Invesco Ltd. (BIT:1IVZ)

Invesco Statistics

Total Valuation

Invesco has a market cap or net worth of EUR 9.15 billion. The enterprise value is 10.39 billion.

Market Cap	9.15B
Enterprise Value	10.39B

Important Dates

The last earnings date was Tuesday, October 28, 2025.

Earnings Date	Oct 28, 2025
Ex-Dividend Date	Aug 13, 2025

Share Statistics

Current Share Class	445.10M
Shares Outstanding	n/a
Shares Change (YoY)	-0.14%
Shares Change (QoQ)	-0.13%
Owned by Insiders (%)	1.66%
Owned by Institutions (%)	76.37%
Float	329.51M

Valuation Ratios

The trailing PE ratio is 16.04 and the forward PE ratio is 10.03.

PE Ratio	16.04
Forward PE	10.03
PS Ratio	1.71
PB Ratio	0.73
P/TBV Ratio	n/a
P/FCF Ratio	8.15
P/OCF Ratio	7.74
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 8.81, with an EV/FCF ratio of 9.26.

EV / Earnings	18.22
EV / Sales	1.91
EV / EBITDA	8.81
EV / EBIT	10.64
EV / FCF	9.26

Financial Position

Current Ratio	n/a
Quick Ratio	n/a
Debt / Equity	0.11
Debt / EBITDA	1.29
Debt / FCF	1.23
Interest Coverage	n/a

Financial Efficiency

Return on equity (ROE) is 6.90% and return on invested capital (ROIC) is 3.86%.

Return on Equity (ROE)	6.90%
Return on Assets (ROA)	2.29%
Return on Invested Capital (ROIC)	3.86%
Return on Capital Employed (ROCE)	n/a
Revenue Per Employee	639,439
Profits Per Employee	68,160
Employee Count	8,508
Asset Turnover	0.22
Inventory Turnover	n/a

Taxes

In the past 12 months, Invesco has paid 190.57 million in taxes.

Income Tax	190.57M
Effective Tax Rate	17.42%

Stock Price Statistics

Beta (5Y)	n/a
52-Week Price Change	n/a
50-Day Moving Average	19.52
200-Day Moving Average	n/a
Relative Strength Index (RSI)	58.11
Average Volume (20 Days)	154

Short Selling Information

Short Interest	n/a
Short Previous Month	n/a
Short % of Shares Out	n/a
Short % of Float	n/a
Short Ratio (days to cover)	2.82

Income Statement

In the last 12 months, Invesco had revenue of EUR 5.35 billion and earned 570.36 million in profits. Earnings per share was 1.25.

Revenue	5.35B
Gross Profit	1.50B
Operating Income	874.97M
Pretax Income	1.09B
Net Income	570.36M
EBITDA	989.78M
EBIT	874.97M
Earnings Per Share (EPS)	1.25

Balance Sheet

The company has 829.37 million in cash and 1.38 billion in debt, giving a net cash position of -555.27 million.

Cash & Cash Equivalents	829.37M
Total Debt	1.38B
Net Cash	-555.27M
Net Cash Per Share	n/a
Equity (Book Value)	12.61B
Book Value Per Share	26.82
Working Capital	829.37M

Cash Flow

In the last 12 months, operating cash flow was 1.18 billion and capital expenditures -58.89 million, giving a free cash flow of 1.12 billion.

Operating Cash Flow	1.18B
Capital Expenditures	-58.89M
Free Cash Flow	1.12B
FCF Per Share	n/a

Margins

Gross margin is 28.04%, with operating and profit margins of 16.35% and 16.69%.

Gross Margin	28.04%
Operating Margin	16.35%
Pretax Margin	20.44%
Profit Margin	16.69%
EBITDA Margin	18.50%
EBIT Margin	16.35%
FCF Margin	20.98%

Dividends & Yields

This stock pays an annual dividend of 0.78, which amounts to a dividend yield of 3.78%.

Dividend Per Share	0.78
Dividend Yield	3.78%
Dividend Growth (YoY)	n/a
Years of Dividend Growth	1
Payout Ratio	58.05%
Buyback Yield	0.14%
Shareholder Yield	3.92%
Earnings Yield	6.24%
FCF Yield	12.28%

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

This stock does not have any record of stock splits.

Last Split Date	n/a
Split Type	n/a
Split Ratio	n/a

Scores

Altman Z-Score	n/a
Piotroski F-Score	6