Stock Analysis
Invesco LTDIVZ
Sector: Financial Services · Industry: Investment Advice
AnalystsHold18 analystsPrice is 53% of the way from the year's low to its high.
Cash covers 57% of debt · FY 2025.
PMP Verdict
Weak fundamentals, expensive
Risks
- Valuation70
- Growth0
Weak fundamentals at a demanding price.
Market context
-2.1% today· Z 1.3σ
Bull Case
- ✓Interest coverage 13.0× — debt well covered
What's happening with IVZ
Profile
growth, profitability and moat lag behind.
How is each axis scored?
- Valuation70/100 · Moderate
- P/E vs own history (n/a)10/25
- FCF yield (15.5%)25/25
- P/S (1.8x)25/25
- EV/EBIT (n/a)10/25
- Growth0/100 · Weak
- Revenue CAGR (-1.9%)0/25
- Net income CAGR (n/a)0/25
- EPS CAGR 5Y (n/a)0/25
- Fwd implied growth (n/a)0/25
- Profitability0/100 · Weak
- ROIC (-3.0%)0/25
- ROE (-2.5%)0/25
- Net margin (-4.5%)0/25
- Operating margin (-7.1%)0/25
- Financial Health54/100 · Moderate
- Altman Z (1.00)3/25
- Current ratio (0.71)6/25
- Interest coverage (13.0x)25/25
- Net cash / debt (D/A 3%)20/25
- Quality55/100 · Moderate
- Piotroski F (4/9)10/25
- Beneish M (-2.99)25/25
- FCF conversion (-621%)0/25
- Margin stability (σ 7.7%)20/25
- Moat18/100 · Weak
- ROIC >12% years (0/10 yrs)0/25
- Median gross margin (n/a)0/25
- FCF-positive years (9/10 yrs)18/25
- Worst-year net margin (worst -11.4%)0/25
Risk Flags
- ⚠Altman Z 1.0 — distress-zone balance sheet
- ⚠2 loss-making years in recent history
- ⚠Revenue shrinking 1.9%/yr
About Invesco LTD
Invesco provides investment management services to retail (72% of managed assets) and institutional (28%) clients. Show more
At the end of July 2026, the firm had $2.447 trillion in assets under management spread among its equity (62% of AUM), balanced (3%), fixed-income (20%), alternative investment (5%), and money market (10%) operations. Passive products account for close to half of Invesco's total AUM. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 31% of its AUM sourced from Europe, Africa, and the Middle East (16%) and Asia (15%).
Headquarters: ATLANTA, GA · Employees: 7,500 · Website ↗
Price History
Weekly Candlestick Chart — up to 5Y
Key Metrics
Financial snapshot · Tap any metric for its definition and grade
TTM Snapshot
trailing twelve months · YoYValuation
70B+P/E (TTM)—
Price / TTM EPS (own statements)
P/FCF6.5xA
Grade A: CheapPrice / Free Cash Flow per share (Finnhub). Inverse of FCF yield — negative when FCF is negative
FCF Yield15.5%A
Grade A: ValueTTM (OCF − CapEx) / Market Cap — vs own 5Y history: 0.9%–21.8% · 72nd pct
P/S (TTM)1.80xA
Grade A: CheapPrice / TTM Revenue (own statements) — vs own 5Y history: 0.9x–2.1x · 87th pct
EV/EBITDA16.5xB
Grade B: FairEnterprise value / EBITDA (Finnhub) — capital-structure neutral
EV/Sales4.2xB
Grade B: FairEnterprise Value / TTM Revenue (Finnhub) — capital-structure neutral sales multiple
Forward P/E9.8xA
Grade A: CheapPrice / next-year EPS estimate — shows whether the TTM multiple is rich or just front-loading growth
P/B Ratio1.02xA
Grade A: FairPrice to Book Value. Neg. equity = heavy buybacks
PEG Ratio0.42A
Grade A: CheapFinnhub PEG — their P/E basis ÷ expected EPS growth. Suppressed when their P/E diverges >2× from our TTM P/E (different basis)
Dividend Yield4.39%A
Grade A: PaysTTM dividend yield (Finnhub) — annual dividends / price. None = no dividend; very high yield can signal distress
Payout Ratio40.8%A
Grade A: SafeDividends / Net Income (Finnhub) — share of earnings paid out; >90% or negative = unsustainable
Profitability
0EROIC-3.0%D
Grade D: LowNOPAT (EBIT less ~21% tax) / invested capital (equity + debt − cash). Flagship quality metric — durable >15% signals a moat
ROE-2.5%D
Grade D: WeakReturn on Equity. Neg. equity = heavy buybacks
ROA-0.2%D
Grade D: WeakReturn on Assets (Finnhub) — Net Income / Total Assets; how efficiently assets produce profit
Net Margin-4.5%D
Grade D: LowNet Income / Revenue
Operating Margin-7.1%D
Grade D: LowTTM EBIT / TTM Revenue
Gross Margin66.0%A
Grade A: PremiumGross Profit / Revenue
FCF Margin27.8%A
Grade A: HighFCF / Revenue
True FCF Margin26.3%A
Grade A: HighTTM (OCF − CapEx − SBC) / TTM Revenue — SBC treated as a real cost
Growth
0ERevenue CAGR-1.9%D
Grade D: LowCompound annual revenue growth (up to 5Y depending on data availability)
Net Income CAGR—
Compound annual net income growth (up to 5Y depending on data availability)
EPS CAGR (5Y)—
