Invesco Ltd. Logo

Invesco Ltd.

IVZ

(2.5)
Stock Price

17,35 USD

6.05% ROA

-0.64% ROE

9.55x PER

Market Cap.

7.921.141.480,00 USD

55.53% DER

6.23% Yield

-1.7% NPM

Invesco Ltd. Stock Analysis

Invesco Ltd. Fundamental Analysis

Fundamental analysis in stock investing is like studying the foundation of a house before buying it. It involves looking at a company's financial health, like its earnings, assets, and debts, to determine if it's a good investment based on its fundamental strength and potential for growth.

Invesco Ltd. Fundamental Stock Analysis
# Analysis Rating
1 PBV

With a remarkably low PBV ratio (0.41x), the stock offers substantial upside potential at a bargain price.

2 Dividend

The company's consistent dividend distribution over the past five years reflects its dedication to providing shareholders with steady returns, making it an appealing choice for investors seeking income stability.

3 ROE

ROE in an average range (5.45%) suggests satisfactory profitability and decent utilization of shareholders' equity.

4 ROA

The stock's ROA (6.05%) indicates that it's doing well in making money from the things it owns. This makes it a good option to invest and make consistent profits.

5 DER

The stock has a reasonable amount of debt compared to its ownership (56%), suggesting a balanced financial position and a moderate level of risk.

6 Graham Number

The Graham number of this company suggests that its stock price may be undervalued, indicating a potentially attractive investment opportunity.

7 Dividend Growth

The company's dividend growth has been consistently strong over the past three years, with annual increases that demonstrate its commitment to rewarding shareholders.

8 Buffet Intrinsic Value

The company's stock presents an enticing opportunity as it appears undervalued (115) by Warren Buffett's formula, indicating that its intrinsic value exceeds the market price.

9 Revenue Growth

Regrettably, this company's revenue has shown no signs of growth over the past three years, suggesting limited potential for returns and making it a less appealing choice.

10 Net Profit Growth

This company's net profit has remained flat over the past five years, suggesting a lack of growth and making it a less attractive investment opportunity.

11 Assets Growth

Company's revenue has remained stagnant over the past three years, indicating a lack of growth and making it a less favorable option.

Invesco Ltd. Technical Analysis

Technical analysis in stock investing is like reading the patterns on a weather map to predict future weather conditions. It involves studying past stock price movements and trading volumes to make predictions about where a stock's price might go next, without necessarily looking at the company's financial health.

Invesco Ltd. Technical Stock Analysis
# Analysis Recommendation
1 Awesome Oscillator Buy
2 MACD Buy
3 RSI Sell
4 Stoch RSI Sell

Invesco Ltd. Price Chart

Financial Statements

Financial statements are like report cards for companies. They show how much money a company makes (income statement), what it owns and owes (balance sheet), and where it spends its money (cash flow statement), helping stock investors understand if a company is healthy and worth investing in.

Income Statements

An income statement for a company is like a scoreboard for its profits and losses. It shows how much money the company made (revenue) and how much it spent to make that money (expenses), helping stock investors see if a company is making a profit or not.

Revenue in stock investing is the total amount of money a company earns from its sales, and it's a key factor that investors consider to assess a company's financial performance and growth potential.

Invesco Ltd. Revenue
Year Revenue Growth
1997 876.600.000
1998 1.331.200.000 34.15%
1999 1.732.703.000 23.17%
2000 2.435.175.000 28.85%
2001 2.358.821.000 -3.24%
2002 2.167.891.000 -8.81%
2003 2.065.302.000 -4.97%
2004 2.220.982.000 7.01%
2005 2.173.237.000 -2.2%
2006 2.414.600.000 10%
2007 3.878.900.000 37.75%
2008 3.307.600.000 -17.27%
2009 2.627.300.000 -25.89%
2010 3.487.700.000 24.67%
2011 4.092.200.000 14.77%
2012 4.177.000.000 2.03%
2013 4.644.600.000 10.07%
2014 5.147.100.000 9.76%
2015 5.122.900.000 -0.47%
2016 4.734.400.000 -8.21%
2017 5.160.300.000 8.25%
2018 5.314.100.000 2.89%
2019 6.117.400.000 13.13%
2020 6.145.600.000 0.46%
2021 6.894.500.000 10.86%
2022 6.048.900.000 -13.98%
2023 5.768.000.000 -4.87%

Research and Development Expenses are the costs a company incurs to create and improve its products or services, which can be important for investors to evaluate a company's innovation and potential for future growth.

