Invesco Ltd. (IVZ) PB Ratio: 0.96
Is Invesco Ltd.’s P/B ratio high or low?
Invesco Ltd.'s P/B ratio of 0.96 is 58% above its 5-year average of 0.61, near the high end of its 5-year range (0.37–1.08).
16.43% above its 12-month average of 0.82.
IVZ PB Ratio Chart
IVZ Average PB Ratio Chart
IVZ Current vs Average PB Ratio Chart
IVZ PB Ratio Metrics
PB RATIO
0.96
PB RATIO AVG TTM
0.82
PB RATIO AVG 3Y
0.60
PB RATIO AVG 5Y
0.61
PB RATIO AVG 10Y
0.79
PB RATIO AVG 15Y
1.10
PB RATIO AVG 20Y
1.15
CURRENT VS TTM AVG
+16.43%
CURRENT VS 3Y AVG
+59.43%
CURRENT VS 5Y AVG
+58.50%
CURRENT VS 10Y AVG
+20.92%
CURRENT VS 15Y AVG
-13.03%
CURRENT VS 20Y AVG
-16.51%
IVZ Competitors' PB Ratio
| NAME | MARKET CAP | PB RATIO | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Invesco Ltd. (IVZ) | $11.52B | 0.96 | 0.82 | 0.60 | 0.61 |
| American Financial Group, Inc. (AFG)vs › | $11.48B | 2.46 | 2.39 | 2.44 | 2.44 |
| Assurant, Inc. (AIZ)vs › | $13.08B | 2.26 | 2.01 | 1.96 | 1.87 |
| Globe Life Inc. (GL)vs › | $13.64B | 2.30 | 2.03 | 2.12 | 1.99 |
| FactSet Research Systems Inc. (FDS)vs › | $7.89B | 3.77 | 5.05 | 7.99 | 10.03 |
| Global Payments Inc. (GPN)vs › | $15.88B | 0.68 | 0.82 | 1.11 | 1.25 |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.16B | 3.64 | 5.04 | 7.48 | 7.85 |
| Franklin Resources, Inc. (BEN)vs › | $16.88B | 1.39 | 1.09 | 1.00 | 1.09 |
| Main Street Capital Corporation (MAIN)vs › | $4.63B | 1.46 | 1.80 | 1.70 | 1.66 |
| Circle Internet Group (CRCL)vs › | $18.97B | 5.02 | 6.42 | 6.42 | 6.42 |
P/B vs. its own history
At 0.96, P/B is in its normal range, sitting higher than 40% of its 20-year history.
20-year low
0.23
median
1.16
20-year high
10.26
Book Value Analysis
P/B Ratio
0.96
Market Price / Book Value per Share
Invesco Ltd. PB Ratio Formula & Definition
PB Ratio = Market Cap / Total Shareholders' Equity
The price-to-book ratio compares market capitalization to book value (shareholders' equity). Lower values can indicate a cheaper valuation relative to net assets.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Invesco Ltd. PB Ratio FAQ
- What is the P/B ratio for Invesco Ltd. (IVZ)?
- The P/B ratio for IVZ stock is 0.96.
- Is Invesco Ltd.'s P/B ratio high or low?
- Invesco Ltd.'s P/B ratio of 0.96 is 58% above its 5-year average of 0.61, near the high end of its 5-year range (0.37–1.08).
- What is the TTM average P/B ratio for Invesco Ltd. (IVZ)?
- The TTM average P/B ratio for IVZ stock is 0.82.
- What is the 3Y average P/B ratio for Invesco Ltd. (IVZ)?
- The 3Y average P/B ratio for IVZ stock is 0.60.
- What is the 5Y average P/B ratio for Invesco Ltd. (IVZ)?
- The 5Y average P/B ratio for IVZ stock is 0.61.
- What is the 10Y average P/B ratio for Invesco Ltd. (IVZ)?
