Invesco Ltd. (IVZ)

Invesco Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jan 30, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Market Capitalization	12,130	11,693	7,856	8,020	8,182	10,617
Market Cap Growth	62.78%	48.83%	-2.04%	-1.97%	-22.94%	32.61%
Enterprise Value	13,095	16,141	12,864	13,616	14,234	16,104
Last Close Price	27.72	26.27	16.74	16.25	15.60	19.19
PE Ratio	-	-	14.60	-	11.96	7.62
Forward PE	10.29	10.98	9.35	11.76	11.54	7.56
PS Ratio	1.97	1.83	1.30	1.40	1.35	1.54
PB Ratio	1.01	0.90	0.50	0.50	0.49	0.64
P/FCF Ratio	8.07	7.67	7.01	7.06	16.03	10.95
P/OCF Ratio	8.07	7.67	6.60	6.17	11.64	9.85
PEG Ratio	0.50	0.52	0.81	2.57	-	0.31
EV/Sales Ratio	2.05	2.53	2.12	2.38	2.35	2.34
EV/EBITDA Ratio	11.27	13.90	10.62	13.37	9.72	8.36
EV/EBIT Ratio	-	-	12.46	16.29	11.22	9.35
EV/FCF Ratio	8.59	10.58	11.48	11.98	27.89	16.61
Debt / Equity Ratio	0.14	0.14	0.09	0.12	0.12	0.14
Debt / EBITDA Ratio	1.57	1.57	1.03	1.72	1.26	1.17
Debt / FCF Ratio	1.20	1.20	1.20	1.69	3.86	2.45
Asset Turnover	0.24	0.24	0.22	0.20	0.19	0.20
Quick Ratio	-	-	0.93	0.83	1.28	1.11
Current Ratio	-	-	0.93	0.83	1.28	1.11
Return on Equity (ROE)	-1.22%	-1.22%	4.76%	-1.03%	5.52%	12.43%
Return on Assets (ROA)	-1.55%	-1.55%	2.31%	1.78%	2.54%	3.11%
Return on Invested Capital (ROIC)	-4.59%	-4.50%	4.77%	4.93%	5.43%	8.19%
Return on Capital Employed (ROCE)	-2.50%	-2.50%	4.10%	3.20%	4.50%	5.70%
Earnings Yield	-5.90%	-2.41%	9.86%	-1.21%	11.25%	15.35%
FCF Yield	12.39%	13.05%	14.27%	14.17%	6.24%	9.13%
Dividend Yield	3.04%	3.20%	4.90%	4.92%	4.81%	3.54%
Payout Ratio	-	-	78.51%	-	62.08%	33.41%
Buyback Yield / Dilution	0.59%	0.59%	-0.33%	0.72%	1.27%	-0.63%
Total Shareholder Return	3.62%	3.79%	4.57%	5.64%	6.08%	2.92%

Updated Jan 27, 2026. Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q