Invesco (LTS:0UAN) Cyclically Adjusted Book per Share: $ (As of Jun. 2026)

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LTS:0UAN Invesco Ltd LTS:0UAN
71 GF Score
Price $30.35
GF Value $18.71
Valuation Significantly Overvalued
! 10 Warning Signs
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What is Invesco Cyclically Adjusted Book per Share?

Invesco LTS:0UAN -0.53% 71 Cyclically Adjusted Book per Share is $ as of Jun. 2026. GuruFocus rates LTS:0UAN with a GF Score™ of 71/100 and a GF Value™ of $18.71 (Significantly Overvalued). The stock has 10 warning signs investors should review.

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

Invesco's adjusted book value per share for the three months ended in Jun. 2026 was $24.824. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is $ for the trailing ten years ended in Jun. 2026.

During the past 12 months, Invesco's average Cyclically Adjusted Book Growth Rate was 2.30% per year. During the past 3 years, the average Cyclically Adjusted Book Growth Rate was 2.40% per year. During the past 5 years, the average Cyclically Adjusted Book Growth Rate was 4.20% per year. During the past 10 years, the average Cyclically Adjusted Book Growth Rate was 4.80% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted Book Growth Rate using Cyclically Adjusted Book per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted Book Growth Rate of Invesco was 17.10% per year. The lowest was 2.40% per year. And the median was 5.50% per year.

As of today (2026-09-20), Invesco's current stock price is $30.35. Invesco's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 was $. Invesco's Cyclically Adjusted PB Ratio of today is .

During the past 13 years, the highest Cyclically Adjusted PB Ratio of Invesco was 1.97. The lowest was 0.32. And the median was 0.87.


Invesco  (LTS:0UAN) Cyclically Adjusted Book per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted Book per Share may underestimate the company's equity. Cyclically Adjusted PB Ratio can seem to be too high even the actual PB Ratio is low.

For the Cyclically Adjusted PB Ratio, the book value of the past 10 years are inflation-adjusted and averaged. The result is used for P/B calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PB Ratio is also called CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of Invesco was 1.97. The lowest was 0.32. And the median was 0.87.


Be Aware

Cyclically Adjusted PB Ratio works better for cyclical companies. It gives you a better idea on the company's real book value.


Invesco Cyclically Adjusted Book per Share Related Terms


Invesco Cyclically Adjusted Book per Share Historical Data

* Premium members only.

The historical data trend for Invesco's Cyclically Adjusted Book per Share can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Invesco Cyclically Adjusted Book per Share Chart

Invesco Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted Book per Share
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Invesco Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
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LTS:0UAN vs CRBG, ARCC, PSLV: Cyclically Adjusted Book per Share Comparison

For the Asset Management subindustry, Invesco's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Invesco Cyclically Adjusted PB Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Invesco's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Invesco's Cyclically Adjusted PB Ratio falls into.


LTS:0UAN
71GF Score
Invesco Ltd LTS:0UAN
Cyclically Adjusted Book per Share is just one metric. See GF Score™, valuation, warning signs, and more.
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Invesco Cyclically Adjusted Book per Share Calculation

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

What is Cyclically Adjusted Book per Share? How do we calculate Cyclically Adjusted Book per Share?

Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted Book per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the book value per share from 2001 through 2010.

We adjusted the 2001 book value per share data with the total inflation from 2001 through 2010 to the equivalent book value in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's book value is $1 a share in 2001, then the 2001's equivalent book value in 2010 is $1.4 a share. If Wal-Mart's book value is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 book value in 2010 is $1.35. So on and so forth, you get the equivalent book value per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

For example, Invesco's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book= Book Value per Share /CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=24.824/333.9520*333.9520
=24.824

Current CPI (Jun. 2026) = 333.9520.