- The 10Y average P/B ratio for IVZ stock is 0.79.
- What is the 15Y average P/B ratio for Invesco Ltd. (IVZ)?
- The 15Y average P/B ratio for IVZ stock is 1.10.
- What is the 20Y average P/B ratio for Invesco Ltd. (IVZ)?
- The 20Y average P/B ratio for IVZ stock is 1.15.
Invesco Ltd. PB Ratio History
| DATE | PB RATIO |
|---|---|
| 2026-06-24 | 0.96 |
| 2026-06-23 | 1.00 |
| 2026-06-22 | 1.07 |
| 2026-06-18 | 1.04 |
| 2026-06-17 | 1.07 |
| 2026-06-16 | 1.08 |
| 2026-06-15 | 1.08 |
| 2026-06-12 | 1.07 |
| 2026-06-11 | 1.05 |
| 2026-06-10 | 1.02 |
| 2026-06-09 | 1.03 |
| 2026-06-08 | 1.02 |
| 2026-06-05 | 1.01 |
| 2026-06-04 | 1.04 |
| 2026-06-03 | 1.00 |
| 2026-06-02 | 1.02 |
| 2026-06-01 | 1.02 |
| 2026-05-29 | 1.05 |
| 2026-05-28 | 1.04 |
| 2026-05-27 | 1.02 |
| 2026-05-26 | 1.03 |
| 2026-05-22 | 1.00 |
| 2026-05-21 | 1.00 |
| 2026-05-20 | 1.00 |
| 2026-05-19 | 0.98 |
| 2026-05-18 | 1.01 |
| 2026-05-15 | 1.00 |
| 2026-05-14 | 1.03 |
| 2026-05-13 | 1.04 |
| 2026-05-12 | 1.05 |
| 2026-05-11 | 1.04 |
| 2026-05-08 | 1.02 |
| 2026-05-07 | 0.99 |
| 2026-05-06 | 1.01 |
| 2026-05-05 | 0.99 |
| 2026-05-04 | 0.97 |
| 2026-05-01 | 0.96 |
| 2026-04-30 | 0.97 |
| 2026-04-29 | 0.95 |
| 2026-04-28 | 0.96 |
| 2026-04-27 | 0.95 |
| 2026-04-24 | 0.95 |
| 2026-04-23 | 0.94 |
| 2026-04-22 | 0.95 |
| 2026-04-21 | 0.93 |
| 2026-04-20 | 0.93 |
| 2026-04-17 | 0.92 |
| 2026-04-16 | 0.89 |
| 2026-04-15 | 0.92 |
| 2026-04-14 | 0.92 |
| 2026-04-13 | 0.90 |
| 2026-04-10 | 0.87 |
| 2026-04-09 | 0.87 |
| 2026-04-08 | 0.90 |
| 2026-04-07 | 0.84 |
| 2026-04-06 | 0.85 |
| 2026-04-02 | 0.90 |
| 2026-04-01 | 0.90 |
| 2026-03-31 | 0.90 |
| 2026-03-30 | 0.86 |
| 2026-03-27 | 0.86 |
| 2026-03-26 | 0.89 |
| 2026-03-25 | 0.90 |
| 2026-03-24 | 0.89 |
| 2026-03-23 | 0.88 |
| 2026-03-20 | 0.86 |
| 2026-03-19 | 0.86 |
| 2026-03-18 | 0.87 |
| 2026-03-17 | 0.88 |
| 2026-03-16 | 0.85 |
| 2026-03-13 | 0.85 |
| 2026-03-12 | 0.85 |
| 2026-03-11 | 0.89 |
| 2026-03-10 | 0.89 |
| 2026-03-09 | 0.89 |
| 2026-03-06 | 0.88 |
| 2026-03-05 | 0.92 |
| 2026-03-04 | 0.94 |
| 2026-03-03 | 0.94 |
