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InvescoIVZ -0.53%72 3-Year EBITDA Growth Rate is 0.50% as of Jun. 2026, which is 89% below its 10-year median of 4.40. 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. Among 509 Asset Management companies, Invesco ranks worse than 62.87% on this metric.
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.
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.
Invesco 3-Year EBITDA Growth Rate Related Terms
IVZ vs EQH, ARCC, PS: 3-Year EBITDA Growth Rate Comparison
For the Asset Management subindustry, Invesco's 3-Year EBITDA Growth Rate, along with its competitors' market caps and 3-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 3-Year EBITDA Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Invesco's 3-Year EBITDA Growth Rate distribution charts can be found below:
* The bar in red indicates where Invesco's 3-Year EBITDA Growth Rate falls into.
This is the 3-year average growth rate of EBITDA per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.
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 3-Year EBITDA Growth Rate of 0.50% mean?
Invesco (IVZ) has a 3-Year EBITDA Growth Rate of 0.50% as of Jun. 2026. 3-Year EBITDA Growth Rate is the 3-year average growth rate of EBITDA per share. View historical data for Invesco and its competitors. This is 89% below median its historical median of 4.40. According to the industry distribution chart, Invesco ranks #320 out of 509 companies in the Asset Management industry, placing it in the top 62.9%.
Is Invesco's 3-Year EBITDA Growth Rate too high?
Invesco's current 3-Year EBITDA Growth Rate of 0.50% is 89% below median its 10-year median of 4.40. The Asset Management industry median 3-Year EBITDA Growth Rate is 11.00. Invesco's value of 0.50% is 95.5% below this industry median. Based on the distribution chart, Invesco ranks #320 out of 509 companies in the Asset Management industry, which is below the industry midpoint. 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 3-Year EBITDA Growth Rate compare to EQH and ARCC?
According to the Asset Management industry distribution chart, Invesco ranks #320 out of 509 companies for 3-Year EBITDA Growth Rate. This places Invesco in the lower half of its industry. The industry median 3-Year EBITDA Growth Rate is 11.00. Invesco's value of 0.50% is 95.5% below this benchmark. While the company's 10-year median is 4.40 vs. the industry median of 11.00, Invesco has consistently been below 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 3-Year EBITDA Growth Rate for an Asset Management company?
The median 3-Year EBITDA Growth Rate among Asset Management companies is 11.00, based on 509 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year EBITDA Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year EBITDA Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invesco's current 3-Year EBITDA Growth Rate of 0.50% is 95.5% below 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 3-Year EBITDA Growth Rate mean?
A high 3-Year EBITDA Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year EBITDA Growth Rate is the 3-year average growth rate of EBITDA per share. View historical data for Invesco and its competitors. For the Asset Management industry, the median 3-Year EBITDA Growth Rate is 11.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invesco's current 3-Year EBITDA Growth Rate is 0.50%, which is 89% below median its own 10-year median of 4.40. 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 3-Year EBITDA Growth Rate is 0.50%, which is 89% below median its 10-year median of 4.40 and 95.5% below the Asset Management industry median of 11.00. 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 3-Year EBITDA Growth Rate calculated?
3-Year EBITDA Growth Rate is calculated from a company's financial statements. For Invesco (IVZ), the current 3-Year EBITDA Growth Rate is 0.50% 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:
3-Year EBITDA Growth Rate: 0.50% (89% below median its 10-year median of 4.40)
GF Value™: $19.50 vs. price of $32.21 (65.2% above fair value)
Industry Position: 95.5% below the Asset Management median (#320 of 509)
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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