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 0.24
NYSE:IVZ's Cash-to-Debt is ranked higher than
56% of the 1171 Companies
in the Global Asset Management industry.

( Industry Median: 480.00 vs. NYSE:IVZ: 0.24 )
Ranked among companies with meaningful Cash-to-Debt only.
NYSE:IVZ' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.17  Med: 0.36 Max: 2.48
Current: 0.24
0.17
2.48
Equity-to-Asset 0.28
NYSE:IVZ's Equity-to-Asset is ranked lower than
83% of the 1023 Companies
in the Global Asset Management industry.

( Industry Median: 0.76 vs. NYSE:IVZ: 0.28 )
Ranked among companies with meaningful Equity-to-Asset only.
NYSE:IVZ' s Equity-to-Asset Range Over the Past 10 Years
Min: -0.05  Med: 0.46 Max: 0.63
Current: 0.28
-0.05
0.63
Debt-to-Equity 0.89
NYSE:IVZ's Debt-to-Equity is ranked lower than
76% of the 570 Companies
in the Global Asset Management industry.

( Industry Median: 0.33 vs. NYSE:IVZ: 0.89 )
Ranked among companies with meaningful Debt-to-Equity only.
NYSE:IVZ' s Debt-to-Equity Range Over the Past 10 Years
Min: -1.33  Med: 0.54 Max: 2.07
Current: 0.89
-1.33
2.07
Debt-to-EBITDA 5.49
NYSE:IVZ's Debt-to-EBITDA is ranked lower than
66% of the 498 Companies
in the Global Asset Management industry.

( Industry Median: 2.90 vs. NYSE:IVZ: 5.49 )
Ranked among companies with meaningful Debt-to-EBITDA only.
NYSE:IVZ' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 1.49  Med: 4.34 Max: 6.48
Current: 5.49
1.49
6.48
Interest Coverage 12.03
NYSE:IVZ's Interest Coverage is ranked lower than
75% of the 938 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. NYSE:IVZ: 12.03 )
Ranked among companies with meaningful Interest Coverage only.
NYSE:IVZ' s Interest Coverage Range Over the Past 10 Years
Min: 3.33  Med: 6.43 Max: 13.47
Current: 12.03
3.33
13.47
Piotroski F-Score: 5
Altman Z-Score: 0.82
Beneish M-Score: -2.46
WACC vs ROIC
6.76%
7.37%
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 : 7/10

vs
industry
vs
history
Operating Margin % 25.25
NYSE:IVZ's Operating Margin % is ranked higher than
57% of the 826 Companies
in the Global Asset Management industry.

( Industry Median: 17.78 vs. NYSE:IVZ: 25.25 )
Ranked among companies with meaningful Operating Margin % only.
NYSE:IVZ' s Operating Margin % Range Over the Past 10 Years
Min: 16.91  Med: 24.47 Max: 26.52
Current: 25.25
16.91
26.52
Net Margin % 16.61
NYSE:IVZ's Net Margin % is ranked lower than
54% of the 1046 Companies
in the Global Asset Management industry.

( Industry Median: 20.33 vs. NYSE:IVZ: 16.61 )
Ranked among companies with meaningful Net Margin % only.
NYSE:IVZ' s Net Margin % Range Over the Past 10 Years
Min: 12.27  Med: 17.94 Max: 21.85
Current: 16.61
12.27
21.85
ROE % 9.73
NYSE:IVZ's ROE % is ranked higher than
70% of the 1154 Companies
in the Global Asset Management industry.

( Industry Median: 4.20 vs. NYSE:IVZ: 9.73 )
Ranked among companies with meaningful ROE % only.
NYSE:IVZ' s ROE % Range Over the Past 10 Years
Min: 5.12  Med: 10.35 Max: 13.5
Current: 9.73
5.12
13.5
ROA % 2.77
NYSE:IVZ's ROA % is ranked higher than
55% of the 1186 Companies
in the Global Asset Management industry.

