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Invesco Ltd.

Data quality: 100%
IVZ
NYSE Financial Services Asset Management
$23.77
▲ $0.56 (2.41%)
Mkt Cap: 10.55B
Day Range
$23.67 $24.31
52-Week Range
$11.60 $29.61
Volume
4,357,207
50D / 200D Avg
$26.36 / $22.95
Prev Close
$23.21

Price History

Financial Trends

Peer Comparison

vs Financial Services sector median (854 peers)

Metric Stock Sector Median
P/E -37.4 10.3
P/B 0.9 1.1
ROE % -2.1 11.7
Net Margin % -4.4 16.8
Rev Growth 5Y % -1.9 11.7
D/E 0.8 0.5

Key Takeaways

Revenue declined -1.93% annually over 5 years
Earnings declined -136.36% over the past year
Generating 1.44B in free cash flow
PEG of 0.18 suggests growth is underpriced
Revenue growth is accelerating — 1Y growth exceeds 5Y average by 7.04%
Capital efficient — spends only 1.32% of revenue on capex

Growth

Revenue Growth (5Y)
-1.93%
Revenue (1Y)5.11%
Earnings (1Y)-136.36%
FCF Growth (3Y)12.60%

Quality

Return on Equity
-2.10%
ROIC-2.33%
Net Margin-4.42%
Op. Margin-10.91%

Safety

Debt / Equity
0.83
Current Ratio43.01
Interest Coverage-8.43

Valuation

P/E Ratio
-37.44
P/B Ratio0.86
EV/EBITDAN/A
Dividend Yield0.05%

All Fundamental Metrics

Growth
Revenue Growth (1Y) 5.11% Revenue Growth (3Y) 5.62%
Earnings Growth (1Y) -136.36% Earnings Growth (3Y) N/A
Revenue Growth (5Y) -1.93% Earnings Growth (5Y) N/A
Profitability
Revenue (TTM) 6.38B Net Income (TTM) -281.70M
ROE -2.10% ROA -1.04%
Gross Margin 43.18% Operating Margin -10.91%
Net Margin -4.42% Free Cash Flow (TTM) 1.44B
ROIC -2.33% FCF Growth (3Y) 12.60%
Safety
Debt / Equity 0.83 Current Ratio 43.01
Interest Coverage -8.43 Dividend Yield 0.05%
Valuation
P/E Ratio -37.44 P/B Ratio 0.86
P/S Ratio 1.65 PEG Ratio 0.18
EV/EBITDA N/A Dividend Yield 0.05%
Market Cap 10.55B Enterprise Value 18.69B

Income Statement

Annual, most recent first

Income statement data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Revenue 6.38B 6.07B 5.72B 6.05B 6.89B
Net Income -281.70M 774.80M -96.90M 920.70M 1.63B
EPS (Diluted) -1.60 1.18 -0.73 1.49 2.99
Gross Profit 2.75B 2.03B 2.01B 2.44B 2.83B
Operating Income -695.70M 832.10M -434.80M 1.32B 1.79B

Balance Sheet

Annual, most recent first

Balance sheet data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Total Assets 27.09B 27.01B 28.93B 29.76B 32.69B
Total Liabilities 14.09B 11.34B 13.02B 12.91B 16.01B
Shareholders' Equity 12.23B 14.56B 14.60B 15.21B 15.50B
Total Debt 10.12B 7.55B 9.05B 8.56B 9.71B
Cash & Equivalents 1.98B 1.50B 1.93B 1.43B 2.15B
Current Assets 2.86B 2.61B 2.88B 2.44B 3.46B
Current Liabilities 66.60M 830.40M 2.27B 1.50B 2.76B