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The Forward PE Ratio of a company is often used to compare current earnings to estimated future earnings, as well as gaining a clearer picture of what earnings will look like without charges and other accounting adjustments. If earnings are expected to grow in the future, the Forward PE Ratio will be lower than the current PE Ratio. This measure is also used to compare one company to another with a forward-looking focus.
Trailing PE Ratio relies on what is already done. It uses the current share price and divides by the total EPS (Basic) over the past 12 months. PE Ratio can be affected by Non Operating Income such as the sale of part of businesses. This may increase for the current year or quarter dramatically. But it cannot be repeated over and over. Therefore PE Ratio without NRI is a more accurate indication of valuation than PE Ratio .
Invesco Forward PE Ratio Related Terms
Invesco Forward PE Ratio Historical Data
* Premium members only.
The historical data trend for Invesco's Forward PE Ratio 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 Forward PE Ratio Chart
Invesco Annual Data
Trend
2025-12
Forward PE Ratio
6.94
Invesco Quarterly Data
2025-03
2025-06
2025-09
2025-12
2026-03
2026-06
Forward PE Ratio
8.33
9.96
7.54
6.94
6.60
9.40
MEX:IVZN vs EQH, ARCC, PS: Forward PE Ratio Comparison
For the Asset Management subindustry, Invesco's Forward PE Ratio, along with its competitors' market caps and Forward PE 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 Forward PE Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Invesco's Forward PE Ratio distribution charts can be found below:
* The bar in red indicates where Invesco's Forward PE Ratio falls into.
It's a measure of the price-to-earnings ratio (PE Ratio) using forecasted earnings for the calculation. While the earnings used are just an estimate and are not as reliable as current earnings data, there is still benefit in estimated P/E analysis. The forecasted earnings used in the formula can either be for the next 12 months or for the next full-year fiscal period.
Invesco (MEX:IVZN) has a Forward PE Ratio of 9.09 as of Aug. 12, 2026. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Invesco and its competitors. According to the industry distribution chart, Invesco ranks #161 out of 326 companies in the Asset Management industry, placing it in the top 49.4%.
Is Invesco's Forward PE Ratio too high?
Invesco's current Forward PE Ratio is 9.09. The Asset Management industry median Forward PE Ratio is 11.59. Invesco's value of 9.09 is 21.6% below this industry median. Based on the distribution chart, Invesco ranks #161 out of 326 companies in the Asset Management industry, which is above the industry midpoint. Overall, Invesco has a GF Score™ of 60/100, reflecting its overall financial health beyond just this single metric.
How does Invesco's Forward PE Ratio compare to EQH and ARCC?
According to the Asset Management industry distribution chart, Invesco ranks #161 out of 326 companies for Forward PE Ratio. This puts Invesco in the upper half of its industry. The industry median Forward PE Ratio is 11.59. Invesco's value of 9.09 is 21.6% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward PE Ratio for an Asset Management company?
The median Forward PE Ratio among Asset Management companies is 11.59, based on 326 companies in the industry. Companies in the top quartile (top 25%) have a Forward PE Ratio significantly above this median, while those in the bottom quartile fall well below. However, Forward PE Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invesco's current Forward PE Ratio of 9.09 is 21.6% 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 Forward PE Ratio mean?
A high Forward PE Ratio can signal that a stock is expensive relative to its fundamentals. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Invesco and its competitors. For the Asset Management industry, the median Forward PE Ratio is 11.59 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invesco's current Forward PE Ratio is 9.09. 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?
Invesco (MEX:IVZN) has a current Forward PE Ratio of 9.09. The stock's GF Value™ is MXN287.44, compared to a current price of MXN425.00 — trading 47.9% above its estimated fair value. The current Forward PE Ratio is 9.09 and 21.6% below the Asset Management industry median of 11.59. Invesco's overall GF Score™ is 60/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward PE Ratio calculated?
Forward PE Ratio is calculated from a company's financial statements. For Invesco (MEX:IVZN), the current Forward PE Ratio is 9.09 as of Aug. 12, 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 (MEX:IVZN) Overvalued in 2026?
Based on GuruFocus' analysis, Invesco stock appears to be overvalued.
The current stock price of MXN425.00 is trading 47.9% above its estimated GF Value™ of MXN287.44.
Key valuation signals for MEX:IVZN:
Forward PE Ratio: 9.09
GF Value™: MXN287.44 vs. price of MXN425.00 (47.9% above fair value)
Industry Position: 21.6% below the Asset Management median (#161 of 326)
No single metric tells the full story. See the MEX:IVZN 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%).
60GF Score
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Forward PE Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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