( Industry Median: 1.87 vs. NYSE:IVZ: 2.77 )
Ranked among companies with meaningful ROA % only.
NYSE:IVZ' s ROA % Range Over the Past 10 Years
Min: 2.77  Med: 3.68 Max: 5.12
Current: 2.77
2.77
5.12
ROC (Joel Greenblatt) % 261.56
NYSE:IVZ's ROC (Joel Greenblatt) % is ranked higher than
73% of the 799 Companies
in the Global Asset Management industry.

( Industry Median: 29.92 vs. NYSE:IVZ: 261.56 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
NYSE:IVZ' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 198.12  Med: 359.89 Max: 425.3
Current: 261.56
198.12
425.3
3-Year Revenue Growth Rate 2.80
NYSE:IVZ's 3-Year Revenue Growth Rate is ranked lower than
54% of the 843 Companies
in the Global Asset Management industry.

( Industry Median: 3.70 vs. NYSE:IVZ: 2.80 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
NYSE:IVZ' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -10.2  Med: 12.5 Max: 51.4
Current: 2.8
-10.2
51.4
3-Year EBITDA Growth Rate -5.50
NYSE:IVZ's 3-Year EBITDA Growth Rate is ranked lower than
57% of the 596 Companies
in the Global Asset Management industry.

( Industry Median: 5.80 vs. NYSE:IVZ: -5.50 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
NYSE:IVZ' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -24.1  Med: 11.8 Max: 80.5
Current: -5.5
-24.1
80.5
3-Year EPS without NRI Growth Rate -1.80
NYSE:IVZ's 3-Year EPS without NRI Growth Rate is ranked higher than
50% of the 723 Companies
in the Global Asset Management industry.

( Industry Median: 6.60 vs. NYSE:IVZ: -1.80 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
NYSE:IVZ' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0  Med: 8.6 Max: 156.5
Current: -1.8
0
156.5
GuruFocus has detected 3 Warning Signs with Invesco Ltd NYSE:IVZ.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» NYSE:IVZ's 30-Y Financials

Financials (Next Earnings Date: 2019-04-26)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q1 2018

IVZ Guru Trades in Q1 2018

George Soros 204,318 sh (New)
Ray Dalio 303,193 sh (New)
Robert Olstein 326,000 sh (+17.77%)
Joel Greenblatt 83,177 sh (+36.55%)
Richard Pzena 2,607,199 sh (+3.53%)
David Dreman 14,017 sh (unchged)
Jeremy Grantham 175,425 sh (unchged)
Jim Simons Sold Out
First Pacific Advisors Sold Out
Pioneer Investments 1,813,558 sh (-75.50%)
» More
Q2 2018

IVZ Guru Trades in Q2 2018

Steven Cohen 152,500 sh (New)
Jim Simons 1,758,937 sh (New)
Robert Olstein 397,000 sh (+21.78%)
Joel Greenblatt 89,675 sh (+7.81%)
Richard Pzena 2,620,054 sh (+0.49%)
Ray Dalio 721,566 sh (+137.99%)
George Soros Sold Out
Jeremy Grantham 26,925 sh (-84.65%)
Pioneer Investments 1,618,823 sh (-10.74%)
» More
Q3 2018

IVZ Guru Trades in Q3 2018

George Soros 60,695 sh (New)
Caxton Associates 16,438 sh (New)
Robert Olstein 432,000 sh (+8.82%)
Richard Pzena 3,692,021 sh (+40.91%)
Ray Dalio 1,028,073 sh (+42.48%)
Steven Cohen 340,500 sh (+123.28%)
Jeremy Grantham Sold Out
Jim Simons 1,560,500 sh (-11.28%)
Pioneer Investments 1,099,002 sh (-32.11%)
Joel Greenblatt 59,692 sh (-33.44%)
» More
Q4 2018

IVZ Guru Trades in Q4 2018

Robert Olstein 470,000 sh (+8.80%)
Jim Simons 2,854,000 sh (+82.89%)
Ray Dalio 1,960,843 sh (+90.73%)
Pioneer Investments 2,693,811 sh (+145.11%)
Joel Greenblatt 155,239 sh (+160.07%)
George Soros 60,695 sh (unchged)
Caxton Associates Sold Out
Steven Cohen Sold Out
Richard Pzena 2,630,542 sh (-28.75%)
» 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%)

