IVZ
Invesco Ltd.
$28.71
-0.55
(-1.86%)
Mkt Cap
12.75B
Volume
1,133,423
52W Range
20.67-33.66
Sector
Financial Services
Beta
1.63
EPS (TTM)
-0.68 USD
P/E Ratio
-16.32
Revenue (TTM)
6.90B USD
Rev Growth (5Y)
+0.7%
EPS Growth (5Y)
N/A
AlphaVal · Fair Value
What we estimate one share is worth
$23.60
Overvalued
moderate signal
21.9% above fair value
Modeled from cash flows & growth.
AlphaQuality · Ungradable
AlphaQuality does not grade asset managers/brokers/exchanges — AUM flows, fee compression, and performance economics aren't captured by this model.
Company Description
Invesco Ltd. engages in the investment management business. Its products include 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.
Track Record
Showing latest 4 periods • Swipe for more
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 6.38B | 6.07B | 5.72B | 6.05B | 6.89B | 6.15B | 6.12B | 5.31B | 5.16B | 4.73B | 5.12B | 5.15B |
| Net Income | (281.70M) | 774.80M | (96.90M) | 920.70M | 1.63B | 761.60M | 688.30M | 882.80M | 1.13B | 854.20M | 968.10M | 991.50M |
| EPS | -1.61 | 1.18 | -0.73 | 1.50 | 3.01 | 1.14 | 1.29 | 2.14 | 2.75 | 2.12 | 2.32 | 2.34 |
| Free Cash Flow | 1.44B | 1.12B | 1.14B | 510.30M | 969.30M | 1.12B | 992.30M | 726.30M | 1.05B | 506.30M | 1.00B | 1.07B |
| FCF / Share | 3.19 | 2.45 | 2.50 | 1.12 | 2.09 | 2.43 | 2.27 | 1.82 | 2.56 | 1.22 | 2.34 | 2.45 |
| Operating CF | 1.53B | 1.19B | 1.30B | 703.20M | 1.08B | 1.23B | 1.12B | 828.80M | 1.16B | 654.00M | 1.13B | 1.20B |
| Total Assets | 27.09B | 27.01B | 28.93B | 29.76B | 32.69B | 36.50B | 39.42B | 30.98B | 31.67B | 25.73B | 25.07B | 20.46B |
| Total Debt | 9.78B | 7.55B | 9.04B | 8.56B | 9.71B | 9.12B | 8.68B | 7.63B | 6.88B | 6.51B | 7.51B | 6.73B |
| Cash & Equiv | 1.98B | 1.50B | 1.93B | 1.43B | 2.15B | 1.71B | 1.70B | 1.81B | 2.52B | 2.07B | 2.21B | 1.92B |
| Book Value | 12.23B | 14.56B | 14.60B | 15.21B | 15.50B | 14.36B | 13.86B | 8.58B | 8.70B | 7.50B | 7.89B | 8.33B |
| Return on Equity | -0.02 | 0.05 | -0.01 | 0.06 | 0.11 | 0.05 | 0.05 | 0.10 | 0.13 | 0.11 | 0.12 | 0.12 |
| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.83B | 1.74B | 1.69B | 1.64B | 1.52B | 1.53B | 1.59B | 1.52B | 1.48B | 1.48B | 1.41B | 1.44B |
| Net Income | 382.30M | 268.60M | (1.06B) | 345.70M | 203.40M | 230.30M | 268.50M | 114.20M | 191.40M | 200.70M | (683.10M) | 190.60M |
| EPS | 0.77 | 0.51 | -2.63 | 0.67 | -0.03 | 0.38 | 0.46 | 0.12 | 0.29 | 0.31 | -1.64 | 0.29 |
| Free Cash Flow | 748.40M | 198.40M | 432.20M | 586.40M | 571.30M | (108.00M) | 323.90M | 410.00M | 462.40M | (75.40M) | 674.00M | 314.90M |
| FCF / Share | 1.66 | 0.44 | 0.96 | 1.30 | 1.26 | -0.24 | 0.71 | 0.90 | 1.02 | -0.17 | 1.49 | 0.70 |
| Operating CF | 734.20M | 212.60M | 455.80M | 606.20M | 547.90M | (84.60M) | 316.90M | 438.40M | 489.10M | (54.40M) | 714.30M | 354.10M |
| Total Assets | 27.47B | 26.83B | 27.09B | 28.44B | 28.50B | 28.14B | 27.01B | 27.50B | 27.17B | 28.08B | 28.93B | 29.43B |
| Total Debt | 1.62B | 10.54B | 10.12B | 1.62B | 1.88B | 964.80M | 7.55B | 7.45B | 7.56B | 8.63B | 9.04B | 8.47B |
| Cash & Equiv | 915.40M | 806.90M | 1.98B | 1.52B | 1.49B | 1.87B | 1.50B | 1.64B | 1.54B | 1.43B | 1.93B | 1.56B |
| Book Value | 12.47B | 12.26B | 12.23B | 14.01B | 13.87B | 14.70B | 14.56B | 14.75B | 14.59B | 14.55B | 14.60B | 15.25B |
| Return on Equity | 0.03 | 0.02 | -0.09 | 0.02 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.01 | -0.05 | 0.01 |
IVZ News
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