Invesco Ltd. Research and Development Expenses
Year Research and Development Expenses Growth
1997 0
1998 0 0%
1999 0 0%
2000 0 0%
2001 0 0%
2002 0 0%
2003 0 0%
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%

General and Administrative Expenses are the costs a company incurs to run its day-to-day operations, such as office rent, salaries, and utilities, which investors consider to understand a company's overall efficiency and management effectiveness.

Invesco Ltd. General and Administrative Expenses
Year General and Administrative Expenses Growth
1997 0
1998 0 0%
1999 0 0%
2000 0 0%
2001 0 0%
2002 0 0%
2003 0 0%
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 1.321.800.000 100%
2009 2.034.100.000 35.02%
2010 2.738.200.000 25.71%
2011 3.108.100.000 11.9%
2012 1.896.600.000 -63.88%
2013 2.093.300.000 9.4%
2014 2.363.600.000 11.44%
2015 2.253.600.000 -4.88%
2016 2.064.400.000 -9.16%
2017 2.222.100.000 7.1%
2018 2.343.100.000 5.16%
2019 2.791.300.000 16.06%
2020 2.940.700.000 5.08%
2021 3.099.400.000 5.12%
2022 2.266.400.000 -36.75%
2023 468.800.000 -383.45%

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure that helps stock investors analyze a company's profitability by looking at its earnings without considering certain expenses. This helps to get a clearer picture of the company's financial performance and its ability to generate cash flow.

Invesco Ltd. EBITDA
Year EBITDA Growth
1997 322.100.000
1998 450.300.000 28.47%
1999 672.240.000 33.01%
2000 935.055.000 28.11%
2001 758.680.000 -23.25%
2002 677.790.000 -11.93%
2003 631.438.000 -7.34%
2004 630.742.000 -0.11%
2005 666.446.000 5.36%
2006 978.000.000 31.86%
2007 1.076.700.000 9.17%
2008 879.400.000 -22.44%
2009 521.100.000 -68.76%
2010 881.400.000 40.88%
2011 1.246.800.000 29.31%
2012 1.281.000.000 2.67%
2013 1.514.700.000 15.43%
2014 1.691.500.000 10.45%
2015 1.726.300.000 2.02%
2016 1.300.000.000 -32.79%
2017 1.524.000.000 14.7%
2018 1.386.500.000 -9.92%
2019 1.781.600.000 22.18%
2020 1.591.700.000 -11.93%
2021 2.592.200.000 38.6%
2022 1.417.900.000 -82.82%
2023 1.034.400.000 -37.07%

Gross profit is the money a company makes from selling its products or services after subtracting the cost of producing or providing them, and it is an important measure for investors to understand a company's profitability.

Invesco Ltd. Gross Profit
Year Gross Profit Growth
1997 337.500.000
1998 470.500.000 28.27%
1999 677.430.000 30.55%
2000 960.693.000 29.49%
2001 762.117.000 -26.06%
2002 591.299.000 -28.89%
2003 554.370.000 -6.66%
2004 572.619.000 3.19%
2005 2.173.237.000 73.65%
2006 2.414.600.000 10%
2007 3.878.900.000 37.75%
2008 3.307.600.000 -17.27%
2009 2.627.300.000 -25.89%
2010 3.487.700.000 24.67%
2011 4.092.200.000 14.77%
2012 2.879.300.000 -42.12%
2013 3.315.300.000 13.15%
2014 3.752.600.000 11.65%
2015 3.727.400.000 -0.68%
2016 3.355.600.000 -11.08%
2017 3.622.900.000 7.38%
2018 3.819.700.000 5.15%
2019 4.408.100.000 13.35%
2020 4.337.700.000 -1.62%
2021 4.983.200.000 12.95%
2022 4.323.800.000 -15.25%
2023 2.061.200.000 -109.77%

Net income in stock investing is like the money a company actually gets to keep as profit after paying all its bills, and it's an important measure to understand how well a company is doing financially.

Invesco Ltd. Net Profit
Year Net Profit Growth
1997 193.200.000
1998 156.200.000 -23.69%
1999 292.512.000 46.6%
2000 431.410.000 32.2%
2001 225.424.000 -91.38%
2002 27.223.000 -728.06%
2003 -30.819.000 188.33%
2004 -332.218.000 90.72%
2005 212.240.000 256.53%
2006 490.100.000 56.69%
2007 673.600.000 27.24%
2008 481.700.000 -39.84%
2009 322.500.000 -49.36%
2010 465.700.000 30.75%
2011 729.700.000 36.18%
2012 677.100.000 -7.77%
2013 940.300.000 27.99%
2014 988.100.000 4.84%
2015 968.100.000 -2.07%
2016 854.200.000 -13.33%
2017 1.127.300.000 24.23%
2018 882.800.000 -27.7%
2019 688.300.000 -28.26%
2020 761.600.000 9.62%
2021 1.629.800.000 53.27%
2022 920.700.000 -77.02%
2023 762.400.000 -20.76%

EPS, or earnings per share, is a measure that shows how much profit a company has earned for each outstanding share of its stock, and it is important for stock investors as it helps understand the profitability of a company and compare it with other companies in the market.

