IVZ
Invesco
$28.78
▲ 2.3%Updated Today 7:15 PM ET
▲ Up 91.2% over the last 12 months
Market Cap
$12.47B
P/E
—
Forward P/E (est.)
—
ROE
-1.9%
Revenue Growth
-19.1%
EPS Growth
—
Profit Margin
-11.9%
FCF Yield
5.6%
Debt / Equity
0.77x
ROIC
-4.0%
Interest Coverage
—
Current Ratio
1.46x
Dividend Yield
3.0%
Implied Growth (rev. DCF)
-2.3%
Rating Score
21/100
Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what IVZ's chart says today, with each tool explained.
Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. IVZ trades near $28.78, above its 50-day average ($26.78) and 200-day average ($25.32). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.
Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 48 it is in neutral territory — neither stretched nor washed out.
MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.
Volatility — ATR. Average True Range is the typical daily move. IVZ's is $1.02 (~3.5% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.
Support & resistance. Over the last month IVZ found buyers near $26.53 (support) and sellers near $29.82 (resistance); its 52-week range is $14.48–$29.82. A decisive break beyond either edge often marks the next move.
Volume. The latest session traded 2.3× the 20-day average — heavier than usual, which adds conviction to the move. Rising volume on up-days suggests real buying; on down-days, real selling.
Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.
Invesco (IVZ) is a large-cap company in the Asset Management & Custody Banks industry, part of the Financials sector of the S&P 500, with a market value around $12.47B.
In its latest reported year it generated about $6.38B in revenue.
Our model rates IVZ Weak (21/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.
4Y CAGR
-1.9%
Revenue moved from $6.89B in 2021 to $6.38B in 2025, a -1.9% compound annual growth rate. The most recent year declined 19.1% year over year. Shrinking revenue is worth a closer look — is it cyclical or structural?
Gross Margin
66.5%
Operating Margin
-10.9%
Net Margin
-11.9%
ROE
-1.9%
Invesco keeps about -11.9% of each sales dollar as net profit, with a 66.5% gross margin and -10.9% operating margin. Return on equity is -1.9% and return on invested capital about -4.0%. The company is currently unprofitable on a net basis.
Total Debt
$1.97B
Net Debt
$1.16B
Net Debt / EBITDA
—
Debt / Equity
0.77x
Leverage: debt-to-equity is 0.8x, with a current ratio of 1.5x. That is a moderate, manageable debt load for most businesses. It carries roughly $1.97B of total debt against $806.90M of cash.
Operating CF
$1.53B
Free Cash Flow
$1.44B
FCF Margin
22.6%
In the latest year Invesco produced about $1.53B of operating cash flow and $1.44B of free cash flow after capital spending. That is a free-cash-flow yield of about 5.6% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.
P/E
—
P/S
2.04x
P/B
0.92x
EV / EBITDA
—
IVZ trades at n/a trailing earnings, 2.0x sales, and 0.9x book value. Reverse-engineering today's price implies the market expects roughly -2.3% long-term free-cash-flow growth. With no positive trailing earnings, value it on sales, cash flow, or growth rather than P/E.
Where this stock sits versus what most companies trade at.
Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.
How IVZ stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.
In the Financials sector (76 S&P 500 companies), IVZ ranks #76 of 76 by our overall rating.
P/E vs sector
—
median 15.2x
ROE vs sector
-1.9%
median 15.3%
Growth vs sector
-19.1%
median 9.1%
Sector rank
#76
of 76 by rating
Valuation vs. quality map
The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.
Peers are the closest Financials companies by sub-industry and size. Sector median is across all 76 S&P 500 names in the sector. Educational, not a recommendation.
Project revenue → earnings → price. Edit the assumptions to build your own case.
2030 price target (Base Case)
$6.00 – $10.01
vs. $28.78 today · expected CAGR -27% – -19%
| Metric | 2026 | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|---|
| Revenue | $6.57B | $6.77B | $6.97B | $7.18B | $7.39B |
| Net income | $197.05M | $202.96M | $209.05M | $215.32M | $221.78M |
| EPS | $0.44 | $0.46 | $0.47 | $0.49 | $0.50 |
| Share price (low) | $5.33 | $5.49 | $5.66 | $5.83 | $6.00 |
| Share price (high) | $8.89 | $9.16 | $9.43 | $9.71 | $10.01 |
| CAGR (low–high) | -81% / -69% | -56% / -44% | -42% / -31% | -33% / -24% | -27% / -19% |
Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.
The case for IVZ:
- Healthy free-cash-flow yield (~5.6%) funds buybacks and dividends.
- Pays a 3.0% dividend on top of any price gains.
The case against IVZ:
- Revenue growth is slow/negative (-19.1%), limiting the upside engine.
- Thin net margins (-11.9%) leave little room for error.
- Our model's overall read is Weak (21/100).
Growth risk — sluggish revenue (-19.1%) leaves little margin for execution missteps.
Margin risk — thin profitability (-11.9%) is vulnerable to cost or pricing pressure.
Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.
On balance, the fundamentals screen weakly: Invesco is a large-cap financials business with shrinking revenue, with modest profitability, and a heavier debt load to watch. It trades at n/a earnings, which our model scores Weak (21/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.
Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.
Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.