IVZ (Invesco) Cyclically Adjusted Revenue per Share: $16.13 (As of Jun. 2026)

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IVZ Invesco Ltd IVZ
72 GF Score
Price $32.21
GF Value $19.50
Valuation Significantly Overvalued
! 9 Warning Signs
View Full Analysis

What is Invesco Cyclically Adjusted Revenue per Share?

Invesco IVZ -0.53% 72 Cyclically Adjusted Revenue per Share is $16.13 as of Jun. 2026. GuruFocus rates IVZ with a GF Score™ of 72/100 and a GF Value™ of $19.50 (Significantly Overvalued). The stock has 9 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 Revenue per Share and the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted Revenue per Share of a company over the past 10 years.

Invesco's adjusted revenue per share for the three months ended in Jun. 2026 was $4.018. Add all the adjusted revenue per share for the past 10 years together and divide the count will get our Cyclically Adjusted Revenue per Share, which is $16.13 for the trailing ten years ended in Jun. 2026.

During the past 12 months, Invesco's average Cyclically Adjusted Revenue Growth Rate was 2.90% per year. During the past 3 years, the average Cyclically Adjusted Revenue Growth Rate was 1.40% per year. During the past 5 years, the average Cyclically Adjusted Revenue Growth Rate was 4.20% per year. During the past 10 years, the average Cyclically Adjusted Revenue Growth Rate was 5.90% 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 Revenue Growth Rate using Cyclically Adjusted Revenue per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted Revenue Growth Rate of Invesco was 16.10% per year. The lowest was 1.40% per year. And the median was 8.30% per year.

As of today (2026-08-20), Invesco's current stock price is $32.21. Invesco's Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 was $16.13. Invesco's Cyclically Adjusted PS Ratio of today is 2.00.

During the past 13 years, the highest Cyclically Adjusted PS Ratio of Invesco was 3.63. The lowest was 0.55. And the median was 1.49.


Invesco  (NYSE:IVZ) Cyclically Adjusted Revenue per Share Explanation

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

For the Cyclically Adjusted PS Ratio, the revenue per share of the past 10 years are inflation-adjusted and averaged. The result is used for P/S calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PS Ratio is also called CAPS 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 PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

Invesco's Cyclically Adjusted PS Ratio of today is calculated as

Cyclically Adjusted PS Ratio=Share Price/Cyclically Adjusted Revenue per Share
=32.21/16.13
=2.00

* 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.

During the past 13 years, the highest Cyclically Adjusted PS Ratio of Invesco was 3.63. The lowest was 0.55. And the median was 1.49.


Be Aware

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


Invesco Cyclically Adjusted Revenue per Share Related Terms


Invesco Cyclically Adjusted Revenue per Share Historical Data

* Premium members only.

The historical data trend for Invesco's Cyclically Adjusted Revenue 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 Revenue per Share Chart

Invesco Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted Revenue per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 13.94 15.01 15.35 15.51 15.66

Invesco Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted Revenue per Share Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 15.68 15.74 15.66 15.95 16.13

IVZ vs EQH, ARCC, PS: Cyclically Adjusted Revenue per Share Comparison

For the Asset Management subindustry, Invesco's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS 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 PS Ratio vs Asset Management Industry

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

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


IVZ
72GF Score
Invesco Ltd IVZ
Cyclically Adjusted Revenue per Share is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Invesco Cyclically Adjusted Revenue 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 Revenue per Share and the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted Revenue per Share of a company over the past 10 years.

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

Cyclically Adjusted Revenue per Share is the average of the inflation adjusted Revenue 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 Revenue per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the revenue per share from 2001 through 2010.

We adjusted the 2001 revenue per share data with the total inflation from 2001 through 2010 to the equivalent revenue in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's revenue is $1 a share in 2001, then the 2001's equivalent revenue in 2010 is $1.4 a share. If Wal-Mart's revenue is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 revenue in 2010 is $1.35. So on and so forth, you get the equivalent revenue per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Revenue 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 Revenue per Share data for the three months ended in Jun. 2026 was:

Adj_RevenuePerShare= Revenue per Share /CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=4.018/333.9520*333.9520
=4.018

Current CPI (Jun. 2026) = 333.9520.

