INVESCO LTD (1IVZ.MI) Fundamental Analysis & Valuation

BIT:1IVZ • BMG491BT1088

Current stock price

20.34 EUR
+0.87 (+4.47%)
Last:

This 1IVZ.MI fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

2

1. 1IVZ.MI Profitability Analysis

1.1 Basic Checks

  • In the past year 1IVZ was profitable.
  • In the past year 1IVZ had a positive cash flow from operations.
  • In multiple years 1IVZ reported negative net income over the last 5 years.
  • In the past 5 years 1IVZ always reported a positive cash flow from operatings.
1IVZ.MI Yearly Net Income VS EBIT VS OCF VS FCF1IVZ.MI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M 1B 1.5B

1.2 Ratios

  • 1IVZ has a Return On Assets of -2.68%. This is in the lower half of the industry: 1IVZ underperforms 66.67% of its industry peers.
  • 1IVZ has a Return On Equity of -5.94%. This is in the lower half of the industry: 1IVZ underperforms 65.00% of its industry peers.
Industry RankSector Rank
ROA -2.68%
ROE -5.94%
ROIC N/A
ROA(3y)-0.61%
ROA(5y)0.94%
ROE(3y)-1.51%
ROE(5y)1.79%
ROIC(3y)N/A
ROIC(5y)N/A
1IVZ.MI Yearly ROA, ROE, ROIC1IVZ.MI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 -5 10

1.3 Margins

  • 1IVZ's Operating Margin has declined in the last couple of years.
  • Looking at the Gross Margin, with a value of 66.64%, 1IVZ is in the better half of the industry, outperforming 75.00% of the companies in the same industry.
  • In the last couple of years the Gross Margin of 1IVZ has remained more or less at the same level.
  • The Profit Margin and Operating Margin are not available for 1IVZ so they could not be analyzed.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM 66.64%
OM growth 3Y-8%
OM growth 5Y-4.21%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-1.06%
GM growth 5Y-0.49%
1IVZ.MI Yearly Profit, Operating, Gross Margins1IVZ.MI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60

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3

2. 1IVZ.MI Health Analysis

2.1 Basic Checks

  • 1IVZ has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for 1IVZ has been reduced compared to 5 years ago.
  • Compared to 1 year ago, 1IVZ has a worse debt to assets ratio.
1IVZ.MI Yearly Shares Outstanding1IVZ.MI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M
1IVZ.MI Yearly Total Debt VS Total Assets1IVZ.MI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B

2.2 Solvency

  • 1IVZ has an Altman-Z score of 0.86. This is a bad value and indicates that 1IVZ is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.86, 1IVZ is in line with its industry, outperforming 51.67% of the companies in the same industry.
  • 1IVZ has a debt to FCF ratio of 6.51. This is a slightly negative value and a sign of low solvency as 1IVZ would need 6.51 years to pay back of all of its debts.
  • 1IVZ has a Debt to FCF ratio of 6.51. This is in the better half of the industry: 1IVZ outperforms 65.00% of its industry peers.
  • 1IVZ has a Debt/Equity ratio of 0.77. This is a neutral value indicating 1IVZ is somewhat dependend on debt financing.
  • The Debt to Equity ratio of 1IVZ (0.77) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.77
Debt/FCF 6.51
Altman-Z 0.86
ROIC/WACCN/A
WACCN/A
1IVZ.MI Yearly LT Debt VS Equity VS FCF1IVZ.MI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

2.3 Liquidity

  • 1IVZ has a Current Ratio of 0.80. This is a bad value and indicates that 1IVZ is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 0.80, 1IVZ is in line with its industry, outperforming 50.00% of the companies in the same industry.
  • 1IVZ has a Quick Ratio of 0.80. This is a bad value and indicates that 1IVZ is not financially healthy enough and could expect problems in meeting its short term obligations.
  • 1IVZ's Quick ratio of 0.80 is in line compared to the rest of the industry. 1IVZ outperforms 50.83% of its industry peers.
Industry RankSector Rank
Current Ratio 0.8
Quick Ratio 0.8
1IVZ.MI Yearly Current Assets VS Current Liabilites1IVZ.MI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

