Sector note: Free-cash-flow and enterprise-value multiples (P/FCF, FCF yield, EV/EBITDA, EV/EBIT) are omitted — they aren't meaningful for banks and insurers, whose deposits and reserves a standard model misreads as debt. Book value (P/B), ROE and net interest margin are the right lenses here.
IVZ Valuation Metrics
IVZ Stock Price Metrics
IVZ Dividend Metrics
IVZ Growth Rate Metrics
IVZ Discounted Cash Flow Metrics
| Fair Value Price | - |
| Margin of Safety | - |
IVZ Revenue Metrics
IVZ PE Ratio Metrics
| PE Ratio | 17.15 |
| PE Ratio Avg TTM | 17.26 |
| PE Ratio Avg 3Y | 14.33 |
| Current VS TTM Avg | -0.61% |
| Current VS 3Y Avg | +19.70% |
| Current VS 5Y Avg | +37.11% |
IVZ PS Ratio Metrics
| PS Ratio | 1.79 |
| PS Ratio Avg TTM | 1.77 |
| PS Ratio Avg 3Y | 1.41 |
| Current VS TTM Avg | +1.07% |
| Current VS 3Y Avg | +26.67% |
| Current VS 5Y Avg | +26.65% |
IVZ PB Ratio Metrics
| PB Ratio | 0.96 |
| PB Ratio Avg TTM | 0.82 |
| PB Ratio Avg 3Y | 0.60 |
| Current VS TTM Avg | +16.43% |
| Current VS 3Y Avg | +59.43% |
| Current VS 5Y Avg | +58.50% |
IVZ Debt to Equity Ratio Metrics
| Debt/Equity Ratio | 0.83 |
| Debt/Equity Ratio Avg TTM | 0.68 |
| Debt/Equity Ratio Avg 3Y | 0.63 |
| Current VS TTM Avg | +22.96% |
| Current VS 3Y Avg | +31.23% |
| Current VS 5Y Avg | +31.40% |
IVZ PEG Ratio Metrics
| PEG Ratio | - |
| PEG Ratio Avg TTM | - |
| PEG Ratio Avg 3Y | 0.12 |
| Current VS TTM Avg | - |
| Current VS 3Y Avg | - |
| Current VS 5Y Avg | - |
IVZ Earnings Yield
| Earnings Yield | 5.83% |
| Earnings Yield Avg TTM | 6.26% |
| Earnings Yield Avg 3Y | 7.56% |
| Current VS TTM Avg | -6.88% |
| Current VS 3Y Avg | -22.89% |
| Current VS 5Y Avg | -36.11% |
IVZ Current Ratio Metrics
| Current Ratio | 43.01 |
| Current Ratio Avg TTM | 23.07 |
| Current Ratio Avg 3Y | 12.26 |
| Current VS TTM Avg | +86.39% |
| Current VS 3Y Avg | +250.82% |
| Current VS 5Y Avg | +409.80% |
IVZ Quick Ratio Metrics
| Quick Ratio | 43.01 |
| Quick Ratio Avg TTM | 23.07 |
| Quick Ratio Avg 3Y | 12.26 |
| Current VS TTM Avg | +86.39% |
| Current VS 3Y Avg | +250.82% |
| Current VS 5Y Avg | +409.80% |
IVZ ROIC Metrics
| ROIC | (1.18%) |
| ROIC Avg 3Y | 0.88% |
| ROIC Avg 5Y | 1.79% |
| Current VS 3Y Avg | -234.47% |
| Current VS 5Y Avg | -165.98% |
| Current VS 10Y Avg | -119.53% |
IVZ Return on Assets Metrics
| ROA | (1.04) |
| ROA Avg TTM | 0.92 |
| ROA Avg 3Y | 1.15 |
| Current VS TTM Avg | -213.66% |
| Current VS 3Y Avg | -190.63% |
| Current VS 5Y Avg | -153.47% |
IVZ Return on Equity Metrics
| ROE | (2.30) |
| ROE Avg TTM | 1.51 |
| ROE Avg 3Y | 2.10 |
| Current VS TTM Avg | -252.32% |
| Current VS 3Y Avg | -209.39% |
| Current VS 5Y Avg | -156.95% |
IVZ Net Profit Margin Metrics
| Net Profit Margin | (4.42%) |
| Net Profit Margin Avg TTM | 4.17% |
| Net Profit Margin Avg 3Y | 5.47% |
| Current VS TTM Avg | -205.87% |
| Current VS 3Y Avg | -180.84% |
| Current VS 5Y Avg | -145.80% |
Last Updated: Wednesday, June 24, 2026
About Invesco Ltd.
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Andrew Ryan Schlossberg