/E(ttm) is ranked higher than
53% of the 972 Companies
in the Global Asset Management industry.

( Industry Median: 16.52 vs. IVZ: 15.52 )
Ranked among companies with meaningful P/E(ttm) only.
IVZ' s P/E(ttm) Range Over the Past 10 Years
Min: 5.94  Med: 16.99 Max: 45.87
Current: 15.52
5.94
45.87
Forward P/E 13.53
IVZ's Forward P/E is ranked lower than
52% of the 122 Companies
in the Global Asset Management industry.

( Industry Median: 13.30 vs. IVZ: 13.53 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 15.52
IVZ's PE(NRI) is ranked higher than
54% of the 978 Companies
in the Global Asset Management industry.

( Industry Median: 16.84 vs. IVZ: 15.52 )
Ranked among companies with meaningful PE(NRI) only.
IVZ' s PE(NRI) Range Over the Past 10 Years
Min: 5.94  Med: 17.33 Max: 46.33
Current: 15.52
5.94
46.33
Price/Owner Earnings (ttm) 27.80
IVZ's Price/Owner Earnings (ttm) is ranked lower than
85% of the 318 Companies
in the Global Asset Management industry.

( Industry Median: 11.57 vs. IVZ: 27.80 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
IVZ' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 10.07  Med: 20.56 Max: 100.95
Current: 27.8
10.07
100.95
P/B 1.64
IVZ's P/B is ranked lower than
80% of the 1458 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. IVZ: 1.64 )
Ranked among companies with meaningful P/B only.
IVZ' s P/B Range Over the Past 10 Years
Min: 0.56  Med: 1.6 Max: 20.67
Current: 1.64
0.56
20.67
P/S 2.63
IVZ's P/S is ranked higher than
77% of the 1183 Companies
in the Global Asset Management industry.

( Industry Median: 7.28 vs. IVZ: 2.63 )
Ranked among companies with meaningful P/S only.
IVZ' s P/S Range Over the Past 10 Years
Min: 1  Med: 3.01 Max: 4.42
Current: 2.63
1
4.42
PFCF 20.26
IVZ's PFCF is ranked lower than
63% of the 244 Companies
in the Global Asset Management industry.

( Industry Median: 15.49 vs. IVZ: 20.26 )
Ranked among companies with meaningful PFCF only.
IVZ' s PFCF Range Over the Past 10 Years
Min: 7.63  Med: 17.61 Max: 208.73
Current: 20.26
7.63
208.73
POCF 16.59
IVZ's POCF is ranked lower than
51% of the 735 Companies
in the Global Asset Management industry.

( Industry Median: 15.81 vs. IVZ: 16.59 )
Ranked among companies with meaningful POCF only.
IVZ' s POCF Range Over the Past 10 Years
Min: 6.53  Med: 15.76 Max: 143.5
Current: 16.59
6.53
143.5
EV-to-EBIT 11.50
IVZ's EV-to-EBIT is ranked higher than
59% of the 947 Companies
in the Global Asset Management industry.

( Industry Median: 14.41 vs. IVZ: 11.50 )
Ranked among companies with meaningful EV-to-EBIT only.
IVZ' s EV-to-EBIT Range Over the Past 10 Years
Min: 4.8  Med: 13.5 Max: 44.3
Current: 11.5
4.8
44.3
EV-to-EBITDA 10.73
IVZ's EV-to-EBITDA is ranked higher than
58% of the 952 Companies
in the Global Asset Management industry.

( Industry Median: 13.21 vs. IVZ: 10.73 )
Ranked among companies with meaningful EV-to-EBITDA only.
IVZ' s EV-to-EBITDA Range Over the Past 10 Years
Min: 4.5  Med: 12.7 Max: 34.6
Current: 10.73
4.5
34.6
PEG 1.20
IVZ's PEG is ranked lower than
57% of the 223 Companies
in the Global Asset Management industry.

( Industry Median: 1.01 vs. IVZ: 1.20 )
Ranked among companies with meaningful PEG only.
IVZ' s PEG Range Over the Past 10 Years
Min: 0.09  Med: 0.99 Max: 17.52
Current: 1.2
0.09
17.52
Shiller P/E 17.85
IVZ's Shiller P/E is ranked higher than
52% of the 381 Companies
in the Global Asset Management industry.

( Industry Median: 17.93 vs. IVZ: 17.85 )
Ranked among companies with meaningful Shiller P/E only.
IVZ' s Shiller P/E Range Over the Past 10 Years
Min: 13.23  Med: 27.05 Max: 54.24
Current: 17.85
13.23
54.24
Current Ratio 1.23
IVZ's Current Ratio is ranked lower than
79% of the 958 Companies
in the Global Asset Management industry.

( Industry Median: 3.89 vs. IVZ: 1.23 )
Ranked among companies with meaningful Current Ratio only.
IVZ' s Current Ratio Range Over the Past 10 Years
Min: 0.5  Med: 1.21 Max: 2.07
Current: 1.23
0.5
2.07
Quick Ratio 1.23
IVZ's Quick Ratio is ranked lower than
76% of the 958 Companies
in the Global Asset Management industry.

