Stock IVZ INVESCO LTD.
Add to a list
To use this feature you must be a member
Log inSign up

Financials Invesco Ltd.

Equities

IVZ

BMG491BT1088

Investment Management & Fund Operators

Market Closed - Nyse
Other stock markets
 04:00:01 2024-04-26 pm EDT 		5-day change 1st Jan Change
14.67 USD +1.10% Intraday chart for Invesco Ltd. -4.55% -17.77%
Apr. 26 Exchange-Traded Funds, US Equities Rise After Fed's Preferred Inflation Gauge Meets Expectations MT
Apr. 26 Tech Rally Boosts Exchange-Traded Funds, Equity Futures Pre-Bell Friday MT

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 8,161 8,006 10,617 8,182 8,020 6,599 - -
Enterprise Value (EV) 1 9,192 8,680 10,806 8,434 15,162 8,632 8,442 5,583
P/E ratio 14 x 15.4 x 7.7 x 12.1 x -24.4 x 9.69 x 8.57 x 9.08 x
Yield 6.9% 4.45% 2.95% 4.17% 4.48% 5.59% 5.89% 6.14%
Capitalization / Revenue 1.85 x 1.78 x 2.02 x 1.76 x 1.86 x 1.5 x 1.43 x 1.39 x
EV / Revenue 2.08 x 1.93 x 2.05 x 1.82 x 3.52 x 1.96 x 1.83 x 1.18 x
EV / EBITDA 5.01 x 4.65 x 4.53 x 4.66 x 10.9 x 5.93 x 5.21 x 3.3 x
EV / FCF - 7.78 x 11.1 x 16.8 x 13.3 x 9.21 x 7.03 x 6.18 x
FCF Yield - 12.8% 8.97% 5.97% 7.5% 10.9% 14.2% 16.2%
Price to Book 0.59 x 0.56 x 0.69 x 0.54 x 0.55 x 0.42 x 0.45 x 0.46 x
Nbr of stocks (in thousands) 453,894 459,335 461,207 454,785 449,554 449,800 - -
Reference price 2 17.98 17.43 23.02 17.99 17.84 14.67 14.67 14.67
Announcement Date 1/29/20 1/26/21 1/25/22 1/24/23 1/23/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 4,415 4,501 5,261 4,645 4,311 4,401 4,601 4,737
EBITDA 1 1,833 1,868 2,388 1,810 1,396 1,455 1,619 1,690
EBIT 1 1,656 1,664 2,183 1,615 1,214 1,338 1,474 1,529
Operating Margin 37.5% 36.98% 41.49% 34.76% 28.15% 30.42% 32.03% 32.27%
Earnings before Tax (EBT) 1 972.9 1,069 2,500 1,248 -237.9 1,275 1,503 1,210
Net income 1 564.7 524.8 1,393 683.9 -333.7 744.3 827.9 702.5
Net margin 12.79% 11.66% 26.48% 14.72% -7.74% 16.91% 17.99% 14.83%
EPS 2 1.280 1.130 2.990 1.490 -0.7300 1.514 1.712 1.615
Free Cash Flow 1 - 1,115 969.3 503.3 1,136 937 1,201 903
FCF margin - 24.78% 18.42% 10.84% 26.36% 21.29% 26.1% 19.06%
FCF Conversion (EBITDA) - 59.71% 40.59% 27.81% 81.39% 64.38% 74.17% 53.43%
FCF Conversion (Net income) - 212.52% 69.58% 73.59% - 125.89% 145.07% 128.54%
Dividend per Share 2 1.240 0.7750 0.6800 0.7500 0.8000 0.8200 0.8633 0.9005
Announcement Date 1/29/20 1/26/21 1/25/22 1/24/23 1/23/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1
Net sales 1 1,334 1,374 1,252 1,174 1,111 1,108 1,076 1,091 1,098 1,046 1,053 1,099 1,106 1,143 1,118
EBITDA 1 612.6 627.9 544.1 461.2 417.3 387.5 359.6 349.4 351.4 321.8 377.2 350.2 357.4 379.4 388.9
EBIT 1 561.6 577.5 494.6 411.9 369.4 338.9 326.9 302 309.2 275.4 296.5 331.8 344.1 365.1 330.3
Operating Margin 42.11% 42.04% 39.49% 35.09% 33.26% 30.58% 30.38% 27.69% 28.16% 26.33% 28.15% 30.19% 31.13% 31.95% 29.55%
Earnings before Tax (EBT) 1 685.3 687.8 320.3 - 255.1 390.4 235.7 229.9 230 -933.5 282.9 322.2 330.6 350.8 349.2
Net income 1 - 426.8 197.7 121 177.4 187.8 145 132.2 131.4 -742.3 141.5 222.5 229.3 233.4 206.8
Net margin - 31.07% 15.79% 10.31% 15.97% 16.95% 13.48% 12.12% 11.97% -70.97% 13.44% 20.24% 20.74% 20.42% 18.51%
EPS 2 0.7100 0.9200 0.4300 0.2600 0.3900 0.4100 0.3200 0.2900 0.2900 -1.640 0.3100 0.3474 0.3759 0.4078 0.4250
Dividend per Share 2 0.1700 0.1700 0.1875 0.1875 0.1875 0.1875 0.2000 0.2000 0.2000 0.2000 0.2038 0.2081 0.2081 0.2081 0.2112
Announcement Date 10/26/21 1/25/22 4/26/22 7/27/22 10/25/22 1/24/23 4/25/23 7/25/23 10/24/23 1/23/24 4/23/24 - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 1,031 674 189 253 7,142 2,034 1,843 -
Net Cash position 1 - - - - - - - 1,015
Leverage (Debt/EBITDA) 0.5625 x 0.3609 x 0.079 x 0.1397 x 5.115 x 1.397 x 1.138 x -
Free Cash Flow 1 - 1,115 969 503 1,137 937 1,201 903
ROE (net income / shareholders' equity) 10% 6.33% 9.64% 5.04% 4.63% 5.26% 6.87% 7.37%
ROA (Net income/ Total Assets) 3.19% 2.35% 4.16% 2.48% 2.35% 3.32% 3.7% 2.6%
Assets 1 17,684 22,312 33,475 27,616 -14,198 22,422 22,391 27,019
Book Value Per Share 2 30.60 31.10 33.30 33.10 32.50 35.10 32.50 31.80
Cash Flow per Share 2 2.530 2.660 2.320 1.520 2.850 2.430 3.040 2.390
Capex 1 124 115 109 193 164 148 142 129
Capex / Sales 2.82% 2.55% 2.07% 4.15% 3.81% 3.36% 3.09% 2.72%
Announcement Date 1/29/20 1/26/21 1/25/22 1/24/23 1/23/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Invesco Ltd.