| 2026-03-02 | 0.97 |
| 2026-02-27 | 0.97 |
| 2026-02-26 | 1.01 |
| 2026-02-25 | 0.99 |
| 2026-02-24 | 0.97 |
| 2026-02-23 | 0.82 |
| 2026-02-20 | 0.86 |
| 2026-02-19 | 0.86 |
| 2026-02-18 | 0.87 |
| 2026-02-17 | 0.86 |
| 2026-02-13 | 0.86 |
| 2026-02-12 | 0.85 |
| 2026-02-11 | 0.86 |
| 2026-02-10 | 0.89 |
| 2026-02-09 | 0.87 |
| 2026-02-06 | 0.87 |
| 2026-02-05 | 0.84 |
| 2026-02-04 | 0.87 |
| 2026-02-03 | 0.86 |
| 2026-02-02 | 0.89 |
| 2026-01-30 | 0.89 |
| 2026-01-29 | 0.90 |
| 2026-01-28 | 0.89 |
| 2026-01-27 | 0.88 |
| 2026-01-26 | 0.93 |
| 2026-01-23 | 0.92 |
| 2026-01-22 | 0.95 |
| 2026-01-21 | 0.95 |
| 2026-01-20 | 0.91 |
| 2026-01-16 | 0.96 |
| 2026-01-15 | 0.95 |
| 2026-01-14 | 0.92 |
| 2026-01-13 | 0.92 |
| 2026-01-12 | 0.93 |
| 2026-01-09 | 0.93 |
| 2026-01-08 | 0.92 |
| 2026-01-07 | 0.90 |
| 2026-01-06 | 0.92 |
| 2026-01-05 | 0.91 |
| 2026-01-02 | 0.87 |
| 2025-12-31 | 0.85 |
| 2025-12-30 | 0.86 |
| 2025-12-29 | 0.87 |
| 2025-12-26 | 0.88 |
| 2025-12-24 | 0.88 |
| 2025-12-23 | 0.88 |
| 2025-12-22 | 0.89 |
| 2025-12-19 | 0.88 |
| 2025-12-18 | 0.86 |
| 2025-12-17 | 0.86 |
| 2025-12-16 | 0.84 |
| 2025-12-15 | 0.85 |
| 2025-12-12 | 0.85 |
| 2025-12-11 | 0.88 |
| 2025-12-10 | 0.87 |
| 2025-12-09 | 0.86 |
| 2025-12-08 | 0.84 |
| 2025-12-05 | 0.85 |
| 2025-12-04 | 0.82 |
| 2025-12-03 | 0.79 |
| 2025-12-02 | 0.79 |
| 2025-12-01 | 0.80 |
| 2025-11-28 | 0.79 |
| 2025-11-26 | 0.80 |
| 2025-11-25 | 0.79 |
| 2025-11-24 | 0.77 |
| 2025-11-21 | 0.75 |
| 2025-11-20 | 0.74 |
| 2025-11-19 | 0.74 |
| 2025-11-18 | 0.74 |
| 2025-11-17 | 0.73 |
| 2025-11-14 | 0.76 |
| 2025-11-13 | 0.78 |
| 2025-11-12 | 0.80 |
| 2025-11-11 | 0.78 |
| 2025-11-10 | 0.77 |
| 2025-11-07 | 0.76 |
| 2025-11-06 | 0.76 |
| 2025-11-05 | 0.76 |
| 2025-11-04 | 0.75 |
| 2025-11-03 | 0.77 |
| 2025-10-31 | 0.78 |
| 2025-10-30 | 0.77 |
| 2025-10-29 | 0.79 |
| 2025-10-28 | 0.78 |
| 2025-10-27 | 0.77 |
| 2025-10-24 | 0.75 |
| 2025-10-23 | 0.74 |
| 2025-10-22 | 0.75 |
| 2025-10-21 | 0.75 |
| 2025-10-20 | 0.75 |
| 2025-10-17 | 0.75 |
| 2025-10-16 | 0.75 |
| 2025-10-15 | 0.77 |