Invesco Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201609 3.000 241.428 4.150
201612 3.012 241.432 4.166
201703 3.013 243.801 4.127
201706 3.153 244.955 4.299
201709 3.259 246.819 4.410
201712 3.349 246.524 4.537
201803 3.292 249.554 4.405
201806 3.286 251.989 4.355
201809 3.238 252.439 4.284
201812 3.063 251.233 4.071
201903 3.022 254.202 3.970
201906 3.318 256.143 4.326
201909 3.685 256.759 4.793
201912 3.804 256.974 4.944
202003 3.484 258.115 4.508
202006 3.064 257.797 3.969
202009 3.231 260.280 4.146
202012 3.513 260.474 4.504
202103 3.572 264.877 4.504
202106 3.692 271.696 4.538
202109 3.755 274.310 4.571
202112 3.794 278.802 4.544
202203 3.524 287.504 4.093
202206 3.331 296.311 3.754
202209 3.146 296.808 3.540
202212 3.152 296.797 3.547
202303 3.090 301.836 3.419
202306 3.145 305.109 3.442
202309 3.183 307.789 3.454
202312 3.119 306.746 3.396
202403 3.253 312.332 3.478
202406 3.252 314.175 3.457
202409 3.326 315.301 3.523
202412 3.485 315.605 3.688
202503 3.368 319.799 3.517
202506 3.329 322.561 3.447
202509 3.608 324.800 3.710
202512 3.716 324.054 3.830
202603 3.845 330.213 3.889
202606 4.018 333.952 4.018

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

What does a Cyclically Adjusted Revenue per Share of $16.13 mean?
Invesco (IVZ) has a Cyclically Adjusted Revenue per Share of $16.13 as of Jun. 2026. Cyclically adjusted revenue per share represents the company's inflation-adjusted revenue per share over a 10-year period. View historical data on Invesco and its competitors.
Is Invesco's Cyclically Adjusted Revenue per Share too high?
Invesco's current Cyclically Adjusted Revenue per Share is $16.13. Overall, Invesco has a GF Score™ of 72/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Invesco's Cyclically Adjusted Revenue per Share compare to EQH and ARCC?
Invesco's Cyclically Adjusted Revenue per Share of $16.13 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 Revenue per Share for an Asset Management company?
A good Cyclically Adjusted Revenue per Share depends on the Asset Management industry context. However, Cyclically Adjusted Revenue 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 Revenue per Share mean?
A high Cyclically Adjusted Revenue per Share can signal that a stock is expensive relative to its fundamentals. Cyclically adjusted revenue per share represents the company's inflation-adjusted revenue per share over a 10-year period. View historical data on Invesco and its competitors. Invesco's current Cyclically Adjusted Revenue per Share is $16.13. 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 (IVZ) is currently considered Significantly Overvalued. The stock's GF Value™ is $19.50, compared to a current price of $32.21 — trading 65.2% above its estimated fair value. The current Cyclically Adjusted Revenue per Share is $16.13. Invesco's overall GF Score™ is 72/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted Revenue per Share calculated?
Cyclically Adjusted Revenue per Share is calculated from a company's financial statements. For Invesco (IVZ), the current Cyclically Adjusted Revenue per Share is $16.13 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 (IVZ) Overvalued in 2026?

Based on GuruFocus' analysis, Invesco stock appears to be overvalued. The current stock price of $32.21 is trading 65.2% above its estimated GF Value™ of $19.50. GuruFocus considers Invesco to be Significantly Overvalued.

Key valuation signals for IVZ:

  • Cyclically Adjusted Revenue per Share: $16.13
  • GF Value™: $19.50 vs. price of $32.21 (65.2% above fair value)
  • GF Score™: 72/100 with 9 warning signs

No single metric tells the full story. See the IVZ 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%).
72GF Score

Get the complete analysis for IVZ

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

$32.21
Price
$19.50
GF Value