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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 0.41
IVZ's Cash to Debt is ranked lower than
58% of the 1169 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. IVZ: 0.41 )
IVZ' s 10-Year Cash to Debt Range
Min: 0.13   Max: No Debt
Current: 0.41

Equity to Asset 0.43
IVZ's Equity to Asset is ranked lower than
59% of the 1285 Companies
in the Global Asset Management industry.

( Industry Median: 0.83 vs. IVZ: 0.43 )
IVZ' s 10-Year Equity to Asset Range
Min: -0.05   Max: 0.63
Current: 0.43

-0.05
0.63
Interest Coverage 6.67
IVZ's Interest Coverage is ranked lower than
61% of the 1088 Companies
in the Global Asset Management industry.

( Industry Median: 380.45 vs. IVZ: 6.67 )
IVZ' s 10-Year Interest Coverage Range
Min: 1.08   Max: 13.95
Current: 6.67

1.08
13.95
F-Score: 7
Z-Score: 1.42
M-Score: -2.47
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 (%) 23.78
IVZ's Operating margin (%) is ranked higher than
56% of the 1324 Companies
in the Global Asset Management industry.

( Industry Median: 46.08 vs. IVZ: 23.78 )
IVZ' s 10-Year Operating margin (%) Range
Min: 4.11   Max: 35.07
Current: 23.78

4.11
35.07
Net-margin (%) 19.73
IVZ's Net-margin (%) is ranked higher than
54% of the 1328 Companies
in the Global Asset Management industry.

( Industry Median: 40.75 vs. IVZ: 19.73 )
IVZ' s 10-Year Net-margin (%) Range
Min: -1.7   Max: 22.04
Current: 19.73

-1.7
22.04
ROE (%) 11.66
IVZ's ROE (%) is ranked higher than
77% of the 1354 Companies
in the Global Asset Management industry.

( Industry Median: 7.44 vs. IVZ: 11.66 )
IVZ' s 10-Year ROE (%) Range
Min: -0.96   Max: 60.81
Current: 11.66

-0.96
60.81
ROA (%) 5.07
IVZ's ROA (%) is ranked higher than
68% of the 1366 Companies
in the Global Asset Management industry.

( Industry Median: 4.24 vs. IVZ: 5.07 )
IVZ' s 10-Year ROA (%) Range
Min: -0.49   Max: 10.79
Current: 5.07

-0.49
10.79
ROC (Joel Greenblatt) (%) 109.91
IVZ's ROC (Joel Greenblatt) (%) is ranked higher than
70% of the 942 Companies
in the Global Asset Management industry.

( Industry Median: 105.37 vs. IVZ: 109.91 )
IVZ' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 32.88   Max: 525.11
Current: 109.91

32.88
525.11
Revenue Growth (%) 11.20
IVZ's Revenue Growth (%) is ranked higher than
78% of the 905 Companies
in the Global Asset Management industry.

( Industry Median: 2.00 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 818 Companies
in the Global Asset Management industry.

( Industry Median: 1.60 vs. IVZ: 12.10 )
IVZ' s 10-Year EBITDA Growth (%) Range
Min: -38.7   Max: 78.5
Current: 12.1

-38.7
78.5
EPS Growth (%) 24.50
IVZ's EPS Growth (%) is ranked higher than
83% of the 820 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

Q3 2013

IVZ Guru Trades in Q3 2013

Andreas Halvorsen 414,000 sh (New)
Jim Simons 135,700 sh (New)
Joel Greenblatt 44,692 sh (New)
George Soros 1,322,270 sh (New)
Jeremy Grantham 198,800 sh (+42%)
Paul Tudor Jones 11,500 sh (+12.75%)
Ray Dalio Sold Out
Pioneer Investments Sold Out
Richard Pzena 7,517,159 sh (-1.25%)
Chuck Royce 145,700 sh (-30.85%)
John Keeley 145,300 sh (-39.86%)
Steven Cohen 37,602 sh (-66.43%)
David Dreman 2,896 sh (-97.34%)
» More
Q4 2013

IVZ Guru Trades in Q4 2013

Pioneer Investments 1,055,809 sh (New)
Steven Cohen 67,929 sh (+80.65%)
Andreas Halvorsen Sold Out
Jim Simons Sold Out
George Soros 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

