Stocktoria

Invesco Ltd. IVZ

NYSE · stock · Investment Advice · website · IPO 1995-08-25 · LEI

Invesco Ltd. statistics & valuation

Market cap$11.6B
P / S1.8×
P / B0.9×
P / FCF8.0×
Dividend yield3.25%
FCF margin22.6%
Net debt$787.6M
Enterprise value USD$12.4B
Earnings yield EBIT/EV-5.6%

Market cap as of 2026-06-29. Multiples are price-derived and refreshed daily; everything else from the latest financial reports.

Profitability & efficiency

Gross margin (%)
2016201720182019202020212022202320242025
Operating margin (%)
24.30% 24.80% 22.70% 13.20% 15.00% 25.90% 21.80% -7.60% 13.70% -10.90% 2016201720182019202020212022202320242025
Return on equity (%)
11.20% 12.60% 9.90% 3.90% 3.50% 8.60% 4.30% -2.20% 3.60% 2016201720182019202020212022202320242025
Shares outstanding
415.0M 409.9M 412.5M 453.3M 462.5M 465.4M 459.5M 456.2M 457.7M 455.0M 2016201720182019202020212022202320242025
Net debt ($)
$774.4M $69.4M $1.26B $1.03B $674.2M $188.7M $252.9M $20.3M -$95.9M $787.6M 2016201720182019202020212022202320242025
Share buybacks ($)
2016201720182019202020212022202320242025
Return on assets (%)
3.30% 3.60% 2.80% 1.40% 1.40% 4.30% 2.30% -1.20% 2.00% 2016201720182019202020212022202320242025
Free cash flow margin (%)
10.70% 20.30% 13.70% 16.20% 18.10% 14.10% 8.40% 19.90% 18.50% 22.60% 2016201720182019202020212022202320242025
Debt / equity (×)
0.28× 0.23× 0.27× 0.15× 0.14× 0.13× 0.09× 0.10× 0.06× 0.14× 2016201720182019202020212022202320242025
EPS ($)
$2.06 $2.75 $2.14 $1.28 $1.13 $2.99 $1.49 -$0.73 $1.18 -$1.60 2016201720182019202020212022202320242025

Margins and returns computed from annual filings. Falling shares outstanding = buybacks; rising = dilution. Net debt = debt − cash (negative = net cash).

P / E vs its own history

Invesco Ltd. trades at about 26.7× earnings — above its 10-year norm (10-year range 7.6×–18.2×, median 13.5×).

7.6× 26.7×

Shaded band = 10-year range (7.6×–18.2×); dot = today's 26.7×.

Historical P/E = month-end price near each fiscal year-end ÷ that year's EPS. A read on whether the stock is cheap or dear relative to how it has typically been valued — not a forecast.

Key ratios (by fiscal year)

RatioFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Operating margin-10.9%13.7%-7.6%21.8%25.9%15.0%13.2%22.7%24.8%24.3%
Net margin—8.9%-5.8%11.3%20.2%8.5%9.2%16.6%21.8%18.0%
FCF margin22.6%18.5%19.9%8.4%14.1%18.1%16.2%13.7%20.3%10.7%
Return on assets—2.0%-1.2%2.3%4.3%1.4%1.4%2.8%3.6%3.3%
Return on equity—3.6%-2.2%4.3%8.6%3.5%3.9%9.9%12.6%11.2%
Debt / equity0.14×0.06×0.10×0.09×0.13×0.14×0.15×0.27×0.23×0.28×

Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.