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Business Description
Invesco Ltd
NAICS : 523920
SIC : 6282
ISIN : BMG491BT1088
Description
Invesco provides investment-management services to retail (68% of managed assets) and institutional (32%) clients. At the end of October 2024, the firm had $1.792 trillion in assets under management spread among its equity (58% of AUM), balanced (3%), fixed-income (22%), alternative investment (7%), and money market (10%) operations. Passive products account for 43% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's us 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 29% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (15%).
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.2 | |||||
| Equity-to-Asset | 0.54 | |||||
| Debt-to-Equity | 0.52 | |||||
| Debt-to-EBITDA | 6.07 | |||||
| Interest Coverage | 14.35 | |||||
| Piotroski F-Score | 7/9 | |||||
| Altman Z-Score | 1.1 | |||||
| Beneish M-Score | -2.38 | |||||
| WACC vs ROIC | ||||||
Growth Rank
1/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | -3.6 | |||||
| 3-Year EBITDA Growth Rate | -23.3 | |||||
| 3-Year EPS without NRI Growth Rate | -17.9 | |||||
| 3-Year FCF Growth Rate | 5.5 | |||||
| 3-Year Book Growth Rate | -1.8 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 11.5 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 14.34 | |||||
| 9-Day RSI | 20.41 | |||||
| 14-Day RSI | 24.74 | |||||
| 3-1 Month Momentum % | -9.86 | |||||
| 6-1 Month Momentum % | -9.81 | |||||
| 12-1 Month Momentum % | -3.21 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 3.14 | |||||
| Quick Ratio | 3.14 | |||||
| Cash Ratio | 1.8 | |||||
| Days Sales Outstanding | 60.56 | |||||
| Days Payable | 75.93 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 6.38 | |||||
| Dividend Payout Ratio | 0.47 | |||||
| 3-Year Dividend Growth Rate | 7 | |||||
| Forward Dividend Yield % | 6.38 | |||||
| 5-Year Yield-on-Cost % | 4.86 | |||||
| 3-Year Average Share Buyback Ratio | 1 | |||||
| Shareholder Yield % | 20.67 |
Profitability Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 33.41 | |||||
| Operating Margin % | 13.72 | |||||
| Net Margin % | 12.77 | |||||
| FCF Margin % | 18.48 | |||||
| ROE % | 5.3 | |||||
| ROA % | 2.79 | |||||
| ROIC % | 2.47 | |||||
| 3-Year ROIIC % | 16.17 | |||||
| ROC (Joel Greenblatt) % | 171.53 | |||||
| ROCE % | 4.01 | |||||
| Years of Profitability over Past 10-Year | 9 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 10.86 | |||||
| Forward PE Ratio | 6.93 | |||||
| PE Ratio without NRI | 7.45 | |||||
| Shiller PE Ratio | 6.29 | |||||
| Price-to-Owner-Earnings | 5.98 | |||||
| PS Ratio | 0.96 | |||||
| PB Ratio | 0.54 | |||||
| Price-to-Free-Cash-Flow | 5.21 | |||||
| Price-to-Operating-Cash-Flow | 4.91 | |||||
| EV-to-EBIT | 15.9 | |||||
| EV-to-Forward-EBIT | 17.18 | |||||
| EV-to-EBITDA | 13.6 | |||||
| EV-to-Forward-EBITDA | 14.8 | |||||
| EV-to-Revenue | 2.79 | |||||
| EV-to-Forward-Revenue | 2.83 | |||||
| EV-to-FCF | 15.08 | |||||
| Price-to-GF-Value | 0.81 | |||||
| Price-to-Projected-FCF | 0.29 | |||||
| Price-to-Median-PS-Value | 0.62 | |||||
| Earnings Yield (Greenblatt) % | 6.29 | |||||
| FCF Yield % | 19.54 | |||||
| Forward Rate of Return (Yacktman) % | 13.24 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
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Annualized Return % Â
Total Annual Return % Â
Invesco Ltd Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 6,067 | ||
| EPS (TTM) ($) | 1.18 | ||
| Beta | 1.77 | ||
| 3-Year Sharpe Ratio | -0.07 | ||
| 3-Year Sortino Ratio | -0.11 | ||
| Volatility % | 33.19 | ||
| 14-Day RSI | 24.74 | ||
| 14-Day ATR ($) | 0.677132 | ||
| 20-Day SMA ($) | 15.1835 | ||
| 12-1 Month Momentum % | -3.21 | ||
| 52-Week Range ($) | 12.345 - 19.55 | ||
| Shares Outstanding (Mil) | 447.84 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Invesco Ltd Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Invesco Ltd Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| No Event Data | ||||
Invesco Ltd Frequently Asked Questions
What is Invesco Ltd(IVZ)'s stock price today?
The current price of IVZ is $12.81. The 52 week high of IVZ is $19.55 and 52 week low is $12.35.
When is next earnings date of Invesco Ltd(IVZ)?
The next earnings date of Invesco Ltd(IVZ) is 2025-04-22.
Does Invesco Ltd(IVZ) pay dividends? If so, how much?
The Dividend Yield %  of Invesco Ltd(IVZ) is 6.38% (As of Today), Highest Dividend Payout Ratio of Invesco Ltd(IVZ) was 0.52. The lowest was 0.22. And the median was 0.46. The  Forward Dividend Yield % of Invesco Ltd(IVZ) is 6.38%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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