George Soros 948,014 sh (New)
Louis Moore Bacon 12,252 sh (New)
Robert Olstein 253,000 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
» 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
Richard Pzena 2014-06-30 Reduce -78.19%1.09%$34.09 - $38.2 $ 38.847%1419341
Robert Olstein 2014-06-30 Add 10.28%0.13%$34.09 - $38.2 $ 38.847%279000
Robert Olstein 2014-03-31 New Buy1.3%$31.77 - $36.69 $ 38.8412%253000
George Soros 2014-03-31 New Buy0.35%$31.77 - $36.69 $ 38.8412%948014
Richard Pzena 2014-03-31 Reduce -8.97%0.13%$31.77 - $36.69 $ 38.8412%6508696
David Dreman 2014-03-31 Add 350.99%0.01%$31.77 - $36.69 $ 38.8412%3653
George Soros 2013-12-31 Sold Out 0.46%$31.5 - $36.55 $ 38.8414%0
Andreas Halvorsen 2013-12-31 Sold Out 0.07%$31.5 - $36.55 $ 38.8414%0
David Dreman 2013-12-31 Reduce -72.03%0.01%$31.5 - $36.55 $ 38.8414%810
George Soros 2013-09-30 New Buy0.46%$30.32 - $33.12 $ 38.8422%1322270
David Dreman 2013-09-30 Reduce -97.34%0.1%$30.32 - $33.12 $ 38.8422%2896
Andreas Halvorsen 2013-09-30 New Buy0.07%$30.32 - $33.12 $ 38.8422%414000
John Keeley 2013-09-30 Reduce -39.86%0.06%$30.32 - $33.12 $ 38.8422%145300
Joel Greenblatt 2013-09-30 New Buy0.05%$30.32 - $33.12 $ 38.8422%44692
Ray Dalio 2013-09-30 Sold Out 0.01%$30.32 - $33.12 $ 38.8422%0
Richard Pzena 2013-06-30 Reduce -16.83%0.32%$28.14 - $34.64 $ 38.8421%7612102
Joel Greenblatt 2013-06-30 Sold Out 0.05%$28.14 - $34.64 $ 38.8421%0
George Soros 2013-06-30 Sold Out 0.04%$28.14 - $34.64 $ 38.8421%0
Ray Dalio 2013-06-30 New Buy0.01%$28.14 - $34.64 $ 38.8421%21800
George Soros 2013-03-31 Reduce -92.03%0.44%$25.64 - $29.13 $ 38.8440%122000
Joel Greenblatt 2013-03-31 New Buy0.05%$25.64 - $29.13 $ 38.8440%31208
George Soros 2012-12-31 New Buy0.48%$23.21 - $26.34 $ 38.8456%1531000
Andreas Halvorsen 2012-12-31 Sold Out 0.44%$23.21 - $26.34 $ 38.8456%0
Andreas Halvorsen 2012-09-30 Reduce -67.66%0.95%$20.49 - $25.82 $ 38.8467%2489730
Richard Pzena 2012-09-30 Add 66.96%0.68%$20.49 - $25.82 $ 38.8467%8255172
Andreas Halvorsen 2012-06-30 Reduce -69.02%3.73%$20.87 - $26.65 $ 38.8468%7699653
David Dreman 2012-06-30 New Buy0.07%$20.87 - $26.65 $ 38.8468%132927
Richard Pzena 2012-03-31 New Buy1.3%$20.35 - $26.84 $ 38.8472%4774038
Andreas Halvorsen 2011-12-31 Reduce -20.49%1.22%$14.85 - $20.9 $ 38.84104%26292742
Andreas Halvorsen 2011-09-30 Add 8.21%0.45%$15.78 - $23.9 $ 38.84101%33069442
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) 17.50
IVZ's P/E(ttm) is ranked higher than
68% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 19.10 vs. IVZ: 17.50 )
IVZ' s 10-Year P/E(ttm) Range
Min: 5.73   Max: 194.93
Current: 17.5

5.73
194.93
P/B 1.96
IVZ's P/B is ranked lower than
51% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 1.01 vs. IVZ: 1.96 )
IVZ' s 10-Year P/B Range
Min: 0.56   Max: 20.68
Current: 1.96

0.56
20.68
P/S 3.46
IVZ's P/S is ranked higher than
82% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 7.12 vs. IVZ: 3.46 )
IVZ' s 10-Year P/S Range
Min: 0.97   Max: 6.55
Current: 3.46

0.97
6.55
PFCF 17.50
IVZ's PFCF is ranked higher than
92% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 17.50 )
IVZ' s 10-Year PFCF Range
Min: 7.29   Max: 350.5
Current: 17.5

7.29
350.5
EV-to-EBIT 17.76
IVZ's EV-to-EBIT is ranked higher than
70% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 21.62 vs. IVZ: 17.76 )
IVZ' s 10-Year EV-to-EBIT Range
Min: -132.1   Max: 631.9
Current: 17.76

-132.1
631.9
PEG 0.77
IVZ's PEG is ranked higher than
95% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 0.77 )
IVZ' s 10-Year PEG Range
Min: 0.07   Max: 7.07
Current: 0.77

0.07
7.07
Shiller P/E 26.53
IVZ's Shiller P/E is ranked higher than
78% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 26.53 )
IVZ' s 10-Year Shiller P/E Range
Min: 12.21   Max: 81
Current: 26.53

12.21
81
Current Ratio 0.54
IVZ's Current Ratio is ranked lower than
66% of the 894 Companies
in the Global Asset Management industry.

