Invesco Ltd. logo
Invesco Ltd. IVZ
$ 30.74 0.03%
report update icon

Quarterly report 2026-Q2
added 08-04-2026

Invesco Ltd. Financial Ratios 2025-2006 | IVZ

Brief overview of Invesco Ltd.'s valuation and returns

The comparison uses the five latest available annual observations between 2019 and 2024.

The current valuation set is P/E 10.54x (median 10.54x), P/B 0.91x (median 0.51x), P/CF 7.76x (median 7.76x). Ratios sit near their own comparison base, with an average deviation of 0% from five-year medians.

The 1/P/E calculation produces a 9.5% earnings yield. It does not capture future growth or capital structure.

Current measures of operating quality are ROE -1.4%, ROA -0.6%, ROCE -5.7%. Current return ratios are negative, materially weakening the fundamental profile.

On PEG (0.44x), valuation is restrained relative to growth, but one ratio cannot replace cash-flow and risk analysis.

High leverage is part of the financial-sector model, so valuation should be linked to capital, asset quality and ROE.

Valuation takeaway

Invesco Ltd.'s market valuation is near its own historical norm, while quality ratios provide no extreme signal.

Annual Financial Ratios Invesco Ltd.

2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006

P/E

-67.7 14.7 -21.2 10.4 7.4 12.5 11.2 8.7 13.3 14.2 13.3 16.2 15.9 18.9 14.3 17.9 21.1 22.1 - -

P/S

1.9 1.3 1.2 1.2 1.5 1.5 1.3 1.4 2.9 2.6 2.5 3.1 3.2 3.1 2.6 2.5 2.6 3.2 - -

EPS

-1.6 1.2 -0.7 1.5 3.0 1.1 1.3 2.1 2.8 2.1 2.3 2.3 2.1 1.5 1.6 1.0 0.8 1.2 1.7 -

EV (Enterprise Value)

24.9 B 18.3 B 18.6 B 18.8 B 24.5 B 29.8 B 31.8 B 28.6 B 35.7 B 28.9 B 27.4 B 25.8 B 24 B 20.4 B 19.9 B 18.7 B 9.32 B 13 B -916 M -779 M

EBITDA per Share

-1.19 2.21 -0.55 3.31 4.31 3.29 3.79 3.6 3.4 3.08 3.39 3.14 2.71 2.15 2.19 1.47 1.35 2.11 - -

EV/EBITDA

-46.1 18.1 -73.8 12.4 12.2 11.0 8.6 9.1 13.9 13.0 12.5 15.2 15.6 17.2 15.9 27.7 16.6 16.0 -0.8 -

PEG

0.44 -0.12 0.91 9.27 0.94 0.36 -0.28 -0.39 0.4 -1.62 -21.03 2.0 0.4 -3.73 0.25 - - - - -

P/B

0.9 0.5 0.4 0.4 0.6 0.6 0.5 0.9 1.7 1.6 1.5 1.8 1.7 1.4 1.1 0.9 0.9 1.6 - -

P/CF

7.8 6.7 5.4 10.1 9.6 8.5 7.8 10.6 11.9 -658.6 13.8 15.0 21.7 17.8 12.2 22.0 18.7 20.3 - -

ROE %

-1.43 3.70 -2.29 4.50 8.62 5.14 4.81 9.88 12.59 11.22 11.13 10.83 10.47 7.48 7.99 5.63 4.67 8.47 8.73 -

ROA %

-0.65 1.99 -1.15 2.30 4.26 2.09 1.75 2.85 3.56 3.32 3.86 4.83 4.88 3.87 3.77 2.28 2.96 4.94 - -

ROCE %

-5.69 5.72 -2.98 8.66 11.06 4.89 5.71 7.57 7.55 7.61 7.98 7.69 7.23 5.95 5.49 3.60 6.13 11.08 12.89 -