6

3. 1IVZ.MI Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 18.02% over the past year.
  • Measured over the past 5 years, 1IVZ shows a small growth in Earnings Per Share. The EPS has been growing by 0.91% on average per year.
  • 1IVZ shows a small growth in Revenue. In the last year, the Revenue has grown by 5.11%.
  • Measured over the past years, 1IVZ shows a small growth in Revenue. The Revenue has been growing by 0.74% on average per year.
EPS 1Y (TTM)18.02%
EPS 3Y6.51%
EPS 5Y0.91%
EPS Q2Q%19.23%
Revenue 1Y (TTM)5.11%
Revenue growth 3Y1.78%
Revenue growth 5Y0.74%
Sales Q2Q%8.79%

3.2 Future

  • 1IVZ is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.23% yearly.
  • The Revenue is expected to grow by 20.92% on average over the next years. This is a very strong growth
EPS Next Y31.76%
EPS Next 2Y22.17%
EPS Next 3Y17.52%
EPS Next 5Y7.23%
Revenue Next Year12.89%
Revenue Next 2Y9.3%
Revenue Next 3Y20.92%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
1IVZ.MI Yearly Revenue VS Estimates1IVZ.MI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2B 4B 6B 8B
1IVZ.MI Yearly EPS VS Estimates1IVZ.MI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 1 2 3 4

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7

4. 1IVZ.MI Valuation Analysis

4.1 Price/Earnings Ratio

  • 1IVZ is valuated reasonably with a Price/Earnings ratio of 11.83.
  • Based on the Price/Earnings ratio, 1IVZ is valued cheaper than 83.33% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.87, 1IVZ is valued rather cheaply.
  • The Price/Forward Earnings ratio is 8.97, which indicates a very decent valuation of 1IVZ.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of 1IVZ indicates a rather cheap valuation: 1IVZ is cheaper than 94.17% of the companies listed in the same industry.
  • 1IVZ is valuated cheaply when we compare the Price/Forward Earnings ratio to 38.51, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 11.83
Fwd PE 8.97
1IVZ.MI Price Earnings VS Forward Price Earnings1IVZ.MI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of 1IVZ indicates a rather cheap valuation: 1IVZ is cheaper than 94.17% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 7.38
EV/EBITDA N/A
1IVZ.MI Per share data1IVZ.MI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15 20

4.3 Compensation for Growth

  • 1IVZ's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • A more expensive valuation may be justified as 1IVZ's earnings are expected to grow with 17.52% in the coming years.
PEG (NY)0.37
PEG (5Y)12.98
EPS Next 2Y22.17%
EPS Next 3Y17.52%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. 1IVZ.MI Dividend Analysis

5.1 Amount

  • 1IVZ has a Yearly Dividend Yield of 3.50%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 3.07, 1IVZ pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.81, 1IVZ pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.5%

5.2 History

  • The dividend of 1IVZ has a limited annual growth rate of 0.02%.
Dividend Growth(5Y)0.02%
Div Incr Years0
Div Non Decr Years0

5.3 Sustainability

  • The earnings of 1IVZ are negative and hence is the payout ratio. 1IVZ will probably not be able to sustain this dividend level.
  • 1IVZ's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP-80.12%
EPS Next 2Y22.17%
EPS Next 3Y17.52%
1IVZ.MI Yearly Income VS Free CF VS Dividend1IVZ.MI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M 1B

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1IVZ.MI Fundamentals: All Metrics, Ratios and Statistics

INVESCO LTD

BIT:1IVZ (4/13/2026, 7:00:00 PM)

