IVZ
Invesco
$31.67
▼ 0.1%Updated Aug 7, 11:30 AM ET
IVZ at a glance — five pillars scored 0–100 from real filed financials.
Overall: Weak · 21/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.
▲ Up 91.2% over the last 12 months
Market Cap
$11.97B
P/E
—
Forward P/E (est.)
—
ROE
-1.9%
Revenue Growth
-19.1%
EPS Growth
—
Profit Margin
-11.9%
FCF Yield
5.6%
Debt / Equity
0.77x
ROIC
-4.0%
Interest Coverage
—
Current Ratio
1.46x
Dividend Yield
3.0%
Implied Growth (rev. DCF)
-2.7%
Rating Score
21/100
Invesco (IVZ) is a large-cap company in the Asset Management & Custody Banks industry, part of the Financials sector of the S&P 500, with a market value around $11.97B.
In its latest reported year it generated about $6.38B in revenue.
Our model rates IVZ Weak (21/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.
Evidence of durable competitive advantage in the filed financials (10 years of history).
The numbers don't show a durable competitive advantage — margins, growth, or returns on capital have been unstable or thin. Great returns are still possible; they just aren't protected.
-1.6% average over the last 3 years
±12.6 pts around 14.3% across 10 years
grew in 7 of the last 9 year-over-year periods
positive in 10 of 10 years
-4.0% latest fiscal year
A moat can't be proven by numbers alone — this scores the evidence a durable advantage leaves behind (pricing power, consistency, returns on capital), computed the same way for every stock. Pair it with the business overview before concluding anything.
Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what IVZ's chart says today, with each tool explained.
Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. IVZ trades near $31.67, above its 50-day average ($27.19) and 200-day average ($25.52). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.
Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 40 it is in neutral territory — neither stretched nor washed out.
MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.
Volatility — ATR. Average True Range is the typical daily move. IVZ's is $0.99 (~3.1% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.
Support & resistance. Over the last month IVZ found buyers near $25.59 (support) and sellers near $29.82 (resistance); its 52-week range is $16.20–$29.82. A decisive break beyond either edge often marks the next move.
Volume. The latest session traded 0.6× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.
Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.
4Y CAGR
-1.9%
Revenue moved from $4.73B in 2016 to $6.38B in 2025, a 3.4% compound annual growth rate. The most recent year declined 19.1% year over year. Shrinking revenue is worth a closer look — is it cyclical or structural?
Gross Margin
66.5%
Operating Margin
-10.9%
Net Margin
-11.9%
ROE
-1.9%
Invesco keeps about -11.9% of each sales dollar as net profit, with a 66.5% gross margin and -10.9% operating margin. Return on equity is -1.9% and return on invested capital about -4.0%. The company is currently unprofitable on a net basis.
Total Debt
$1.97B
Net Debt
$1.16B
Net Debt / EBITDA
—
Debt / Equity
0.77x
Leverage: debt-to-equity is 0.8x, with a current ratio of 1.5x. That is a moderate, manageable debt load for most businesses. It carries roughly $1.97B of total debt against $806.90M of cash.
Operating CF
$1.53B
Free Cash Flow
$1.44B
FCF Margin
22.6%
In the latest year Invesco produced about $1.53B of operating cash flow and $1.44B of free cash flow after capital spending. That is a free-cash-flow yield of about 5.6% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.
Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.
The dividend is being paid, but coverage or consistency is thinner than an income investor should rely on without a closer look.
Dividend yield
3.0%
Per share (latest FY)
$0.83
Total paid (latest FY)
$377.30M
History on record
10 years
dividend uses 26% of free cash flow
total dividends increased 4 years in a row
payout was cut at least once in the last 10 years
Coverage uses the latest fiscal year as filed with the SEC; the streak counts total dollars paid (per-share figures can carry split artifacts). Educational information, not income advice.
