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Invesco

NYQ:IVZ · BMG491BT1088
Capital MarketsLarge

360

64
Medium confidence — indicative
Profit price53
Owner Earnings Yield1
Dividend Yield73
Price/Sales75
EV / Gross Profit45
Price/Book84
Returns on capital6
Profit margins16
Accruals82
Owner Earnings Margin6
Sales growth60
Profit Growth60
Long-Term EPS Growth78
Owner Earnings Growth1
Reinvestment4
Price momentum98
Debt load79
Debt serviceability71
Liquidity64
Analyst ratings27
Opinion Changes50
Price Target Upside28
Market mood4
Value Creation4/20not creating value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Invesco doesn't consistently earn more than its cost of capital, so it isn't yet creating shareholder value.

Profile

CountryUSA
IndustryCapital Markets
SizeLarge
TypePublic Company
ExchangeNYSE
Founded1935
Employees3,700
Websiteinvesco.com
ISINBMG491BT1088
Last UpdateApr 2, 2026
Indices
S&P 500 (USA)
Themes
FinanceFinancial ServicesVenture Capital

Description

Analysis

Middle-of-the-road

Invesco Ltd. sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

Valuation data is not available for this company.

Growth is solid; the safety picture is adequate. The company scores 4/20 on our value-creation score: not creating value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
86
2023202420252026

All-time high

100

Mar 2026

All-time low

31

Jan 2024

Average rank

69

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
75
87
84
70
Price/Earnings
65
81
71
89
Price/Book
84
97
97
95
Dividend Yield
73
90
94
79
Value (overall)
92
100
100
100

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →