Invesco Ltd. (IVZ)
NYSE: IVZ · Real-Time Price · USD
30.66
+0.24 (0.79%)
Oct 2, 2026, 4:00 PM EDT - Market closed
Invesco Ratios and Metrics
Market cap in millions USD. Fiscal year is January - December.
Millions USD. Fiscal year is Jan - Dec.
Total Valuation
Fiscal Year | Current | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Oct '26 Oct 2, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
| 13,536 | 11,693 | 7,856 | 8,020 | 8,182 | 10,617 | |
Market Cap Growth | 31.46% | 48.83% | -2.04% | -1.97% | -22.94% | 32.61% |
Enterprise Value | 14,245 | 16,141 | 12,864 | 13,616 | 14,234 | 16,104 |
Last Close Price | 30.66 | 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 | Oct '26 Oct 2, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
PE Ratio | - | - | 14.60 | - | 11.96 | 7.62 |
Forward PE | 10.09 | 10.98 | 9.35 | 11.76 | 11.54 | 7.56 |
PS Ratio | 1.96 | 1.83 | 1.30 | 1.40 | 1.35 | 1.54 |
PB Ratio | 1.36 | 0.90 | 0.50 | 0.50 | 0.49 | 0.64 |
P/FCF Ratio | 7.05 | 8.11 | 7.01 | 7.06 | 16.03 | 10.95 |
P/OCF Ratio | 6.74 | 7.67 | 6.60 | 6.17 | 11.64 | 9.85 |
PEG Ratio | 0.41 | 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 | Oct '26 Oct 2, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
EV/Sales Ratio | 2.06 | 2.53 | 2.12 | 2.38 | 2.35 | 2.34 |
EV/EBITDA Ratio | 9.86 | 12.61 | 10.62 | 13.11 | 9.72 | 8.36 |
EV/EBIT Ratio | 10.91 | 14.36 | 12.46 | 15.91 | 11.22 | 9.35 |
EV/FCF Ratio | 7.42 | 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 | Oct '26 Oct 2, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 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 | Oct '26 Oct 2, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Earnings Yield | -2.28% | -2.41% | 9.86% | -1.21% | 11.25% | 15.35% |
FCF Yield | 14.19% | 12.32% | 14.27% | 14.17% | 6.24% | 9.13% |
Dividend Yield | 2.81% | 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 | 3.85% | 3.86% | 4.68% | 5.75% | 6.19% | 3.00% |