Invesco Ltd.

$ 28.14 -2.28 %

Invesco Ltd. operates as a publicly traded asset management firm. It serves a broad spectrum of clients, ranging from individual retail investors and high-net-worth individuals to diverse institutional entities such as public sector organizations, corporations, labor unions, non-profits, endowments, foundations, pension plans, financial institutions, and sovereign wealth funds. The firm's diverse product suite encompasses individually managed equity and fixed income portfolios tailored to specific client needs. Additionally, Invesco sponsors a variety of pooled investment vehicles, including mutual funds and exchange-traded funds (ETFs) across equity, fixed income, commodity, multi-asset, and balanced strategies. The firm also manages private funds. Globally, Invesco allocates capital across public equity and fixed income markets. It also delves into alternative asset classes, such as commodities and foreign currencies. Within equities, their focus spans growth and value stocks across all market capitalizations – large, mid, and small. The firm's fixed income portfolio is exceptionally broad, featuring investments in convertibles, government, municipal, and treasury bonds, along with cash. This extensive range also covers various maturities (short-term, intermediate-term), credit qualities (investment-grade, high-yield), and tax statuses (taxable, tax-free instruments), alongside senior secured loans and structured products like asset-backed, mortgage-backed, and commercial mortgage-backed securities. Invesco employs sophisticated strategies such as absolute return, global macro, and long/short approaches. Quantitative analysis is a cornerstone of its investment decision-making process. Founded in December 1935, the company maintains its primary operational hub in Atlanta, Georgia, complemented by an office in Hamilton, Bermuda. Historically, Invesco Ltd. operated under various names, including Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd.

CEO: Andrew Ryan Schlossberg - https://www.invesco.com

Price objectif

$30.06 6.84 %

Recommandation

Hold

DCF

$ 120.01

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IVZ vs S&P500

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Quick ratio

0.53

indicates that the company may have difficulty covering its short-term debts with its readily available assets.

P/E ratio

-19.14

may indicate that the company is undervalued or has poor growth prospects.

EPS

-1.47

is the net profit of a company divided by the number of outstanding shares, indicating the profit earned per share.

ROE

-1.86 %

indicates low profitability, suggesting that the company is not using equity efficiently to generate profits.

ROIC

-1.33 %

does not generate enough return to cover its financing costs, which indicates value destruction and may pose long-term profitability issues.

WACC

7.78

is a company's average cost of capital, weighted by the proportion of debt and equity in its financing. It represents the minimum return the company must generate to satisfy its investors.

Debt-to-Equity Ratio

0.86

indicates that the company uses more equity than debt, suggesting prudent management.

Free cash flow per share

3.96

is a measure of a company's financial flexibility that is determined by dividing free cash flow by the total number of shares outstanding.

Dividend payout ratio

-231.59 %

indicates that the company is retaining a large portion of its profits to reinvest in growth

Earnings per share

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Financials

Piotroski score
5 indicates moderate financial health
Altman score
1.01 indicates a high risk of bankruptcy
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Cash / Debt

Cash Ratio
0.53 indicates that the company has a moderate ability to cover its short-term debts with its cash
Debt Ratio
0.39 indicates that the company uses little debt to finance its assets, suggesting good financial stability
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Free Cash Flow

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Earnings Per Share (annual)

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Sales

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