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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
61% of the 1124 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 0.41
IVZ's Equity to Asset is ranked lower than
60% of the 1239 Companies
in the Global Asset Management industry.

( Industry Median: 0.83 vs. IVZ: 0.41 )
IVZ' s 10-Year Equity to Asset Range
Min: -0.05   Max: 0.63
Current: 0.41

-0.05
0.63
Interest Coverage 6.67
IVZ's Interest Coverage is ranked lower than
62% of the 1008 Companies
in the Global Asset Management industry.

( Industry Median: 337.31 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: 6
Z-Score: 1.55
M-Score: -2.16
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 (%) 24.12
IVZ's Operating margin (%) is ranked higher than
55% of the 1232 Companies
in the Global Asset Management industry.

( Industry Median: 44.96 vs. IVZ: 24.12 )
IVZ' s 10-Year Operating margin (%) Range
Min: 4.11   Max: 35.07
Current: 24.12

4.11
35.07
Net-margin (%) 20.25
IVZ's Net-margin (%) is ranked higher than
54% of the 1240 Companies
in the Global Asset Management industry.

( Industry Median: 49.93 vs. IVZ: 20.25 )
IVZ' s 10-Year Net-margin (%) Range
Min: -1.7   Max: 22.04
Current: 20.25

-1.7
22.04
ROE (%) 11.20
IVZ's ROE (%) is ranked higher than
74% of the 1278 Companies
in the Global Asset Management industry.

( Industry Median: 8.20 vs. IVZ: 11.20 )
IVZ' s 10-Year ROE (%) Range
Min: -1.02   Max: 41.46
Current: 11.2

-1.02
41.46
ROA (%) 4.88
IVZ's ROA (%) is ranked higher than
67% of the 1292 Companies
in the Global Asset Management industry.

( Industry Median: 4.26 vs. IVZ: 4.88 )
IVZ' s 10-Year ROA (%) Range
Min: -0.49   Max: 27.79
Current: 4.88

-0.49
27.79
ROC (Joel Greenblatt) (%) 319.33
IVZ's ROC (Joel Greenblatt) (%) is ranked higher than
78% of the 765 Companies
in the Global Asset Management industry.

( Industry Median: 87.54 vs. IVZ: 319.33 )
IVZ' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 38.47   Max: 552.39
Current: 319.33

38.47
552.39
Revenue Growth (%) 11.20
IVZ's Revenue Growth (%) is ranked higher than
77% of the 840 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
75% of the 765 Companies
in the Global Asset Management industry.

( Industry Median: 2.70 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
82% of the 759 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

Q2 2013

IVZ Guru Trades in Q2 2013

Paul Tudor Jones 10,200 sh (New)
Ray Dalio 21,800 sh (New)
Pioneer Investments 2,176,212 sh (+22.87%)
David Dreman 108,956 sh (+0.08%)
Jim Simons Sold Out
Joel Greenblatt Sold Out
Louis Moore Bacon Sold Out
George Soros Sold Out
John Keeley 241,610 sh (-8.82%)
Chuck Royce 210,700 sh (-15.45%)
Richard Pzena 7,612,102 sh (-16.83%)
Jeremy Grantham 140,000 sh (-51.24%)
Steven Cohen 112,000 sh (-68.73%)
» More
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

Robert Olstein 253,000 sh (New)
George Soros 948,014 sh (New)
Louis Moore Bacon 12,252 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
» 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
George Soros 2014-03-31 New Buy0.35%$31.77 - $36.69 $ 37.638%948014
David Dreman 2014-03-31 Add 350.99%0.01%$31.77 - $36.69 $ 37.638%3653
George Soros 2013-12-31 Sold Out 0.46%$31.5 - $36.55 $ 37.6311%0
David Dreman 2013-12-31 Reduce -72.03%0.01%$31.5 - $36.55 $ 37.6311%810
George Soros 2013-09-30 New Buy0.46%$30.32 - $33.12 $ 37.6318%1322270
David Dreman 2013-09-30 Reduce -97.34%0.1%$30.32 - $33.12 $ 37.6318%2896
John Keeley 2013-09-30 Reduce -39.86%0.06%$30.32 - $33.12 $ 37.6318%145300
Joel Greenblatt 2013-09-30 New Buy0.05%$30.32 - $33.12 $ 37.6318%44692
Ray Dalio 2013-09-30 Sold Out 0.01%$30.32 - $33.12 $ 37.6318%0
Joel Greenblatt 2013-06-30 Sold Out 0.05%$28.14 - $34.64 $ 37.6318%0
George Soros 2013-06-30 Sold Out 0.04%$28.14 - $34.64 $ 37.6318%0
Ray Dalio 2013-06-30 New Buy0.01%$28.14 - $34.64 $ 37.6318%21800
George Soros 2013-03-31 Reduce -92.03%0.44%$25.64 - $29.13 $ 37.6336%122000
Joel Greenblatt 2013-03-31 New Buy0.05%$25.64 - $29.13 $ 37.6336%31208
George Soros 2012-12-31 New Buy0.48%$23.21 - $26.34 $ 37.6351%1531000
David Dreman 2012-06-30 New Buy0.07%$20.87 - $26.65 $ 37.6363%132927
John Keeley 2011-06-30 Add 37.22%0.03%$21.92 - $26 $ 37.6356%304071
George Soros 2011-06-30 Sold Out $21.92 - $26 $ 37.6356%0
Premium More recent guru trades are included for Premium 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) 19.30
IVZ's P/E(ttm) is ranked higher than
68% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 21.40 vs. IVZ: 19.30 )
IVZ' s 10-Year P/E(ttm) Range
Min: 5.73   Max: 194.93
Current: 19.3

