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Invesco Ltd.
IVZ: NYSELowest reading is at 30 out of 100. All scores are out of 100.
In Short
About The Company
CEO
Mr. Andrew Ryan Schlossberg
Market Cap
13.65 Billion USD
Sector
Financial Services
Website
https://www.invesco.com/corporate/en/home.htmlLast Update
28/09/2026, 03:30:49
Description
Invesco Ltd. is a publicly owned investment manager.
Read More
Strongest readings
- ✔Debt is low at 0.15 times equity
- ✔Dividend growth averages 5.35% per year
- ✔Financial health is strong (health score 61 out of 100)
- ✔Share count has been falling at 0.30% per year
Weakest readings
- ✘A high share of income is paid out as dividend (2596.60%)
- ✘Revenue is growing at 5.11% per year while free cashflow is falling
- ✘Earnings are negative at -1.60 per share
- ✘Returns on capital have declined over five years (2.53% lower)
- ✘The current price sits above estimated fair value (margin of safety -1.33%)
Key Figures
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
Price / earnings (TTM) | N/A | 19.60x | ||
| ✘ | Margin of safety (DCF) | -1.33% | 17.95% | |
| ✘ | Revenue growth (5y average) | 5.11% | 10.97% | |
| ✔ | Dividend yield (TTM) | 2.80% | 1.85% | |
| ✔ | Share count, per year | -0.30% | 0.00% | |
| ✘ | Return on capital employed | -1.13% | 10.00% |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
Valuation
53 / 100Priced at or below the market on most measures.
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
Price / earnings | N/A | 19.60x | ||
| ✔ | Free cashflow yield | 14.07% | 4.70% | |
| Price / earnings growth | N/A | 1.50x | ||
| Price / book | 1.01x | — | ||
| ✘ | Margin of safety | -1.33% | 17.95% |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
- ✘Estimated intrinsic value of 30.51 USD is below the current price of 30.92 USD
Desired Margin Of Safety
0%
▼
Tip: Set your desired Margin Of Safety
Free Cash Flow Type
Annual Cashflow Growth
0%
Discount Rate
0%
Estimated Fair Value: 65.6 USD ✔
Current Price: 30.9 USD
How Does This Work?
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This calculator helps investors estimate the Intrinsic Value of a company based on the current value of future cash flows. To use the tool, simply input a desired Margin Of Safety, which is an additional discount applied to the present value of the expected future cash flows. The tool calculates the present value using a discount rate that reflects the risk and time value of money, and provides an estimated fair value for the company based on the selected margin of safety. The calculator defaults to using 5 Year Free Cash Flow Growth % and a discount rate based on the US 10-year treasury bond coupon rate. Use our performance analyser to get a feel for the impact this has on longterm investment returns and find a margin of safety you are comfortable with.
Growth
50 / 100Growing faster than the market on most measures.
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
| ✘ | Revenue growth | 5.11% | 10.97% | |
| ✔ | Earnings growth | 56.93% | 14.48% | |
| ✘ | Cashflow growth | -1.37% | 12.35% |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
- ✔Revenue growth has improved this year (12.18% against a five year average of 5.11%)
- ✔Free cashflow growth has improved this year
- ✘Revenue is growing at 5.11% per year while free cashflow is falling at 1.37% per year
Health
61 / 100Balance sheet covers its obligations.
Measured on Leverage and capital, Funding and liquidity, Earnings quality.
| Status | Metric | Value | Reading | Threshold |
|---|---|---|---|---|
| ✘ | Altman-Z score | 1.52 | 3.00 | |
| ✔ | Piotroski score | 6.00 | 5.00 | |
| ✔ | Debt / equity | 0.15x | 0.80x | |
| ✔ | Current ratio | 12.00x | 1.00x | |
| ✘ | Interest coverage | -3.60x | 2.50x | |
| ✔ | Free cashflow / debt | 0.79x | 0.15x | |
| ✔ | Debt / capital | 0.13x | 1.00x |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
Dividend
39 / 100Cover is thin on at least one measure.
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
| ✔ | Dividend yield | 2.80% | 1.85% | |
| ✔ | Dividend growth | 1.56% | 0.00% | |
| ✘ | Payout ratio (earnings) | 2596.60% | 40.00% | |
| ✔ | Payout ratio (cashflow) | 19.87% | 65.00% | |
| ✘ | Worst year, last 5 years | -14.52% | -2.00% |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
- ✘Dividend growth has been slowing recently
- ✘The dividend was cut within the last five years (worst year -14.52% per share)
Management
30 / 100Returns on capital are below the market.
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
| ✘ | Return on equity | -1.43% | 15.00% | |
| ✘ | Return on capital employed | -1.13% | 10.00% | |
| Return on assets | -0.65% | — | ||
| Free cashflow return on capital | 5.50% | — | ||
| ✘ | Return on capital, 5y change | -2.53% | 0.00% | |
| ✔ | Share count, per year | -0.30% | 0.00% | |
| ✔ | Share count, recent | -2.45% | 0.00% | |
| ✘ | Realized buyback return | -54.69% | 0.00% | |
| ✘ | Goodwill erosion / equity | 5.98% | 2.00% | |
| Price volatility, 5 year | 36.64% | — |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
- ✔Shares were repurchased while the value score was 53 out of 100
Analysts
not enough data| Status | Metric | Value | Reading | Neutral |
|---|---|---|---|---|
| Analyst opinion score | N/A | 50 |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
Financial History
Annual figures across the full reporting history we hold.
Market Peers
IVZ
SEC Filings
Find yearly (10-K), quaterly (10-Q) and disclosure (8-K) report here, on the Securities and Exchange Commission's EDGAR database. If reading through reports isn't your cup of tea, don't worry. We've made it easy for you by summarizing all the important bits.
See 35+ Years Annual ReportsOther Information
Company Name
Invesco Ltd.
Currency
USD
Beta
1.605
Vol Avg
4501593
Ceo
Mr. Andrew Ryan Schlossberg
Cik
0000914208
Cusip
Exchange
NYSE
Full Time Employees
7405
Industry
Asset Management
Sector
Financial Services
Ipo Date
Address
Midtown Union
City
Atlanta
State
GA
Country
United States
Zip
30309
Phone
404 892 0896
Analysis Last Updated
28/09/2026, 03:30:49
Financial data compiled from SEC EDGAR filings and Yahoo Finance.