Guru Date Action
Impact Price Range
(Average)*
Change from Average Comment Current Shares
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Asset Management » Asset Management    NAICS: 523920    SIC: 6282
Compare:LSE:SDR, SHSE:600958, LSE:HL., NYSE:APO, HKSE:02799, HKSE:01359, OSTO:KINV A, JSE:REM, NYSE:KKR, NAS:SEIC, OSTO:INDU C, XAMS:HAL, NYSE:AMG, NYSE:VOYA, OSTO:LUND B, SHSE:600816, SHSE:601108, TSX:IGM, XPAR:AMUN, XPAR:MF » details
Traded in other countries:3IW.Germany,
Headquarter Location:USA
Invesco Ltd is an independent investment management firm. The company provides retail and institutional clients with an array of investment management capabilities. It has presence in the institutional and retail markets.

Invesco provides investment management services under the Invesco, Trimark, Perpetual, PowerShares, and W.L. Ross banners. At the end of January 2018, the firm had $976.2 billion in total AUM spread out among equity (47% of managed assets), balanced (6%), fixed-income (23%), alternative investment (15%), and money market (9%) funds. Distribution is weighted more toward retail investors (68% of AUM) than institutional (32%) clients. The company sources close to 40% of its managed assets from outside of the U.S.

Ratios

vs
industry
vs
history
PE Ratio 9.22
IVZ's PE Ratio is ranked higher than
70% of the 810 Companies
in the Global Asset Management industry.

( Industry Median: 12.95 vs. IVZ: 9.22 )
Ranked among companies with meaningful PE Ratio only.
IVZ' s PE Ratio Range Over the Past 10 Years
Min: 5.94  Med: 15.79 Max: 40.36
Current: 9.22
5.94
40.36
Forward PE Ratio 9.01
IVZ's Forward PE Ratio is ranked higher than
85% of the 153 Companies
in the Global Asset Management industry.

( Industry Median: 11.07 vs. IVZ: 9.01 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 9.22
IVZ's PE Ratio without NRI is ranked higher than
71% of the 787 Companies
in the Global Asset Management industry.

( Industry Median: 13.20 vs. IVZ: 9.22 )
Ranked among companies with meaningful PE Ratio without NRI only.
IVZ' s PE Ratio without NRI Range Over the Past 10 Years
Min: 5.94  Med: 15.9 Max: 40.36
Current: 9.22
5.94
40.36
Price-to-Owner-Earnings 15.15
IVZ's Price-to-Owner-Earnings is ranked higher than
55% of the 352 Companies
in the Global Asset Management industry.

( Industry Median: 11.34 vs. IVZ: 15.15 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
IVZ' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 9.69  Med: 18.78 Max: 66.87
Current: 15.15
9.69
66.87
PB Ratio 0.91
IVZ's PB Ratio is ranked higher than
64% of the 1181 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. IVZ: 0.91 )
Ranked among companies with meaningful PB Ratio only.
IVZ' s PB Ratio Range Over the Past 10 Years
Min: 0.56  Med: 1.47 Max: 2.23
Current: 0.91
0.56
2.23
PS Ratio 1.46
IVZ's PS Ratio is ranked higher than
79% of the 967 Companies
in the Global Asset Management industry.

( Industry Median: 4.18 vs. IVZ: 1.46 )
Ranked among companies with meaningful PS Ratio only.
IVZ' s PS Ratio Range Over the Past 10 Years
Min: 0.8  Med: 2.76 Max: 3.9
Current: 1.46
0.8
3.9
Price-to-Free-Cash-Flow 10.79
IVZ's Price-to-Free-Cash-Flow is ranked higher than
68% of the 310 Companies
in the Global Asset Management industry.

( Industry Median: 13.33 vs. IVZ: 10.79 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
IVZ' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 7.3  Med: 16.68 Max: 47.16
Current: 10.79
7.3
47.16
Price-to-Operating-Cash-Flow 9.43
IVZ's Price-to-Operating-Cash-Flow is ranked higher than
64% of the 547 Companies
in the Global Asset Management industry.

