GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Invesco Ltd (LTS:0UAN) » Definitions » Shiller PE Ratio

Invesco (LTS:0UAN) Shiller PE Ratio : 8.55 (As of Mar. 04, 2025)


View and export this data going back to 2018. Start your Free Trial

What is Invesco Shiller PE Ratio?

As of today (2025-03-04), Invesco's current share price is $17.36. Invesco's E10 for the quarter that ended in Dec. 2024 was $2.03. Invesco's Shiller PE Ratio for today is 8.55.

The historical rank and industry rank for Invesco's Shiller PE Ratio or its related term are showing as below:

LTS:0UAN' s Shiller PE Ratio Range Over the Past 10 Years
Min: 3.28   Med: 10.01   Max: 28.86
Current: 8.23

During the past years, Invesco's highest Shiller PE Ratio was 28.86. The lowest was 3.28. And the median was 10.01.

LTS:0UAN's Shiller PE Ratio is ranked better than
80.81% of 740 companies
in the Asset Management industry
Industry Median: 12.87 vs LTS:0UAN: 8.23

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.

Invesco's adjusted earnings per share data for the three months ended in Dec. 2024 was $0.460. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is $2.03 for the trailing ten years ended in Dec. 2024.

Shiller PE for Stocks: The True Measure of Stock Valuation


Invesco Shiller PE Ratio Historical Data

The historical data trend for Invesco's Shiller 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.

* Premium members only.

Invesco Shiller PE Ratio Chart

Invesco Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 8.46 9.93 7.42 8.27 8.59

Invesco Quarterly Data
Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24
Shiller PE Ratio 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 8.27 7.64 7.02 8.48 8.59

Competitive Comparison of Invesco's Shiller PE Ratio

For the Asset Management subindustry, Invesco's Shiller PE Ratio, along with its competitors' market caps and Shiller 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's Shiller PE Ratio Distribution in the Asset Management Industry

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

* The bar in red indicates where Invesco's Shiller PE Ratio falls into.



Invesco Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Invesco's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=17.36/2.03
=8.55

* 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's E10 for the quarter that ended in Dec. 2024 is calculated as:

For example, Invesco's adjusted earnings per share data for the three months ended in Dec. 2024 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Dec. 2024 (Change)*Current CPI (Dec. 2024)
=0.46/133.1571*133.1571
=0.460

Current CPI (Dec. 2024) = 133.1571.

Invesco Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201503 0.600 99.621 0.802
201506 0.600 100.684 0.794
201509 0.580 100.392 0.769
201512 0.480 99.792 0.640
201603 0.380 100.470 0.504
201606 0.540 101.688 0.707
201609 0.580 101.861 0.758
201612 0.550 101.863 0.719
201703 0.520 102.862 0.673
201706 0.580 103.349 0.747
201709 0.650 104.136 0.831
201712 0.990 104.011 1.267
201803 0.620 105.290 0.784
201806 0.590 106.317 0.739
201809 0.650 106.507 0.813
201812 0.280 105.998 0.352
201903 0.440 107.251 0.546
201906 0.090 108.070 0.111
201909 0.360 108.329 0.443
201912 0.390 108.420 0.479
202003 0.180 108.902 0.220
202006 0.090 108.767 0.110
202009 0.410 109.815 0.497
202012 0.460 109.897 0.557
202103 0.580 111.754 0.691
202106 0.790 114.631 0.918
202109 0.710 115.734 0.817
202112 0.920 117.630 1.041
202203 0.430 121.301 0.472
202206 0.260 125.017 0.277
202209 0.390 125.227 0.415
202212 0.410 125.222 0.436
202303 0.320 127.348 0.335
202306 0.290 128.729 0.300
202309 0.290 129.860 0.297
202312 -1.640 129.419 -1.687
202403 0.310 131.776 0.313
202406 0.290 132.554 0.291
202409 0.120 133.029 0.120
202412 0.460 133.157 0.460

Add all the adjusted EPS together and divide 10 will get our E10.

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.


Invesco  (LTS:0UAN) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Invesco Shiller PE Ratio Related Terms

Thank you for viewing the detailed overview of Invesco's Shiller PE Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Invesco Business Description

Traded in Other Exchanges
Address
1331 Spring Street, Suite 2500, Atlanta, GA, USA, 30309
Invesco provides investment-management services to retail (68% of managed assets) and institutional (32%) clients. At the end of October 2024, the firm had $1.792 trillion in assets under management spread among its equity (58% of AUM), balanced (3%), fixed-income (22%), alternative investment (7%), and money market (10%) operations. Passive products account for 43% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. 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 29% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (15%).

Invesco Headlines

No Headlines