Invesco IVZ
United StatesFinancial Services · Asset ManagementUSD
34.82 USD (+14.2%)
14 analysts
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Invesco Ltd is a global asset manager offering a wide range of investment products, including mutual funds, ETFs, and asset management solutions for institutional and retail clients, generating revenue primarily through management and advisory fees.
Key points
from its scores- ✓Good share-price trend9.0
- ✓Strong growth8.2
- ✓Attractive dividend7.1
- ✕Fragile balance sheet1.6
- ✕Unfavourable risk and backdrop2.8
AI analysis
bottom line, main risk, context and newsRevenue growth and momentum are positive, but negative profitability and sensitivity to interest rates justify waiting to see an improvement in margins before increasing the position.
Invesco shows strong revenue growth (20.50%) and positive momentum (48.21%), but its profitability is deficient: ROE is negative (-0.57%) and net margin is also negative (-0.93%). Valuation appears cheap (forward P/E 9.31), but the lack of return on capital and the rising rate environment in the U.S. suggest caution.
The main risk is Invesco's inability to generate return on capital (negative ROE of -0.57%), which, combined with a rising interest rate environment in the U.S., could continue to pressure its valuation and its appeal to investors.
Context and risks
Invesco operates in the asset management sector, a long-duration business highly sensitive to interest rates. The recent rise in long-term rates in the U.S. (10-year Treasury at 5.28%) pressures the valuation of assets under management and may slow inflows into fixed income products, affecting fees. Additionally, its negative ROE reflects weak return on capital, amplifying the business's sensitivity to a higher rate environment and market volatility.
Is Invesco stock cheap or expensive?
at the analysis dateOn Price / book, it trades 27% below the Financial Services median.
| Multiple | Company | Sector | Difference |
|---|---|---|---|
| EV / EBITDA | 12.2 | 10.1 | +21% |
| Price / book | 1.4 | 1.9 | −27% |
| Price / sales | 2.0 | 3.5 | −43% |
Sector: median of the 351 Financial Services companies analysed. In bold, the multiples used for the comparison.
Valuation score: 4.8 out of 10 (median for Financial Services: 5.2).
Average analyst target: 34.82 USD, +14.2% versus the price.
A discount may reflect more risk or slower growth than its sector: Financial health 1.6 (sector 5.5), Growth 8.2 (sector 6.9).
Classic formulas with standard assumptions (5.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.
Work out its fair value yourself →How much would you have made investing every month? →
Comparing it with its sector does not say whether it is a good buy: this is not investment advice.
Score by category
0 to 10 · hover overtap each one to see what it measuresKey metrics
at the analysis date · compared with the Financial Services medianValuation
- Forward P/E
- 9.3
- EV / EBITDA
- 12.2
- Price / book
- 1.4
- Price / sales
- 2.0
- PEG
- 0.90
- Market cap
- 13.5B USD
- Enterprise value
- 17.6B USD
Profitability
- ROE
- −0.6%
- ROA
- 2.9%
- ROIC (approx.)
- 11.9%
- Gross margin
- 29.5%
- Operating margin
- 20.0%
- Net margin
- −0.9%
- Free cash flow
- 1.1B USD
- FCF yield
- 8.5%
- Cash conversion
- 79%
Solvency
- Total debt
- 1.6B USD
- Net debt
- 708.6M USD
- Cash
- 915.4M USD
- EBITDA
- 1.4B USD
- Net debt / EBITDA
- 0.49
- Debt / equity
- 12.06
- Current ratio
- 0.71
- Quick ratio
- 0.71
Growth
- Revenue growth
- +20.5%
- EPS (TTM)
- −0.68 USD
- EPS (forward)
- 3.28 USD
Dividend
- Dividend yield
- 2.8%
- Payout
- 56.5%
Risk and market
- Beta
- 1.63
- Analyst consensus
- Buy (14)
- Target price
- 34.82 USD
- 52-week range
- 20.67 – 33.66
Recent news
All IVZ news →Compare it with its sector
All 351 in Financial Services →Frequently asked questions about Invesco
Is Invesco stock cheap or expensive?
On Price / book, it trades 27% below the Financial Services median. Valuation score: 4.8 out of 10 (median for Financial Services: 5.2). Average analyst target: 34.82 USD, +14.2% versus the price. This is not investment advice.
What score does Invesco get on MeridIAn Screener?
It scores 4.6 out of 10, rank 1,842 of 2,130 (better than 13% of the companies analysed). Its strongest category is Momentum (9.0) and its weakest, Financial health (1.6). Analysis of 08/10/2026.
How much is Invesco worth on the stock market?
Its market capitalisation is 13.5B USD.
Does Invesco pay a dividend?
Yes: its dividend yield is 2.82% and it pays out 56% of its earnings.
How has Invesco stock performed over the last year?
It has risen 40.0% over the last year, excluding dividends. Over the last 52 weeks it has traded between 20.67 and 33.66 USD. Past performance does not guarantee future results.
What do analysts think of Invesco?
14 analysts cover it; their average recommendation is “Buy” and their average target is 34.82 USD (+14.2% versus the price). It is an estimate, not market data.