Invesco Ltd. engages in the investment management business. Its product includes mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.
Highlights
Invesco's net income has increased by 5% from the previous quarter
The equity has grown by 2.7% YoY and by 2.4% from the previous quarter
The gross profit has grown by 11% YoY but it has contracted by 3.4% from the previous quarter
The revenue is up by 11% year-on-year but it is down by 3.4% since the previous quarter
The stock's price to earnings (P/E) is 41% more than its last 4 quarters average of 10.9 and 23% more than its 5-year quarterly average of 12.5
The debt has grown by 12% YoY
Key stats
What are the main financial stats of IVZ
Market
Shares outstanding
459.34M
Market cap
$7.72B
Enterprise value
$15.1B
Valuations
Price to earnings (P/E)
15.42
Price to book (P/B)
0.55
Price to sales (P/S)
1.23
EV/EBIT
16.66
EV/EBITDA
13.62
EV/Sales
2.41
Earnings
Revenue
$6.26B
EBIT
$906.1M
EBITDA
$1.11B
Free cash flow
$1B
Per share
EPS
$1.09
Free cash flow per share
$2.19
Book value per share
$30.35
Revenue per share
$13.63
TBVPS
$43.54
Balance sheet
Total assets
$36.04B
Total liabilities
$21.46B
Debt
$8.7B
Equity
$13.93B
Working capital
N/A
Liquidity
Debt to equity
0.62
Current ratio
N/A
Quick ratio
N/A
Net debt/EBITDA
6.65
Margins
EBITDA margin
17.7%
Gross margin
100%
Net margin
7.9%
Operating margin
16.3%
Efficiency
Return on assets
0.7%
Return on equity
1.9%
Return on invested capital
3.2%
Return on capital employed
N/A
Return on sales
14.5%
Dividend
Dividend yield
4.61%
DPS
$0.78
Payout ratio
71.1%
IVZ stock price
How has the Invesco stock price performed over time
Intraday
3.57%
1 week
-1.87%
1 month
28.22%
1 year
-4.27%
YTD
-6.51%
QTD
47.33%
Financial performance
How have Invesco's revenue and profit performed over time
Revenue
$6.26B
Gross profit
$6.26B
Operating income
$1.02B
Net income
$493.5M
Gross margin
100%
Net margin
7.9%
IVZ's operating income is up by 40% YoY
The company's operating margin rose by 26% YoY and by 3.2% QoQ
The net margin has contracted by 11% YoY but it has grown by 10% from the previous quarter
The gross profit has grown by 11% YoY but it has contracted by 3.4% from the previous quarter
Growth
What is Invesco's growth rate over time
Valuation
What is Invesco stock price valuation
P/E
15.42
P/B
0.55
P/S
1.23
EV/EBIT
16.66
EV/EBITDA
13.62
EV/Sales
2.41
The stock's price to earnings (P/E) is 41% more than its last 4 quarters average of 10.9 and 23% more than its 5-year quarterly average of 12.5
The EPS has decreased by 7% YoY but it has increased by 6% from the previous quarter
IVZ's price to book (P/B) is 54% lower than its 5-year quarterly average of 1.2 but 38% higher than its last 4 quarters average of 0.4
The equity has grown by 2.7% YoY and by 2.4% from the previous quarter
The P/S is 39% below the 5-year quarterly average of 2.0 but 37% above the last 4 quarters average of 0.9
The revenue is up by 11% year-on-year but it is down by 3.4% since the previous quarter
Efficiency
How efficient is Invesco business performance
The return on equity has dropped by 51% year-on-year but it rose by 12% since the previous quarter
Invesco's return on assets has decreased by 42% YoY but it has increased by 17% QoQ
IVZ's return on invested capital is up by 10% year-on-year and by 7% since the previous quarter
The ROS has increased by 9% from the previous quarter but it has decreased by 2.7% YoY
Dividends
What is IVZ's dividend history
DPS
$0.78
Dividend yield
4.61%
Payout ratio
71.1%
Recent dividends
Financial health
How did Invesco financials performed over time
Invesco's total assets is 68% more than its total liabilities
The debt is 38% less than the equity
The debt to equity is up by 9% year-on-year but it has declined by 3.1% since the previous quarter
The equity has grown by 2.7% YoY and by 2.4% from the previous quarter
All financial data is based on trailing twelve months (TTM) periods - updated
quarterly, unless otherwise specified.