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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 1212 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: 0.45 Max: N/A
Current: 0.39
Equity to Asset 0.36
IVZ's Equity to Asset is ranked lower than
87% of the 1265 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 1131 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: 1.27
M-Score: -2.50
WACC vs ROIC
9.81%
7.95%
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
63% of the 1363 Companies
in the Global Asset Management industry.

( Industry Median: 51.91 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
63% of the 1369 Companies
in the Global Asset Management industry.

( Industry Median: 46.05 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 1412 Companies
in the Global Asset Management industry.

( Industry Median: 6.08 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
56% of the 1431 Companies
in the Global Asset Management industry.

( Industry Median: 3.77 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) (%) 428.56
IVZ's ROC (Joel Greenblatt) (%) is ranked higher than
75% of the 800 Companies
in the Global Asset Management industry.

( Industry Median: 31.41 vs. IVZ: 428.56 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
IVZ' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 45.25  Med: 264.32 Max: 694.53
Current: 428.56
45.25
694.53
Revenue Growth (3Y)(%) 10.30
IVZ's Revenue Growth (3Y)(%) is ranked higher than
59% of the 783 Companies
in the Global Asset Management industry.

( Industry Median: 5.30 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
60% of the 647 Companies
in the Global Asset Management industry.

( Industry Median: 5.30 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
56% of the 618 Companies
in the Global Asset Management industry.

( Industry Median: 8.10 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

Q3 2014

IVZ Guru Trades in Q3 2014

Paul Tudor Jones 13,000 sh (New)
Ray Dalio 9,600 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%)
George Soros Sold Out
Ray Dalio 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
Q2 2015

IVZ Guru Trades in Q2 2015

Steven Cohen 281,800 sh (New)
Paul Tudor Jones 45,816 sh (New)
Ray Dalio 19,400 sh (New)
Jim Simons 598,900 sh (+26.24%)
Joel Greenblatt 197,441 sh (+19.19%)
David Dreman 5,037 sh (+3.32%)
Chuck Royce 80,200 sh (unchged)
Robert Olstein 316,000 sh (unchged)
Richard Pzena 1,631,500 sh (-0.10%)
John Keeley 60,201 sh (-2.74%)
Jeremy Grantham 97,000 sh (-18.14%)
Pioneer Investments 448,210 sh (-60.58%)
» 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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» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 14.28
IVZ's P/E(ttm) is ranked lower than
57% of the 1019 Companies
in the Global Asset Management industry.

( Industry Median: 12.50 vs. IVZ: 14.28 )
Ranked among companies with meaningful P/E(ttm) only.
IVZ' s 10-Year P/E(ttm) Range
Min: 5.73  Med: 17.70 Max: 45.87
Current: 14.28
5.73
45.87
Forward P/E 11.49
IVZ's Forward P/E is ranked higher than
61% of the 210 Companies
in the Global Asset Management industry.

( Industry Median: 12.80 vs. IVZ: 11.49 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 14.40
IVZ's PE(NRI) is ranked lower than
56% of the 1015 Companies
in the Global Asset Management industry.

( Industry Median: 12.70 vs. IVZ: 14.40 )
Ranked among companies with meaningful PE(NRI) only.
IVZ' s 10-Year PE(NRI) Range
Min: 5.72  Med: 18.36 Max: 46.33
Current: 14.4
5.72
46.33
P/B 1.79
IVZ's P/B is ranked lower than
81% of the 1355 Companies
in the Global Asset Management industry.

( Industry Median: 0.92 vs. IVZ: 1.79 )
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: 1.79
0.31
20.68
P/S 2.89
IVZ's P/S is ranked higher than
78% of the 1251 Companies
in the Global Asset Management industry.

( Industry Median: 7.00 vs. IVZ: 2.89 )
Ranked among companies with meaningful P/S only.
IVZ' s 10-Year P/S Range
Min: 0.97  Med: 3.10 Max: 4.58
Current: 2.89
0.97
4.58
PFCF 15.28
IVZ's PFCF is ranked lower than
55% of the 255 Companies
in the Global Asset Management industry.

( Industry Median: 13.59 vs. IVZ: 15.28 )
Ranked among companies with meaningful PFCF only.
IVZ' s 10-Year PFCF Range
Min: 7.29  Med: 17.99 Max: 350.5
Current: 15.28
7.29
350.5
POCF 13.41
IVZ's POCF is ranked higher than
53% of the 722 Companies
in the Global Asset Management industry.

( Industry Median: 15.06 vs. IVZ: 13.41 )
Ranked among companies with meaningful POCF only.
IVZ' s 10-Year POCF Range
Min: 6.26  Med: 16.32 Max: 135.06
Current: 13.41
6.26
135.06
EV-to-EBIT 12.07
IVZ's EV-to-EBIT is ranked higher than
54% of the 969 Companies
in the Global Asset Management industry.

( Industry Median: 13.33 vs. IVZ: 12.07 )
Ranked among companies with meaningful EV-to-EBIT only.
IVZ' s 10-Year EV-to-EBIT Range
Min: -132.3  Med: 17.90 Max: 631.9
Current: 12.07
-132.3
631.9
PEG 0.66
IVZ's PEG is ranked higher than
64% of the 173 Companies
in the Global Asset Management industry.

( Industry Median: 0.92 vs. IVZ: 0.66 )
Ranked among companies with meaningful PEG only.
IVZ' s 10-Year PEG Range
Min: 0.08  Med: 0.81 Max: 5.83
Current: 0.66
0.08
5.83
Shiller P/E 19.82
IVZ's Shiller P/E is ranked lower than
68% of the 651 Companies
in the Global Asset Management industry.

