Valuation dashboard for Invesco Ltd. (IVZ) with P/E N/A, P/B 0.99, EV/EBITDA -71.8 and dividend yield 3.06%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Financial Services companies.
Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.
Analysis Summary
Invesco Ltd. reported revenue of $6.38B in the most recent fiscal year, growing at a 5-year CAGR of 0.7%.
Trailing-twelve-month margins: gross margin 74.6%, operating margin -4.5%, net margin -1.1%.
At $27.77 (closing price, November 2, 2026), IVZ has negative trailing earnings (P/E not meaningful) and an ROE of -0.63%. Market capitalisation stands at $12.3B, placing it among large-cap names.
Balance sheet quality for IVZ: debt-to-equity ratio of 0.10, current ratio of 0.91 over the last 12 months. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Valuation Ratios
| Price / Book | 0.99 |
| EV / EBITDA | -71.8 |
| Dividend Yield | 3.06% |
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| IVZ | Invesco Ltd. | $12.3B | 0.99 | -0.6% | |
| PFG | Principal Financial Group, Inc. | $24.0B | 12.53 | 2.07 | 16.5% |
| AMP | Ameriprise Financial, Inc. | $44.5B | 11.35 | 8.91 | 68.7% |
| TROW | T. Rowe Price Group, Inc. | $22.6B | 10.70 | 1.99 | 19.9% |
| SEIC | SEI Investments Company | $12.6B | 18.42 | 4.99 | 28.7% |
| BEN | Franklin Resources, Inc. | $16.2B | 21.31 | 1.40 | 7.4% |
| AMG | Affiliated Managers Group, Inc. | $9.6B | 12.83 | 3.22 | 26.9% |
| AB | AllianceBernstein Holding L.P. | $3.2B | 10.38 | 2.70 | 25.2% |
Price
| Price | $27.77 (closing price, November 2, 2026) |
| Market Cap | $12.3B |
| Exchange | NYSE |
| Country | US |
Profitability
| Return on Equity | -0.63% |
| Return on Invested Capital | -0.88% |
| Return on Assets | -0.28% |
| Gross Margin | 74.60% |
| Operating Margin | -4.54% |
| Net Margin | -1.10% |
Related companies: PFG · AMP · TROW · SEIC · BEN · AMG · AB · APAM
Explore sector: Financial Services · Asset Management
More sections of IVZ: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events
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