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Invesco (IVZ) Stock Analysis

This is a peer-relative look at Invesco (IVZ): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Invesco (IVZ)
Profile ItemIVZ
NameInvesco Ltd.
Country/RegionUnited States
GICS SectorFinancials
GICS Industry GroupFinancial Services
GICS IndustryCapital Markets
GICS Sub-IndustryAsset Management & Custody Banks
Market Capitalization11.90 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateAugust 25, 1995
Security TypeCommon Stock

Price Performance

Cumulative Growth

IVZ
GSPC
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Invesco (IVZ) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Invesco (IVZ) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Invesco (IVZ) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Invesco (IVZ) metric values compared with Financial Services industry-group medians
MetricCurrent stock: IVZIndustry group median
Total Return (1Y)27.77%1.90%
Total Return (3Y, Annualized)36.49%12.71%
Total Return (5Y, Annualized)6.57%2.81%

Risk Profile

Drawdown History

IVZ
GSPC
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Invesco (IVZ) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Invesco (IVZ) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Invesco (IVZ) metric values compared with Financial Services industry-group medians
MetricCurrent stock: IVZIndustry group median
Volatility (1Y, Annualized)35.98%36.24%
Beta (5Y)1.651.04
Max Drawdown (5Y)-48.49%-48.56%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. IVZ is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Invesco (IVZ) metric values compared with Financial Services industry-group medians
MetricCurrent stock: IVZIndustry group median
Sharpe Ratio (1Y)0.65-0.09
Sortino Ratio (1Y)0.94-0.13

Profitability

ROE (TTM)

Invesco (IVZ) has negative ROE of -0.58%. That can come from trailing losses or negative book equity, so it is a warning state rather than a clean capital-efficiency measure.

IVZ

Financial Services industry group

-0.58%

Group distribution
Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
IVZ
-0.58%
Min
-18.71%
Largest peers
MA
231.37%
V
63.51%
MS
18.04%
GS
17.71%
BRK.A
12.12%
BRK.B
12.12%
IVZ
-0.58%
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Where Invesco (IVZ) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Invesco (IVZ) has negative net margin of -1.10%. The trailing period ended in a net loss, so the bottom-line conversion read is a warning rather than a profitability strength.

IVZ

Financial Services industry group

-1.10%

Group distribution
Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
IVZ
-1.10%
Min
-28.52%
Largest peers
V
51.20%
MA
46.73%
GS
31.21%
MS
25.63%
BRK.A
22.30%
BRK.B
22.30%
IVZ
-1.10%
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Where Invesco (IVZ) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Invesco (IVZ) turns 23.30% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

IVZ

Financial Services industry group

23.30%

Group distribution
Max
107.33%
Q3
55.90%
Median
30.09%
IVZ
23.30%
Q1
14.60%
Min
-44.34%
Largest peers
V
63.73%
MA
60.53%
MS
39.00%
GS
38.37%
BRK.A
32.56%
BRK.B
32.56%
IVZ
23.30%
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Where Invesco (IVZ) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Invesco (IVZ) metric values compared with Financial Services industry-group medians
MetricCurrent stock: IVZIndustry group median
ROE (TTM)-0.58%12.91%
ROA (TTM)3.28%3.60%
Net Margin (TTM)-1.10%15.36%
Operating Margin (TTM)23.30%30.09%
Gross Margin (TTM)----

Growth

Revenue Growth

Invesco (IVZ) grew revenue 5.11%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

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Invesco (IVZ): Revenue Growth across different time periods, set against Financial Services industry-group medians.

EPS Growth

Invesco (IVZ) grew earnings per share -235.59%, below the industry benchmark range. Per-share profits are trailing virtually every peer, which can point to margin pressure, one-off charges, or dilution.

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Invesco (IVZ): EPS Growth across different time periods, set against Financial Services industry-group medians.

Growth Metrics

Invesco (IVZ) metric values compared with Financial Services industry-group medians
MetricCurrent stock: IVZIndustry group median
Revenue Growth (YoY)5.11%9.46%
Revenue Growth (3Y CAGR)1.78%10.90%
EPS Growth (YoY)-235.59%7.46%
EPS Growth (3Y CAGR)--13.04%

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for Invesco (IVZ) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for Invesco (IVZ) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength Metrics

Invesco (IVZ) metric values compared with Financial Services industry-group medians
MetricCurrent stock: IVZIndustry group median
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Invesco (IVZ) has dividend yield of 3.16%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

IVZ

Financial Services industry group

3.16%

Group distribution
Max
9.77%
Q3
3.92%
IVZ
3.16%
Median
1.09%
Q1
0.00%
Min
0.00%
Largest peers
IVZ
3.16%
MS
2.40%
GS
2.07%
V
0.66%
MA
0.53%
BRK.A
0.00%
BRK.B
0.00%
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Where Invesco (IVZ) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Invesco (IVZ) has payout ratio of 56.46%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

IVZ

Financial Services industry group

56.46%

Group distribution
Max
241.07%
Q3
97.36%
IVZ
56.46%
Median
25.77%
Q1
0.00%
Min
0.00%
Largest peers
IVZ
56.46%
MS
32.91%
GS
25.88%
V
21.75%
MA
17.63%
BRK.A
0.00%
BRK.B
0.00%
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Where Invesco (IVZ) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Invesco (IVZ) metric values compared with Financial Services industry-group medians
MetricCurrent stock: IVZIndustry group median
Dividend Yield (TTM)3.16%1.09%
Dividend Payout Ratio (TTM)56.46%25.77%

Valuation

P/E Ratio (TTM)

No usable P/E ratio is available for Invesco (IVZ) this period, so the trailing-earnings valuation read is skipped.

IVZ

Financial Services industry group

--

Group distribution
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
IVZ
--
Largest peers
V
34.31
MA
34.15
MS
14.39
BRK.A
14.36
BRK.B
14.36
GS
12.45
IVZ
--
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Invesco (IVZ) doesn’t report P/E ratio this period; the box shows the Financial Services group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Invesco (IVZ) trades at 1.67 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

IVZ

Financial Services industry group

1.67

Group distribution
Max
9.23
Q3
4.57
Median
2.72
IVZ
1.67
Q1
1.28
Min
-0.55
Largest peers
V
17.18
MA
15.67
MS
3.55
GS
3.52
BRK.A
3.18
BRK.B
3.18
IVZ
1.67
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Where Invesco (IVZ) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Invesco (IVZ) trades at 1.18 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

IVZ

Financial Services industry group

1.18

Group distribution
Max
7.79
Q3
3.63
Median
1.57
IVZ
1.18
Q1
0.81
Min
-0.39
Largest peers
MA
84.30
V
22.05
MS
2.65
GS
2.36
BRK.A
1.72
IVZ
1.18
BRK.B
0.00
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Where Invesco (IVZ) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Invesco (IVZ) metric values compared with Financial Services industry-group medians
MetricCurrent stock: IVZIndustry group median
P/E Ratio (TTM)--15.37
P/S Ratio (TTM)1.672.72
P/B Ratio (MRQ)1.181.57
Free Cash Flow Yield (TTM)----