( Industry Median: 12.29 vs. IVZ: 19.82 )
Ranked among companies with meaningful Shiller P/E only.
IVZ' s 10-Year Shiller P/E Range
Min: 12.21  Med: 24.75 Max: 81
Current: 19.82
12.21
81
Current Ratio 0.78
IVZ's Current Ratio is ranked lower than
89% of the 903 Companies
in the Global Asset Management industry.

( Industry Median: 3.96 vs. IVZ: 0.78 )
Ranked among companies with meaningful Current Ratio only.
IVZ' s 10-Year Current Ratio Range
Min: 0.54  Med: 1.23 Max: 2.07
Current: 0.78
0.54
2.07
Quick Ratio 0.78
IVZ's Quick Ratio is ranked lower than
87% of the 903 Companies
in the Global Asset Management industry.

( Industry Median: 3.91 vs. IVZ: 0.78 )
Ranked among companies with meaningful Quick Ratio only.
IVZ' s 10-Year Quick Ratio Range
Min: 0.54  Med: 1.23 Max: 2.07
Current: 0.78
0.54
2.07
Days Sales Outstanding 44.74
IVZ's Days Sales Outstanding is ranked lower than
55% of the 960 Companies
in the Global Asset Management industry.

( Industry Median: 37.48 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: 46.63 Max: 218.12
Current: 44.74
24.01
218.12

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.00
IVZ's Dividend Yield is ranked lower than
62% of the 1500 Companies
in the Global Asset Management industry.

( Industry Median: 3.98 vs. IVZ: 3.00 )
Ranked among companies with meaningful Dividend Yield only.
IVZ' s 10-Year Dividend Yield Range
Min: 0.61  Med: 2.26 Max: 4.55
Current: 3
0.61
4.55
Dividend Payout 0.42
IVZ's Dividend Payout is ranked higher than
57% of the 904 Companies
in the Global Asset Management industry.

( Industry Median: 0.52 vs. IVZ: 0.42 )
Ranked among companies with meaningful Dividend Payout only.
IVZ' s 10-Year Dividend Payout Range
Min: 0.24  Med: 0.50 Max: 11.65
Current: 0.42
0.24
11.65
Dividend growth (3y) 26.80
IVZ's Dividend growth (3y) is ranked higher than
86% of the 530 Companies
in the Global Asset Management industry.

( Industry Median: 4.00 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) 7.81
IVZ's Yield on cost (5-Year) is ranked higher than
76% of the 1500 Companies
in the Global Asset Management industry.

( Industry Median: 4.60 vs. IVZ: 7.81 )
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: 7.81
1.58
11.8
Share Buyback Rate 2.10
IVZ's Share Buyback Rate is ranked higher than
79% of the 839 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 28.60
IVZ's Price/Tangible Book is ranked lower than
98% of the 1303 Companies
in the Global Asset Management industry.

( Industry Median: 0.93 vs. IVZ: 28.60 )
Ranked among companies with meaningful Price/Tangible Book only.
IVZ' s 10-Year Price/Tangible Book Range
Min: 12.89  Med: 45.10 Max: 482.67
Current: 28.6
12.89
482.67
Price/Projected FCF 0.83
IVZ's Price/Projected FCF is ranked higher than
67% of the 406 Companies
in the Global Asset Management industry.

( Industry Median: 1.06 vs. IVZ: 0.83 )
Ranked among companies with meaningful Price/Projected FCF only.
IVZ' s 10-Year Price/Projected FCF Range
Min: 0.52  Med: 1.06 Max: 4.39
Current: 0.83
0.52
4.39
Price/DCF (Earnings Based) 1.83
IVZ's Price/DCF (Earnings Based) is ranked lower than
58% of the 19 Companies
in the Global Asset Management industry.

( Industry Median: 1.49 vs. IVZ: 1.83 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 0.92
IVZ's Price/Median PS Value is ranked higher than
64% of the 1090 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. IVZ: 0.92 )
Ranked among companies with meaningful Price/Median PS Value only.
IVZ' s 10-Year Price/Median PS Value Range
Min: 0.56  Med: 1.10 Max: 4.23
Current: 0.92
0.56
4.23
Price/Peter Lynch Fair Value 0.97
IVZ's Price/Peter Lynch Fair Value is ranked lower than
62% of the 162 Companies
in the Global Asset Management industry.

( Industry Median: 0.69 vs. IVZ: 0.97 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
IVZ' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.48  Med: 1.17 Max: 10.08
Current: 0.97
0.48
10.08
Price/Graham Number 4.33
IVZ's Price/Graham Number is ranked lower than
96% of the 881 Companies
in the Global Asset Management industry.

( Industry Median: 0.71 vs. IVZ: 4.33 )
Ranked among companies with meaningful Price/Graham Number only.
IVZ' s 10-Year Price/Graham Number Range
Min: 3.37  Med: 6.62 Max: 31.94
Current: 4.33
3.37
31.94
Earnings Yield (Greenblatt) (%) 8.27
IVZ's Earnings Yield (Greenblatt) (%) is ranked higher than
68% of the 1366 Companies
in the Global Asset Management industry.

( Industry Median: 4.70 vs. IVZ: 8.27 )
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: 8.27
0.2
18.2
Forward Rate of Return (Yacktman) (%) 20.22
IVZ's Forward Rate of Return (Yacktman) (%) is ranked higher than
70% of the 446 Companies
in the Global Asset Management industry.

( Industry Median: 6.82 vs. IVZ: 20.22 )
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: 16.70 Max: 79.4
Current: 20.22
-25.9
79.4

Analyst Estimate

Dec15 Dec16 Dec17
Revenue(Mil) 4,224 4,547 4,491
EPS($) 2.63 3.01 3.40
EPS without NRI($) 2.63 3.01 3.40

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.
» More Articles for IVZ

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