Invesco Ltd. (IVZ)

Invesco Ratios and Metrics

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

Total Valuation

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Aug 21, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Market Capitalization	14,137	11,693	7,856	8,020	8,182	10,617
Market Cap Growth	52.55%	48.83%	-2.04%	-1.97%	-22.94%	32.61%
Enterprise Value	14,845	16,141	12,864	13,616	14,234	16,104
Last Close Price	32.02	25.69	16.37	15.89	15.25	18.76

Price Ratios

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Aug 21, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
PE Ratio	-	-	14.60	-	11.96	7.62
Forward PE	10.56	10.98	9.35	11.76	11.54	7.56
PS Ratio	2.05	1.83	1.30	1.40	1.35	1.54
PB Ratio	1.42	0.90	0.50	0.50	0.49	0.64
P/FCF Ratio	7.36	8.11	7.01	7.06	16.03	10.95
P/OCF Ratio	7.04	7.67	6.60	6.17	11.64	9.85
PEG Ratio	0.43	0.52	0.81	2.57	2.69	0.31

EV Ratios

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Aug 21, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
EV/Sales Ratio	2.15	2.53	2.12	2.38	2.35	2.34
EV/EBITDA Ratio	10.28	12.61	10.62	13.11	9.72	8.36
EV/EBIT Ratio	11.37	14.36	12.46	15.91	11.22	9.35
EV/FCF Ratio	7.73	11.20	11.48	11.98	27.89	16.61

Financial Efficiency

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Aug 21, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Debt / Equity Ratio	0.12	0.17	0.09	0.12	0.12	0.14
Debt / EBITDA Ratio	1.06	1.63	1.03	1.69	1.26	1.17
Debt / FCF Ratio	0.85	1.55	1.20	1.69	3.86	2.45
Net Debt / Equity Ratio	0.05	0.09	0.02	0.03	0.04	0.03
Net Debt / EBITDA Ratio	0.49	0.93	0.30	0.44	0.48	0.23
Net Debt / FCF Ratio	0.37	0.83	0.32	0.40	1.39	0.46
Asset Turnover	0.25	0.24	0.22	0.20	0.19	0.20
Quick Ratio	0.71	0.79	0.97	0.83	1.28	1.11
Current Ratio	0.71	0.79	0.97	0.83	1.28	1.11
Return on Equity (ROE)	-0.57%	-1.22%	4.76%	-1.03%	5.52%	12.43%
Return on Assets (ROA)	2.92%	2.60%	2.31%	1.82%	2.54%	3.11%
Return on Invested Capital (ROIC)	9.13%	7.44%	4.77%	5.04%	5.43%	8.19%
Return on Capital Employed (ROCE)	5.20%	4.60%	4.10%	3.20%	4.50%	5.70%

Yields

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Aug 21, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Earnings Yield	-2.19%	-2.41%	9.86%	-1.21%	11.25%	15.35%
FCF Yield	13.59%	12.32%	14.27%	14.17%	6.24%	9.13%
Dividend Yield	2.69%	3.27%	5.01%	5.04%	4.92%	3.62%
Payout Ratio	-	-	78.51%	-	62.08%	33.41%
Buyback Yield / Dilution	1.04%	0.59%	-0.33%	0.72%	1.27%	-0.63%
Total Shareholder Return	3.73%	3.86%	4.68%	5.75%	6.19%	3.00%

SEC Filings: 10-K · 10-Q

Data Source: S&P Global Market Intelligence Last updated: Jul 28, 2026

Financial data is provided by S&P Global Market Intelligence and updates within hours after each earnings release, which is every three months for this company.

Update frequency:

Quarterly

Last checked:

Aug 23, 2026

Data Sources Report a data error