Market Valuation & Earnings Multiples
Market capitalization, P/E ratios, and enterprise value
Market Cap10.95B
Enterprise Value19.18B
IVZ
(NYSE)Invesco Ltd.
$24.14-- (--)
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Invesco (IVZ) Key Statistics & Financial Metrics
Complete stock analysis with 40+ metrics: valuation ratios, profitability margins, financial health indicators, and dividend data.
Stock Valuation Metrics
Market value, earnings multiples, and pricing ratios
Price-Based Ratios
Valuation ratios based on stock price
Price/Sales (ttm)1.73
Forward Price/Sales1.65
Price/Book (mrq)0.90
Price/FCF (ttm)7.66
Price/OCF (ttm)7.24
Enterprise Value Ratios
EV-based valuation multiples
EV/Revenue3.01
EV/Earnings-68.09
EV/EBITDA13.93
EV/EBIT14.15
EV/FCF13.31
Stock Price
Current price, 52-week range, and moving averages
Current Price$24.14
1-Day Change0.12%
52-Week High$29.61
52-Week Low$11.60
52-Week Change60.11%
YTD Change-9.73%
1-Year Change55.00%
50-Day MA$25.60
200-Day MA$23.32
Avg Volume (30 day)3.03M
Share Statistics
Outstanding shares, float, and per-share metrics
Shares Outstanding453.80M
Book Value per Share$26.95
Net Cash per Share$4.22
FCF per Share$3.18
Analyst Price Targets & Consensus
Wall Street analyst ratings and 12-month price targets (90 days)
Price Target$30.57
Target Upside/Downside26.64%
Analyst ConsensusHold
Analyst Count7
Profitability & Financial Performance
Profit margins, return metrics, and earnings analysis
Profit Margins
Profitability margins across income statement
Gross Margin43.18%
EBITDA Margin (ttm)21.59%
EBIT Margin (ttm)21.25%
Operating Margin (ttm)-10.91%
Pretax Margin (ttm)-5.95%
Profit Margin (ttm)-4.42%
FCF Margin (ttm)22.60%
Return on Investment Metrics
ROE, ROA, ROIC, and capital efficiency ratios
Return on Equity (ttm)-2.30%
Return on Assets (ttm)-1.04%
Return on Invested Capital (ttm)5.25%
Return on Capital Employed (ttm)5.01%
Income Statement (TTM)
Trailing twelve months revenue and earnings
Revenue6.38B
Gross Profit2.75B
Operating Income-695.70M
Pretax Income-379.40M
Net Income-281.70M
EBITDA1.38B
EBIT1.36B
Diluted EPS$-0.62
Cash Flow (TTM)
Operating cash flow and free cash flow metrics
Operating Cash Flow1.53B
Capital Expenditures84.30M
Free Cash Flow1.44B
Growth Rates (YoY)
Year-over-year growth metrics
Revenue Growth5.11%
Dividend Growth2.44%
Financial Health & Dividends
Balance sheet analysis, debt ratios, and dividend metrics
Assets & Cash
Total assets and cash positions
Total Assets (mrq)27.09B
Cash & Securities (mrq)1.98B
Net Cash (mrq)1.91B
Net Cash per Share$4.22
Debt & Liabilities
Liabilities, debt, equity, and working capital
Total Debt (mrq)10.12B
Working Capital (mrq)2.80B
Total Equity (mrq)12.23B
Book Value per Share$26.95
Liquidity & Leverage
Liquidity, leverage, and debt coverage ratios
Current Ratio (mrq)43.01
Quick Ratio (mrq)43.01
Debt/Equity (mrq)0.83
Debt/EBITDA (ttm)7.35
Debt/FCF (ttm)7.03
Dividend History & Payout Analysis
Dividend yield, payout ratios, and growth metrics
Dividend per Share (TTM)$0.84
Dividend Yield3.45%
Payout Ratio (Earnings)36.22%
Payout Ratio (FCF)26.45%
Dividend Growth (YoY)2.44%
Ex-Dividend DateFeb 13, 2026
Pay DateMar 3, 2026
Dividend FrequencyQuarterly
Yield Metrics
Earnings, FCF, buyback, and shareholder yields
Earnings Yield-2.55%
FCF Yield13.06%
Buyback Yield16.89%
Total Shareholder Yield20.34%
Financial Health Scores
Risk assessment and quality metrics
Altman Z-Score1.30
Piotroski F-Score5/9
Dividend Score62.88
Fair Value & Intrinsic Value
Lynch fair value, Graham number, and valuation models
Graham Number$39.97
Graham Upside/Downside64.36%
Frequently Asked Questions About Invesco Statistics
What are the key financial metrics for IVZ?
Invesco Ltd. (IVZ) statistics include 40+ financial metrics organized into valuation ratios (P/E, P/S, P/B, PEG), profitability margins (gross, operating, net), return metrics (ROE, ROA, ROIC), and financial health indicators. These are updated regularly based on the latest filings and market data.
What is IVZ's valuation analysis?
The valuation section covers market capitalization, earnings multiples like trailing and forward P/E, price-based ratios (P/S, P/B, Price/FCF), and enterprise value ratios (EV/EBITDA, EV/Revenue, EV/FCF). Compare these against sector averages to assess whether Invesco is overvalued or undervalued.
How do I read IVZ's profitability ratios?
Invesco's profitability is measured through profit margins (gross, EBITDA, operating, net) and return metrics (ROE, ROA, ROIC, ROCE). Higher margins indicate better cost control, while higher returns show efficient capital deployment. The income statement and cash flow sections provide the underlying revenue and earnings data.
What do IVZ's debt ratios indicate?
The financial health section shows Invesco's leverage through debt-to-equity, debt-to-assets, debt-to-EBITDA, and debt-to-FCF ratios, plus liquidity via the current and quick ratios. Lower debt ratios and higher liquidity ratios generally indicate stronger financial stability and lower default risk.
What is IVZ's dividend analysis?
The dividend section covers Invesco's dividend yield, payout ratios (earnings-based and FCF-based), year-over-year dividend growth, years of consecutive growth, ex-dividend and pay dates, and payment frequency. The yield metrics section also includes earnings yield, FCF yield, buyback yield, and total shareholder yield.