IVZ Invesco Ltd

Price (delayed)

$23.76

Market cap

$10.91B

P/E Ratio

20.84

Dividend/share

$0.62

EPS

$1.14

Enterprise value

$17.99B

Sector: Financial Services
Industry: Asset Management

Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia, United States, and has branch offices in 20 countries. Its common stock is a constituent ...

Highlights

The equity has grown by 3.6% YoY and by 3.1% from the previous quarter
The EPS has decreased by 12% YoY but it has increased by 4.6% from the previous quarter
Invesco's net income has decreased by 7% YoY but it has increased by 6% from the previous quarter
The stock's price to earnings (P/E) is 84% more than its last 4 quarters average of 11.3 and 67% more than its 5-year quarterly average of 12.5
The debt has grown by 6% YoY

Key stats

What are the main financial stats of IVZ
Market
Shares outstanding
459.07M
Market cap
$10.91B
Enterprise value
$17.99B
Valuations
Price to earnings (P/E)
20.84
Price to book (P/B)
0.76
Price to sales (P/S)
1.78
EV/EBIT
19.65
EV/EBITDA
16.08
EV/Sales
2.93
Earnings
Revenue
$6.15B
EBIT
$915.7M
EBITDA
$1.12B
Free cash flow
$1.12B
Per share
EPS
$1.14
Free cash flow per share
$2.43
Book value per share
$31.27
Revenue per share
$13.38
TBVPS
$44.16
Balance sheet
Total assets
$36.5B
Total liabilities
$21.48B
Debt
$8.8B
Equity
$14.36B
Working capital
N/A
Liquidity
Debt to equity
0.61
Current ratio
N/A
Quick ratio
N/A
Net debt/EBITDA
6.33
Margins
EBITDA margin
18.2%
Gross margin
100%
Net margin
8.5%
Operating margin
15%
Efficiency
Return on assets
0.8%
Return on equity
2.1%
Return on invested capital
3.3%
Return on capital employed
N/A
Return on sales
14.9%
Dividend
Dividend yield
2.61%
DPS
$0.62
Payout ratio
54.4%

IVZ stock price

How has the Invesco stock price performed over time
Intraday
1.89%
1 week
5.98%
1 month
8.2%
1 year
77.05%
YTD
36.32%
QTD
36.32%

Financial performance

How have Invesco's revenue and profit performed over time
Revenue
$6.15B
Gross profit
$6.15B
Operating income
$920.4M
Net income
$524.8M
Gross margin
100%
Net margin
8.5%
IVZ's operating income is up by 14% YoY but it is down by 10% from the previous quarter
The company's operating margin rose by 14% YoY but it fell by 8% QoQ
The net margin has contracted by 8% YoY but it has grown by 8% from the previous quarter
Invesco's net income has decreased by 7% YoY but it has increased by 6% from the previous quarter

Growth

What is Invesco's growth rate over time

Valuation

What is Invesco stock price valuation
P/E
20.84
P/B
0.76
P/S
1.78
EV/EBIT
19.65
EV/EBITDA
16.08
EV/Sales
2.93
The stock's price to earnings (P/E) is 84% more than its last 4 quarters average of 11.3 and 67% more than its 5-year quarterly average of 12.5
The EPS has decreased by 12% YoY but it has increased by 4.6% from the previous quarter
IVZ's price to book (P/B) is 90% higher than its last 4 quarters average of 0.4 but 31% lower than its 5-year quarterly average of 1.1
The equity has grown by 3.6% YoY and by 3.1% from the previous quarter
The P/S is 98% above the last 4 quarters average of 0.9 but 6% below the 5-year quarterly average of 1.9

Efficiency

How efficient is Invesco business performance
The return on equity has declined by 40% year-on-year but it rose by 11% since the previous quarter
Invesco's return on assets has decreased by 33% YoY but it has increased by 14% QoQ
IVZ's return on invested capital is up by 3.1% since the previous quarter and by 3.1% year-on-year
The ROS has increased by 2.8% from the previous quarter but it has decreased by 2.6% YoY

Dividends

What is IVZ's dividend history
DPS
$0.62
Dividend yield
2.61%
Payout ratio
54.4%
Recent dividends

Financial health

How did Invesco financials performed over time
Invesco's total assets is 70% more than its total liabilities
The debt is 39% less than the equity
The equity has grown by 3.6% YoY and by 3.1% from the previous quarter

All financial data is based on trailing twelve months (TTM) periods - updated quarterly, unless otherwise specified.