Current Ratio

1.9 2.4 2.2 2.3 2.0 0.3 0.2 1.1 1.1 1.1 1.2 1.4 1.3 1.4 1.3 1.8 3.3 3.1 - -

DSO

46.5 43.4 48.0 47.9 40.4 60.9 71.1 62.2 109.5 102.0 90.3 102.1 117.2 94.7 86.3 38.5 36.7 13.2 - -

DPO

235.9 269.4 290.6 251.8 285.1 70.4 88.5 69.4 76.0 72.6 79.1 89.9 91.9 81.0 - 52.3 - - - -

Operating Cycle

46.5 43.4 48.0 47.9 40.4 60.9 71.1 62.2 109.5 102.0 90.3 102.1 117.2 94.7 - 38.5 36.7 13.2 - -

Cash Conversion Cycle

-189.4 -226.0 -242.6 -203.9 -244.7 -9.5 -17.5 -7.2 33.5 29.4 11.2 12.2 25.3 13.7 - -13.8 36.7 13.2 - -

All numbers in USD currency

Quarterly Financial Ratios Invesco Ltd.

2026-Q2 2026-Q1 2025-Q4 2025-Q3 2025-Q2 2025-Q1 2024-Q4 2024-Q3 2024-Q2 2024-Q1 2023-Q4 2023-Q3 2023-Q2 2023-Q1 2022-Q4 2022-Q3 2022-Q2 2022-Q1 2021-Q4 2021-Q3 2021-Q2 2021-Q1 2020-Q4 2020-Q3 2020-Q2 2020-Q1 2019-Q4 2019-Q3 2019-Q2 2019-Q1 2018-Q4 2018-Q3 2018-Q2 2018-Q1 2017-Q4 2017-Q3 2017-Q2 2017-Q1 2016-Q4 2016-Q3 2016-Q2 2016-Q1 2015-Q4 2015-Q3 2015-Q2 2015-Q1 2014-Q4 2014-Q3 2014-Q2 2014-Q1 2013-Q4 2013-Q3 2013-Q2 2013-Q1 2012-Q4 2012-Q3 2012-Q2 2012-Q1 2011-Q4 2011-Q3 2011-Q2 2011-Q1 2010-Q3 2010-Q2 2010-Q1 2009-Q3 2009-Q2

EPS

0.77 0.51 - 0.67 -0.03 0.38 - 0.12 0.29 0.31 - 0.29 0.29 0.32 - 0.39 0.27 0.43 - 0.71 0.8 0.58 - 0.42 0.09 0.18 - 0.36 0.09 0.44 - 0.65 0.59 0.62 - 0.65 0.58 0.52 - 0.58 0.54 0.38 - 0.58 0.6 0.6 - 0.59 0.63 0.43 - 0.51 0.45 0.5 - 0.38 0.34 0.43 - 0.36 0.39 0.38 0.32 0.09 0.22 0.24 0.18

EBITDA per Share

0.95 0.81 - 0.62 0.49 0.7 - 0.25 0.48 0.57 - 0.53 0.47 0.56 - 0.8 0.79 0.93 - 1.34 1.05 0.86 - 0.91 0.47 0.8 - 0.86 0.22 0.59 - 1.03 0.96 0.86 - 1.08 0.9 0.7 - 0.93 0.84 0.71 - 0.98 0.95 0.83 - 0.91 0.92 0.61 - 0.79 0.71 0.65 - 0.63 0.55 0.57 - 0.72 0.65 0.55 0.56 0.25 - - -

ROE %

8.47 7.51 5.72 6.40 5.14 4.65 2.90 3.73 3.88 3.50 2.57 3.72 3.65 4.06 3.15 5.24 6.57 7.65 6.41 7.74 5.93 4.03 2.18 3.39 2.34 3.34 2.78 5.92 7.57 10.24 8.96 12.04 11.65 11.23 8.27 11.48 11.41 10.80 8.37 11.53 11.58 11.86 9.72 12.79 12.93 11.92 8.63 11.35 10.68 10.04 7.78 9.83 8.96 8.88 6.23 8.29 8.49 8.83 6.50 8.39 6.84 5.89 5.27 4.53 1.30 1.56 1.17