Compound annual EPS growth over up to 5Y of per-share earnings (own statements). Null when either endpoint EPS ≤ 0
Implied EPS Growth—
Analyst forward EPS (normalized basis) vs our GAAP TTM EPS — different bases, so extreme values usually mark cyclically depressed TTM earnings, not real growth
Dilution (5Y)-4.9%A
Grade A: BuybacksShare count change over 5Y
SBC / Net Income—
Stock-based comp/Net income. >30% = dilution risk
SBC / Revenue1.5%A
Grade A: LowTTM stock-based comp / TTM Revenue
Financial Health
54CAltman Z-Score1.00D
Grade D: DistressBankruptcy risk. >3 Safe, <1.8 Distress
Current Ratio0.71xD
Grade D: LowCurrent Assets/Liabilities
Quick Ratio0.71xC
Grade C: Ok(Current Assets − Inventory) / Current Liabilities (Finnhub) — stricter liquidity test, excludes inventory
Interest Coverage13.0xA
Grade A: StrongEBIT/Interest. >10 Strong
Debt Repayment0.4yA
Grade A: FastYears to repay net debt via FCF
Net Debt/EBITNet CashA
Grade A: LowLeverage. <2x Low, >4x High
Debt/Equity0.15xA
Grade A: LowDebt / Equity: <1 Conservative, >2 Risky. Not meaningful with non-positive equity; shown as unavailable rather than low debt.
Cash / Debt0.57xC
Grade C: PartialCash covers how much of total debt. >1 = could repay all debt from cash
Quality
55CPiotroski F-Score4/9C
Grade C: AverageFinancial strength 0–9. >7 Strong
Beneish M-Score-2.99A
Grade A: SafeEarnings manipulation risk. < -2.22 Safe
FCF Conversion-621.2%D
Grade D: PoorFCF / Net Income
Margin Stability7.7%A
Grade A: StableEBIT margin std deviation. Lower = stable
Capex / Revenue1.3%A
Grade A: Asset-lightTTM CapEx / TTM Revenue — high % = capital-hungry business
Asset Turnover0.19xD
Grade D: LowRevenue / Total Assets (Finnhub) — how efficiently the asset base generates sales
Insider Transactions
SEC Form 4 · 8 recordsP/S codes are the directional signal; grants, option exercises and tax withholding carry none. Form 4 doesn't flag 10b5-1 plans — scheduled sales may appear within open-market sells.
| Trade date | Insider | Transaction | Shares | Filed |
|---|---|---|---|---|
WOOD PHOEBE A Filed | WOOD PHOEBE A | SellOpen market sale | -3000 | |
Butcher Stephanie Filed | Butcher Stephanie | SellOpen market sale | -45095 | |
Lo Andrew Tak Shing Filed | Lo Andrew Tak Shing | SellOpen market sale | -100840 | |
Lo Andrew Tak Shing Filed | Lo Andrew Tak Shing | SellOpen market sale | -42530 | |
DUKES LAURA ALLISON Filed | DUKES LAURA ALLISON | Gift | -7600 |
Show 3 more filingsShow fewer filings
| Trade date | Insider | Transaction | Shares | Filed |
|---|---|---|---|---|
DUKES LAURA ALLISON Filed | DUKES LAURA ALLISON | SellOpen market sale | -31075 | |
Butcher Stephanie Filed | Butcher Stephanie | Option exercise | -20766 | |
Butcher Stephanie Filed | Butcher Stephanie | Option exercise | -19179 |
Option exercise (M) rows report a derivative leg, not an open-market sale — a paired negative entry is the option position being consumed.
More metrics — Moat, Per Share, Balance Sheet, MarketHide additional metrics
Moat
18EROIC >12% Years0/10 yrsD
Grade D: WeakShare of completed fiscal years with ROIC > 12% — measures multi-year capital-return durability
Gross Margin (Med.)—
Median annual gross margin across available fiscal years — pricing-power durability
FCF-Positive Years9/10 yrsA
Grade A: DurableShare of completed fiscal years with positive free cash flow
Net Margin Floor-11.4%D
Grade D: WeakWeakest annual net margin across completed fiscal years — recession/downcycle resilience
Per Share
EPS (TTM)—
TTM net income per share (Finnhub fallback)
Cash / Share$2.07
Cash & short-term investments per share (Finnhub)
Book Value / Share$28.25
Shareholders' equity per share (Finnhub). Negative = accumulated losses / heavy buybacks
Balance Sheet
Total Debt$1.83B
Total debt obligations (short + long term)
Cash & Equiv.$1.04B
Cash and short-term investments
Net Debt$787.60M
Total Debt minus Cash. Negative = Net Cash position
Total Equity$12.23B
Shareholders' equity (book value)
Asset / Liability1.92xC
Grade C: AdequateTotal Assets / Total Liabilities
Market
Market Cap$12.43B
Current Market Capitalization
Beta1.65C
Grade C: VolatilePrice sensitivity vs the market (Finnhub) — 1.0 moves with market, >1.2 amplifies swings
How grades work: each metric is graded A–D against fixed thresholds (tap a row for the meaning). Card grades map the pillar score to A+–E — a card grade is that pillar's own score, not an average of the rows shown.