| 2025-10-14 | 0.77 |
| 2025-10-13 | 0.76 |
| 2025-10-10 | 0.74 |
| 2025-10-09 | 0.78 |
| 2025-10-08 | 0.79 |
| 2025-10-07 | 0.79 |
| 2025-10-06 | 0.79 |
| 2025-10-03 | 0.79 |
| 2025-10-02 | 0.77 |
| 2025-10-01 | 0.76 |
| 2025-09-30 | 0.75 |
| 2025-09-29 | 0.75 |
| 2025-09-26 | 0.74 |
| 2025-09-25 | 0.73 |
| 2025-09-24 | 0.73 |
| 2025-09-23 | 0.73 |
| 2025-09-22 | 0.74 |
| 2025-09-19 | 0.74 |
| 2025-09-18 | 0.74 |
| 2025-09-17 | 0.73 |
| 2025-09-16 | 0.72 |
| 2025-09-15 | 0.73 |
| 2025-09-12 | 0.73 |
| 2025-09-11 | 0.74 |
| 2025-09-10 | 0.72 |
| 2025-09-09 | 0.73 |
| 2025-09-08 | 0.72 |
| 2025-09-05 | 0.72 |
| 2025-09-04 | 0.72 |
| 2025-09-03 | 0.71 |
| 2025-09-02 | 0.71 |
| 2025-08-29 | 0.72 |
| 2025-08-28 | 0.72 |
| 2025-08-27 | 0.72 |
| 2025-08-26 | 0.72 |
| 2025-08-25 | 0.71 |
| 2025-08-22 | 0.70 |
| 2025-08-21 | 0.68 |
| 2025-08-20 | 0.68 |
| 2025-08-19 | 0.68 |
| 2025-08-18 | 0.69 |
| 2025-08-15 | 0.69 |
| 2025-08-14 | 0.70 |
| 2025-08-13 | 0.70 |
| 2025-08-12 | 0.69 |
| 2025-08-11 | 0.67 |
| 2025-08-08 | 0.68 |
| 2025-08-07 | 0.67 |
| 2025-08-06 | 0.69 |
| 2025-08-05 | 0.69 |
| 2025-08-04 | 0.69 |
| 2025-08-01 | 0.67 |
| 2025-07-31 | 0.65 |
| 2025-07-30 | 0.66 |
| 2025-07-29 | 0.67 |
| 2025-07-28 | 0.67 |
| 2025-07-25 | 0.67 |
| 2025-07-24 | 0.66 |
| 2025-07-23 | 0.66 |
| 2025-07-22 | 0.66 |
| 2025-07-21 | 0.62 |
| 2025-07-18 | 0.62 |
| 2025-07-17 | 0.53 |
| 2025-07-16 | 0.52 |
| 2025-07-15 | 0.52 |
| 2025-07-14 | 0.54 |
| 2025-07-11 | 0.54 |
| 2025-07-10 | 0.54 |
| 2025-07-09 | 0.52 |
| 2025-07-08 | 0.52 |
| 2025-07-07 | 0.52 |
| 2025-07-03 | 0.52 |
| 2025-07-02 | 0.51 |
| 2025-07-01 | 0.50 |
| 2025-06-30 | 0.49 |
| 2025-06-27 | 0.48 |
| 2025-06-26 | 0.48 |
| 2025-06-25 | 0.47 |
| 2025-06-24 | 0.47 |
| 2025-06-23 | 0.46 |
| 2025-06-20 | 0.46 |
| 2025-06-18 | 0.45 |
| 2025-06-17 | 0.45 |
| 2025-06-16 | 0.46 |
| 2025-06-13 | 0.45 |
| 2025-06-12 | 0.46 |
| 2025-06-11 | 0.47 |
Showing the most recent 260 of 5,030 data points. The chart above shows the full history.
Related Metrics
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