Invesco Ltd. (IVZ) — Stock Score Summary

Invesco Ltd. (IVZ) has a MoatMap StockRank of 59/100 based on Quality (38/100), Value (39/100), and Momentum (68/100) factor scores. The current signal is HOLD. Invesco is a traditional asset manager facing structural headwinds from passive fee compression. It lacks pricing power, has a weak reinvestment runway, and does not align with our macro themes.

Invesco is a global independent investment management firm providing a comprehensive range of investment solutions to retail and institutional clients across active, passive, and alternative strategies. Its global scale, diversified product offerings (including a strong ETF platform), and robust distribution network provide a competitive moat. Invesco is a major global asset manager with a long track record, leveraging extensive investment expertise and a broad product suite to serve a diverse client base.

Key Financial Metrics

Price$27.91
Market Cap$12.4B
P/E (Forward)9.48
Price/Book1.28
Return on Equity-1.5%
Return on Invested Capital-1.1%
Debt/Equity14.83
Gross Margin28.9%
Operating Margin19.1%
Revenue Growth14.1%
Dividend Yield3.0%
Free Cash Flow$862M

Invesco Ltd. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Invesco Ltd.’s (IVZ) StockRank?
MoatMap’s StockRank for Invesco Ltd. (IVZ) is 59/100, with a Hold signal. It is a composite of Quality (38), Value (39), and Momentum (68) factor ranks across MoatMap’s 19,000+ stock universe.
Does Invesco Ltd. have an economic moat?
Invesco Ltd. (IVZ) has a Quality factor score of 38/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Invesco Ltd. a buy, hold, or sell?
MoatMap’s current signal for Invesco Ltd. (IVZ) is Hold, based on a StockRank of 59/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Invesco Ltd. in?
Invesco Ltd. (IVZ) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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