Invesco Ltd. Earning per Share (EPS)
Year Earning per Share (EPS) Growth
1997 0
1998 0 0%
1999 0 0%
2000 1 0%
2001 0 0%
2002 0 0%
2003 0 0%
2004 -1 0%
2005 1 0%
2006 1 100%
2007 2 0%
2008 1 0%
2009 1 0%
2010 1 100%
2011 2 0%
2012 2 0%
2013 2 50%
2014 2 0%
2015 2 0%
2016 2 0%
2017 3 0%
2018 2 0%
2019 2 -100%
2020 1 0%
2021 3 66.67%
2022 1 -200%
2023 1 0%

Cashflow Statements

Cashflow statements show the movement of money in and out of a company, helping stock investors understand how much money a company makes and spends. By examining cashflow statements, investors can assess if a company is generating enough cash to pay its bills, invest in growth, and provide returns to stockholders.

Free cash flow is the leftover cash that a company generates after covering its operating expenses and capital expenditures, which is important for stock investors as it shows how much money a company has available to invest in growth, pay dividends, or reduce debt.

Invesco Ltd. Free Cashflow
Year Free Cashflow Growth
1997 -210.900.000
1998 -174.700.000 -20.72%
1999 358.460.000 148.74%
2000 561.798.000 36.19%
2001 388.388.000 -44.65%
2002 362.296.000 -7.2%
2003 204.700.000 -76.99%
2004 113.949.000 -79.64%
2005 430.930.000 73.56%
2006 469.000.000 8.12%
2007 877.000.000 46.52%
2008 411.600.000 -113.07%
2009 323.200.000 -27.35%
2010 289.600.000 -11.6%
2011 857.800.000 66.24%
2012 720.000.000 -19.14%
2013 692.000.000 -4.05%
2014 1.067.200.000 35.16%
2015 929.000.000 -14.88%
2016 -18.400.000 5148.91%
2017 1.259.000.000 101.46%
2018 726.300.000 -73.34%
2019 992.300.000 26.81%
2020 1.115.300.000 11.03%
2021 969.300.000 -15.06%
2022 503.300.000 -92.59%
2023 354.100.000 -42.13%

Operating cash flow represents the cash generated or consumed by a company's day-to-day operations, excluding external investing or financing activities, and is crucial for stock investors as it shows how much cash a company is generating from its core business operations.

Invesco Ltd. Operating Cashflow
Year Operating Cashflow Growth
1997 386.500.000
1998 126.700.000 -205.05%
1999 450.110.000 71.85%
2000 654.494.000 31.23%
2001 487.429.000 -34.27%
2002 450.258.000 -8.26%
2003 269.946.000 -66.8%
2004 214.130.000 -26.07%
2005 469.109.000 54.35%
2006 506.700.000 7.42%
2007 913.700.000 44.54%
2008 495.700.000 -84.33%
2009 362.700.000 -36.67%
2010 379.200.000 4.35%
2011 964.800.000 60.7%
2012 819.300.000 -17.76%
2013 780.200.000 -5.01%
2014 1.200.400.000 35%
2015 1.053.500.000 -13.94%
2016 129.300.000 -714.77%
2017 1.370.700.000 90.57%
2018 828.800.000 -65.38%
2019 1.116.600.000 25.77%
2020 1.230.300.000 9.24%
2021 1.078.100.000 -14.12%
2022 696.200.000 -54.85%
2023 354.100.000 -96.61%

Capex, short for capital expenditures, refers to the money a company spends on acquiring or upgrading tangible assets like buildings, equipment, or technology, which is important for stock investors as it indicates how much a company is investing in its infrastructure to support future growth and profitability.

