Invesco provides investment-management services to retail (63% of managed assets) and institutional (37%) clients. At the end of October 2023, the firm had $1.451 trillion in assets under management spread among its equity (49% of AUM), balanced (4%), fixed-income (21%), alternative investment (12%), and money market (14%) operations. Passive products account for 35% of Invesco's total AUM, including 62% of the company's equity operations and 15% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 28% of its AUM sourced from Europe, Africa, and the Middle East (13%) and Asia (15%).

Financial Strength

6/10

Name	Current	Vs Industry
Cash-To-Debt	0.18
Equity-to-Asset	0.52
Debt-to-Equity	0.56
Debt-to-EBITDA	6.31
Interest Coverage	12.82
Piotroski F-Score	6/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	1	Distress Grey Safe
Beneish M-Score	-2.43	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

3/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	-1.8
	3-Year EBITDA Growth Rate	4.4
	3-Year EPS without NRI Growth Rate	-13
	3-Year FCF Growth Rate	-21
	3-Year Book Growth Rate	4.3
	Future 3-5Y EPS without NRI Growth Rate	1.18
	Future 3-5Y Total Revenue Growth Rate	-2.82

Momentum Rank

1/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	61.24
	9-Day RSI	56.28
	14-Day RSI	50.36
	6-1 Month Momentum %	-15.13
	12-1 Month Momentum %	-37.78

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	1.45
	Quick Ratio	1.45
	Cash Ratio	0.91
	Days Sales Outstanding	60.2
	Days Payable	108.88

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	5.93
	Dividend Payout Ratio	0.59
	3-Year Dividend Growth Rate	-15.8
	Forward Dividend Yield %	6
	5-Year Yield-on-Cost %	3.13
	3-Year Average Share Buyback Ratio	-0.1
	Shareholder Yield %	11.92

Profitability Rank

7/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	35.71
	Operating Margin %	15.91
	Net Margin %	14.5
	FCF Margin %	14.69
	ROE %	5.48
	ROA %	2.82
	ROIC %	2.47
	ROC (Joel Greenblatt) %	205.98
	ROCE %	4.2
	Years of Profitability over Past 10-Year	10

GF Value Rank

9/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	10.57
	Forward PE Ratio	8.37
	PE Ratio without NRI	9.69
	Shiller PE Ratio	5.74
	Price-to-Owner-Earnings	5.64
	PEG Ratio	3.88
	PS Ratio	1.1
	PB Ratio	0.55
	Price-to-Free-Cash-Flow	7.41
	Price-to-Operating-Cash-Flow	6.02
	EV-to-EBIT	14.81
	EV-to-Forward-EBIT	16.49
	EV-to-EBITDA	12.78
	EV-to-Forward-EBITDA	14.16
	EV-to-Revenue	2.98
	EV-to-Forward-Revenue	2.91
	EV-to-FCF	20.11
	Price-to-Projected-FCF	0.3
	Price-to-Median-PS-Value	0.57
	Price-to-Peter-Lynch-Fair-Value	1.89
	Earnings Yield (Greenblatt) %	6.75
	FCF Yield %	13.7
	Forward Rate of Return (Yacktman) %	18.44

Financials (Next Earnings Date:2024-01-24 Est.)

Annual Quarterly TTM

BSP:I1VZ34's 30-Y Financials

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Invesco Ltd Operating Data

Annual Quarterly

BSP:I1VZ34's Complete Operating Data

No operating data available for Invesco Ltd.

Guru Trades

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Insider Trades

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Peter Lynch Chart

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Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014

Invesco Ltd Executives

Details

GF Value: R$84.03

BSP:I1VZ34

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 3 Severe warning signs with I1VZ34. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil R$)	29,082.57
	EPS (TTM) (R$)	6.658
	Beta	0.2
	Volatility %	40.1
	14-Day RSI	50.36
	14-Day ATR (R$)	0.600735
	20-Day SMA (R$)	65.8415
	12-1 Month Momentum %	-37.78
	52-Week Range (R$)	62.75 - 104.45
	Shares Outstanding (Mil)	449.55

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	6
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Invesco Ltd Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Invesco Ltd Stock Events

	Event	Date	Price(R$)
No Event Data

Invesco Ltd Frequently Asked Questions

What is Invesco Ltd(BSP:I1VZ34)'s stock price today?

The current price of BSP:I1VZ34 is R$66.70. The 52 week high of BSP:I1VZ34 is R$104.45 and 52 week low is R$62.75.

When is next earnings date of Invesco Ltd(BSP:I1VZ34)?

The next earnings date of Invesco Ltd(BSP:I1VZ34) is 2024-01-24 Est..

Does Invesco Ltd(BSP:I1VZ34) pay dividends? If so, how much?

The Dividend Yield % of Invesco Ltd(BSP:I1VZ34) is 5.93% (As of Today), Highest Dividend Payout Ratio of Invesco Ltd(BSP:I1VZ34) was 0.59. The lowest was 0.22. And the median was 0.43. The Forward Dividend Yield % of Invesco Ltd(BSP:I1VZ34) is 6%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

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