Stock Research: Invesco

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Invesco

NYSE:IVZ BMG491BT1088
100
  • Value
    76
  • Growth
    55
  • Safety
    Safety
    93
  • Combined
    98
  • Sentiment
    81
  • 360° View
    360° View
    100
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Company Description

Invesco Ltd. is an independent investment management firm. It operates within the investment management industry. It serves the Americas, Europe, Middle East, Africa, and Asia-Pacific in 120 countries. In the last fiscal year, the company had a market cap of $7492 million, profits of $4041 million, revenue of $6067 million, and 8508 employees.

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Analysis

ANALYSIS: With an Obermatt 360° View of 100 (better than 100% compared with alternatives) for 2025, overall professional sentiment and financial characteristics for the stock Invesco are very positive. The 360° View is based on consolidating four consolidated indicators, with all four indicators above average for Invesco. The consolidated Value Rank has an attractive rank of 93, which means that the share price of Invesco is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 93% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 55, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. The company is also safely financed with a Safety rank of 76. Finally, professional market sentiment is above average compared with other stock investment alternatives with a Sentiment Rank of 81. ...read more

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Index
Dividends USA
SDG 13
SDG 15
SDG 3
SDG 4
SDG 5
S&P 500
The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 30-Oct-2025.

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The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

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Metrics Current 2024 2023 2022
Value
93 95 98 100
Growth
55 53 3 53
Safety
Safety
76 92 61 49
Sentiment
81 48 19 14
360° View
360° View
100 100 31 56
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Metrics Current 2024 2023 2022
Analyst Opinions
31 29 24 47
Opinions Change
89 67 43 50
Pro Holdings
n/a 80 61 26
Market Pulse
64 41 5 24
Sentiment
81 48 19 14
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Metrics Current 2024 2023 2022
Value
93 95 98 100
Growth
55 53 3 53
Safety Safety
76 92 61 49
Combined
98 100 53 91
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
79 81 71 89
Price vs. Earnings (P/E)
77 87 84 70
Price vs. Book (P/B)
97 97 97 95
Dividend Yield
79 86 90 79
Value
93 95 98 100
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Metrics Current 2024 2023 2022
Revenue Growth
70 34 19 41
Profit Growth
47 48 30 81
Capital Growth
18 92 29 24
Stock Returns
87 35 15 52
Growth
55 53 3 53
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Metrics Current 2024 2023 2022
Leverage
57 67 57 50
Refinancing
53 71 61 70
Liquidity
67 78 37 20
Safety Safety
76 92 61 49

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