Invesco Ltd. (IVZ)

Invesco Ratios and Metrics

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

Fiscal Year	Current	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Period Ending	Nov 4, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019
Market Capitalization	7,845	8,020	8,182	10,617	8,006	8,161
Market Cap Growth	21.32%	-1.97%	-22.94%	32.61%	-1.90%	18.52%
Enterprise Value	12,999	13,616	14,234	16,104	14,072	14,551
Last Close Price	17.78	17.17	16.48	20.27	14.95	14.51
PE Ratio	-	-23.40	11.06	6.78	13.23	11.34
PS Ratio	1.38	1.40	1.35	1.54	1.30	1.33
PB Ratio	0.74	0.50	0.49	0.64	0.53	0.56
P/FCF Ratio	5.43	7.06	16.03	10.95	7.18	8.22
P/OCF Ratio	5.03	6.17	11.63	9.85	6.51	7.31
EV/Sales Ratio	2.21	2.38	2.35	2.34	2.29	2.38
EV/EBITDA Ratio	12.34	13.37	9.72	8.35	9.67	9.03
EV/EBIT Ratio	14.92	16.29	11.22	9.35	11.25	10.15
EV/FCF Ratio	8.84	11.98	27.89	16.61	12.62	14.66
Debt / Equity Ratio	0.06	0.12	0.12	0.14	0.16	0.17
Debt / EBITDA Ratio	0.77	1.72	1.26	1.17	1.53	1.43
Debt / FCF Ratio	0.61	1.69	3.86	2.45	2.15	2.46
Asset Turnover	0.21	0.19	0.19	0.20	0.16	0.17
Quick Ratio	0.75	0.95	1.28	1.11	0.89	0.82
Current Ratio	4.42	0.95	1.28	1.11	7.15	8.45
Return on Equity (ROE)	-0.94%	-1.03%	5.52%	12.43%	5.43%	6.14%
Return on Assets (ROA)	1.91%	1.78%	2.54%	3.11%	2.06%	2.55%
Return on Capital (ROIC)	3.12%	2.85%	4.19%	5.90%	4.52%	6.20%
Earnings Yield	-5.18%	-1.21%	11.25%	15.35%	9.51%	8.43%
FCF Yield	18.41%	14.17%	6.24%	9.13%	13.93%	12.16%
Dividend Yield	4.70%	4.66%	4.55%	3.35%	4.15%	8.55%
Payout Ratio	0.00%	-	62.08%	33.41%	78.02%	94.83%
Buyback Yield / Dilution	0.34%	0.72%	1.27%	-0.63%	-4.99%	-6.79%
Total Shareholder Return	5.05%	5.38%	5.82%	2.73%	-0.85%	1.76%

Source: S&P Capital IQ. Standard template. Financial Sources.