INVESCO LTD (IVZ) Stock Fundamental Analysis

NYSE:IVZ • BMG491BT1088

26.26 USD
-0.83 (-3.06%)
At close: Feb 27, 2026
25.7 USD
-0.56 (-2.13%)
After Hours: 2/27/2026, 8:12:02 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Overall IVZ gets a fundamental rating of 4 out of 10. We evaluated IVZ against 238 industry peers in the Capital Markets industry. Both the profitability and financial health of IVZ have multiple concerns. IVZ has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • IVZ had positive earnings in the past year.
  • In the past year IVZ had a positive cash flow from operations.
  • In multiple years IVZ reported negative net income over the last 5 years.
  • IVZ had a positive operating cash flow in 4 of the past 5 years.
IVZ Yearly Net Income VS EBIT VS OCF VS FCFIVZ 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

  • With a Return On Assets value of 2.35%, IVZ perfoms like the industry average, outperforming 46.25% of the companies in the same industry.
  • IVZ has a Return On Equity of 4.78%. This is in the lower half of the industry: IVZ underperforms 60.42% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 3.09%, IVZ is in line with its industry, outperforming 44.58% of the companies in the same industry.
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
IVZ Yearly ROA, ROE, ROICIVZ Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 -5 10

1.3 Margins

  • Looking at the Profit Margin, with a value of 10.65%, IVZ is doing worse than 60.00% of the companies in the same industry.
  • Looking at the Operating Margin, with a value of 17.11%, IVZ is in line with its industry, outperforming 40.42% of the companies in the same industry.
  • Looking at the Gross Margin, with a value of 66.64%, IVZ 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 IVZ 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%
IVZ Yearly Profit, Operating, Gross MarginsIVZ 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

  • IVZ has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for IVZ has been reduced compared to 5 years ago.
  • Compared to 1 year ago, IVZ has a worse debt to assets ratio.
IVZ Yearly Shares OutstandingIVZ Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M
IVZ Yearly Total Debt VS Total AssetsIVZ 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 1.16, we must say that IVZ is in the distress zone and has some risk of bankruptcy.
  • With a decent Altman-Z score value of 1.16, IVZ is doing good in the industry, outperforming 61.67% of the companies in the same industry.
  • The Debt to FCF ratio of IVZ is 6.27, which is on the high side as it means it would take IVZ, 6.27 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 6.27, IVZ is in the better half of the industry, outperforming 65.83% of the companies in the same industry.
  • IVZ has a Debt/Equity ratio of 0.60. This is a neutral value indicating IVZ is somewhat dependend on debt financing.
  • The Debt to Equity ratio of IVZ (0.60) is better than 62.92% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.6
Debt/FCF 6.27
Altman-Z 1.16
ROIC/WACCN/A
WACCN/A
IVZ Yearly LT Debt VS Equity VS FCFIVZ 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

  • IVZ has a Current Ratio of 0.75. This is a bad value and indicates that IVZ is not financially healthy enough and could expect problems in meeting its short term obligations.
  • IVZ has a worse Current ratio (0.75) than 63.75% of its industry peers.
  • A Quick Ratio of 0.75 indicates that IVZ may have some problems paying its short term obligations.
  • IVZ has a Quick ratio of 0.75. This is in the lower half of the industry: IVZ underperforms 63.33% of its industry peers.
Industry RankSector Rank
Current Ratio 0.75
Quick Ratio 0.75
IVZ Yearly Current Assets VS Current LiabilitesIVZ 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. Growth

3.1 Past

  • IVZ 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, IVZ shows a small growth in Earnings Per Share. The EPS has been growing by 0.91% on average per year.
  • Looking at the last year, IVZ shows a small growth in Revenue. The Revenue has grown by 5.11% in the last year.
  • IVZ shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 0.74% yearly.
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

  • Based on estimates for the next years, IVZ will show a quite strong growth in Earnings Per Share. The EPS will grow by 12.74% on average per year.
  • Based on estimates for the next years, IVZ will show a very strong growth in Revenue. The Revenue will grow by 26.71% on average per year.
EPS Next Y33.05%
EPS Next 2Y22.63%
EPS Next 3Y19.44%
EPS Next 5Y12.74%
Revenue Next Year13.55%
Revenue Next 2Y9.56%
Revenue Next 3Y26.71%
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.
  • 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.
IVZ Yearly Revenue VS EstimatesIVZ 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
IVZ Yearly EPS VS EstimatesIVZ 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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6

