BMG491BT1088 - Common Stock

Overall **IVZ** gets a fundamental rating of **4** out of 10. We evaluated **IVZ** against 208 industry peers in the **Capital Markets** industry. **IVZ** may be in some trouble as it scores bad on both profitability and health. **IVZ** is valued quite cheap, while showing a decent growth score. This is a good combination!

In the past year **IVZ** was profitable.

Of the past 5 years **IVZ** 4 years were profitable.

Looking at the **Return On Assets**, with a value of **2.03%**, **IVZ** is in line with its industry, outperforming **42.86%** of the companies in the same industry.

Looking at the **Return On Equity**, with a value of **3.91%**, **IVZ** is doing worse than **69.95%** of the companies in the same industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 2.03% | ||

ROE | 3.91% | ||

ROIC | 2.51% |

ROA(3y)1.8%

ROA(5y)1.66%

ROE(3y)3.73%

ROE(5y)3.79%

ROIC(3y)3.42%

ROIC(5y)3.67%

With a **Profit Margin** value of **10.38%**, **IVZ** is not doing good in the industry: **64.53%** of the companies in the same industry are doing better.

The **Operating Margin** of **IVZ** (**15.91%**) is worse than **68.47%** of its industry peers.

In the last couple of years the **Operating Margin** of **IVZ** has declined.

Industry Rank | Sector Rank | ||
---|---|---|---|

OM | 15.91% | ||

PM (TTM) | 10.38% | ||

GM | 68.45% |

OM growth 3Y-12.92%

OM growth 5Y-10.98%

PM growth 3YN/A

PM growth 5YN/A

GM growth 3Y-0.12%

GM growth 5Y-0.48%

The number of shares outstanding for **IVZ** has been reduced compared to 1 year ago.

Compared to 5 years ago, **IVZ** has more shares outstanding

The debt/assets ratio for **IVZ** is higher compared to a year ago.

A Debt/Equity ratio of **0.56** indicates that **IVZ** is somewhat dependend on debt financing.

With a decent **Debt to Equity ratio** value of **0.56**, **IVZ** is doing good in the industry, outperforming **66.50%** of the companies in the same industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0.56 | ||

Debt/FCF | 9.93 | ||

Altman-Z | 0.94 |

ROIC/WACCN/A

WACCN/A

Industry Rank | Sector Rank | ||
---|---|---|---|

Current Ratio | 0.78 | ||

Quick Ratio | 0.78 |

The earnings per share for **IVZ** have decreased strongly by **-33.49%** in the last year.

The **Earnings Per Share** has been decreasing by **-9.08%** on average over the past years.

Looking at the last year, **IVZ** shows a decrease in **Revenue**. The Revenue has decreased by **-9.77%** in the last year.

Measured over the past years, **IVZ** shows a small growth in **Revenue**. The Revenue has been growing by **1.47%** on average per year.

EPS 1Y (TTM)-33.49%

EPS 3Y-8.01%

EPS 5Y-9.08%

EPS growth Q2Q2.94%

Revenue 1Y (TTM)-9.77%

Revenue growth 3Y-2.38%

Revenue growth 5Y1.47%

Revenue growth Q2Q-0.26%

Based on estimates for the next years, **IVZ** will show a quite strong growth in **Revenue**. The Revenue will grow by **8.27%** on average per year.

EPS Next Y16.46%

EPS Next 2Y14.53%

EPS Next 3Y2.33%

EPS Next 5Y4.53%

Revenue Next Year2.19%

Revenue Next 2Y3.36%

Revenue Next 3Y8.27%

Revenue Next 5YN/A

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.

Based on the **Price/Earnings** ratio, **IVZ** is valued a bit cheaper than 63.05% of the companies in the same industry.

Based on the **Price/Forward Earnings** ratio of **8.88**, the valuation of **IVZ** can be described as reasonable.

Based on the **Price/Forward Earnings** ratio, **IVZ** is valued a bit cheaper than 71.43% of the companies in the same industry.

When comparing the **Price/Forward Earnings** ratio of **IVZ** to the average of the S&P500 Index (**21.38**), we can say **IVZ** is valued rather cheaply.

