Search IVZ
Invesco Ltd.
NYSE · CIK 914208
Last close30.66
Daily change+0.24 (0.79%)
10 Years gain+26.39%
Dividends TTM0.85 (+2.41%)
Dividend yield2.79%
Fundamental Analysis
IVZ · STANDARD
SIC 6282 · Investment Advice · Fiscal year end 1231
Fundamental
31.8Momentum
71.5Acceleration
71.5Confidence
84.0Annual Revenue21
Quarterly Revenue67
Annual CFO21
Balance SheetAvailable
RankingEligible
Score Breakdown
Growth10.5 / 25
Quality9.2 / 25
Capital Efficiency4.2 / 20
Balance Sheet6.4 / 15
Shareholder Economics0.0 / 10
Forward Indicators0.0 / 5
Signals
Operating leverageOperating margin improved by 4.2931 percentage points.
Strong operating leverageOperating income is growing faster than revenue while operating margin expands.
Key Metrics
Revenue Growth TTM12.04%OK
Revenue CAGR 3Y1.78%OK
Gross Margin100%OK
Operating Margin17.58%OK
FCF Marginn/aMISSING
FCF Growthn/aINSUFFICIENT_HISTORY
ROIC6.7%OK
Incremental Operating Margin 3Y-151.31%OK
Net Debt / CFOn/aNOT_MEANINGFUL
Diluted Share Growth 1Y0.09%OK
SBC / Revenuen/aMISSING
SBC / FCFn/aNOT_MEANINGFUL
Financial History
| Period | Revenue | Gross Profit | Operating Income | CFO | FCF | Gross Margin | Op Margin | FCF Margin | ROIC | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025 FY Dec 31, 2025 | $6.38B | $6.38B | -$695.70M | $1.53B | $1.44B | 100% | -10.91% | 22.6% | -4% | 455M |
| 2025 FY Dec 31, 2024 | $6.07B | $6.07B | $832.10M | $1.19B | $1.12B | 100% | 13.72% | 18.48% | 4.28% | 457.7M |
| 2025 FY Dec 31, 2023 | $5.72B | $5.72B | -$434.80M | $1.30B | $1.14B | 100% | -7.61% | 19.88% | -2.28% | 456.2M |
| 2024 FY Dec 31, 2022 | $6.05B | $6.05B | $1.32B | $703.20M | $510.30M | 100% | 21.78% | 8.44% | 6.28% | 459.5M |
| 2023 FY Dec 31, 2021 | $6.89B | $6.89B | $1.79B | $1.08B | $969.30M | 100% | 25.94% | 14.06% | 9.17% | 465.4M |
Formula Trace
| Metric | Value | Formula | Status | Source |
|---|---|---|---|---|
| Revenue TTM | $6.73B | sum latest 4 fiscal quarters Revenue | OK | 0000914208-26-000235, 0000914208-25-000366 |
| Revenue Growth TTM | 12.04% | Revenue_TTM / Revenue_TTM_1Y_ago - 1 | OK | 0000914208-26-000235, 0000914208-25-000366 |
| Revenue CAGR 3Y | 1.78% | (Revenue_current / Revenue_3Y_ago)^(1/3) - 1 | OK | 0000914208-26-000079 |
| Revenue CAGR 5Y | 0.74% | (Revenue_current / Revenue_5Y_ago)^(1/5) - 1 | OK | 0000914208-26-000079 |
| Gross Profit CAGR 3Y | 1.78% | (GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1 | OK | 0000914208-26-000079 |
| Operating Income Growth | 48.24% | OperatingIncome_current / OperatingIncome_prior_year - 1 | OK | 0000914208-26-000235, 0000914208-25-000366 |
| FCF Growth | n/a | FCF_current / FCF_prior_year - 1 | INSUFFICIENT_HISTORY | derived |
| Revenue Growth Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Profit Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Income Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| FCF Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Margin | 100% | Gross Profit / Revenue | OK | 0000914208-26-000235, 0000914208-25-000366 |
| Operating Margin | 17.58% | Operating Income / Revenue | OK | 0000914208-26-000235, 0000914208-25-000366 |
| ROIC | 6.7% | NOPAT / Average Invested Capital | OK | 0000914208-26-000235, 0000914208-25-000366 |
| Net Debt / CFO | n/a | Net Debt / CFO | NOT_MEANINGFUL | 0000914208-26-000235 |
| Cash / Debt | 0.56x | (Cash + Short-term Investments) / Total Debt | OK | 0000914208-26-000235 |
| Revenue per Diluted Share | $14.80 | Revenue / Diluted Shares | OK | 0000914208-26-000235, 0000914208-25-000366 |
| SBC / FCF | n/a | SBC / FCF | NOT_MEANINGFUL | derived |