ROA %

4.00 3.71 2.90 3.27 2.74 2.55 1.60 2.05 2.12 1.89 1.38 1.99 2.16 2.72 2.23 3.34 2.73 3.50 2.88 3.41 2.51 1.63 0.86 1.28 0.86 1.20 0.98 1.85 2.21 2.93 2.48 3.33 3.21 3.09 2.27 3.21 3.24 3.11 2.44 3.43 3.52 3.68 3.06 4.31 4.65 4.55 3.51 4.69 4.49 4.31 3.39 4.36 4.06 4.12 2.96 3.83 3.80 3.83 2.73 3.50 2.85 2.47 2.52 2.46 0.57 0.96 0.72

ROCE %

9.12 8.02 5.30 5.95 5.38 5.24 3.42 4.86 5.49 5.44 4.04 6.29 7.04 8.12 6.80 9.75 10.65 10.84 8.47 10.34 8.21 7.26 4.89 6.88 5.14 5.77 3.56 7.32 9.19 12.80 11.36 15.50 15.41 14.51 10.77 14.85 14.73 14.72 11.76 16.23 16.76 17.03 13.38 17.34 17.12 15.44 11.15 14.56 12.51 10.06 7.12 8.65 6.57 6.29 4.49 5.97 5.96 6.11 4.47 5.64 4.62 4.12 4.62 4.93 1.02 1.97 1.48

Current Ratio

2.0 2.0 1.9 2.1 2.1 2.3 2.4 2.4 2.4 2.3 2.2 2.3 2.3 2.3 2.3 2.3 - 2.1 2.0 2.0 1.9 1.8 1.7 1.7 1.7 1.7 1.6 1.6 1.6 1.6 1.4 1.4 1.4 1.4 1.4 1.4 1.4 1.4 1.4 1.4 1.4 1.4 1.6 1.6 1.6 1.6 1.8 1.8 1.8 1.8 1.9 1.9 1.9 1.9 2.1 2.1 2.1 2.1 1.9 1.9 1.9 1.9 1.8 1.9 1.9 3.1 3.1

DSO

42.9 47.0 - 43.3 46.4 45.8 - 41.8 42.6 43.6 - 42.7 47.7 51.7 - 22.1 22.6 43.2 - 38.0 39.9 41.6 - 45.2 47.7 45.6 - 45.4 54.2 54.8 - 41.1 40.5 41.3 - 42.5 45.3 44.6 - 41.3 41.8 42.6 - 37.8 36.6 37.9 - 38.0 38.6 37.6 - 39.0 40.2 39.0 - 38.1 39.4 38.6 - 38.8 36.2 37.2 35.4 36.5 38.3 34.8 -

DPO

261.1 250.5 - 256.1 254.5 265.2 - 205.6 270.8 252.5 - 252.9 271.1 274.1 - 144.5 142.4 255.9 - 276.3 320.0 359.2 - 394.2 385.5 413.6 - 389.6 411.8 357.9 - 260.6 261.6 234.9 - 210.6 223.2 196.1 - 214.8 211.6 222.0 - 233.3 226.8 204.8 - 201.0 201.5 191.6 - 210.8 214.8 140.4 - 90.7 - 39.0 - - - - - - - - -

Operating Cycle

- 47.0 - 43.3 46.4 45.8 - 41.8 42.6 43.6 - 42.7 47.7 51.7 - 22.1 22.6 43.2 - 38.0 39.9 41.6 - 45.2 47.7 45.6 - 45.4 54.2 54.8 - 41.1 40.5 41.3 - 42.5 45.3 44.6 - 41.3 41.8 42.6 - 37.8 36.6 37.9 - 38.0 38.6 37.6 - 39.0 40.2 39.0 - 38.1 39.4 38.6 - 38.8 36.2 - - - - - -