( Industry Median: 10.94 vs. IVZ: 9.43 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
IVZ' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 6.27  Med: 14.93 Max: 106.81
Current: 9.43
6.27
106.81
EV-to-EBIT 11.22
IVZ's EV-to-EBIT is ranked higher than
53% of the 618 Companies
in the Global Asset Management industry.

( Industry Median: 11.02 vs. IVZ: 11.22 )
Ranked among companies with meaningful EV-to-EBIT only.
IVZ' s EV-to-EBIT Range Over the Past 10 Years
Min: 5.7  Med: 13.2 Max: 37.5
Current: 11.22
5.7
37.5
EV-to-EBITDA 10.07
IVZ's EV-to-EBITDA is ranked higher than
53% of the 644 Companies
in the Global Asset Management industry.

( Industry Median: 10.43 vs. IVZ: 10.07 )
Ranked among companies with meaningful EV-to-EBITDA only.
IVZ' s EV-to-EBITDA Range Over the Past 10 Years
Min: 5.4  Med: 12.3 Max: 30.7
Current: 10.07
5.4
30.7
EV-to-Revenue 2.64
IVZ's EV-to-Revenue is ranked higher than
70% of the 915 Companies
in the Global Asset Management industry.

( Industry Median: 4.87 vs. IVZ: 2.64 )
Ranked among companies with meaningful EV-to-Revenue only.
IVZ' s EV-to-Revenue Range Over the Past 10 Years
Min: 1.1  Med: 3.75 Max: 5.6
Current: 2.64
1.1
5.6
Shiller PE Ratio 10.06
IVZ's Shiller PE Ratio is ranked higher than
74% of the 310 Companies
in the Global Asset Management industry.

( Industry Median: 15.31 vs. IVZ: 10.06 )
Ranked among companies with meaningful Shiller PE Ratio only.
IVZ' s Shiller PE Ratio Range Over the Past 10 Years
Min: 8.16  Med: 24.43 Max: 46.23
Current: 10.06
8.16
46.23
Current Ratio 1.07
IVZ's Current Ratio is ranked lower than
82% of the 902 Companies
in the Global Asset Management industry.

( Industry Median: 3.87 vs. IVZ: 1.07 )
Ranked among companies with meaningful Current Ratio only.
IVZ' s Current Ratio Range Over the Past 10 Years
Min: 1.01  Med: 1.22 Max: 1.51
Current: 1.07
1.01
1.51
Quick Ratio 1.07
IVZ's Quick Ratio is ranked lower than
79% of the 902 Companies
in the Global Asset Management industry.

( Industry Median: 3.62 vs. IVZ: 1.07 )
Ranked among companies with meaningful Quick Ratio only.
IVZ' s Quick Ratio Range Over the Past 10 Years
Min: 1.01  Med: 1.22 Max: 1.51
Current: 1.07
1.01
1.51
Days Sales Outstanding 49.10
IVZ's Days Sales Outstanding is ranked higher than
51% of the 575 Companies
in the Global Asset Management industry.

( Industry Median: 43.70 vs. IVZ: 49.10 )
Ranked among companies with meaningful Days Sales Outstanding only.
IVZ' s Days Sales Outstanding Range Over the Past 10 Years
Min: 40.19  Med: 49.55 Max: 61.07
Current: 49.1
40.19
61.07
Days Payable 33.45
IVZ's Days Payable is ranked higher than
66% of the 484 Companies
in the Global Asset Management industry.

( Industry Median: 57.32 vs. IVZ: 33.45 )
Ranked among companies with meaningful Days Payable only.
IVZ' s Days Payable Range Over the Past 10 Years
Min: 33.45  Med: 38.64 Max: 43.33
Current: 33.45
33.45
43.33

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 6.08
IVZ's Dividend Yield % is ranked higher than
70% of the 1130 Companies
in the Global Asset Management industry.

( Industry Median: 4.62 vs. IVZ: 6.08 )
Ranked among companies with meaningful Dividend Yield % only.
IVZ' s Dividend Yield % Range Over the Past 10 Years
Min: 1.56  Med: 2.49 Max: 7.44
Current: 6.08
1.56
7.44
Dividend Payout Ratio 0.56
IVZ's Dividend Payout Ratio is ranked higher than
54% of the 597 Companies
in the Global Asset Management industry.

