Bringing the fundamentals into focus…
Back to Invesco Ltd.
How Invesco Ltd. stacks up
IVZ · against 131 other Financial Services companies listed in US-listed
Valuation
13/ 100
Near the bottom of its peers.
Ranked #114 of 132 · scores higher than 13% of peers
Bars: peers in each 10-point band of the valuation score16 peers with a valuation score of 10–19, including IVZ · Click a bar to see the companies
Why valuation scores 13?
Weighted metrics compared with all Financial Services companies.Mainly because of its earnings yield, which is weaker than most Financial Services peers.
- Negative (a loss or cash outflow), so it counts as zero whatever the share price. Earnings yield: -0.7% vs peer median 5.7%
- Negative (a loss or cash outflow), so it counts as zero whatever the share price. EBITDA yield: -2.7% vs peer median 6.9%
- more free cash flow for the price paid: stronger than 75% of peers. Free cash flow yield: 15.4% vs peer median 6.1%
Metric by metric
Position: dot = IVZ, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | IVZ | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 191 reported | -2.4% | 4.8% | 11% | 30% | |
| EBITDA yieldHigher is better · 80 reported | 8.7% | 6.9% | 67% | 50% | |
| Free cash flow yieldHigher is better · 133 reported | 15.4% | 5.6% | 75% | 20% | |
| Book yieldHigher is better · 187 reported | 79.8% | 63.8% | 55% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around IVZ| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 498M USD | 100 | 90 | |
| 1 | 641M USD | 100 | 74 | |
| 3 | 82M USD | 99 | 78 | |
| 3 | 827M USD | 99 | 62 | |
| 3 | 659M USD | 99 | 72 | |
| 110 | 14.6B USD | 15 | 20 | |
| 112 | 42.8B USD | 14 | 39 | |
| 112 | 394M USD | 14 | ||
| 114 | 79M USD | 13 | ||
| 114 | 12.5B USD | 13 | 17 | |
| 116 | 4.3B USD | 12 | 62 | |
| 116 | 38.4B USD | 12 | 22 | |
| 116 | 2.1B USD | 12 | 45 | |
| 119 | 4.5B USD | 10 | 21 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score