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Invesco Ltd. (IVZ) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Invesco Ltd.

IVZMarket cap $13BPrice $30.5

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages roughly $1.7 trillion in assets across ETFs, mutual funds, and institutional portfolios worldwide. Its QQQ fund alone tracks the Nasdaq-100 and ranks among the most heavily traded ETFs on the planet.

In Bastion Portfolios?

52W Return+37%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+2%3

Revenue Forecast

Rev CAGR (1y)-15%1

Rev CAGR (3y)+4%3

Rev CAGR (5y)+8%6

Earnings Forecast

EPS Growth Y+10%5

EPS Growth Y+2+13%7

EPS Growth Y+3+15%8

Quality

Margins

EBIT Margin19%7

Net Income Margin-1%2

Free Cash Flow Margin28%9

Debt

Net Debt/EBITDA0.57

Efficiency

ROE-3%2

ROA-0%2

Earnings Stability33

GEAR+WEAK30

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)109

P/E Ratio (Forward 3y)89

P/BV1.48

EV Multiples

EV/EBITDA Fwd89

EV/EBIT Fwd89

Yield

Free Cash Flow Yieldna–

Dividend Yield2.8%7

Momentum

Short term

1 month return-6%5

3 month return+14%9

YTD return+19%7

Mid term

Price vs 52wHigh91%8

1 year return+31%8

Long term

3 year return+156%9

5 year return+51%6

Risk Shield

Price Risk

Beta1.32

Volatility34%6

Free Cash Flow

Free Cash Flow Margin28%9

Free Cash Flow Yieldna–

Quality

ROCE5%2

Earnings Stability33

Net Debt/EBITDA0.57

02Growth

Is it actually growing, and how fast?

IVZInvesco

Revenue FY25$6.4B

GROWTH RATING↗

WEAK29 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+2%3

Revenue, next 1Y-15%1

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+8%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27E+13%7

EPS growth, FY28E+15%8

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 2%/yr over the last 3 years and is set to keep growing around 4%/yr.

Over five years revenue is set to grow 8%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 71% of companies worldwide.

Revenue grew 2%/yr over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to grow 4%/yr over the next 3 years, behind most of the market.3/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Margin Expander

Growth is a weak point here. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG82 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%5

3-month return+14%9

YTD return+19%7

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+31%8

3-year return+156%9

5-year return+51%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +156% over three years and +51% over five, ahead of 70% of the market.

It's up 31% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+14%) and so far this year (+19%).

WATCH

Returns sit at the market level over the past month (-6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Invesco. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

IVZInvesco

Revenue FY25$6.4B

GROWTH RATING↗

WEAK29 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+2%3

Revenue, next 1Y-15%1

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+8%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27E+13%7

EPS growth, FY28E+15%8

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 2%/yr over the last 3 years and is set to keep growing around 4%/yr.

Over five years revenue is set to grow 8%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 71% of companies worldwide.

Revenue grew 2%/yr over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to grow 4%/yr over the next 3 years, behind most of the market.3/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Margin Expander

Growth is a weak point here. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG82 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%5

3-month return+14%9

YTD return+19%7

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+31%8

3-year return+156%9

5-year return+51%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +156% over three years and +51% over five, ahead of 70% of the market.

It's up 31% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+14%) and so far this year (+19%).

WATCH

Returns sit at the market level over the past month (-6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Invesco. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community