5.73
194.93
P/B 2.10
IVZ's P/B is ranked lower than
51% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 1.05 vs. IVZ: 2.10 )
IVZ' s 10-Year P/B Range
Min: 0.56   Max: 18.82
Current: 2.1

0.56
18.82
P/S 3.60
IVZ's P/S is ranked higher than
81% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 7.43 vs. IVZ: 3.60 )
IVZ' s 10-Year P/S Range
Min: 0.97   Max: 6.55
Current: 3.6

0.97
6.55
PFCF 18.50
IVZ's PFCF is ranked higher than
82% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 731.40 vs. IVZ: 18.50 )
IVZ' s 10-Year PFCF Range
Min: 7.29   Max: 350.5
Current: 18.5

7.29
350.5
EV-to-EBIT 19.07
IVZ's EV-to-EBIT is ranked higher than
69% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 24.89 vs. IVZ: 19.07 )
IVZ' s 10-Year EV-to-EBIT Range
Min: 5.5   Max: 631.9
Current: 19.07

5.5
631.9
PEG 0.80
IVZ's PEG is ranked higher than
93% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 0.80 )
IVZ' s 10-Year PEG Range
Min: 0.07   Max: 7.07
Current: 0.8

0.07
7.07
Shiller P/E 27.40
IVZ's Shiller P/E is ranked higher than
79% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 27.40 )
IVZ' s 10-Year Shiller P/E Range
Min: 12.21   Max: 81
Current: 27.4

12.21
81
Current Ratio 1.29
IVZ's Current Ratio is ranked lower than
55% of the 861 Companies
in the Global Asset Management industry.

( Industry Median: 3.23 vs. IVZ: 1.29 )
IVZ' s 10-Year Current Ratio Range
Min: 0.86   Max: 2.07
Current: 1.29

0.86
2.07
Quick Ratio 1.29
IVZ's Quick Ratio is ranked lower than
53% of the 861 Companies
in the Global Asset Management industry.

( Industry Median: 3.06 vs. IVZ: 1.29 )
IVZ' s 10-Year Quick Ratio Range
Min: 0.86   Max: 2.07
Current: 1.29

0.86
2.07

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.40
IVZ's Dividend Yield is ranked lower than
63% of the 1000 Companies
in the Global Asset Management industry.

( Industry Median: 3.16 vs. IVZ: 2.40 )
IVZ' s 10-Year Dividend Yield Range
Min: 1.26   Max: 4.55
Current: 2.4

1.26
4.55
Dividend Payout 0.47
IVZ's Dividend Payout is ranked higher than
82% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVZ: 0.47 )
IVZ' s 10-Year Dividend Payout Range
Min: 0.24   Max: 11.65
Current: 0.47

0.24
11.65
Dividend growth (3y) 25.10
IVZ's Dividend growth (3y) is ranked higher than
87% of the 450 Companies
in the Global Asset Management industry.

( Industry Median: 6.10 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
76% of the 988 Companies
in the Global Asset Management industry.

( Industry Median: 3.52 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 908 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 78.40
IVZ's Price/Tangible Book is ranked lower than
57% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 1.14 vs. IVZ: 78.40 )
IVZ' s 10-Year Price/Tangible Book Range
Min: 12.89   Max: 482.67
Current: 78.4

12.89
482.67
Price/DCF (Projected) 1.30
IVZ's Price/DCF (Projected) is ranked higher than
74% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 13.43 vs. IVZ: 1.30 )
IVZ' s 10-Year Price/DCF (Projected) Range
Min: 0.52   Max: 4.31
Current: 1.3

0.52
4.31
Price/Median PS Value 1.10
IVZ's Price/Median PS Value is ranked higher than
72% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 1.37 vs. IVZ: 1.10 )
IVZ' s 10-Year Price/Median PS Value Range
Min: 0.55   Max: 4.69
Current: 1.1

0.55
4.69
Price/Peter Lynch Fair Value 0.80
IVZ's Price/Peter Lynch Fair Value is ranked higher than
95% of the 1485 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: 11.67
Current: 0.8

0.48
11.67
Price/Graham Number 7.80
IVZ's Price/Graham Number is ranked higher than
57% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 1.88 vs. IVZ: 7.80 )
IVZ' s 10-Year Price/Graham Number Range
Min: 3.37   Max: 31.94
Current: 7.8

3.37
31.94
Earnings Yield (Greenblatt) 5.00
IVZ's Earnings Yield (Greenblatt) is ranked higher than
51% of the 1101 Companies
in the Global Asset Management industry.

( Industry Median: 8.00 vs. IVZ: 5.00 )
IVZ' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.2   Max: 18.2
Current: 5

0.2
18.2
Forward Rate of Return (Yacktman) 29.12
IVZ's Forward Rate of Return (Yacktman) is ranked higher than
94% of the 1048 Companies
in the Global Asset Management industry.

( Industry Median: 0.97 vs. IVZ: 29.12 )
IVZ' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -24.7   Max: 87.9
Current: 29.12

-24.7
87.9

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

Articles On GuruFocus.com
Invesco European Growth Fund First Quarter New Buys and Increases Apr 02 2014 
The Art of the Turnaround - Wilbur Ross Review of Low P/E Stocks Dec 13 2013 
3 Highest Yielding Financials With High Beta, Growth And Low P/E's Aug 10 2013 
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 


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