# Invesco Ltd (IVZ) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Capital Markets. Price $33.07, market value $14.6 billion.

## Valuation
- **P/E (trailing): n/a** (negative earnings). Invesco Ltd reported negative earnings over the last twelve months, so the P/E is not meaningful; use price-to-sales, EV/EBITDA and free-cash-flow yield instead.
- **Price / sales: 2.1×**. Each dollar of revenue is priced at 2.1×.
- **Price / book: 1.5×**. The shares trade at 1.5× book value; book value is a meaningful part of the valuation.
- **Free-cash-flow yield: 13.2%** (5-yr avg 12.2%). Free cash flow equals 13.2% of the market value, in line with its five-year average of 12.2%. Above 5% is generally attractive.

## Profitability
- **Operating margin: -7.1%**. Operating margin is negative: the business loses money before interest and tax.
- **Net margin: -2.7%**. The company reported a net loss over the last twelve months.
- **Return on equity: -1.4%**. Return on equity is negative because earnings are negative.
- **Return on invested capital: -3.0%**. Return on all capital, debt included, is -3.0%: close to or below the cost of capital, so growth may not create value.
- **Return on assets: 0.1%**. Each dollar of assets produces 0.1% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 5.1%** (3-yr 1.8%/yr, 5-yr 0.7%/yr). Revenue grew 5.1% over the last year, against 0.7% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): -235.6%**. Earnings per share fell 235.6%, slower than revenue, so margins compressed.
- **Free-cash-flow growth (3 yr): 41.3%/yr**. Free cash flow has compounded at 41.3% a year over three years.

## Financial health
- **Piotroski F-score: 4/9**. 4 of 9 checks pass: mixed.
- **Cash and short-term investments: $1.0 billion**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 2.60%** ($0.85 per share, trailing). Invesco Ltd yields 2.60%, a modest yield more typical of a growth-oriented payer.
- **Consecutive years of increases: 4**. 4 straight years of increases.
- **Dividend growth (5 yr): 1.5%/yr** (1-yr 2.5%). The dividend has grown 1.5% a year over five years.

## Price and momentum
- **Total return (1 yr): 54.3%** (YTD 27.9%, 3-mo 20.9%). The shares are up 54.3% over twelve months including dividends.
- **From 52-week high: -1.8%** (60.0% above the low). Trading within 5% of its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 60**. An RSI of 60 is neutral.
- **Beta (1 yr): 1.72** (volatility 34%). Beta of 1.72 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=IVZ · Page: https://foliofundamentals.com/stocks/ivz

Not investment advice.