Invesco Ltd. (IVZ)

NYSE · Financials · market cap 14.37B

Share price

$30.22

At the last nightly close

Intrinsic value

$14.69

A single conservative estimate.

Margin of safety

-51.4%

($14.69 − $30.22) ÷ $30.22

EV / EBIT

n/a

Not ranked: financial sector.

How these numbers are computed

The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above is the low end of what they agree on.

The frame gives no credit for growth. A company that compounds will therefore read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.

The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.

Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-08-29.

Key metrics

Price / earningsn/a
Price / book1.3
EV / EBITDA12.1
FCF / EVn/a
Return on equity-0.6%
Return on assets+2.9%
Debt / equity0.12
Gross margin+29.5%

Market position

52-week high$33.31
52-week low$21.50
From 52-week high-9.3%
RSI (14)39.1
200-day moving average$27.59

Annual financials

PeriodRevenueOperating incomeNet incomeEPSFree cash flow
2025-FY6.38B-695.7M-281.7M-1.601.44B
2024-FY6.07B832.1M774.8M1.181.12B
2023-FY5.72B-393.2M-96.9M-0.731.14B
2022-FY6.05B1.34B920.7M1.50510.3M
2021-FY6.89B1.79B1.39B2.99969.3M

Filed figures from SEC EDGAR, in the reporting currency.

Next earnings

Q4 2026 expectedOctober 27, 2026
Consensus EPS estimate0.74

Recent news

The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on IVZ.

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This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.