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0UAN.L Invesco Ltd.
Banks, Insurers & Asset Managers
B 71.5 / 100 composite

AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.

Profitability

Weight: 25%
B 70

Scored using ROA (NIM proxy) — financial-archetype substitution.

  • 5yr Avg ROA 2.2%
  • Operating Margin Trend -2.31 pp/yr

Capital Efficiency

Weight: 20%
C- 50

Scored using ROTCE — financial-archetype substitution.

  • 5yr Avg ROTCE 4.8%
  • 5yr Share-Count CAGR -0.7%

Growth Quality

Weight: 10%
D 36

Scored using BVPS — financial-archetype substitution.

  • 5yr BVPS CAGR 3.3%
  • 5yr EPS CAGR -26.7%
  • Positive-EPS Years (5) 3/5

Cash Generation

Weight: 5%
A+ 100

Scored using OCF/NI — banks have no FCF concept.

  • 5yr OCF/NI 1.29x

Balance Sheet

Weight: 30%
A+ 100

Scored using Equity/Assets — financial-archetype substitution.

  • Equity / Assets 45.1%
  • Interest Coverage (EBIT/Int) 30.00x

Stability

Weight: 10%
C 54
  • EPS Volatility (σ/μ) 0.36
  • Piotroski F-Score 5
  • Negative-Revenue Years (5) 2/5

Guru Flow

Curated superinvestor sentiment — not part of the AlphaQuality grade.
Not Followed

Not held by any curated guru.