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 10.92 | ||

Fwd PE | 8.88 |

Based on the **Price/Free Cash Flow** ratio, **IVZ** is valued cheaper than 80.30% of the companies in the same industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

P/FCF | 8.23 | ||

EV/EBITDA | 12.95 |

The low **PEG Ratio(NY)**, which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.

PEG (NY)0.66

PEG (5Y)N/A

EPS Next 2Y14.53%

EPS Next 3Y2.33%

Compared to an average industry **Dividend Yield** of **7.98**, **IVZ** has a dividend in line with its industry peers.

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 5.1% |

The dividend of **IVZ** has a limited annual growth rate of **1.42%**.

The dividend of **IVZ** decreased in the last 3 years.

Dividend Growth(5Y)1.42%

Div Incr Years2

Div Non Decr Years2

The dividend of **IVZ** is growing, but earnings are growing more, so the dividend growth is sustainable.

DP98.96%

EPS Next 2Y14.53%

EPS Next 3Y2.33%

**INVESCO LTD**

NYSE:IVZ (2/22/2024, 3:20:02 PM)

After market: 15.62 0 (0%)**15.62**

**+0.04 (+0.26%) **

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)

Earnings (Next)

Inst Owners

Inst Owner Change

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Market Cap7.02B

Analysts

Price Target

Dividend

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 5.1% |

Dividend Growth(5Y)

DP

Div Incr Years

Div Non Decr Years

Ex-Date

Surprises & Revisions

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EPS beat(16)

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EPS NY rev (3m)

Revenue NQ rev (1m)

Revenue NQ rev (3m)

Revenue NY rev (1m)

Revenue NY rev (3m)

Valuation

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 10.92 | ||

Fwd PE | 8.88 | ||

P/S | |||

P/FCF | |||

P/OCF | |||

P/B | |||

P/tB | |||

EV/EBITDA |

EPS(TTM)

EY

EPS(NY)

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FCF(TTM)

FCFY

OCF(TTM)

OCFY

SpS

BVpS

TBVpS

PEG (NY)0.66

PEG (5Y)N/A

Profitability

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 2.03% | ||

ROE | 3.91% | ||

ROCE | |||

ROIC | |||

ROICexc | |||

ROICexgc | |||

OM | 15.91% | ||

PM (TTM) | 10.38% | ||

GM | 68.45% | ||

FCFM |

ROA(3y)

ROA(5y)

ROE(3y)

ROE(5y)

ROIC(3y)

ROIC(5y)

ROICexc(3y)

ROICexc(5y)

ROICexgc(3y)

ROICexgc(5y)

ROCE(3y)

ROCE(5y)

ROICexcg growth 3Y

ROICexcg growth 5Y

ROICexc growth 3Y

ROICexc growth 5Y

OM growth 3Y

OM growth 5Y

PM growth 3Y

PM growth 5Y

GM growth 3Y

GM growth 5Y

F-Score

Asset Turnover0.2

Health

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0.56 | ||

Debt/FCF | |||

Debt/EBITDA | |||

Cap/Depr | |||

Cap/Sales | |||

Interest Coverage | |||

Cash Conversion | |||

Profit Quality | |||

Current Ratio | 0.78 | ||

Quick Ratio | 0.78 | ||

Altman-Z |

F-Score

WACC

ROIC/WACC

Cap/Depr(3y)

Cap/Depr(5y)

Cap/Sales(3y)

Cap/Sales(5y)

Profit Quality(3y)

Profit Quality(5y)

Growth

EPS 1Y (TTM)-33.49%

EPS 3Y-8.01%

EPS 5Y

EPS growth Q2Q

EPS Next Y16.46%

EPS Next 2Y

EPS Next 3Y

EPS Next 5Y

Revenue 1Y (TTM)-9.77%

Revenue growth 3Y-2.38%

Revenue growth 5Y

Revenue growth Q2Q

Revenue Next Year

Revenue Next 2Y

Revenue Next 3Y

Revenue Next 5Y

EBIT growth 1Y

EBIT growth 3Y

EBIT growth 5Y

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EBIT Next 5Y

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