Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
IVZ
HOLDInvesco Ltd. · Financial Services · United States · $13.3B · Avg Vol: $156M/d
COMPANY DESCRIPTION
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.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 6.0B | 5.7B | 6.1B | 6.4B | 1.8% | 6.6B | 7.5B | 8.1B | 12.8% |
| EPS | 1.50 | -0.73 | 1.18 | -1.60 | -11.3% | -1.47 | — | — | — |
| Shares | 454.8M | 449.5M | 448.0M | 444.0M | -2.4% | 443.3M | — | — | — |
| Debt | 8.6B | 9.0B | 7.5B | 9.8B | 4.6% | 2.0B | — | — | — |
| Equity | 15.2B | 14.6B | 14.6B | 12.2B | -7.0% | — | — | — | — |
| Op CF | 703.2M | 1.3B | 1.2B | 1.5B | 29.4% | 1.8B | — | — | — |
| Inv CF | -375.6M | -244.3M | 68.4M | -974.4M | — | — | — | — | — |
| Fin CF | -966.9M | -585.4M | -1.7B | -149.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of IVZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| IVZ | Invesco Ltd.(you) | $13.3B | 60 | HOLD |
| PSH.L | Pershing Square Holdings, Ltd. | $8.7B | 64 | HOLD |
| NTRS | Northern Trust Corporation | $22.2B | 56 | HOLD |
| CVC.AS | CVC Capital Partners plc | $16.6B | 49 | HOLD |
| AMG | Affiliated Managers Group, Inc. | $9.5B | 69 | BUY |
| ARCC | Ares Capital Corporation | $13.5B | 43 | HOLD |
| RJF | Raymond James Financial, Inc. | $32.5B | 60 | HOLD |
| PFG | Principal Financial Group, Inc. | $23.6B | 67 | BUY |
| OWL | Blue Owl Capital Inc. | $14.7B | 37 | HOLD |
| CNS | Cohen & Steers, Inc. | $4.2B | 58 | HOLD |
Peer medians: ROE 9.5% · P/E 13.9x · Gross margin 100.0%