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    • Invesco Ltd. logo

    Invesco Ltd.

    IVZ | NYSE
    Chart Builder DCF Calculator
    $31.38
    +$0.85 (+2.78%)
    At close: Sep 21, 2026, 4:00 PM ET
    $31.38
    $0 (0.00%)
    After-hours: Sep 21, 2026, 5:55 PM ET
    Overview Rating Statistics Financials Earnings Analysts Ownership Profile

    Market Data

    Market Cap
    $13.53B
    Enterprise Value
    $23.63B
    Beta
    1.61
    Average Volume
    4.85M
    Shares Outstanding (Diluted)
    454.4M
    Shares Change YoY
    0.13%
    Institutional Ownership
    92.88%
    Exchange
    NYSE
    ISIN
    BMG491BT1088

    Price Performance

    Price Change 1M
    -2.1%
    Price Change 3M
    16.1%
    Price Change 6M
    28.8%
    Price Change YTD
    16.5%
    Price Change 1Y
    39.0%
    Price Change 3Y
    116.6%
    Price Change 5Y
    25.8%
    1M CAGR (ann.)
    -3.0%
    1Y CAGR (ann.)
    42.1%
    5Y CAGR (ann.)
    8.9%
    All-Time CAGR
    13.0%

    Valuation

    PE Ratio
    -46.15
    Forward PE
    9.45
    PEG Ratio
    0.12
    Forward PEG
    -2.72
    PS Ratio
    2.02
    Forward PS
    2.40
    PB Ratio
    1.12
    P/FCF Ratio
    7.08
    P/Adj. FCF Ratio
    7.23
    P/OCF Ratio
    7.05
    EV/Sales
    3.42
    EV/EBIT
    -46.23
    EV/EBITDA
    17.32
    EV/FCF
    12.02
    Earnings Yield
    -2.2%
    FCF Yield
    14.1%
    Adj. FCF Yield
    13.8%

    Financial Health

    Net Debt
    $9.72B
    Total Debt
    $10.63B
    Cash & Short-Term Investments
    $915.4M
    Total Assets
    $27.47B
    Current Ratio
    0.71
    Quick Ratio
    0.71
    Debt / Equity Ratio
    0.13
    Debt / EBITDA
    7.79
    Debt / FCF
    5.41
    OCF / Debt
    0.19
    Interest Coverage
    -5.07
    Altman Z-Score
    0.74
    Piotroski F-Score
    5

    Margins & Profitability

    Gross Profit Margin
    67.4%
    Operating Profit Margin
    -7.1%
    EBITDA Margin
    21.5%
    Net Profit Margin
    -0.9%
    FCF Margin
    28.5%
    Adj. FCF Margin
    27.9%
    SBC / Revenue
    0.6%
    SBC Impact (per share)
    -2.1%

    Returns

    Return on Assets
    -0.2%
    Return on Equity
    -0.5%
    Return on Invested Capital
    -1.1%
    Return on Capital Employed
    -2.0%
    Return on Tangible Assets
    -0.4%

    Historical Growth (CAGR)

    Revenue CAGR 3Y
    6.3%
    Revenue CAGR 5Y
    1.2%
    Revenue CAGR 10Y
    3.6%
    EPS CAGR 3Y
    21.0%
    EPS CAGR 5Y
    -100.3%
    EPS CAGR 10Y
    -23.0%
    FCF CAGR 3Y
    26.7%
    FCF CAGR 5Y
    8.0%
    FCF CAGR 10Y
    12.0%

    Analyst Forecasts

    Analyst Rating
    Hold
    Analyst Count
    28
    EPS Growth Next 3Y
    239.7%
    Revenue Growth Next 3Y
    -2.8%
    Earnings Date
    Oct 26, 2026
    EPS Estimate (next Q)
    $0.75
    EPS Growth Est (next Q)
    22.9%
    Revenue Est (next Q)
    $1.39B
    Revenue Growth Est (next Q)
    17.4%

    Fair Value Estimates

    Graham Number
    N/A
    Graham Upside
    N/A
    Lynch Fair Value
    N/A
    Lynch Upside
    N/A
    Price Target
    $32.80
    Price Target Upside
    4.5%

    Cash Flow

    Operating Cash Flow
    $2.01B
    Free Cash Flow
    $1.97B
    Adj. Free Cash Flow
    $1.92B
    FCF Per Share
    $4.35
    OCF Per Share
    $4.45
    OCF/S Ratio
    29.1%

    Income Statement

    Revenue
    $6.9B
    Gross Profit
    $4.65B
    Operating Income
    $-489.8M
    EBITDA
    $1.36B
    Net Income
    $-64.5M
    EPS (Diluted)
    -$0.68
    Revenue / Employee
    $932.14K
    Profit / Employee
    $-8.71K
    Employees
    7,405

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