( Industry Median: 3.73 vs. IVZ: 1.23 )
Ranked among companies with meaningful Quick Ratio only.
IVZ' s Quick Ratio Range Over the Past 10 Years
Min: 0.5  Med: 1.19 Max: 2.07
Current: 1.23
0.5
2.07
Days Sales Outstanding 52.55
IVZ's Days Sales Outstanding is ranked lower than
57% of the 469 Companies
in the Global Asset Management industry.

( Industry Median: 44.03 vs. IVZ: 52.55 )
Ranked among companies with meaningful Days Sales Outstanding only.
IVZ' s Days Sales Outstanding Range Over the Past 10 Years
Min: 26.41  Med: 48.01 Max: 61.07
Current: 52.55
26.41
61.07

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.57
IVZ's Dividend Yield is ranked lower than
57% of the 1398 Companies
in the Global Asset Management industry.

( Industry Median: 4.37 vs. IVZ: 3.57 )
Ranked among companies with meaningful Dividend Yield only.
IVZ' s Dividend Yield Range Over the Past 10 Years
Min: 0.61  Med: 2.29 Max: 4.55
Current: 3.57
0.61
4.55
Dividend Payout 0.55
IVZ's Dividend Payout is ranked higher than
59% of the 730 Companies
in the Global Asset Management industry.

( Industry Median: 0.68 vs. IVZ: 0.55 )
Ranked among companies with meaningful Dividend Payout only.
IVZ' s Dividend Payout Range Over the Past 10 Years
Min: 0.24  Med: 0.52 Max: 11.65
Current: 0.55
0.24
11.65
Dividend Growth (3y) 18.30
IVZ's Dividend Growth (3y) is ranked higher than
83% of the 635 Companies
in the Global Asset Management industry.

( Industry Median: 1.90 vs. IVZ: 18.30 )
Ranked among companies with meaningful Dividend Growth (3y) only.
IVZ' s Dividend Growth (3y) Range Over the Past 10 Years
Min: -2.8  Med: 6 Max: 26.8
Current: 18.3
-2.8
26.8
Forward Dividend Yield 3.66
IVZ's Forward Dividend Yield is ranked lower than
61% of the 1291 Companies
in the Global Asset Management industry.

( Industry Median: 4.67 vs. IVZ: 3.66 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 9.57
IVZ's Yield on cost (5-Year) is ranked higher than
81% of the 1629 Companies
in the Global Asset Management industry.

( Industry Median: 5.05 vs. IVZ: 9.57 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
IVZ' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 1.64  Med: 6.14 Max: 12.2
Current: 9.57
1.64
12.2
3-Year Average Share Buyback Ratio 1.10
IVZ's 3-Year Average Share Buyback Ratio is ranked higher than
75% of the 851 Companies
in the Global Asset Management industry.

( Industry Median: -1.40 vs. IVZ: 1.10 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
IVZ' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -9  Med: 0.55 Max: 22.4
Current: 1.1
-9
22.4

Valuation & Return

vs
industry
vs
history
Price/Projected FCF 0.75
IVZ's Price/Projected FCF is ranked higher than
72% of the 320 Companies
in the Global Asset Management industry.

( Industry Median: 1.08 vs. IVZ: 0.75 )
Ranked among companies with meaningful Price/Projected FCF only.
IVZ' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.52  Med: 1.05 Max: 4.39
Current: 0.75
0.52
4.39
Price/Median PS Value 0.87
IVZ's Price/Median PS Value is ranked higher than
67% of the 865 Companies
in the Global Asset Management industry.

( Industry Median: 1.02 vs. IVZ: 0.87 )
Ranked among companies with meaningful Price/Median PS Value only.
IVZ' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.58  Med: 1.16 Max: 4.43
Current: 0.87
0.58
4.43
Price/Peter Lynch Fair Value 1.31
IVZ's Price/Peter Lynch Fair Value is ranked lower than
68% of the 117 Companies
in the Global Asset Management industry.

( Industry Median: 0.81 vs. IVZ: 1.31 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
IVZ' s Price/Peter Lynch Fair Value Range Over the Past 10 Years
Min: 0.47  Med: 1.14 Max: 39.38
Current: 1.31
0.47
39.38
Earnings Yield (Greenblatt) (%) 8.69
IVZ's Earnings Yield (Greenblatt) (%) is ranked higher than
72% of the 1408 Companies
in the Global Asset Management industry.

( Industry Median: 3.60 vs. IVZ: 8.69 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
IVZ' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 2.3  Med: 7.4 Max: 21.1
Current: 8.69
2.3
21.1
Forward Rate of Return (Yacktman) (%) 18.27
IVZ's Forward Rate of Return (Yacktman) (%) is ranked higher than
65% of the 397 Companies
in the Global Asset Management industry.

( Industry Median: 6.82 vs. IVZ: 18.27 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
IVZ' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -15.2  Med: 18.5 Max: 72.3
Current: 18.27
-15.2
72.3

More Statistics

Revenue (TTM) (Mil) $4,851
EPS (TTM) $ 1.98
Beta1.78
Short Percentage of Float1.99%
52-Week Range $23.02 - 35.00
Shares Outstanding (Mil)409.92

Analyst Estimate

Dec16 Dec17 Dec18
Revenue (Mil $) 3,852 4,133 3,862
EPS ($) 2.39 2.62 2.85
EPS w/o NRI ($) 2.39 2.62 2.85
EPS Growth Rate
(3Y to 5Y Estimate)
7.77%
Dividends Per Share ($) 1.11 1.19 1.31

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)