Financials as of Jun 2026 · Ratio snapshot Oct 17, 2026
Key Insights: Invesco LTD (IVZ)
IVZ is down 2.08% at the last close. Piotroski F-Score of 4/9 indicates mixed fundamentals for Invesco LTD. Altman Z-Score of 1.00 is below the 1.81 distress threshold — an elevated financial-risk flag. Beneish M-Score of -2.99 suggests a low likelihood of earnings manipulation. Revenue has been contracting (CAGR ≈ -2%), which weighs on the growth outlook.
- Invesco LTD converts about 28% of revenue into free cash flow — strong cash generation.
- Takes ~0.4 years to repay net debt from free cash flow.
- Invesco LTD posted a net loss in 2 of 10 available completed fiscal years (2016–2025).
- At a valuation score of 70/100, IVZ trades near the cheapest end of its own historical range.
- The stock currently yields 4.4% in dividends.
See how IVZ ranks on the Capex Tracker — top 50 capital spenders compared.
Recent Market Moves
See all IVZ moves →| Date | Session | Price | Move | Z-Score |
|---|---|---|---|---|
| Oct 15 | Regular | 28.70 | +2.74% | 2.33 |
| Oct 15 | After-hours | 28.76 | +2.99% | 2.51 |
| Oct 14 | Regular | 27.87 | -3.65% | -3.09 |
| Oct 14 | After-hours | 27.93 | -3.42% | -2.88 |
Frequently Asked Questions about IVZ
What is the current Invesco LTD (IVZ) stock price?
IVZ is trading at $28.20 at the last market close, down 2.08% on the session. PreMarketPrice tracks IVZ pre-market, intraday and after-hours prices.
Is IVZ stock a buy right now?
PreMarketPrice's quantitative model rates Invesco LTD's financial health at 54/100. This is a data-driven snapshot of fundamentals, not investment advice.
Is IVZ stock overvalued?
Invesco LTD trades at a trailing P/E of n/a and our valuation score rates it 70/100 (higher = cheaper vs. its own history). See the Valuation History and Key Metrics sections for forward P/E, EV/EBITDA and PEG context.
When does Invesco LTD report earnings?
No confirmed earnings date is currently scheduled for IVZ. The Earnings section lists recent reports and updates as dates are announced.
What sector does Invesco LTD operate in?
Invesco LTD operates in the Financial Services sector, within the Investment Advice industry. The Related Stocks section lists sector peers for comparison.
What does Invesco LTD do?
Invesco provides investment management services to retail (72% of managed assets) and institutional (28%) clients.
About Invesco LTD (IVZ) Stock
Invesco LTD (IVZ) is a US-listed stock operating in the Financial Services sector, specifically the Investment Advice industry. As of the latest update, Invesco LTD is trading at $28.20, down 2.08% on the day with a market capitalization of $12.4 billion. The financial health score for IVZ is 54/100, which indicates moderate financial strength based on profitability, leverage, liquidity, and growth metrics. This page provides real-time pre-market pricing, earnings calendar, financial health analysis, and valuation metrics for IVZ stock.
IVZ Stock Analysis & Key Metrics
On PreMarketPrice, you can track Invesco LTD (IVZ) across multiple dimensions:
- Pre-market price & movement: Real-time IVZ stock price with percentage change, updated continuously during pre-market and regular trading hours.
- Valuation & P/E history: Historical P/E, P/S, and P/B ratios for IVZ with trend analysis and normalized valuation multiples.
- Financial statements: Revenue, net income, assets, liabilities, and equity for Invesco LTD across multiple reporting periods.
- Financial health score: A composite score of 54/100 based on Altman Z-Score, Piotroski F-Score, profitability, and leverage metrics for IVZ.
- Sector peers: Compare IVZ against 6 other financial services stocks on key financial metrics.
Is IVZ a Good Stock to Buy?
This page provides data-driven analysis to help you evaluate Invesco LTD (IVZ) as an investment. The financial health score of 54/100 suggests moderate financial fundamentals. Valuation metrics show whether the stock is trading above or below its historical average.However, this is not financial advice — always do your own research before investing.
Data on this page is sourced from real-time market feeds, Polygon.io, and Finnhub.Invesco LTD (IVZ) trades on NYSE. Pre-market trading occurs 4:00 AM – 9:30 AM ET. Regular market hours are 9:30 AM – 4:00 PM ET.