Invesco Ltd. Capital Expenditure
Year Capital Expenditure Growth
1997 597.400.000
1998 301.400.000 -98.21%
1999 91.650.000 -228.86%
2000 92.696.000 1.13%
2001 99.041.000 6.41%
2002 87.962.000 -12.6%
2003 65.246.000 -34.82%
2004 100.181.000 34.87%
2005 38.179.000 -162.4%
2006 37.700.000 -1.27%
2007 36.700.000 -2.72%
2008 84.100.000 56.36%
2009 39.500.000 -112.91%
2010 89.600.000 55.92%
2011 107.000.000 16.26%
2012 99.300.000 -7.75%
2013 88.200.000 -12.59%
2014 133.200.000 33.78%
2015 124.500.000 -6.99%
2016 147.700.000 15.71%
2017 111.700.000 -32.23%
2018 102.500.000 -8.98%
2019 124.300.000 17.54%
2020 115.000.000 -8.09%
2021 108.800.000 -5.7%
2022 192.900.000 43.6%
2023 0 0%

Balance Sheet

Balance sheets provide a snapshot of a company's financial health and its assets (such as cash, inventory, and property) and liabilities (like debts and obligations) at a specific point in time. For stock investors, balance sheets help assess the company's overall worth and evaluate its ability to meet financial obligations and support future growth.

Equity refers to the ownership interest or stake that shareholders have in a company, representing their claim on its assets and earnings after all debts and liabilities are paid.

Invesco Ltd. Equity
Year Equity Growth
1997 -35.500.000
1998 549.200.000 106.46%
1999 705.557.000 22.16%
2000 3.144.525.000 77.56%
2001 3.322.268.000 5.35%
2002 3.679.841.000 9.72%
2003 3.981.000.000 7.56%
2004 3.571.278.000 -11.47%
2005 3.613.010.000 1.16%
2006 4.270.100.000 15.39%
2007 6.590.600.000 35.21%
2008 5.689.500.000 -15.84%
2009 6.912.900.000 17.7%
2010 8.264.600.000 16.36%
2011 8.119.100.000 -1.79%
2012 8.316.800.000 2.38%
2013 8.392.600.000 0.9%
2014 8.326.000.000 -0.8%
2015 7.885.300.000 -5.59%
2016 7.503.800.000 -5.08%
2017 8.696.100.000 13.71%
2018 8.936.200.000 2.69%
2019 14.701.800.000 39.22%
2020 15.020.700.000 2.12%
2021 16.678.800.000 9.94%
2022 16.842.200.000 0.97%
2023 16.591.700.000 -1.51%

Assets represent the valuable resources that a company owns, such as cash, inventory, property, and equipment, and understanding a company's assets helps investors assess its value and potential for generating future profits.

Invesco Ltd. Assets
Year Assets Growth
1997 695.200.000
1998 2.673.100.000 73.99%
1999 2.951.743.000 9.44%
2000 5.807.191.000 49.17%
2001 6.454.175.000 10.02%
2002 6.667.786.000 3.2%
2003 7.330.288.000 9.04%
2004 7.490.498.000 2.14%
2005 7.577.628.000 1.15%
2006 9.292.000.000 18.45%
2007 12.925.200.000 28.11%
2008 9.756.900.000 -32.47%
2009 10.909.600.000 10.57%
2010 20.444.100.000 46.64%
2011 19.347.000.000 -5.67%
2012 17.492.400.000 -10.6%
2013 19.270.500.000 9.23%
2014 20.462.500.000 5.83%
2015 25.073.200.000 18.39%
2016 25.734.300.000 2.57%
2017 31.668.800.000 18.74%
2018 30.978.400.000 -2.23%
2019 39.420.300.000 21.42%
2020 36.504.100.000 -7.99%
2021 32.685.600.000 -11.68%
2022 29.756.800.000 -9.84%
2023 29.431.500.000 -1.11%

Liabilities refer to the financial obligations or debts that a company owes to creditors or external parties, and understanding a company's liabilities is important for investors as it helps assess the company's financial risk and ability to meet its obligations.

Invesco Ltd. Liabilities
Year Liabilities Growth
1997 730.700.000
1998 2.123.900.000 65.6%
1999 2.246.186.000 5.44%
2000 2.662.666.000 15.64%
2001 3.131.907.000 14.98%
2002 2.987.945.000 -4.82%
2003 3.349.288.000 10.79%
2004 3.916.701.000 14.49%
2005 3.961.325.000 1.13%
2006 5.016.900.000 21.04%
2007 5.213.400.000 3.77%
2008 3.160.700.000 -64.94%
2009 3.288.800.000 3.9%
2010 11.083.200.000 70.33%
2011 10.209.400.000 -8.56%
2012 8.443.400.000 -20.92%
2013 10.293.200.000 17.97%
2014 11.342.700.000 9.25%
2015 16.377.500.000 30.74%
2016 18.122.500.000 9.63%
2017 22.713.200.000 20.21%
2018 22.042.200.000 -3.04%
2019 24.718.500.000 10.83%
2020 21.483.400.000 -15.06%
2021 16.006.800.000 -34.21%
2022 12.914.600.000 -23.94%
2023 12.839.800.000 -0.58%

