Invesco Ltd. (BVMF:I1VZ34)

Invesco Statistics

Total Valuation

Invesco has a market cap or net worth of BRL 55.35 billion. The enterprise value is 78.95 billion.

Market Cap	55.35B
Enterprise Value	78.95B

Important Dates

The next estimated earnings date is Tuesday, April 21, 2026.

Earnings Date	Apr 21, 2026
Ex-Dividend Date	Feb 12, 2026

Share Statistics

Current Share Class	n/a
Shares Outstanding	n/a
Shares Change (YoY)	-0.59%
Shares Change (QoQ)	-0.18%
Owned by Insiders (%)	0.65%
Owned by Institutions (%)	75.24%
Float	358.67M

Valuation Ratios

PE Ratio	n/a
Forward PE	8.72
PS Ratio	1.58
PB Ratio	0.77
P/TBV Ratio	n/a
P/FCF Ratio	6.97
P/OCF Ratio	6.59
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 10.16, with an EV/FCF ratio of 9.95.

EV / Earnings	-19.74
EV / Sales	2.35
EV / EBITDA	10.16
EV / EBIT	12.19
EV / FCF	9.95

Financial Position

The company has a current ratio of 0.79, with a Debt / Equity ratio of 0.17.

Current Ratio	0.79
Quick Ratio	0.79
Debt / Equity	0.17
Debt / EBITDA	1.63
Debt / FCF	1.55
Interest Coverage	13.63

Financial Efficiency

Return on equity (ROE) is -1.22% and return on invested capital (ROIC) is 7.58%.

Return on Equity (ROE)	-1.22%
Return on Assets (ROA)	2.60%
Return on Invested Capital (ROIC)	7.58%
Return on Capital Employed (ROCE)	4.56%
Weighted Average Cost of Capital (WACC)	11.48%
Revenue Per Employee	4.68M
Profits Per Employee	-533,466
Employee Count	7,499
Asset Turnover	0.24
Inventory Turnover	n/a

Taxes

Income Tax	-1.13B
Effective Tax Rate	n/a

Stock Price Statistics

The stock price has increased by +26.34% in the last 52 weeks. The beta is 1.66, so Invesco's price volatility has been higher than the market average.

Beta (5Y)	1.66
52-Week Price Change	+26.34%
50-Day Moving Average	128.41
200-Day Moving Average	100.03
Relative Strength Index (RSI)	42.68
Average Volume (20 Days)	46

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)	2.75

Income Statement

In the last 12 months, Invesco had revenue of BRL 35.13 billion and -4.00 billion in losses. Loss per share was -8.84.

Revenue	35.13B
Gross Profit	10.04B
Operating Income	6.19B
Pretax Income	-2.09B
Net Income	-4.00B
EBITDA	7.05B
EBIT	6.19B
Loss Per Share	-8.84

Balance Sheet

The company has 5.71 billion in cash and 12.29 billion in debt, with a net cash position of -6.58 billion.

Cash & Cash Equivalents	5.71B
Total Debt	12.29B
Net Cash	-6.58B
Net Cash Per Share	n/a
Equity (Book Value)	71.63B
Book Value Per Share	120.59
Working Capital	-2.87B

Cash Flow

In the last 12 months, operating cash flow was 8.40 billion and capital expenditures -464.32 million, giving a free cash flow of 7.94 billion.

Operating Cash Flow	8.40B
Capital Expenditures	-464.32M
Free Cash Flow	7.94B
FCF Per Share	n/a

Margins

Gross margin is 28.57%, with operating and profit margins of 17.63% and -4.42%.

Gross Margin	28.57%
Operating Margin	17.63%
Pretax Margin	-5.95%
Profit Margin	-4.42%
EBITDA Margin	20.07%
EBIT Margin	17.63%
FCF Margin	22.60%

Dividends & Yields

This stock pays an annual dividend of 4.39, which amounts to a dividend yield of 3.31%.

Dividend Per Share	4.39
Dividend Yield	3.31%
Dividend Growth (YoY)	-2.54%
Years of Dividend Growth	4
Payout Ratio	n/a
Buyback Yield	0.59%
Shareholder Yield	3.90%
Earnings Yield	-7.23%
FCF Yield	14.34%

Fair Value

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

Lynch Fair Value	n/a
Lynch Upside	n/a
Graham Number	n/a
Graham Upside	n/a

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 1.02 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score	1.02
Piotroski F-Score	5