INVESCO LTD (IVZ) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:IVZ • BMG491BT1088
27.29 USD
-0.43 (-1.55%)
At close: Jan 30, 2026
27.29 USD
0 (0%)
After Hours: 1/30/2026, 8:04:00 PM
Taking everything into account, IVZ scores 4 out of 10 in our fundamental rating. IVZ was compared to 237 industry peers in the Capital Markets industry. IVZ has a bad profitability rating. Also its financial health evaluation is rather negative. IVZ may be a bit undervalued, certainly considering the very reasonable score on growth
1. Profitability
1.1 Basic Checks
- IVZ had positive earnings in the past year.
- IVZ had a positive operating cash flow in the past year.
- The reported net income has been mixed in the past 5 years: IVZ reported negative net income in multiple years.
- Of the past 5 years IVZ 4 years had a positive operating cash flow.
1.2 Ratios
- Looking at the Return On Assets, with a value of 2.35%, IVZ is in line with its industry, outperforming 46.41% 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 60.34% of its industry peers.
- IVZ has a Return On Invested Capital (3.09%) which is in line with its industry peers.
| Industry Rank | Sector 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
1.3 Margins
- With a Profit Margin value of 10.65%, IVZ is not doing good in the industry: 61.60% of the companies in the same industry are doing better.
- IVZ's Operating Margin of 17.11% is in line compared to the rest of the industry. IVZ outperforms 41.35% of its industry peers.
- The Gross Margin of IVZ (66.64%) is better than 75.11% of its industry peers.
- In the last couple of years the Gross Margin of IVZ has remained more or less at the same level.
| Industry Rank | Sector 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%
2. Health
2.1 Basic Checks
- IVZ has less shares outstanding than it did 1 year ago.
- Compared to 5 years ago, IVZ has less shares outstanding
- IVZ has a worse debt/assets ratio than last year.
2.2 Solvency
- IVZ has an Altman-Z score of 1.19. This is a bad value and indicates that IVZ is not financially healthy and even has some risk of bankruptcy.
- IVZ's Altman-Z score of 1.19 is in line compared to the rest of the industry. IVZ outperforms 59.92% of its industry peers.
- 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.
- IVZ has a Debt to FCF ratio of 6.27. This is in the better half of the industry: IVZ outperforms 66.67% of its industry peers.
- A Debt/Equity ratio of 0.60 indicates that IVZ is somewhat dependend on debt financing.
- The Debt to Equity ratio of IVZ (0.60) is better than 63.29% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.6 | ||
| Debt/FCF | 6.27 | ||
| Altman-Z | 1.19 |
ROIC/WACCN/A
WACCN/A
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.
- Looking at the Current ratio, with a value of 0.75, IVZ is doing worse than 64.56% of the companies in the same industry.
- A Quick Ratio of 0.75 indicates that IVZ may have some problems paying its short term obligations.
- With a Quick ratio value of 0.75, IVZ is not doing good in the industry: 64.13% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.75 | ||
| Quick Ratio | 0.75 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 18.02% over the past year.
- IVZ shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 0.91% yearly.
- IVZ shows a small growth in Revenue. In the last year, the Revenue has grown by 5.11%.
- Measured over the past years, IVZ 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
- IVZ is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.74% yearly.
- Based on estimates for the next years, IVZ will show a quite strong growth in Revenue. The Revenue will grow by 9.22% on average per year.
EPS Next Y29.32%
EPS Next 2Y21.31%
EPS Next 3Y14.66%
EPS Next 5Y12.74%
Revenue Next Year14.02%
Revenue Next 2Y9.22%
Revenue Next 3YN/A
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.
4. Valuation
4.1 Price/Earnings Ratio
- IVZ is valuated correctly with a Price/Earnings ratio of 13.44.
- Compared to the rest of the industry, the Price/Earnings ratio of IVZ is on the same level as its industry peers.
- When comparing the Price/Earnings ratio of IVZ to the average of the S&P500 Index (28.30), we can say IVZ is valued rather cheaply.
- A Price/Forward Earnings ratio of 10.40 indicates a reasonable valuation of IVZ.
- Based on the Price/Forward Earnings ratio, IVZ is valued a bit cheaper than the industry average as 70.89% of the companies are valued more expensively.
- IVZ's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 25.57.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 13.44 | ||
| Fwd PE | 10.4 |
4.2 Price Multiples
- 77.64% 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 cheaply inside the industry as 81.43% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 9.11 | ||
| EV/EBITDA | 16.71 |
4.3 Compensation for Growth
- The 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 14.66% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.46
PEG (5Y)14.76
EPS Next 2Y21.31%
EPS Next 3Y14.66%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 3.03%, IVZ has a reasonable but not impressive dividend return.
- IVZ's Dividend Yield is comparable with the industry average which is at 5.98.
- Compared to an average S&P500 Dividend Yield of 1.83, IVZ pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.03% |
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
5.3 Sustainability
- 88.94% of the earnings are spent on dividend by IVZ. This is not a sustainable payout ratio.
DP88.94%
EPS Next 2Y21.31%
EPS Next 3Y14.66%
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 7 / 10 to INVESCO LTD (IVZ). This can be considered as Undervalued.
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 29.32% 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%.