( Industry Median: 0.62 vs. IVZ: 0.56 )
Ranked among companies with meaningful Dividend Payout Ratio only.
IVZ' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.31  Med: 0.44 Max: 0.56
Current: 0.56
0.31
0.56
3-Year Dividend Growth Rate 3.90
IVZ's 3-Year Dividend Growth Rate is ranked higher than
54% of the 407 Companies
in the Global Asset Management industry.

( Industry Median: 3.60 vs. IVZ: 3.90 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
IVZ' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -2.8  Med: 5.7 Max: 26.8
Current: 3.9
-2.8
26.8
Forward Dividend Yield % 6.08
IVZ's Forward Dividend Yield % is ranked higher than
66% of the 1041 Companies
in the Global Asset Management industry.

( Industry Median: 4.97 vs. IVZ: 6.08 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 8.37
IVZ's 5-Year Yield-on-Cost % is ranked higher than
82% of the 1108 Companies
in the Global Asset Management industry.

( Industry Median: 5.20 vs. IVZ: 8.37 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
IVZ' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.15  Med: 3.43 Max: 10.24
Current: 8.37
2.15
10.24
3-Year Average Share Buyback Ratio 1.70
IVZ's 3-Year Average Share Buyback Ratio is ranked higher than
81% of the 673 Companies
in the Global Asset Management industry.

( Industry Median: -1.20 vs. IVZ: 1.70 )
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: 1.7 Max: 22.7
Current: 1.7
-9
22.7

Valuation & Return

vs
industry
vs
history
Price-to-Intrinsic-Value-Projected-FCF 0.50
IVZ's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
81% of the 381 Companies
in the Global Asset Management industry.

( Industry Median: 0.97 vs. IVZ: 0.50 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
IVZ' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.42  Med: 0.93 Max: 2.18
Current: 0.5
0.42
2.18
Price-to-Median-PS-Value 0.53
IVZ's Price-to-Median-PS-Value is ranked higher than
86% of the 763 Companies
in the Global Asset Management industry.

( Industry Median: 0.93 vs. IVZ: 0.53 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
IVZ' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.45  Med: 1.37 Max: 4.26
Current: 0.53
0.45
4.26
Earnings Yield (Greenblatt) % 8.91
IVZ's Earnings Yield (Greenblatt) % is ranked higher than
71% of the 1023 Companies
in the Global Asset Management industry.

( Industry Median: 3.20 vs. IVZ: 8.91 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
IVZ' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 2.7  Med: 7.6 Max: 17.7
Current: 8.91
2.7
17.7
Forward Rate of Return (Yacktman) % 10.26
IVZ's Forward Rate of Return (Yacktman) % is ranked higher than
59% of the 337 Companies
in the Global Asset Management industry.

( Industry Median: 8.21 vs. IVZ: 10.26 )
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: 9.4  Med: 16.95 Max: 28.6
Current: 10.26
9.4
28.6

More Statistics

Revenue (TTM) (Mil) $5,314.10
EPS (TTM) $ 2.14
Beta1.54
Volatility25.49%
52-Week Range $15.38 - 33.55
Shares Outstanding (Mil)397.07

Analyst Estimate

Dec19 Dec20 Dec21
Revenue (Mil $) 4,211 4,430 5,178
EBIT (Mil $) 1,351 1,667
EBITDA (Mil $) 1,474 1,787
EPS ($) 2.09 2.44 3.64
EPS without NRI ($) 2.09 2.44 3.64
EPS Growth Rate
(Future 3Y To 5Y Estimate)
2.80%
Dividends per Share ($) 1.24 1.26 1.37

Piotroski F-Score Details

Piotroski F-Score: 55
Positive ROAY
Positive CFROAY
Higher ROA yoyN
CFROA > ROAN
Lower Leverage yoyY
Higher Current Ratio yoyN
Less Shares Outstanding yoyY
Higher Gross Margin yoyY
Higher Asset Turnover yoyN

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)

GF Chat

{{numOfNotice}}