Invesco (IVZ) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

Invesco

NYSE•Financial Services•Asset Management

$30.22+0.14(<0.01%)After hours

Market Cap

$13.64B

P/E

927.9x

P/S

2.0x

P/B

1.1x

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.

How this company scores

GoodMetricSide Score: 61/100

Strongest: Cash & Earnings Quality (24/25); weakest: Profitability (5/25).

Profitability5/25

Growth15/25

Balance Sheet & Red Flags17/25

Cash & Earnings Quality24/25

Strengths

Rising free cash flowLow leverageCash-backed earningsConsistent growth

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 927.9x5y range 7.0x – 927.9x

Currently above its 14-quarter median.

P/S · 2.0x5y range 1.0x – 2.0x

Currently above its 20-quarter median.

P/B · 1.1x5y range 0.4x – 1.1x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

High Risk

Margin Pressure

Red Flag

Operating margins dropped 152.4% over recent quarters — a sharp decline suggesting serious cost or pricing challenges.

Price & Volume

Market Cap $13.64B

Metrics at a Glance

as of June 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue: $6.90B
Q. Revenue: $1.83B
TTM EBITDA: $-271.70M
TTM Op. Income: $-489.80M
Q. Op. Income: $364.20M
TTM Net Income: $14.70M
Q. Net Income: $338.90M
EPS: $0.77
Shares Out.: $451.30M

$6.90B in TTM revenue grew 12.2% YoY, reaching $1.83B last quarter. TTM EBITDA of $-271.70M and TTM operating income of $-489.80M show growth is flowing through to the bottom line. TTM net income of $14.70M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has risen for 7 consecutive quarters — an improving trend.

Margins

Gross, EBITDA, operating, and net margin trends

EBITDA Margin: 21.7%
Op. Margin: 19.9%
Net Margin: 18.6%

Op. margin of 19.9% is up 5.8% YoY — cost efficiency is improving. Net margin at 18.6% Across the last 8 quarters, operating margin has risen for 2 consecutive quarters — an improving trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio: 927.9x
P/S Ratio: 2.0x
P/B Ratio: 1.1x

At 927.9x P/E, the stock trades above typical market levels — the market expects above-average growth. P/S of 2.0x and P/B of 1.1x provide additional context. Use the growth and margin sections to judge whether the multiple is justified. Over the past year, P/E is up 6050% — a weakening trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets: $27.47B
Cash: $915.40M
Long-Term Debt: $1.62B
Book Value: $12.47B
D/E Ratio: 0.1
Debt/EBITDA: 4.1

With $27.47B in assets and $1.62B in long-term debt, D/E is 0.1and book value is $12.47B — a conservative capital structure with a cushion to weather downturns. Over the past year, debt/equity is down 4% — an improving trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow: $734.20M
TTM Free Cash Flow: $1.92B
FCF Margin: 27.8%
FCF / Net Income: 130.7

TTM FCF of $1.92B on $734.20M in operating cash flow. The FCF / Net Income ratio of 130.7x means free cash flow covers net income — earnings are backed by cash. Across the last 8 quarters, free cash flow has risen for 5 consecutive quarters — an improving trend.