Invesco Statistics
Total Valuation
Invesco has a market cap or net worth of $12.71 billion. The enterprise value is $13.03 billion.
| Market Cap | 12.71B |
| Enterprise Value | 13.03B |
Important Dates
The last earnings date was Tuesday, October 27, 2026, before market open.
| Earnings Date | Oct 27, 2026 |
| Ex-Dividend Date | Nov 13, 2026 |
Share Statistics
Invesco has 439.53 million shares outstanding. The number of shares has decreased by -1.04% in one year.
| Current Share Class | 439.53M |
| Shares Outstanding | 439.53M |
| Shares Change (YoY) | -1.04% |
| Shares Change (QoQ) | -0.42% |
| Owned by Insiders (%) | 0.69% |
| Owned by Institutions (%) | 79.21% |
| Float | 354.55M |
Valuation Ratios
| PE Ratio | n/a |
| Forward PE | 9.19 |
| PS Ratio | 1.78 |
| Forward PS | 2.25 |
| PB Ratio | 1.26 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 7.15 |
| P/OCF Ratio | 6.77 |
| PEG Ratio | 0.38 |
Enterprise Valuation
The stock's EV/EBITDA ratio is 8.12, with an EV/FCF ratio of 7.33.
| EV / Earnings | n/a |
| EV / Sales | 1.83 |
| EV / EBITDA | 8.12 |
| EV / EBIT | 8.86 |
| EV / FCF | 7.33 |
Financial Position
The company has a current ratio of 0.65, with a Debt / Equity ratio of 0.09.
| Current Ratio | 0.65 |
| Quick Ratio | 0.65 |
| Debt / Equity | 0.09 |
| Debt / EBITDA | 0.76 |
| Debt / FCF | 0.72 |
| Interest Coverage | 16.14 |
Financial Efficiency
Return on equity (ROE) is -0.58% and return on invested capital (ROIC) is 10.46%.
| Return on Equity (ROE) | -0.58% |
| Return on Assets (ROA) | 3.28% |
| Return on Invested Capital (ROIC) | 10.46% |
| Return on Capital Employed (ROCE) | 5.89% |
| Weighted Average Cost of Capital (WACC) | 12.62% |
| Revenue Per Employee | $962,149 |
| Profits Per Employee | -$42,611 |
| Employee Count | 7,416 |
| Asset Turnover | 0.25 |
| Inventory Turnover | n/a |
Taxes
| Income Tax | -43.60M |
| Effective Tax Rate | n/a |
Stock Price Statistics
The stock price has increased by +17.28% in the last 52 weeks. The beta is 1.65, so Invesco's price volatility has been higher than the market average.
| Beta (5Y) | 1.65 |
| 52-Week Price Change | +17.28% |
| 50-Day Moving Average | 29.69 |
| 200-Day Moving Average | 27.98 |
| Relative Strength Index (RSI) | 50.71 |
| Average Volume (20 Days) | 5,892,827 |
Short Selling Information
The latest short interest is 15.91 million, so 3.62% of the outstanding shares have been sold short.
| Short Interest | 15.91M |
| Short Previous Month | 16.11M |
| Short % of Shares Out | 3.62% |
| Short % of Float | 4.49% |
| Short Ratio (days to cover) | 3.18 |
Income Statement
In the last 12 months, Invesco had revenue of $7.14 billion and -$316.00 million in losses. Loss per share was -$0.70.
| Revenue | 7.14B |
| Gross Profit | 2.22B |
| Operating Income | 1.47B |
| Pretax Income | -125.90M |
| Net Income | -316.00M |
| EBITDA | 1.60B |
| EBIT | 1.47B |
| Loss Per Share | -$0.70 |
Balance Sheet
The company has $965.50 million in cash and $1.28 billion in debt, with a net cash position of -$315.80 million or -$0.72 per share.
| Cash & Cash Equivalents | 965.50M |
| Total Debt | 1.28B |
| Net Cash | -315.80M |
| Net Cash Per Share | -$0.72 |
| Equity (Book Value) | 13.63B |
| Book Value Per Share | 23.02 |
| Working Capital | -926.10M |
Cash Flow
In the last 12 months, operating cash flow was $1.88 billion and capital expenditures -$100.50 million, giving a free cash flow of $1.78 billion.
| Operating Cash Flow | 1.88B |
| Capital Expenditures | -100.50M |
| Depreciation & Amortization | 133.00M |
| Net Borrowing | -347.00M |
| Free Cash Flow | 1.78B |
| FCF Per Share | $4.04 |
Margins
Gross margin is 31.06%, with operating and profit margins of 20.61% and -1.10%.
| Gross Margin | 31.06% |
| Operating Margin | 20.61% |
| Pretax Margin | -1.76% |
| Profit Margin | -1.10% |
| EBITDA Margin | 22.48% |
| EBIT Margin | 20.61% |
| FCF Margin | 24.91% |
Dividends & Yields
This stock pays an annual dividend of $0.86, which amounts to a dividend yield of 2.97%.
| Dividend Per Share | $0.86 |
| Dividend Yield | 2.97% |
| Dividend Growth (YoY) | 2.40% |
| Years of Dividend Growth | 4 |
| Payout Ratio | n/a |
| FCF Payout Ratio | 21.27% |
| Buyback Yield | 1.04% |
| Shareholder Yield | 4.01% |
| Earnings Yield | -2.43% |
| FCF Yield | 13.98% |
Analyst Forecast
The average price target for Invesco is $35.00, which is 21.02% higher than the current price. The consensus rating is "Buy".
| Price Target | $35.00 |
| Price Target Difference | 21.02% |
| Analyst Consensus | Buy |
| Analyst Count | 15 |
| Revenue Growth Forecast (3Y) | -1.12% |
| EPS Growth Forecast (3Y) | 22.95% |
Fair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | n/a |
| Lynch Upside | n/a |
| Graham Number | n/a |
| Graham Upside | n/a |
| Graham Formula Value | n/a |
| Graham Formula Upside | n/a |
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 1.23 and a Piotroski F-Score of 6. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 1.23 |
| Piotroski F-Score | 6 |