20.34

+0.87 (+4.47%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-27
Earnings (Next)04-28
Inst Owners94.33%
Inst Owner ChangeN/A
Ins Owners0.67%
Ins Owner ChangeN/A
Market Cap9.02B
Revenue(TTM)6.38B
Net Income(TTM)-726.30M
Analysts72.94
Price Target24.45 (20.21%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.5%
Yearly Dividend1.11
Dividend Growth(5Y)0.02%
DP-80.12%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)19.55%
Min EPS beat(2)5.66%
Max EPS beat(2)33.45%
EPS beat(4)3
Avg EPS beat(4)9.94%
Min EPS beat(4)-12.91%
Max EPS beat(4)33.45%
EPS beat(8)6
Avg EPS beat(8)5%
EPS beat(12)8
Avg EPS beat(12)2.9%
EPS beat(16)9
Avg EPS beat(16)-0.82%
Revenue beat(2)1
Avg Revenue beat(2)0.07%
Min Revenue beat(2)-0.48%
Max Revenue beat(2)0.62%
Revenue beat(4)1
Avg Revenue beat(4)-0.36%
Min Revenue beat(4)-0.92%
Max Revenue beat(4)0.62%
Revenue beat(8)4
Avg Revenue beat(8)12.83%
Revenue beat(12)8
Avg Revenue beat(12)17.92%
Revenue beat(16)12
Avg Revenue beat(16)20.28%
PT rev (1m)-17.79%
PT rev (3m)7.26%
EPS NQ rev (1m)-0.85%
EPS NQ rev (3m)3.62%
EPS NY rev (1m)-1.32%
EPS NY rev (3m)4.52%
Revenue NQ rev (1m)-0.47%
Revenue NQ rev (3m)1.42%
Revenue NY rev (1m)-0.58%
Revenue NY rev (3m)0.44%
Valuation
Industry RankSector Rank
PE 11.83
Fwd PE 8.97
P/S 1.67
P/FCF 7.38
P/OCF 6.97
P/B 0.87
P/tB N/A
EV/EBITDA N/A
EPS(TTM)1.72
EY8.46%
EPS(NY)2.27
Fwd EY11.15%
FCF(TTM)2.76
FCFY13.55%
OCF(TTM)2.92
OCFY14.34%
SpS12.19
BVpS23.39
TBVpS-0.33
PEG (NY)0.37
PEG (5Y)12.98
Graham Number30.0844 (47.91%)
Profitability
Industry RankSector Rank
ROA -2.68%
ROE -5.94%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 66.64%
FCFM 22.6%
ROA(3y)-0.61%
ROA(5y)0.94%
ROE(3y)-1.51%
ROE(5y)1.79%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)3.69%
ROCE(5y)4.41%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y-8%
OM growth 5Y-4.21%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-1.06%
GM growth 5Y-0.49%
F-Score6
Asset Turnover0.24
Health
Industry RankSector Rank
Debt/Equity 0.77
Debt/FCF 6.51
Debt/EBITDA N/A
Cap/Depr 54.07%
Cap/Sales 1.32%
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 0.8
Quick Ratio 0.8
Altman-Z 0.86
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)60.81%
Cap/Depr(5y)66.84%
Cap/Sales(3y)1.78%
Cap/Sales(5y)2.02%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)18.02%
EPS 3Y6.51%
EPS 5Y0.91%
EPS Q2Q%19.23%
EPS Next Y31.76%
EPS Next 2Y22.17%
EPS Next 3Y17.52%
EPS Next 5Y7.23%
Revenue 1Y (TTM)5.11%
Revenue growth 3Y1.78%
Revenue growth 5Y0.74%
Sales Q2Q%8.79%
Revenue Next Year12.89%
Revenue Next 2Y9.3%
Revenue Next 3Y20.92%
Revenue Next 5YN/A
EBIT growth 1Y-183.53%
EBIT growth 3Y-6.36%
EBIT growth 5Y-3.5%
EBIT Next Year34.88%
EBIT Next 3Y15.53%
EBIT Next 5Y5.76%
FCF growth 1Y28.56%
FCF growth 3Y41.34%
FCF growth 5Y5.15%
OCF growth 1Y28.18%
OCF growth 3Y29.45%
OCF growth 5Y4.3%

INVESCO LTD / 1IVZ.MI Fundamental Analysis FAQ

What is the fundamental rating for 1IVZ stock?

ChartMill assigns a fundamental rating of 4 / 10 to 1IVZ.MI.


What is the valuation status of INVESCO LTD (1IVZ.MI) stock?

ChartMill assigns a valuation rating of 7 / 10 to INVESCO LTD (1IVZ.MI). This can be considered as Undervalued.


How profitable is INVESCO LTD (1IVZ.MI) stock?

INVESCO LTD (1IVZ.MI) has a profitability rating of 2 / 10.


How financially healthy is INVESCO LTD?

The financial health rating of INVESCO LTD (1IVZ.MI) is 3 / 10.


What is the earnings growth outlook for INVESCO LTD?

The Earnings per Share (EPS) of INVESCO LTD (1IVZ.MI) is expected to grow by 31.76% in the next year.