( Industry Median: 2.94 vs. IVZ: 0.54 )
IVZ' s 10-Year Current Ratio Range
Min: 0.54   Max: 2.07
Current: 0.54

0.54
2.07
Quick Ratio 0.54
IVZ's Quick Ratio is ranked lower than
66% of the 894 Companies
in the Global Asset Management industry.

( Industry Median: 2.74 vs. IVZ: 0.54 )
IVZ' s 10-Year Quick Ratio Range
Min: 0.54   Max: 2.07
Current: 0.54

0.54
2.07

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.45
IVZ's Dividend Yield is ranked lower than
61% of the 1029 Companies
in the Global Asset Management industry.

( Industry Median: 3.31 vs. IVZ: 2.45 )
IVZ' s 10-Year Dividend Yield Range
Min: 1.26   Max: 4.55
Current: 2.45

1.26
4.55
Dividend Payout 0.45
IVZ's Dividend Payout is ranked higher than
77% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 4.39 vs. IVZ: 0.45 )
IVZ' s 10-Year Dividend Payout Range
Min: 0.24   Max: 11.65
Current: 0.45

0.24
11.65
Dividend growth (3y) 25.10
IVZ's Dividend growth (3y) is ranked higher than
86% of the 502 Companies
in the Global Asset Management industry.

( Industry Median: 7.20 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
75% of the 1045 Companies
in the Global Asset Management industry.

( Industry Median: 3.73 vs. IVZ: 6.07 )
IVZ' s 10-Year Yield on cost (5-Year) Range
Min: 3.19   Max: 11.51
Current: 6.07

3.19
11.51
Share Buyback Rate 1.10
IVZ's Share Buyback Rate is ranked higher than
81% of the 952 Companies
in the Global Asset Management industry.

( Industry Median: -0.70 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 45.17
IVZ's Price/Tangible Book is ranked lower than
55% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. IVZ: 45.17 )
IVZ' s 10-Year Price/Tangible Book Range
Min: 12.89   Max: 482.67
Current: 45.17

12.89
482.67
Price/DCF (Projected) 1.18
IVZ's Price/DCF (Projected) is ranked higher than
75% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 2.37 vs. IVZ: 1.18 )
IVZ' s 10-Year Price/DCF (Projected) Range
Min: 0.52   Max: 4.39
Current: 1.18

0.52
4.39
Price/Median PS Value 1.11
IVZ's Price/Median PS Value is ranked higher than
71% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 1.26 vs. IVZ: 1.11 )
IVZ' s 10-Year Price/Median PS Value Range
Min: 0.56   Max: 4.74
Current: 1.11

0.56
4.74
Price/Peter Lynch Fair Value 0.80
IVZ's Price/Peter Lynch Fair Value is ranked higher than
95% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 0.80 )
IVZ' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.48   Max: 11.35
Current: 0.8

0.48
11.35
Price/Graham Number 5.69
IVZ's Price/Graham Number is ranked higher than
58% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 1.72 vs. IVZ: 5.69 )
IVZ' s 10-Year Price/Graham Number Range
Min: 3.37   Max: 31.94
Current: 5.69

3.37
31.94
Earnings Yield (Greenblatt) 5.60
IVZ's Earnings Yield (Greenblatt) is ranked higher than
66% of the 1323 Companies
in the Global Asset Management industry.

( Industry Median: 5.80 vs. IVZ: 5.60 )
IVZ' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.2   Max: 18.2
Current: 5.6

0.2
18.2
Forward Rate of Return (Yacktman) 26.09
IVZ's Forward Rate of Return (Yacktman) is ranked higher than
92% of the 735 Companies
in the Global Asset Management industry.

( Industry Median: 1.54 vs. IVZ: 26.09 )
IVZ' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -24.7   Max: 87.7
Current: 26.09

-24.7
87.7

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Traded in other countries:3IW.Germany
Invesco Ltd. was organized under the laws of Bermuda. It is an investment management company, dedicated to helping people worldwide build their financial security. By delivering the combined power of its distinctive worldwide investment management capabilities, it provides an array of enduring solutions for retail, institutional and high-net-worth clients around the world. It is a provider of retail investment solutions to clients through its distribution channels namely 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. 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.
» More Articles for IVZ

Headlines

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