Invesco Statistics
Total Valuation
Invesco has a market cap or net worth of $10.34 billion. The enterprise value is $10.99 billion.
| Market Cap | 10.34B |
| Enterprise Value | 10.99B |
Important Dates
The last earnings date was Tuesday, October 28, 2025, before market open.
| Earnings Date | Oct 28, 2025 |
| Ex-Dividend Date | Nov 14, 2025 |
Share Statistics
Invesco has 445.09 million shares outstanding. The number of shares has decreased by -0.09% in one year.
| Current Share Class | 445.09M |
| Shares Outstanding | 445.09M |
| Shares Change (YoY) | -0.09% |
| Shares Change (QoQ) | -0.13% |
| Owned by Insiders (%) | 0.66% |
| Owned by Institutions (%) | 70.07% |
| Float | 333.90M |
Valuation Ratios
The trailing PE ratio is 15.79 and the forward PE ratio is 9.70. Invesco's PEG ratio is 0.49.
| PE Ratio | 15.79 |
| Forward PE | 9.70 |
| PS Ratio | 1.68 |
| Forward PS | 2.02 |
| PB Ratio | 0.94 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 7.75 |
| P/OCF Ratio | 7.45 |
| PEG Ratio | 0.49 |
Enterprise Valuation
The stock's EV/EBITDA ratio is 8.74, with an EV/FCF ratio of 8.24.
| EV / Earnings | 16.42 |
| EV / Sales | 1.75 |
| EV / EBITDA | 8.74 |
| EV / EBIT | 10.05 |
| EV / FCF | 8.24 |
Financial Position
The company has a current ratio of 0.62, with a Debt / Equity ratio of 0.11.
| Current Ratio | 0.62 |
| Quick Ratio | 0.62 |
| Debt / Equity | 0.11 |
| Debt / EBITDA | 1.20 |
| Debt / FCF | 1.22 |
| Interest Coverage | 12.70 |
Financial Efficiency
Return on equity (ROE) is 6.90% and return on invested capital (ROIC) is 4.12%.
| Return on Equity (ROE) | 6.90% |
| Return on Assets (ROA) | 2.44% |
| Return on Invested Capital (ROIC) | 4.12% |
| Return on Capital Employed (ROCE) | 4.28% |
| Revenue Per Employee | $737,906 |
| Profits Per Employee | $78,655 |
| Employee Count | 8,508 |
| Asset Turnover | 0.22 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, Invesco has paid $223.60 million in taxes.
| Income Tax | 223.60M |
| Effective Tax Rate | 17.42% |
Stock Price Statistics
The stock price has increased by +33.37% in the last 52 weeks. The beta is 1.64, so Invesco's price volatility has been higher than the market average.
| Beta (5Y) | 1.64 |
| 52-Week Price Change | +33.37% |
| 50-Day Moving Average | 23.18 |
| 200-Day Moving Average | 18.52 |
| Relative Strength Index (RSI) | 49.70 |
| Average Volume (20 Days) | 5,157,396 |
Short Selling Information
The latest short interest is 11.70 million, so 2.63% of the outstanding shares have been sold short.
| Short Interest | 11.70M |
| Short Previous Month | 13.60M |
| Short % of Shares Out | 2.63% |
| Short % of Float | 3.50% |
| Short Ratio (days to cover) | 1.94 |
Income Statement
In the last 12 months, Invesco had revenue of $6.28 billion and earned $669.20 million in profits. Earnings per share was $1.47.
| Revenue | 6.28B |
| Gross Profit | 1.78B |
| Operating Income | 1.09B |
| Pretax Income | 1.28B |
| Net Income | 669.20M |
| EBITDA | 1.26B |
| EBIT | 1.09B |
| Earnings Per Share (EPS) | $1.47 |
Balance Sheet
The company has $973.10 million in cash and $1.62 billion in debt, giving a net cash position of -$651.50 million or -$1.46 per share.
| Cash & Cash Equivalents | 973.10M |
| Total Debt | 1.62B |
| Net Cash | -651.50M |
| Net Cash Per Share | -$1.46 |
| Equity (Book Value) | 14.79B |
| Book Value Per Share | 24.70 |
| Working Capital | -1.11B |
Cash Flow
In the last 12 months, operating cash flow was $1.39 billion and capital expenditures -$53.70 million, giving a free cash flow of $1.33 billion.
| Operating Cash Flow | 1.39B |
| Capital Expenditures | -53.70M |
| Free Cash Flow | 1.33B |
| FCF Per Share | $2.99 |
Margins
Gross margin is 28.31%, with operating and profit margins of 17.42% and 16.69%.
| Gross Margin | 28.31% |
| Operating Margin | 17.42% |
| Pretax Margin | 20.44% |
| Profit Margin | 16.69% |
| EBITDA Margin | 20.03% |
| EBIT Margin | 17.42% |
| FCF Margin | 21.23% |
Dividends & Yields
This stock pays an annual dividend of $0.84, which amounts to a dividend yield of 3.62%.
| Dividend Per Share | $0.84 |
| Dividend Yield | 3.62% |
| Dividend Growth (YoY) | 2.45% |
| Years of Dividend Growth | 3 |
| Payout Ratio | 56.77% |
| Buyback Yield | 0.09% |
| Shareholder Yield | 3.71% |
| Earnings Yield | 6.48% |
| FCF Yield | 12.89% |
Analyst Forecast
The average price target for Invesco is $22.72, which is -2.15% lower than the current price. The consensus rating is "Hold".
| Price Target | $22.72 |
| Price Target Difference | -2.15% |
| Analyst Consensus | Hold |
| Analyst Count | 16 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | 24.24% |
Fair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | |
| Lynch Upside | |
| Graham Number | |
| Graham Upside |
Stock Splits
The last stock split was on November 8, 2000. It was a forward split with a ratio of 2.5:1.
| Last Split Date | Nov 8, 2000 |
| Split Type | Forward |
| Split Ratio | 2.5:1 |
Scores
Invesco has an Altman Z-Score of 1 and a Piotroski F-Score of 6. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 1 |
| Piotroski F-Score | 6 |