Invesco Ltd. Financial Ratio (TTM)

Valuation Metrics

Revenue per Share
12.72
Net Income per Share
1.84
Price to Earning Ratio
9.55x
Price To Sales Ratio
1.38x
POCF Ratio
7.63
PFCF Ratio
8.95
Price to Book Ratio
0.52
EV to Sales
2.58
EV Over EBITDA
12.38
EV to Operating CashFlow
14.22
EV to FreeCashFlow
16.76
Earnings Yield
0.1
FreeCashFlow Yield
0.11
Market Cap
7,92 Bil.
Enterprise Value
14,84 Bil.
Graham Number
37.44
Graham NetNet
-23.91

Income Statement Metrics

Net Income per Share
1.84
Income Quality
1.65
ROE
0.05
Return On Assets
-0
Return On Capital Employed
-0.01
Net Income per EBT
0.41
EBT Per Ebit
0.68
Ebit per Revenue
-0.06
Effective Tax Rate
0.29

Margins

Sales, General, & Administrative to Revenue
0.36
Research & Developement to Revenue
0
Stock Based Compensation to Revenue
0.02
Gross Profit Margin
0.59
Operating Profit Margin
-0.06
Pretax Profit Margin
-0.04
Net Profit Margin
-0.02

Dividends

Dividend Yield
0.06
Dividend Yield %
6.23
Payout Ratio
0.43
Dividend Per Share
1.1

Operating Metrics

Operating Cashflow per Share
2.31
Free CashFlow per Share
1.96
Capex to Operating CashFlow
-0.15
Capex to Revenue
-0.03
Capex to Depreciation
-1.11
Return on Invested Capital
0.03
Return on Tangible Assets
0.06
Days Sales Outstanding
41
Days Payables Outstanding
0
Days of Inventory on Hand
0
Receivables Turnover
8.9
Payables Turnover
0
Inventory Turnover
0
Capex per Share
-0.35

Balance Sheet

Cash per Share
3,44
Book Value per Share
33,77
Tangible Book Value per Share
2.04
Shareholders Equity per Share
33.77
Interest Debt per Share
18.91
Debt to Equity
0.56
Debt to Assets
0.29
Net Debt to EBITDA
5.77
Current Ratio
3.81
Tangible Asset Value
0,92 Bil.
Net Current Asset Value
-11,28 Bil.
Invested Capital
0.56
Working Capital
1,15 Bil.
Intangibles to Total Assets
0.53
Average Receivables
0,67 Bil.
Average Payables
0,68 Bil.
Average Inventory
0
Debt to Market Cap
1.07

Dividends

Dividends in stock investing are like rewards that companies give to their shareholders. They are a portion of the company's profits distributed to investors, typically in the form of cash payments, as a way for them to share in the company's success.

Invesco Ltd. Dividends
Year Dividends Growth
1996 1
1997 1 0%
1998 1 0%
1999 1 0%
2000 1 0%
2001 0 0%
2002 0 0%
2003 0 0%
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 1 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 1 0%
2013 1 0%
2014 1 0%
2015 1 100%
2016 1 0%
2017 1 0%
2018 1 0%
2019 1 0%
2020 1 0%
2021 1 0%
2022 1 0%
2023 1 0%

Invesco Ltd. Profile

About Invesco Ltd.

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

CEO
Mr. Andrew Ryan Schlossberg
Employee
8.489
Address
Two Peachtree Pointe
Atlanta, 30309

Invesco Ltd. Executives & BODs

Invesco Ltd. Executives & BODs
# Name Age
1 Mr. Andrew Ryan Schlossberg
President, Chief Executive Officer & Director
70
2 Mr. Gregory Wade Ketron CPA
Head of Investor Relations & Treasury
70
3 Ms. Laura Allison Dukes
Senior MD & Chief Financial Officer
70
4 Mr. Andrew Tak Shing Lo
Senior MD & Chief Executive Officer, Asia Pacific
70
5 Mr. David Farmer
Chief Operating Officer
70
6 Mr. Tony L. Wong
Senior MD & Co-Head of Investment
70
7 Ms. Stephanie Claire Butcher
Senior MD & Co-Head of Investment
70
8 Ms. Terry Gibson Vacheron
Chief Accounting Officer
70
9 Mr. Donie Lochan
MD, Chief Technology Officer & Global Head of Technology
70
10 Mr. Michael D. Hyman
Head of Global Credit Strategies & Chief Information Officer of Global Investment Grade & Emerging Markets
70

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