IVZ:NYSE (USA) Also trade in: Germany

Invesco Ltd

$ 21.53 -0.13 (-0.6%)
Volume: 2,559,442 Avg Vol (1m): 4,132,417
Market Cap $: 8.65 Bil Enterprise Value $: 14.84 Bil
P/E (TTM): 7.55 P/B: 1.00
Earnings Power Value 14.73
Net Current Asset Value -20.6
Tangible Book -1.9
Projected FCF 39.63
Median P/S Value 37.3
Graham Number 0
Peter Lynch Value 0
DCF (FCF Based) 0
DCF (Earnings Based) 0
YTD (-%)

Financial Strength : 5/10

Current vs industry vs history
Cash-to-Debt 0.24
Equity-to-Asset 0.28
Debt-to-Equity 0.89
Debt-to-EBITDA 5.49
Interest Coverage 12.03
Piotroski F-Score 5
0
1
2
3
4
5
6
7
8
9
Altman Z-Score 0.84
DISTRESS
GREY
SAFE
Beneish M-Score -2.46
Not Manipulator
Manipulator
WACC vs ROIC %
ROIC 7.37%
WACC 6.6%

Profitability & Growth : 7/10

Current vs industry vs history
Operating Margin % 25.25
Net Margin % 16.61
ROE % 9.73
ROA % 2.77
ROC (Joel Greenblatt) % 261.56
3-Year Total Revenue Growth Rate 1.20
3-Year Total EBITDA Growth Rate -6.90
3-Year EPS w/o NRI Growth Rate -1.80

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Financials (Next Earnings Date: 2019-04-25)

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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
Traded in other countries 3IW.Germany
Address 1555 Peachtree Street, N.E., Suite 1800, Two Peachtree Pointe, Atlanta, GA, USA, 30309
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

Current vs industry vs history
PE Ratio (TTM) 7.55
Forward PE Ratio 9.35
N/A
PE Ratio without NRI 7.55
Price-to-Owner-Earnings 16.54
PB Ratio 1.00
PS Ratio 1.59
Price-to-Free-Cash-Flow 11.78
Price-to-Operating-Cash-Flow 10.29
EV-to-EBIT 11.87
EV-to-EBITDA 10.66
EV-to-Revenue 2.79
Shiller PE Ratio 10.64
Current Ratio 1.07
Quick Ratio 1.07
Days Sales Outstanding 49.10
Days Payable 33.45

Dividend & Buy Back

Current vs industry vs history
Dividend Yield % 5.57
Dividend Payout Ratio 0.56
3-Year Dividend Growth Rate (Per Share) 3.90
Forward Dividend Yield % 5.57
N/A
Yield-on-Cost (5-Year) % 7.67
3-Year Share Buyback Rate 1.70

Valuation & Return

Current vs industry vs history
Price-to-Projected-FCF 0.54
Price-to-Median-PS-Value 0.58
Earnings Yield (Joel Greenblatt) % 8.42
Forward Rate of Return (Yacktman) % 9.44

More Statistics

Revenue (TTM) (Mil) $ 5,314.1
EPS (TTM) $ 2.85
Beta 1.42
Volatility % 25.64
52-Week Range $ 15.38 - 31.53
Shares Outstanding (Mil) 401.79

Analyst Estimate

Piotroski F-Score Details

Piotroski F-Score 5
Positive ROA Y
Positive CFROA Y
Higher ROA yoy N
CFROA > ROA N
Lower Leverage yoy Y
Higher Current Ratio yoy N
Less Shares Outstanding yoy Y
Higher Gross Margin yoy Y
Higher Asset Turnover yoy N