Cash Conversion Cycle

- -203.5 - -212.8 -208.1 -219.4 - -163.8 -228.1 -208.9 - -210.2 -223.4 -222.4 - -122.3 -119.9 -212.8 - -238.3 -280.1 -317.6 - -349.1 -337.8 -368.0 - -344.2 -357.6 -303.1 - -219.5 -221.1 -193.6 - -168.1 -177.9 -151.4 - -173.5 -169.9 -179.4 - -195.4 -190.3 -166.9 - -163.0 -162.9 -153.9 - -171.8 -174.6 -101.4 - -52.5 39.4 -0.5 - 38.8 36.2 - - - - - -

All numbers in USD currency

Multiples are an important financial analysis tool for the company Invesco Ltd., allowing investors and analysts to quickly assess the company’s value and investment attractiveness based on the ratio of market indicators to the company’s financial performance. Essentially, multiples express how the market values the company relative to its earnings, revenue, equity, or other key metrics.

Advantages of Using Financial Ratios
  • Simplified Data Analysis
    Financial ratios transform large volumes of accounting data into compact and easily interpretable indicators, significantly simplifying the assessment of the company’s condition.
  • Comparability Between Companies
    Multiples standardize financial metrics, enabling objective comparison of companies of different sizes, industries, and market capitalizations.
  • Identification of Trends and Issues
    Regular analysis of ratios helps track the dynamics of financial health, identify strengths and weaknesses of the business, as well as potential risks.
  • Decision Support
    Financial multiples serve as an important tool for investors, creditors, and company management in making investment, credit, and managerial decisions.
  • Accelerated Assessment of Investment Attractiveness
    Ratios allow quick determination of key performance, liquidity, and financial stability indicators, facilitating prompt evaluation of companies’ attractiveness for investments.

Using multiples enables comparison between companies, even if they differ in size or industry, as they standardize financial data into ratios convenient for analysis. This is especially useful for evaluating companies where direct analysis of financial statements may be complex or require in-depth knowledge.

