INVESCO LTD (1IVZ.MI) Stock Fundamental Analysis

BIT:1IVZ • BMG491BT1088

22.96 EUR
-0.02 (-0.11%)
Last: Feb 2, 2026, 07:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership
Fundamental Rating

4

Taking everything into account, 1IVZ scores 4 out of 10 in our fundamental rating. 1IVZ was compared to 117 industry peers in the Capital Markets industry. While 1IVZ is still in line with the averages on profitability rating, there are concerns on its financial health. 1IVZ is valued quite cheap, while showing a decent growth score. This is a good combination!


Dividend Valuation Growth Profitability Health

4

1. Profitability

1.1 Basic Checks

  • In the past year 1IVZ was profitable.
  • In the past year 1IVZ had a positive cash flow from operations.
  • The reported net income has been mixed in the past 5 years: 1IVZ reported negative net income in multiple years.
  • Of the past 5 years 1IVZ 4 years had a positive operating cash flow.
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

  • Looking at the Return On Assets, with a value of 2.35%, 1IVZ is in the better half of the industry, outperforming 63.25% of the companies in the same industry.
  • With a Return On Equity value of 4.78%, 1IVZ perfoms like the industry average, outperforming 49.57% of the companies in the same industry.
  • 1IVZ has a Return On Invested Capital of 3.09%. This is in the better half of the industry: 1IVZ outperforms 62.39% of its industry peers.
Industry RankSector Rank
ROA 2.35%
ROE 4.78%
ROIC 3.09%
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 has a Profit Margin (10.65%) which is in line with its industry peers.
  • The Operating Margin of 1IVZ (17.11%) is better than 60.68% of its industry peers.
  • 1IVZ has a Gross Margin of 66.64%. This is in the better half of the industry: 1IVZ outperforms 74.36% of its industry peers.
  • In the last couple of years the Gross Margin of 1IVZ has remained more or less at the same level.
Industry RankSector Rank
OM 17.11%
PM (TTM) 10.65%
GM 66.64%
OM growth 3YN/A
OM growth 5YN/A
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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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. Health

2.1 Basic Checks

  • Compared to 1 year ago, 1IVZ has less shares outstanding
  • Compared to 5 years ago, 1IVZ has less shares outstanding
  • 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

  • Based on the Altman-Z score of 1.18, we must say that 1IVZ is in the distress zone and has some risk of bankruptcy.
  • 1IVZ has a better Altman-Z score (1.18) than 61.54% of its industry peers.
  • The Debt to FCF ratio of 1IVZ is 6.27, which is on the high side as it means it would take 1IVZ, 6.27 years of fcf income to pay off all of its debts.
  • With a decent Debt to FCF ratio value of 6.27, 1IVZ is doing good in the industry, outperforming 70.94% of the companies in the same industry.
  • 1IVZ has a Debt/Equity ratio of 0.60. This is a neutral value indicating 1IVZ is somewhat dependend on debt financing.
  • 1IVZ has a Debt to Equity ratio (0.60) which is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.6
Debt/FCF 6.27
Altman-Z 1.18
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

  • A Current Ratio of 0.75 indicates that 1IVZ may have some problems paying its short term obligations.
  • The Current ratio of 1IVZ (0.75) is comparable to the rest of the industry.
  • A Quick Ratio of 0.75 indicates that 1IVZ may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.75, 1IVZ is in line with its industry, outperforming 51.28% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.75
Quick Ratio 0.75
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

5

3. Growth

3.1 Past

  • 1IVZ shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 18.02%, which is quite good.
  • 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

  • The Earnings Per Share is expected to grow by 7.23% on average over the next years.
  • Based on estimates for the next years, 1IVZ will show a quite strong growth in Revenue. The Revenue will grow by 19.15% on average per year.
EPS Next Y33.05%
EPS Next 2Y22.63%
EPS Next 3Y19.44%
EPS Next 5Y7.23%
Revenue Next Year13.55%
Revenue Next 2Y9.56%
Revenue Next 3Y19.15%
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
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
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

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Find the best growth stocksShow best growing peers

7

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 13.43, 1IVZ is valued correctly.
  • Based on the Price/Earnings ratio, 1IVZ is valued a bit cheaper than 79.49% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.67, 1IVZ is valued rather cheaply.
  • A Price/Forward Earnings ratio of 10.12 indicates a reasonable 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 89.74% of the companies listed in the same industry.
  • When comparing the Price/Forward Earnings ratio of 1IVZ to the average of the S&P500 Index (27.69), we can say 1IVZ is valued rather cheaply.
Industry RankSector Rank
PE 13.43
Fwd PE 10.12
1IVZ.MI Price Earnings VS Forward Price Earnings1IVZ.MI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, 1IVZ is valued a bit cheaper than the industry average as 74.36% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, 1IVZ is valued cheaply inside the industry as 93.16% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 9.12
EV/EBITDA 16.57
1IVZ.MI Per share data1IVZ.MI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15 20 25

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.
  • 1IVZ's earnings are expected to grow with 19.44% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.41
PEG (5Y)14.74
EPS Next 2Y22.63%
EPS Next 3Y19.44%

