Invesco LTD (IVZ) Valuation
Historical valuation analysis based on 1279 data points (2021-09-14 to 2026-10-16)
Invesco provides investment management services to retail (72% of managed assets) and institutional (28%) clients. At the end of July 2026, the firm had $2.447 trillion in assets under management s...
Invesco LTD (IVZ) currently trades at a P/E ratio of 15.80 (historical range: 5.54–24.64, median: 10.75), placing it at the 81th percentile — expensive relative to its history, P/S ratio of 1.80 (range: 0.89–2.13, 87th percentile — expensive relative to its history), EV/EBITDA of 10.33 (range: 4.27–13.18, 73th percentile).
Over the historical period (2021-09-14 to 2026-10-16), Invesco LTD's P/E ratio has expanded by 76% over the observed period (from an average of 9.6 to 17.0).
Invesco LTD trades well above its own historical valuation range across most metrics.
Historical Valuation Metrics
| Metric | Current | Median | %ile | Assessment |
|---|---|---|---|---|
| P/E Ratio | 15.80 | 10.75 | 81th | expensive relative to its history |
| P/S Ratio | 1.80 | 1.35 | 87th | expensive relative to its history |
| EV/EBITDA | 10.33 | 7.76 | 73th | above its historical average |
| FCF Yield | 15.43% | 13.15% | 72th | below its historical average |
Invesco LTD (IVZ) Valuation & P/E History
Invesco LTD (IVZ) is a US-listed stock operating in the Financial Services sector, specifically the Investment Advice industry currently trading at $28.15 with a market capitalization of $12.4 billion. This page provides historical valuation analysis for IVZ based on 1279 data points covering 2021-09-14 to 2026-10-16. The P/E ratio of 15.80 is above the historical median of 10.75, placing IVZ at the 81th percentile of its valuation range. The P/S ratio of 1.80 compares to a median of 1.35.
IVZ Valuation Metrics & Historical Range
The valuation table above shows Invesco LTD's current and historical valuation multiples, including P/E ratio, P/S ratio, EV/EBITDA, FCF yield, and dividend yield. Each metric is compared to its own historical range to determine whether IVZ is currently trading above or below its typical valuation levels.
- P/E ratio: Price-to-earnings measures how much investors pay per dollar of earnings. A P/E above the historical median suggests IVZ is expensively valued; below the median suggests it is cheap.
- P/S ratio: Price-to-sales is useful for companies with volatile or negative earnings. Lower P/S relative to history may indicate value.
- EV/EBITDA: Enterprise value to EBITDA adjusts for debt and cash, providing a capital-structure-neutral valuation measure for Invesco LTD.
- FCF yield: Free cash flow yield shows the cash return relative to market price. Higher yields may indicate undervaluation.
Is IVZ Overvalued or Undervalued?
Invesco LTD trades well above its own historical valuation range across most metrics. The overall valuation percentile of 80 combines P/E, P/S, and EV/EBITDA percentiles into a single measure of how expensive IVZ is relative to its own history. A percentile below 25 suggests the stock may be undervalued, while a percentile above 75 suggests it may be overvalued.
However, valuation is only one factor in investment decisions. A stock can remain "overvalued" for years if growth accelerates, or "undervalued" if the business deteriorates. Always combine valuation analysis with financial statement analysis and the full IVZ analysis page for a complete picture.
Valuation data is computed from historical price and fundamental data via Polygon.io and Finnhub.IVZ trades on NYSE. This page is for informational purposes only and is not financial advice.