Invesco Ltd. IVZ
Financial Services · Asset Management · United States · S&P 500
Based on the available data, Invesco Ltd. gets an algorithmic score of 63/100. It trades at 30.42 $, with a bullish technical trend (RSI 42.6) and 34.2% annual volatility.
Updated: 2026-09-30
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Strengths
- Attractive free-cash-flow yield (10.7%).
- Low valuation (P/E 9.3).
Weaknesses
- Low ROE (-0.6%).
- Thin net margin (-0.9%): vulnerable to costs.
- High beta (1.54): amplifies index moves.
Fundamentals
| Forward P/E | 9.33 |
| PEG | 0.90 |
| P/B | 1.35 |
| EV/EBITDA | 12.21 |
| P/S | 1.95 |
| ROE % | -0.57 |
| ROA % | 2.92 |
| Gross margin % | 29.52 |
| Operating margin % | 19.95 |
| Net margin % | -0.93 |
| Revenue growth % (y/y) | 20.50 |
| Revenue CAGR % | 1.78 |
| Debt/Equity % | 12.06 |
| Current ratio | 0.71 |
| FCF yield % | 10.73 |
| Dividend yield % | 2.83 |
| Payout % | 56.46 |
Returns
| 1 month | -7.4 % |
| 3 months | +16.0 % |
| 6 months | +32.5 % |
| YTD | +15.5 % |
| 1 year | +38.1 % |
| 3 years | +139.4 % |
| 5 years | +58.4 % |
Risk
| 1-year volatility | 34.2 % |
| Beta | 1.54 |
| 5-year max drawdown | -48.9 % |
| Sharpe 1A | 1.00 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.