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

3

5. Dividend

5.1 Amount

  • 1IVZ has a Yearly Dividend Yield of 3.26%. Purely for dividend investing, there may be better candidates out there.
  • 1IVZ's Dividend Yield is a higher than the industry average which is at 3.00.
  • Compared to an average S&P500 Dividend Yield of 1.80, 1IVZ pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.26%

5.2 History

  • The dividend of 1IVZ decreases each year by -2.47%.
Dividend Growth(5Y)-2.47%
Div Incr YearsN/A
Div Non Decr YearsN/A

5.3 Sustainability

  • 88.94% of the earnings are spent on dividend by 1IVZ. This is not a sustainable payout ratio.
DP88.94%
EPS Next 2Y22.63%
EPS Next 3Y19.44%
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
1IVZ.MI Dividend Payout.1IVZ.MI Dividend Payout, showing the Payout Ratio.1IVZ.MI Dividend Payout.PayoutRetained Earnings

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INVESCO LTD

BIT:1IVZ (2/2/2026, 7:00:00 PM)

22.96

-0.02 (-0.11%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-27
Earnings (Next)04-20
Inst Owners95.04%
Inst Owner ChangeN/A
Ins Owners0.65%
Ins Owner ChangeN/A
Market Cap10.22B
Revenue(TTM)6.38B
Net Income(TTM)668.90M
Analysts71.11
Price Target25.75 (12.15%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.26%
Yearly Dividend1.15
Dividend Growth(5Y)-2.47%
DP88.94%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)10.27%
Min EPS beat(2)-12.91%
Max EPS beat(2)33.45%
EPS beat(4)3
Avg EPS beat(4)10.77%
Min EPS beat(4)-12.91%
Max EPS beat(4)33.45%
EPS beat(8)6
Avg EPS beat(8)6.33%
EPS beat(12)8
Avg EPS beat(12)2.97%
EPS beat(16)9
Avg EPS beat(16)-0.41%
Revenue beat(2)1
Avg Revenue beat(2)-0.02%
Min Revenue beat(2)-0.67%
Max Revenue beat(2)0.62%
Revenue beat(4)1
Avg Revenue beat(4)-0.34%
Min Revenue beat(4)-0.92%
Max Revenue beat(4)0.62%
Revenue beat(8)5
Avg Revenue beat(8)16.08%
Revenue beat(12)9
Avg Revenue beat(12)20.57%
Revenue beat(16)13
Avg Revenue beat(16)22.17%
PT rev (1m)12.93%
PT rev (3m)12.63%
EPS NQ rev (1m)2.42%
EPS NQ rev (3m)4.4%
EPS NY rev (1m)5.54%
EPS NY rev (3m)10.96%
Revenue NQ rev (1m)1.12%
Revenue NQ rev (3m)2.35%
Revenue NY rev (1m)1.02%
Revenue NY rev (3m)3.96%
Valuation
Industry RankSector Rank
PE 13.43
Fwd PE 10.12
P/S 1.94
P/FCF 9.12
P/OCF 8.77
P/B 0.87
P/tB N/A
EV/EBITDA 16.57
EPS(TTM)1.71
EY7.45%
EPS(NY)2.27
Fwd EY9.89%
FCF(TTM)2.52
FCFY10.96%
OCF(TTM)2.62
OCFY11.4%
SpS11.85
BVpS26.44
TBVpS-0.35
PEG (NY)0.41
PEG (5Y)14.74
Graham Number31.9
Profitability
Industry RankSector Rank
ROA 2.35%
ROE 4.78%
ROCE 4.12%
ROIC 3.09%
ROICexc 3.09%
ROICexgc 7.66%
OM 17.11%
PM (TTM) 10.65%
GM 66.64%
FCFM 21.23%
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)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-1.06%
GM growth 5Y-0.49%
F-Score7
Asset Turnover0.22
Health
Industry RankSector Rank
Debt/Equity 0.6
Debt/FCF 6.27
Debt/EBITDA 6.75
Cap/Depr 32.76%
Cap/Sales 0.86%
Interest Coverage 250
Cash Conversion 111.97%
Profit Quality 199.25%
Current Ratio 0.75
Quick Ratio 0.75
Altman-Z 1.18
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
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 Y33.05%
EPS Next 2Y22.63%
EPS Next 3Y19.44%
EPS Next 5Y7.23%
Revenue 1Y (TTM)5.11%
Revenue growth 3Y1.78%
Revenue growth 5Y0.74%
Sales Q2Q%8.79%
Revenue Next Year13.55%
Revenue Next 2Y9.56%
Revenue Next 3Y19.15%
Revenue Next 5YN/A
EBIT growth 1Y54.81%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year33.25%
EBIT Next 3Y6.68%
EBIT Next 5Y5.79%
FCF growth 1Y-9.39%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-12.65%
OCF growth 3YN/A
OCF growth 5YN/A

INVESCO LTD / 1IVZ.MI 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.


Can you provide the profitability details for INVESCO LTD?

INVESCO LTD (1IVZ.MI) has a profitability rating of 4 / 10.


What are the PE and PB ratios of INVESCO LTD (1IVZ.MI) stock?

The Price/Earnings (PE) ratio for INVESCO LTD (1IVZ.MI) is 13.43 and the Price/Book (PB) ratio is 0.87.


Can you provide the dividend sustainability for 1IVZ stock?

The dividend rating of INVESCO LTD (1IVZ.MI) is 3 / 10 and the dividend payout ratio is 88.94%.