IVZ (Invesco) 5-Year EBITDA Growth Rate: -5.90% (As of Jun. 2026)

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IVZ Invesco Ltd IVZ
72 GF Score
Price $32.21
GF Value $19.52
Valuation Significantly Overvalued
! 9 Warning Signs
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What is Invesco 5-Year EBITDA Growth Rate?

Invesco IVZ -0.53% 72 5-Year EBITDA Growth Rate is -5.90% as of Jun. 2026. 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.

Invesco's EBITDA per Share for the three months ended in Jun. 2026 was $1.13.

During the past 12 months, Invesco's average EBITDA Per Share Growth Rate was 34.60% per year. During the past 3 years, the average EBITDA Per Share Growth Rate was 0.50% per year. During the past 5 years, the average EBITDA Per Share Growth Rate was -5.90% per year. During the past 10 years, the average EBITDA Per Share Growth Rate was -1.90% 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 average EBITDA per share growth rate.

During the past 13 years, the highest 3-Year average EBITDA Per Share Growth Rate of Invesco was 72.00% per year. The lowest was -24.10% per year. And the median was 4.40% per year.


Invesco  (NYSE:IVZ) 5-Year EBITDA Growth Rate Explanation

EBITDA per Share is the amount of Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) per outstanding share of the company's stock.

Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is what the company earns before it expenses interest, taxes, depreciation and amortization.

5-Year EBITDA Growth Rate gives an overview of the company's growth in operating profitability and is an important factor used in calculating Peter Lynch Fair Value.


Invesco 5-Year EBITDA Growth Rate Related Terms


IVZ vs EQH, ARCC, PS: 5-Year EBITDA Growth Rate Comparison

For the Asset Management subindustry, Invesco's 5-Year EBITDA Growth Rate, along with its competitors' market caps and 5-Year EBITDA Growth Rate 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 5-Year EBITDA Growth Rate vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Invesco's 5-Year EBITDA Growth Rate distribution charts can be found below:

* The bar in red indicates where Invesco's 5-Year EBITDA Growth Rate falls into.


IVZ
72GF Score
Invesco Ltd IVZ
5-Year EBITDA Growth Rate is just one metric. See GF Score™, valuation, warning signs, and more.
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Invesco 5-Year EBITDA Growth Rate Calculation

This is the 5-year average growth rate of EBITDA per Share. The growth rate is calculated with least square regression.

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 average EBITDA per share growth rate.

What does a 5-Year EBITDA Growth Rate of -5.90% mean?
Invesco (IVZ) has a 5-Year EBITDA Growth Rate of -5.90% as of Jun. 2026. 5-Year EBITDA Growth Rate is the 5-year average growth rate of EBITDA per share. View historical data for Invesco and its competitors.
Is Invesco's 5-Year EBITDA Growth Rate too high?
Invesco's current 5-Year EBITDA Growth Rate is -5.90%. 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 5-Year EBITDA Growth Rate compare to EQH and ARCC?
Invesco's 5-Year EBITDA Growth Rate of -5.90% 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 5-Year EBITDA Growth Rate for an Asset Management company?
A good 5-Year EBITDA Growth Rate depends on the Asset Management industry context. However, 5-Year EBITDA Growth Rate 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 5-Year EBITDA Growth Rate mean?
A high 5-Year EBITDA Growth Rate can signal that a stock is expensive relative to its fundamentals. 5-Year EBITDA Growth Rate is the 5-year average growth rate of EBITDA per share. View historical data for Invesco and its competitors. Invesco's current 5-Year EBITDA Growth Rate is -5.90%. 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 5-Year EBITDA Growth Rate is -5.90%. 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 5-Year EBITDA Growth Rate calculated?
5-Year EBITDA Growth Rate is calculated from a company's financial statements. For Invesco (IVZ), the current 5-Year EBITDA Growth Rate is -5.90% 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:

  • 5-Year EBITDA Growth Rate: -5.90%
  • GF Value™: $19.52 vs. price of $32.21 (65% 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

5-Year EBITDA Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$32.21
Price
$19.52
GF Value