P/E
—
P/S
2.04x
P/B
1.04x
EV / EBITDA
—
IVZ trades at n/a trailing earnings, 2.0x sales, and 1.0x book value. Reverse-engineering today's price implies the market expects roughly -2.7% long-term free-cash-flow growth. With no positive trailing earnings, value it on sales, cash flow, or growth rather than P/E.
A two-stage discounted cash flow on real SEC-filed free cash flow — the intrinsic-value anchor professional analysts triangulate from.
DCF fair value / share
$33.36
Current price
$31.67
Starting FCF (latest 10-K)
$1.44B
Growth, years 1–5
-5.0%
Fade to terminal, years 6–10
2.5%
Discount rate
9.0%
Cash flows grow at the stage-1 rate (trailing revenue growth, capped at 20%) for five years, fade to 2.5% by year 10, and continue at that rate forever (Gordon terminal value), all discounted at 9.0%. Small changes in assumptions move the result a lot — treat this as one reference point, not a target price. Educational only, not investment advice.
Where IVZ sits versus its Financials sector peers in the S&P 500.
Bands show the middle half (25th–75th percentile) of the 141 Financials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.
How IVZ stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.
In the Financials sector (289 S&P 500 companies), IVZ ranks #139 of 289 by our overall rating.
P/E vs sector
—
median 15.8x
ROE vs sector
-1.9%
median 13.6%
Growth vs sector
-19.1%
median 15.9%
Sector rank
#139
of 289 by rating
Valuation vs. quality map
The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.
Peers are the closest Financials companies by sub-industry and size. Sector median is across all 289 S&P 500 names in the sector. Educational, not a recommendation.
Project revenue → earnings → price. Edit the assumptions to build your own case.
2030 price target (Base Case)
$0.00 – $0.00
vs. $31.67 today · expected CAGR -26% – -18%
| Metric | 2026 | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|---|
| Revenue | $6.57B | $6.77B | $6.97B | $7.18B | $7.39B |
| Net income | $197.05M | $202.96M | $209.05M | $215.32M | $221.78M |
| EPS | $0.52 | $0.54 | $0.55 | $0.57 | $0.59 |
| Share price (low) | $6.25 | $6.44 | $6.64 | $6.83 | $7.04 |
| Share price (high) | $10.42 | $10.74 | $11.06 | $11.39 | $11.73 |
| CAGR (low–high) | -80% / -67% | -55% / -42% | -41% / -30% | -32% / -23% | -26% / -18% |
Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.
The case for IVZ:
- Healthy free-cash-flow yield (~5.6%) funds buybacks and dividends.
- Pays a 3.0% dividend on top of any price gains.
The case against IVZ:
- Revenue growth is slow/negative (-19.1%), limiting the upside engine.
- Thin net margins (-11.9%) leave little room for error.
- Our model's overall read is Weak (21/100).
Growth risk — sluggish revenue (-19.1%) leaves little margin for execution missteps.
Margin risk — thin profitability (-11.9%) is vulnerable to cost or pricing pressure.
Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.
On balance, the fundamentals screen weakly: Invesco is a large-cap financials business with shrinking revenue, with modest profitability, and a heavier debt load to watch. It trades at n/a earnings, which our model scores Weak (21/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.
Analyst Ratings
What 18 Wall Street analysts covering IVZ recommend (August 2026). Consensus is a useful sanity check — not a substitute for your own homework.
Analysts have turned more cautious over the last three months (-3 pts of buy ratings).
Latest SEC Filings
IVZ's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen.
IVZ — frequently asked questions
Is IVZ a good stock to buy?
We don't give buy or sell advice. Our model rates Invesco Weak (21/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.
What is IVZ's rating on The Stocks School?
Invesco currently scores 21/100 (Weak) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.
How our ratings work →Where does IVZ's data come from?
Live price data plus real fundamentals and 5-year financials pulled directly from Invesco's SEC filings — refreshed automatically, not hand-entered.
How is the 5-year projection for IVZ calculated?
It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.
Is this IVZ analysis financial advice?
No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell IVZ. Always do your own research and consider a licensed professional.
Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.
Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.