Invesco Ltd. (BVMF:I1VZ34)

Invesco Statistics

Total Valuation

Invesco has a market cap or net worth of BRL 58.13 billion. The enterprise value is 81.69 billion.

Market Cap	58.13B
Enterprise Value	81.69B

Important Dates

The next estimated earnings date is Tuesday, January 27, 2026.

Earnings Date	Jan 27, 2026
Ex-Dividend Date	Nov 13, 2025

Share Statistics

Current Share Class	n/a
Shares Outstanding	n/a
Shares Change (YoY)	-0.09%
Shares Change (QoQ)	-0.13%
Owned by Insiders (%)	1.62%
Owned by Institutions (%)	76.73%
Float	329.66M

Valuation Ratios

The trailing PE ratio is 16.30 and the forward PE ratio is 10.44.

PE Ratio	16.30
Forward PE	10.44
PS Ratio	1.74
PB Ratio	0.74
P/TBV Ratio	n/a
P/FCF Ratio	8.18
P/OCF Ratio	7.87
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 10.59, with an EV/FCF ratio of 11.50.

EV / Earnings	22.90
EV / Sales	2.46
EV / EBITDA	10.59
EV / EBIT	12.93
EV / FCF	11.50

Financial Position

The company has a current ratio of 0.62, with a Debt / Equity ratio of 0.11.

Current Ratio	0.62
Quick Ratio	0.62
Debt / Equity	0.11
Debt / EBITDA	1.20
Debt / FCF	1.22
Interest Coverage	12.70

Financial Efficiency

Return on equity (ROE) is 6.90% and return on invested capital (ROIC) is 4.12%.

Return on Equity (ROE)	6.90%
Return on Assets (ROA)	2.44%
Return on Invested Capital (ROIC)	4.12%
Return on Capital Employed (ROCE)	4.28%
Revenue Per Employee	4.00M
Profits Per Employee	426,199
Employee Count	8,508
Asset Turnover	0.22
Inventory Turnover	n/a

Taxes

In the past 12 months, Invesco has paid 1.19 billion in taxes.

Income Tax	1.19B
Effective Tax Rate	17.42%

Stock Price Statistics

The stock price has increased by +18.67% in the last 52 weeks. The beta is 1.64, so Invesco's price volatility has been higher than the market average.

Beta (5Y)	1.64
52-Week Price Change	+18.67%
50-Day Moving Average	103.85
200-Day Moving Average	93.71
Relative Strength Index (RSI)	66.36
Average Volume (20 Days)	18

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)	2.47

Income Statement

In the last 12 months, Invesco had revenue of BRL 33.46 billion and earned 3.57 billion in profits. Earnings per share was 7.84.

Revenue	33.46B
Gross Profit	9.47B
Operating Income	5.83B
Pretax Income	6.84B
Net Income	3.57B
EBITDA	6.70B
EBIT	5.83B
Earnings Per Share (EPS)	7.84

Balance Sheet

The company has 5.19 billion in cash and 8.66 billion in debt, giving a net cash position of -3.47 billion.

Cash & Cash Equivalents	5.19B
Total Debt	8.66B
Net Cash	-3.47B
Net Cash Per Share	n/a
Equity (Book Value)	78.83B
Book Value Per Share	131.65
Working Capital	-5.89B

Cash Flow

In the last 12 months, operating cash flow was 7.39 billion and capital expenditures -286.19 million, giving a free cash flow of 7.10 billion.

Operating Cash Flow	7.39B
Capital Expenditures	-286.19M
Free Cash Flow	7.10B
FCF Per Share	n/a

Margins

Gross margin is 28.31%, with operating and profit margins of 17.42% and 16.69%.

Gross Margin	28.31%
Operating Margin	17.42%
Pretax Margin	20.44%
Profit Margin	16.69%
EBITDA Margin	20.03%
EBIT Margin	17.42%
FCF Margin	21.23%

Dividends & Yields

This stock pays an annual dividend of 4.49, which amounts to a dividend yield of 3.59%.

Dividend Per Share	4.49
Dividend Yield	3.59%
Dividend Growth (YoY)	3.99%
Years of Dividend Growth	3
Payout Ratio	56.77%
Buyback Yield	0.09%
Shareholder Yield	3.68%
Earnings Yield	6.14%
FCF Yield	12.22%

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

Invesco has an Altman Z-Score of 1 and a Piotroski F-Score of 6. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score	1
Piotroski F-Score	6