IVZ:NYE-Invesco Ltd

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 20.12

Change

-0.01 (-0.05)%

Market Cap

USD 12.88B

Volume

4.08M

Analyst Target

USD 22.85
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Invesco Ltd is an investment management company operating. It provides retail and institutional clients with an array of investment management capabilities. It has presence in the institutional and retail markets.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2019-07-15 )

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ETFs Containing IVZ

FHF:CA First Trust Nasdaq Clean .. 0.00 % 0.77 %

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CAD 0.01B
PSM 0.00 % 0.00 %

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TETF 0.00 % 0.64 %

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Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.19% 79% B- 71% C-
Dividend Return 3.64% 53% F 84% B
Total Return 23.84% 77% C+ 75% C
Trailing 12 Months  
Capital Gain -21.47% 5% F 17% F
Dividend Return 4.72% 29% F 75% C
Total Return -16.74% 4% F 19% F
Trailing 5 Years  
Capital Gain -47.16% 9% A- 17% F
Dividend Return 14.76% 8% B- 56% F
Total Return -32.41% 6% D- 18% F
Average Annual (5 Year Horizon)  
Capital Gain -11.85% 9% A- 16% F
Dividend Return -8.46% 8% B- 19% F
Total Return 3.39% 39% F 72% C
Risk Return Profile  
Volatility (Standard Deviation) 21.56% 22% F 60% D-
Risk Adjusted Return -39.26% 7% C- 18% F
Market Capitalization 12.88B 97% N/A 84% B

Key Financial Ratios

  Ratio vs. Industry/Classification (Asset Management) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.10 89% 82%
Price/Book Ratio 0.93 83% 76%
Price / Cash Flow Ratio 0.00 53% 61%
Price/Free Cash Flow Ratio 0.00 50% 54%
Management Effectiveness  
Return on Equity 8.54% 85% 54%
Return on Invested Capital N/A N/A N/A
Return on Assets 2.45% 63% 46%
Debt to Equity Ratio 28.08% 79% 79%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.