Trading Rating
Investor Rating
ESG Refinitiv
A-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
15
Last Close Price
14.67 USD
Average target price
16.84 USD
Spread / Average Target
+14.79%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Other Investment Management & Fund Operators

1st Jan change Capi.
INVESCO LTD. Stock Invesco Ltd.
-17.77% 6.6B
BLACKROCK, INC. Stock BlackRock, Inc.
-6.03% 113B
UBS GROUP AG Stock UBS Group AG
-3.98% 87.91B
APOLLO GLOBAL MANAGEMENT, INC. Stock Apollo Global Management, Inc.
+20.96% 63.76B
BROOKFIELD CORPORATION Stock Brookfield Corporation
+5.29% 61.9B
BANK OF NEW YORK MELLON CORPORATION (THE) Stock Bank of New York Mellon Corporation (The)
+10.12% 42.86B
AMERIPRISE FINANCIAL, INC. Stock Ameriprise Financial, Inc.
+7.95% 40.84B
3I GROUP PLC Stock 3i Group plc
+18.92% 34.58B
T. ROWE PRICE GROUP INC. Stock T. Rowe Price Group Inc.
+5.88% 25.48B
STATE STREET CORPORATION Stock State Street Corporation
-5.25% 22.13B
Other Investment Management & Fund Operators
  1. Stock Market
  2. Equities
  3. IVZ Stock
  4. Financials Invesco Ltd.