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Invesco LTD (IVZ)
Price$27.35
Value ScoreB
Growth ScoreD
Momentum ScoreB
Favorite Metrics
Price vs S&P 500 (26W)3.94%
Price vs S&P 500 (4W)-0.86%
VGM Score58.99
Market Capitalization$12.12B
Indicated Dividend Yield (Annual)3.05%
All Metrics
P/CF (Annual)7.95x
Book Value / Share (Quarterly)$27.64
P/TBV (Annual)1.41x
Indicated Dividend (Annual)$0.86
Revenue Growth (3Y)1.78%
Cash Flow / Share (Quarterly)$3.94
Payout Ratio (TTM)51.94%
Price vs S&P 500 (YTD)-4.05%
Gross Margin (TTM)66.45%
Net Profit Margin (TTM)-11.90%
EPS (TTM)$-0.55
10-Day Avg Trading Volume5.06M
EPS Excl Extra (TTM)$-0.55
Revenue Growth (5Y)0.74%
EPS (Annual)$-0.62
Dividend / Share (Annual)$1.30
ROI (Annual)-1.30%
Gross Margin (Annual)66.64%
Net Profit Margin (5Y Avg)9.10%
Cash / Share (Quarterly)$1.82
Revenue Growth QoQ (YoY)14.08%
ROA (Last FY)-1.04%
Revenue Growth TTM (YoY)-19.10%
EBITD / Share (TTM)$2.63
ROE (5Y Avg)3.79%
Operating Margin (TTM)-18.39%
Cash Flow / Share (Annual)$3.25
P/B Ratio0.99x
P/B Ratio (Quarterly)0.88x
Net Income / Employee (Annual)$-37,600
EV / Revenue (TTM)4.19x
Net Interest Coverage (TTM)21.21x
ROA (TTM)-0.88%
EPS Growth QoQ (YoY)16.70%
EV / EBITDA (TTM)17.43x
EPS Incl Extra (Annual)$-0.62
Current Ratio (Annual)0.80x
Quick Ratio (Quarterly)0.82x
3-Month Avg Trading Volume5.67M
52-Week Price Return91.93%
EV / Free Cash Flow (Annual)14.40x
Revenue / Employee (TTM)$660,400
Tangible BV / Share (Quarterly)$18.81
P/S Ratio (Annual)1.90x
Asset Turnover (Annual)0.24x
52-Week High$29.61
Operating Margin (5Y Avg)8.58%
EPS Excl Extra (Annual)$-0.62
CapEx CAGR (5Y)-6.02%
Tangible BV CAGR (5Y)3.31%
26-Week Price Return11.86%
Quick Ratio (Annual)0.80x
13-Week Price Return10.59%
Total Debt / Equity (Annual)0.77x
Current Ratio (Quarterly)0.82x
Enterprise Value$20.76B
Revenue / Share Growth (5Y)1.18%
Asset Turnover (TTM)0.18x
Book Value / Share Growth (5Y)-2.52%
Revenue / Employee (Annual)$850,400
Pretax Margin (Annual)-5.95%
Cash / Share (Annual)$2.34
3-Month Return Std Dev35.76%
Gross Margin (5Y Avg)67.79%
Net Income / Employee (TTM)$-32,500
EBITDA CAGR (5Y)2.73%
EBITDA Interim CAGR (5Y)-1.07%
ROE (Last FY)-2.30%
Net Interest Coverage (Annual)363.50x
EPS Basic Excl Extra (Annual)$-0.62
P/FCF (TTM)6.94x
Receivables Turnover (TTM)5.81x
EV / Free Cash Flow (TTM)11.88x
Total Debt / Equity (Quarterly)0.77x
EPS Incl Extra (TTM)$-0.55
Receivables Turnover (Annual)7.85x
ROI (TTM)-1.10%
Dividend Growth Rate (5Y)0.02%
P/S Ratio (TTM)2.45x
Pretax Margin (5Y Avg)12.67%
Revenue / Share (Annual)$14.09
Tangible BV / Share (Annual)$18.70
Forward P/E10.41x
Free OCF CAGR (5Y)5.15%
Price vs S&P 500 (52W)67.56%
Year-to-Date Return4.11%
5-Day Price Return-0.98%
EPS Normalized (Annual)$-0.62
ROA (5Y Avg)1.92%
Net Profit Margin (Annual)-4.42%
Month-to-Date Return-3.90%
Cash Flow / Share (TTM)$1.64
EBITD / Share (Annual)$-1.45
Operating Margin (Annual)-10.91%
LT Debt / Equity (Annual)0.77x
P/CF (TTM)6.65x
ROI (5Y Avg)2.47%
LT Debt / Equity (Quarterly)0.77x
EPS Basic Excl Extra (TTM)$-0.55
P/TBV (Quarterly)1.29x
Payout Ratio (Annual)78.51%
P/B Ratio (Annual)0.96x
Dividend / Share (TTM)$1.27
Pretax Margin (TTM)-15.57%
Book Value / Share (Annual)$27.55
Price vs S&P 500 (13W)2.34%
Dividend Yield (TTM)4.65%
Beta1.60x
P/FCF (Annual)8.41x
Revenue / Share (TTM)$10.91
ROE (TTM)-1.86%
52-Week Low$14.17
vGradeB
gGradeD
mGradeB
vgmGradeC
Show chart for
Earnings Surprise History
Q1 260.57est. 0.59
Analyst Recommendations
Mar 2026
Apr 2026
May 2026
Jun 2026
3.65
3.65
3.53
3.53
Industry Peers — Investment Advice(127)
| Symbol | Value Score | Growth Score | Momentum Score | Price |
|---|---|---|---|---|
IVZInvesco LTD | B | D | B | $27.35 |
| BXBlackstone Inc. | F | B | D | $115.35 |
| KKRKKR & Co. Inc. | D | C | D | $93.40 |
| KKRTKKR & Co. Inc. 6.875% Subordinated Notes due 2065 | D | C | D | $24.51 |
| APOApollo Global Management, Inc. | C | C | C | $128.03 |
| APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 | C | C | C | $25.41 |
| BAMBrookfield Asset Management Ltd. | F | C | D | $46.18 |
| AMPAmeriprise Financial, Inc. | C | B | C | $454.66 |
| ARESAres Management Corporation Class A Common Stock | D | B | C | $125.65 |
| TROWT Rowe Price Group Inc | B | D | B | $105.99 |
| BENFranklin Resources, Inc. | C | C | A | $31.33 |
About
Invesco is a global investment-management firm with $2.2 trillion in assets under management as of November 2025, serving both retail and institutional clients. The firm maintains a diversified portfolio across equity (62% of AUM), fixed-income (20%), alternatives (6%), balanced (3%), and money market (9%), with passive products representing approximately half of total AUM. Invesco operates one of the 10 largest US retail fund complexes and derives 31% of its AUM from Europe, Africa, the Middle East, and Asia combined.