Top line stable.
+5.1% YoY versus +6.1% prior. 3y CAGR +1.8%.
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Financial Services · Market Cap: $12.5B
Live price unavailable
Fundamentals as of 2025-12-31
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
Bottom line: IVZ currently has no legendary investor models qualifying — see /stock/IVZ/valuation for the per-model breakdown, but earns a C sector grade (47/100) in Financial Services. Use the per-tab analysis to form your own view. Drill into the valuation breakdown and sector ranking for the full picture.
Concerns — Invesco Ltd.'s -2.3% ROE is below sector median.
Financial story
Concerns — Invesco Ltd.'s -2.3% ROE and 1.15 debt-to-equity warrant a closer look at the underlying business.
How does IVZ compare?
0 of 6 legendary investor models rate IVZ a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
Invesco Ltd.'s fair value depends on which model you trust. See the per-investor fair-value table in the valuation tab.
IVZ trades at -14.5x earnings. Sector context and per-investor signals are in the valuation tab.
IVZ and CNA differ on P/E, ROE, and revenue growth. See the full IVZ vs CNA compare matrix.
Investor verdicts for IVZ are listed in the valuation tab. Per-model fair value and reasoning are in the valuation tab.
IVZ's P/E ratio is -14.5x. 5-year P/E history is in the financials tab.
+5.1% YoY versus +6.1% prior. 3y CAGR +1.8%.
+5.1%Net margin −4.4% versus 12.8% prior (−17.2pp). Operating −10.9%.
−4.4%P/E 17.9x — 59% above the 5y median of 11.2x. Forward 10.2x hints at EPS expansion next year.
17.9xSee exactly where IVZ ranks
Sign in to unlock the full sector ranking — free.
Sign in to see the rankingIVZ sits at #98 in Financial Services with a C grade (47/100).