Financial Ratios of other stocks in the Diversified financials industry

Issuer Price % 24h Market Cap Country
AllianceBernstein Holding L.P. AllianceBernstein Holding L.P.
AB
$ 35.82 0.08 % $ 3.34 B usaUSA
Apollo Global Management Apollo Global Management
APO
$ 124.36 0.17 % $ 73.3 B usaUSA
BlackRock BlackRock
BLK
$ 1 060.89 0.08 % $ 158 B usaUSA
The Carlyle Group The Carlyle Group
CG
$ 39.92 0.01 % $ 14.4 B usaUSA
Cohen & Steers Cohen & Steers
CNS
$ 75.44 1.21 % $ 3.86 B usaUSA
Capital Southwest Corporation Capital Southwest Corporation
CSWC
$ 23.15 0.06 % $ 1.31 B usaUSA
Pzena Investment Management, Inc Pzena Investment Management, Inc
PZN
- 0.37 % $ 708 M usaUSA
Federated Hermes Federated Hermes
FHI
$ 57.56 1.12 % $ 4.32 B usaUSA
GCM Grosvenor GCM Grosvenor
GCMG
$ 12.93 0.45 % $ 672 M usaUSA
U.S. Global Investors U.S. Global Investors
GROW
$ 2.97 0.17 % $ 37.6 M usaUSA
Hamilton Lane Incorporated Hamilton Lane Incorporated
HLNE
$ 85.7 0.34 % $ 3.95 B usaUSA
Hennessy Advisors Hennessy Advisors
HNNA
$ 10.35 0.78 % $ 80.6 M usaUSA
Tekla Life Sciences Investors Tekla Life Sciences Investors
HQL
$ 19.56 1.94 % $ 453 M usaUSA
KKR & Co. KKR & Co.
KKR
$ 97.21 2.04 % $ 86.7 B usaUSA
Artisan Partners Asset Management Artisan Partners Asset Management
APAM
$ 35.62 0.28 % $ 2.34 B usaUSA
Manning & Napier Manning & Napier
MN
- - $ 246 M usaUSA
Ares Management Corporation Ares Management Corporation
ARES
$ 121.48 0.34 % $ 40.1 B usaUSA
Datto Holding Corp. Datto Holding Corp.
MSP
- 0.64 % $ 5.76 B usaUSA
Oxford Lane Capital Corp. Oxford Lane Capital Corp.
OXLC
$ 8.8 0.22 % $ 619 M usaUSA
ASA Gold and Precious Metals Limited ASA Gold and Precious Metals Limited
ASA
$ 57.09 2.62 % $ 1.1 B usaUSA
Oxford Square Capital Corp. Oxford Square Capital Corp.
OXSQ
$ 1.27 0.79 % $ 63 M usaUSA
Silvercrest Asset Management Group Silvercrest Asset Management Group
SAMG
$ 9.8 5.15 % $ 78.6 M usaUSA
SEI Investments Company SEI Investments Company
SEIC
$ 104.83 1.03 % $ 12.8 B usaUSA
State Street Corporation State Street Corporation
STT
$ 179.95 0.19 % $ 51.2 B usaUSA
BlackRock TCP Capital Corp. BlackRock TCP Capital Corp.
TCPC
$ 4.04 0.99 % $ 234 M usaUSA
T. Rowe Price Group T. Rowe Price Group
TROW
$ 104.57 0.38 % $ 23 B usaUSA
Brookfield Asset Management Brookfield Asset Management
BAM
$ 45.26 0.13 % $ 102 B canadaCanada
Victory Capital Holdings Victory Capital Holdings
VCTR
$ 106.31 1.29 % $ 6.96 B usaUSA
The Blackstone Group The Blackstone Group
BX
$ 119.27 0.08 % $ 93 B usaUSA
Franklin Resources Franklin Resources
BEN
$ 32.71 0.3 % $ 16.9 B usaUSA
Sculptor Capital Management Sculptor Capital Management
SCU
- -0.12 % $ 321 M usaUSA
Blucora Blucora
BCOR
- -0.29 % $ 1.31 B usaUSA
Puhui Wealth Investment Management Co., Ltd. Puhui Wealth Investment Management Co., Ltd.
PHCF
- - $ 5.54 M chinaChina
AssetMark Financial Holdings AssetMark Financial Holdings
AMK
- - $ 2.61 B usaUSA
Affiliated Managers Group Affiliated Managers Group
AMG
$ 366.17 1.63 % $ 10.4 B usaUSA
Jupai Holdings Limited Jupai Holdings Limited
JP
- 0.98 % $ 12.7 M -
Golub Capital BDC, Inc. Golub Capital BDC, Inc.
GBDC
$ 12.45 0.08 % $ 1.85 B usaUSA
New Mountain Finance Corporation New Mountain Finance Corporation
NMFC
$ 7.06 0.14 % $ 684 M usaUSA
Ameriprise Financial Ameriprise Financial
AMP
$ 502.79 0.24 % $ 48.6 B usaUSA
Русс-Инвест Русс-Инвест
RUSI
- - - russiaRussia
Объединенные Кредитные Системы Объединенные Кредитные Системы
UCSS
- - - russiaRussia
Sixth Street Specialty Lending, Inc. Sixth Street Specialty Lending, Inc.
TSLX
$ 18.25 1.61 % $ 1.23 B usaUSA
Tri-Continental Corporation Tri-Continental Corporation
TY
$ 34.6 0.2 % $ 1.86 B usaUSA
Saratoga Investment Corp. Saratoga Investment Corp.
SAR
$ 17.46 1.02 % $ 163 M usaUSA
Sprott Sprott
SII
$ 125.34 2.78 % $ 4.54 B canadaCanada
Virtus Investment Partners Virtus Investment Partners
VRTS
$ 128.0 0.35 % $ 874 M usaUSA
StepStone Group StepStone Group
STEP
$ 45.03 0.63 % $ 3.56 B usaUSA
Daxor Corporation Daxor Corporation
DXR
$ 10.82 0.36 % $ 63.1 M usaUSA
First Eagle Alternative Capital BDC, Inc. First Eagle Alternative Capital BDC, Inc.
FCRD
- -3.61 % $ 141 M usaUSA