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
The gross profit has grown by 23% YoY
The revenue is up by 23% year-on-year
The EPS has decreased by 30% YoY
Invesco's net income has decreased by 22% YoY
Key stats
What are the main financial stats of IVZ
Market
Shares outstanding
459.17M
Market cap
$5.04B
Enterprise value
$12.43B
Valuations
Price to earnings (P/E)
10.66
Price to book (P/B)
0.37
Price to sales (P/S)
0.78
EV/EBIT
14.37
EV/EBITDA
11.67
EV/Sales
1.92
Earnings
Revenue
$6.48B
EBIT
$864.8M
EBITDA
$1.06B
Free cash flow
$907.6M
Per share
EPS
$1.03
Free cash flow per share
$1.98
Book value per share
$29.64
Revenue per share
$14.12
TBVPS
$42.82
Balance sheet
Total assets
$35.58B
Total liabilities
$21.41B
Debt
$8.65B
Equity
$13.6B
Working capital
N/A
Liquidity
Debt to equity
0.64
Current ratio
N/A
Quick ratio
N/A
Net debt/EBITDA
6.94
Margins
EBITDA margin
16.4%
Gross margin
100%
Net margin
7.2%
Operating margin
15.8%
Efficiency
Return on assets
0.6%
Return on equity
1.7%
Return on invested capital
3%
Return on capital employed
N/A
Return on sales
13.3%
Dividend
Dividend yield
8.47%
DPS
$0.93
Payout ratio
90.3%
IVZ stock price
How has the Invesco stock price performed over time
Financial performance
How have Invesco's revenue and profit performed over time
Revenue
$6.48B
Gross profit
$6.48B
Operating income
$1.02B
Net income
$468.9M
Gross margin
100%
Net margin
7.2%
The net margin has contracted by 37% YoY
IVZ's operating income is up by 33% YoY and by 11% from the previous quarter
The gross profit has grown by 23% YoY
The revenue is up by 23% year-on-year
Growth
What is Invesco's growth rate over time
Valuation
What is Invesco stock price valuation
P/E
10.66
P/B
0.37
P/S
0.78
EV/EBIT
14.37
EV/EBITDA
11.67
EV/Sales
1.92
The EPS has decreased by 30% YoY
The stock's price to earnings (P/E) is 15% less than its 5-year quarterly average of 12.6 and 10% less than its last 4 quarters average of 11.9
IVZ's price to book (P/B) is 69% lower than its 5-year quarterly average of 1.2 and 26% lower than its last 4 quarters average of 0.5
The equity has contracted by 2.4% YoY
The P/S is 63% below the 5-year quarterly average of 2.1 and 22% below the last 4 quarters average of 1.0
The revenue is up by 23% year-on-year
Efficiency
How efficient is Invesco business performance
The return on equity has dropped by 72% year-on-year and by 19% since the previous quarter
Invesco's return on assets has shrunk by 67% YoY and by 14% QoQ
The ROS has decreased by 24% YoY but it has increased by 3.9% from the previous quarter
IVZ's return on invested capital is down by 6% year-on-year but it is up by 3.4% since the previous quarter
Dividends
What is IVZ's dividend history
DPS
$0.93
Dividend yield
8.47%
Payout ratio
90.3%
Recent dividends
Financial health
How did Invesco financials performed over time
Invesco's total assets is 66% more than its total liabilities
The company's total liabilities fell by 10% YoY and by 7% QoQ
Invesco's total assets has decreased by 8% YoY and by 3.9% from the previous quarter
The debt is 36% less than the equity
All financial data is based on trailing twelve months (TTM) periods - updated
quarterly, unless otherwise specified.