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 12.94, which indicates a correct valuation of IVZ.
  • The rest of the industry has a similar Price/Earnings ratio as IVZ.
  • IVZ is valuated cheaply when we compare the Price/Earnings ratio to 27.07, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 9.72, the valuation of IVZ can be described as reasonable.
  • IVZ's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. IVZ is cheaper than 72.50% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of IVZ to the average of the S&P500 Index (28.05), we can say IVZ is valued rather cheaply.
Industry RankSector Rank
PE 12.94
Fwd PE 9.72
IVZ Price Earnings VS Forward Price EarningsIVZ Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • 77.50% of the companies in the same industry are more expensive than IVZ, based on the Enterprise Value to EBITDA ratio.
  • Based on the Price/Free Cash Flow ratio, IVZ is valued a bit cheaper than 79.17% of the companies in the same industry.
Industry RankSector Rank
P/FCF 8.75
EV/EBITDA 16.17
IVZ Per share dataIVZ EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30

4.3 Compensation for Growth

  • IVZ's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • IVZ's earnings are expected to grow with 19.44% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.39
PEG (5Y)14.2
EPS Next 2Y22.63%
EPS Next 3Y19.44%

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

4

5. Dividend

5.1 Amount

  • IVZ has a Yearly Dividend Yield of 3.10%. Purely for dividend investing, there may be better candidates out there.
  • IVZ's Dividend Yield is comparable with the industry average which is at 6.42.
  • Compared to an average S&P500 Dividend Yield of 1.82, IVZ pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.1%

5.2 History

  • The dividend of IVZ decreases each year by -2.47%.
  • IVZ has paid a dividend for at least 10 years, which is a reliable track record.
  • IVZ has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-2.47%
Div Incr Years3
Div Non Decr Years3
IVZ Yearly Dividends per shareIVZ Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • IVZ pays out 88.94% of its income as dividend. This is not a sustainable payout ratio.
DP88.94%
EPS Next 2Y22.63%
EPS Next 3Y19.44%
IVZ Yearly Income VS Free CF VS DividendIVZ 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
IVZ Dividend Payout.IVZ Dividend Payout, showing the Payout Ratio.IVZ Dividend Payout.PayoutRetained Earnings

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INVESCO LTD

NYSE:IVZ (2/27/2026, 8:12:02 PM)

After market: 25.7 -0.56 (-2.13%)

26.26

-0.83 (-3.06%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-27
Earnings (Next)04-20
Inst Owners95.04%
Inst Owner Change3.51%
Ins Owners0.65%
Ins Owner Change-2.51%
Market Cap11.66B
Revenue(TTM)6.38B
Net Income(TTM)668.90M
Analysts72.94
Price Target31.9 (21.48%)
Short Float %4.21%
Short Ratio2.49
Dividend
Industry RankSector Rank
Dividend Yield 3.1%
Yearly Dividend1.36
Dividend Growth(5Y)-2.47%
DP88.94%
Div Incr Years3
Div Non Decr Years3
Ex-Date02-13
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)1
Avg Revenue beat(8)-1.91%
Revenue beat(12)3
Avg Revenue beat(12)3.37%
Revenue beat(16)7
Avg Revenue beat(16)9.27%
PT rev (1m)10.47%
PT rev (3m)19.07%
EPS NQ rev (1m)0.35%
EPS NQ rev (3m)1.25%
EPS NY rev (1m)2.89%
EPS NY rev (3m)6.32%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)1.28%
Revenue NY rev (1m)-0.41%
Revenue NY rev (3m)2.66%
Valuation
Industry RankSector Rank
PE 12.94
Fwd PE 9.72
P/S 1.86
P/FCF 8.75
P/OCF 8.41
P/B 0.83
P/tB N/A
EV/EBITDA 16.17
EPS(TTM)2.03
EY7.73%
EPS(NY)2.7
Fwd EY10.29%
FCF(TTM)3
FCFY11.43%
OCF(TTM)3.12
OCFY11.89%
SpS14.14
BVpS31.54
TBVpS-0.42
PEG (NY)0.39
PEG (5Y)14.2
Graham Number37.96
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 1.16
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 5Y12.74%
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 3Y26.71%
Revenue Next 5YN/A
EBIT growth 1Y54.81%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year35.2%
EBIT Next 3Y12.76%
EBIT Next 5Y7.15%
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 / IVZ FAQ

What is the fundamental rating for IVZ stock?

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


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

ChartMill assigns a valuation rating of 6 / 10 to INVESCO LTD (IVZ). This can be considered as Fairly Valued.


What is the profitability of IVZ stock?

INVESCO LTD (IVZ) has a profitability rating of 3 / 10.


Can you provide the expected EPS growth for IVZ stock?

The Earnings per Share (EPS) of INVESCO LTD (IVZ) is expected to grow by 33.05% in the next year.


Can you provide the dividend sustainability for IVZ stock?

The dividend rating of INVESCO LTD (IVZ) is 4 / 10 and the dividend payout ratio is 88.94%.