Bringing the fundamentals into focus…
Back to Invesco Ltd.
How Invesco Ltd. stacks up
IVZ · against 44 other Financial Services companies of similar size
Valuation
13/ 100
Near the bottom of its peers.
Ranked #42 of 45 · scores higher than 7% of peers
Bars: peers in each 10-point band of the valuation score9 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 · 56 reported | -2.4% | 4.6% | 4% | 30% | |
| EBITDA yieldHigher is better · 42 reported | 8.7% | 7.7% | 61% | 50% | |
| Free cash flow yieldHigher is better · 27 reported | 15.4% | 6.5% | 88% | 20% | |
| Book yieldHigher is better · 57 reported | 79.8% | 40.0% | 82% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around IVZ| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 226.5B SEK (≈$22.7B) | 98 | 87 | |
| 2 | 6.5B USD | 94 | 48 | |
| 3 | 5.3B GBP (≈$6.9B) | 92 | 79 | |
| 4 | 9.2B GBP (≈$11.9B) | 86 | 58 | |
| 5 | 15.3B EUR (≈$16.8B) | 82 | 57 | |
| 38 | 1.05T INR (≈$12.6B) | 17 | 65 | |
| 39 | 18.9B USD | 16 | 56 | |
| 40 | 1.49T INR (≈$17.9B) | 15 | 71 | |
| 40 | 14.6B USD | 15 | 20 | |
| 42 | 12.5B USD | 13 | 17 | |
| 43 | 888.3B INR (≈$10.7B) | 11 | 59 | |
| 44 | 5.7B EUR (≈$6.3B) | 5 | 50 | |
| 44 | 18.7B USD | 5 | 19 |
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