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Last Update: 2024-03-28 02:10:01
Invesco Ltd. ( IVZ ) https://www.invesco.com
16.05USD
Sector:
Financial Services
Industry:
Asset Management
Country:
United States
1y
3y
5y
10y
Historical Returns*:
SPY
31.15%
IVZ
7.87%
SPY
32.74%
-22.27%
IVZ
SPY
92.93%
IVZ
31.94%
SPY
224.41%
IVZ
12.11%
*Assumes dividends reinvested
Market Stats:
Market Capitalization($MM)
Enterprise Value($MM)
Daily Volume(MM)
7299.20
6543.20
3.59
Valuation Metrics:
Price/Earnings Ratio
Price/Sales Ratio
Price/Book Value
FCF Yield(%)
Dividend Yield(%)
EV/EBITDA
-75.33
1.28
0.46
13.96
5.00
-28.28
Profitability Stats:
Operating Margin %(ttm)
Gross Profit %(ttm)
EBITDA Margin %(ttm)
-76.11
34.33
-4.05
Shareholder Value Creation:
Cost of Capital %(est)
ROIC %(ttm)
ROCE %(ttm)
Beta
9.6412
-15.32
-15.16
1.44
Other Earnings and Cash Flow Stats:
Invesco Ltd. ( IVZ ) Net Income TTM ($MM) is -40.50
Invesco Ltd. ( IVZ ) Operating Income TTM ($MM) is -182.30
Invesco Ltd. ( IVZ ) Owners' Earnings Annual ($MM) is 1219.65
Invesco Ltd. ( IVZ ) Current Price to Owners' Earnings ratio is 6.67
Invesco Ltd. ( IVZ ) EBITDA TTM ($MM) is -56.60
Invesco Ltd. ( IVZ ) EBITDA Margin is -4.05%
Capital Allocation:
Invesco Ltd. ( IVZ ) has paid 0.80 dividends per share and bought back 9.2 million shares in the past 12 months
Invesco Ltd. ( IVZ ) has reduced its debt by 6103.6 million USD in the last 12 months
Capital Structure:
Invesco Ltd. ( IVZ ) Interest-bearing Debt ($MM) as of last quarter is 9045
Invesco Ltd. ( IVZ ) Annual Working Capital Investments ($MM) are 12012
Invesco Ltd. ( IVZ ) Book Value ($MM) as of last quarter is 15916
Invesco Ltd. ( IVZ ) Debt/Capital as of last quarter is 61%
Other Balance Sheet Stats:
Invesco Ltd. ( IVZ ) has 1931 million in cash on hand as of last quarter
Invesco Ltd. ( IVZ ) has 1254 million of liabilities due within 12 months, and long term debt 8611 as of last quarter
Invesco Ltd. ( IVZ ) has 456 common shares outstanding as of last quarter
Invesco Ltd. ( IVZ ) has 4010 million USD of preferred stock value
Academic Scores:
Invesco Ltd. ( IVZ ) Altman Z-Score is 0.89 as of last quarter
Invesco Ltd. ( IVZ ) Piotroski Score is 6.00 as of last quarter
Corporate Governance:
Invesco Ltd. ( IVZ ) largest shareholder is AQR Capital Management LLC owning 2336033 shares at 37.49 ($MM) value
Invesco Realty, Inc.(an insider) Bought 796323 shares of Invesco Ltd. ( IVZ ) for the amount of $20003633.76 on 2023-10-02
1.70% of Invesco Ltd. ( IVZ ) is held by insiders, and 88.38% is held by institutions
Invesco Ltd. ( IVZ ) went public on 1995-08-24
Other Invesco Ltd. ( IVZ ) financial metrics:
FCF:1205.00
Unlevered Free Cash Flow:-12486.60
EPS:-5.99
Operating Margin:-76.11
Gross Profit Margin:34.33
Div. Payout Ratio%:-376.64
Div. Growth YoY%:-13.04
Equity Return%:-18.72
Beta:1.44
Buffet's Owners Earnings:1219.65
Price to Owner's Earnings:6.67
About Invesco Ltd. ( IVZ ) :
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 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
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