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InvescoIVZ -0.53%72 Debt-to-Equity is 0.74 as of Jun. 2026, which is 19% above its 10-year median of 0.62. GuruFocus rates IVZ with a GF Score™ of 72/100 and a GF Value™ of $19.52 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 951 Asset Management companies, Invesco ranks worse than 80.34% on this metric.
A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.
The historical rank and industry rank for Invesco's Debt-to-Equity or its related term are showing as below:
IVZ'
s Debt-to-Equity Range Over the Past 10 Years
Min: 0.07 Med: 0.62 Max: 0.9
Current: 0.74
During the past 13 years, the highest Debt-to-Equity Ratio of Invesco was 0.90. The lowest was 0.07. And the median was 0.62.
IVZ's Debt-to-Equity is ranked worse than 80.34% of 951
companies
in the Asset Management industry
Industry Median: 0.21
vs IVZ: 0.74
Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.
Invesco Debt-to-Equity Related Terms
Invesco Debt-to-Equity Historical Data
* Premium members only.
The historical data trend for Invesco's Debt-to-Equity 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.
For the Asset Management subindustry, Invesco's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity 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 Debt-to-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Invesco's Debt-to-Equity distribution charts can be found below:
* The bar in red indicates where Invesco's Debt-to-Equity falls into.
* 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 (IVZ) has a Debt-to-Equity of 0.74 as of Jun. 2026. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Invesco and its competitors. This is 19% above median its historical median of 0.62. Over the past decade, Invesco's Debt-to-Equity has ranged from 0.07 to 0.90. According to the industry distribution chart, Invesco ranks #764 out of 951 companies in the Asset Management industry, placing it in the top 80.3%.
Is Invesco's Debt-to-Equity too high?
Invesco's current Debt-to-Equity of 0.74 is 19% above median its 10-year median of 0.62. Over the past 10 years, this metric has ranged from a low of 0.07 to a high of 0.90. The Asset Management industry median Debt-to-Equity is 0.21. Invesco's value of 0.74 is 252.4% above this industry median. Based on the distribution chart, Invesco ranks #764 out of 951 companies in the Asset Management industry, which is in the bottom quartile relative to peers. 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 Debt-to-Equity compare to EQH and ARCC?
According to the Asset Management industry distribution chart, Invesco ranks #764 out of 951 companies for Debt-to-Equity. This places Invesco in the lower half of its industry. The industry median Debt-to-Equity is 0.21. Invesco's value of 0.74 is 252.4% above this benchmark. Historically, Invesco's own Debt-to-Equity has ranged from 0.07 to 0.90 over the past decade. While the company's 10-year median is 0.62 vs. the industry median of 0.21, Invesco has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Debt-to-Equity for an Asset Management company?
The median Debt-to-Equity among Asset Management companies is 0.21, based on 951 companies in the industry. Companies in the top quartile (top 25%) have a Debt-to-Equity significantly above this median, while those in the bottom quartile fall well below. However, Debt-to-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invesco's current Debt-to-Equity of 0.74 is 252.4% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Debt-to-Equity mean?
A high Debt-to-Equity can signal that a stock is expensive relative to its fundamentals. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Invesco and its competitors. For the Asset Management industry, the median Debt-to-Equity is 0.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invesco's current Debt-to-Equity is 0.74, which is 19% above median its own 10-year median of 0.62. 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 $19.52, compared to a current price of $32.21 — trading 65% above its estimated fair value. The current Debt-to-Equity is 0.74, which is 19% above median its 10-year median of 0.62 and 252.4% above the Asset Management industry median of 0.21. 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 Debt-to-Equity calculated?
Debt-to-Equity is calculated from a company's financial statements. For Invesco (IVZ), the current Debt-to-Equity is 0.74 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% above its estimated GF Value™ of $19.52.
GuruFocus considers Invesco to be Significantly Overvalued.
Key valuation signals for IVZ:
Debt-to-Equity: 0.74 (19% above median its 10-year median of 0.62)
GF Value™: $19.52 vs. price of $32.21 (65% above fair value)
Industry Position: 252.4% above the Asset Management median (#764 of 951)
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 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
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