Invesco Quarterly Data

Book Value per Share CPI Adj_Book
201609 20.003 241.428 27.669
201612 19.553 241.432 27.046
201703 19.766 243.801 27.075
201706 20.895 244.955 28.487
201709 21.760 246.819 29.442
201712 22.596 246.524 30.610
201803 23.055 249.554 30.852
201806 22.963 251.989 30.432
201809 23.686 252.439 31.334
201812 23.501 251.233 31.239
201903 23.601 254.202 31.005
201906 22.745 256.143 29.654
201909 22.801 256.759 29.656
201912 23.585 256.974 30.650
202003 22.028 258.115 28.500
202006 22.127 257.797 28.663
202009 23.008 260.280 29.520
202012 23.982 260.474 30.747
202103 24.612 264.877 31.030
202106 25.531 271.696 31.381
202109 26.591 274.310 32.373
202112 27.468 278.802 32.901
202203 28.079 287.504 32.615
202206 27.865 296.311 31.405
202209 27.470 296.808 30.908
202212 28.214 296.797 31.746
202303 27.936 301.836 30.908
202306 28.305 305.109 30.981
202309 27.986 307.789 30.365
202312 26.486 306.746 28.835
202403 26.326 312.332 28.148
202406 26.120 314.175 27.764
202409 26.469 315.301 28.035
202412 26.023 315.605 27.536
202503 26.314 319.799 27.479
202506 26.792 322.561 27.738
202509 26.470 324.800 27.216
202512 23.636 324.054 24.358
202603 24.254 330.213 24.529
202606 24.824 333.952 24.824

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

What does a Cyclically Adjusted Book per Share of $ mean?
Invesco (LTS:0UAN) has a Cyclically Adjusted Book per Share of $ as of Jun. 2026. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on Invesco and its competitors.
Is Invesco's Cyclically Adjusted Book per Share too high?
Invesco's current Cyclically Adjusted Book per Share is $. Overall, Invesco has a GF Score™ of 71/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Invesco's Cyclically Adjusted Book per Share compare to CRBG and ARCC?
Invesco's Cyclically Adjusted Book per Share of $ can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted Book per Share for an Asset Management company?
A good Cyclically Adjusted Book per Share depends on the Asset Management industry context. However, Cyclically Adjusted Book per Share should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted Book per Share mean?
A high Cyclically Adjusted Book per Share can signal that a stock is expensive relative to its fundamentals. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on Invesco and its competitors. Invesco's current Cyclically Adjusted Book per Share is $. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invesco stock overvalued right now?
Based on GuruFocus' analysis, Invesco (LTS:0UAN) is currently considered Significantly Overvalued. The stock's GF Value™ is $18.71, compared to a current price of $30.35 — trading 62.2% above its estimated fair value. The current Cyclically Adjusted Book per Share is $. Invesco's overall GF Score™ is 71/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted Book per Share calculated?
Cyclically Adjusted Book per Share is calculated from a company's financial statements. For Invesco (LTS:0UAN), the current Cyclically Adjusted Book per Share is $ as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Invesco (LTS:0UAN) Overvalued in 2026?

Based on GuruFocus' analysis, Invesco stock appears to be overvalued. The current stock price of $30.35 is trading 62.2% above its estimated GF Value™ of $18.71. GuruFocus considers Invesco to be Significantly Overvalued.

Key valuation signals for LTS:0UAN:

  • Cyclically Adjusted Book per Share: $
  • GF Value™: $18.71 vs. price of $30.35 (62.2% above fair value)
  • GF Score™: 71/100 with 10 warning signs

No single metric tells the full story. See the LTS:0UAN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Invesco Business Description

Address 1331 Spring Street NW, Suite 2500, Atlanta, GA, USA, 30309
Invesco provides investment management services to retail (69% of managed assets) and institutional (31%) clients. At the end of May 2026, the firm had $2.454 trillion in assets under management spread among its equity (61% of AUM), balanced (3%), fixed-income (21%), alternative investment (6%), and money market (9%) operations. Passive products account for close to half of Invesco's total AUM. 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 32% of its AUM sourced from Europe, Africa, and the Middle East (17%) and Asia (15%).
71GF Score

Get the complete analysis for LTS:0UAN

Cyclically Adjusted Book per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$30.35
Price
$18.71
GF Value