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Earnings transcript
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IVZ
Invesco Ltd.
$33.47
0.49
(1.49%)
| Exchange: | NYSE |
| Market Cap: | 14.837B |
| Shares Outstanding: | 522.162M |
Delayed data
About The Company
| Sector: | Financial Services | |||||
| Industry: | Asset Management | |||||
| CEO: | Andrew Ryan Schlossberg | |||||
| Full Time Employees: | 7405 | |||||
| Address: |
| |||||
| Website: | https://www.invesco.com |
Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 5,716,400 | 6,067,000 | 6,377,100 |
| Gross Profit | 2,005,400 | 2,027,200 | 2,753,400 |
| EBITDA | 1,131,400 | 1,242,900 | 1,376,800 |
| Operating Income | -434,800 | 832,100 | -695,700 |
| Net Income | -96,900 | 774,800 | -281,700 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 28,933,800 | 27,008,900 | 27,094,000 |
| Total Liabilities | 13,017,800 | 11,340,100 | 14,089,100 |
| Total Stockholders Equity | 14,597,600 | 14,559,900 | 12,231,000 |
| Total Debt | 9,045,000 | 7,546,400 | 10,792,700 |
| Cash and Cash Equivalents | 1,931,600 | 1,496,000 | 1,037,500 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,300,800 | 1,190,000 | 1,525,300 |
| Capital Expenditure | -164,300 | -69,100 | 0 |
| Free Cash Flow | 1,136,500 | 1,120,900 | 1,525,300 |
| Net Income | -96,900 | 752,400 | 0 |
| Net Change in Cash | 497,500 | -435,600 | 483,800 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 6,250,465.361 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 6,408,804.684 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 6,333,049.650 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 1,597,013.858 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 1,637,470.061 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 1,618,114.408 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 1,880,111.556 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 1,942,277.618 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 1,912,535.566 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 627,179.816 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 643,067.789 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 635,466.430 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 4.210 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 4.280 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 4.140 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 1 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Revenue Base and Diversified Operations: IVZ, as part of the Asset Management industry within the Financials sector, demonstrates a stable revenue stream as reflected in the Income Statements data. Consistent revenue figures across recent fiscal periods indicate a resilient business model, supported by diversified product and geographic revenue segments.
- Strong Operating Cash Flow: Cash Flow Statements highlight robust net cash provided by operating activities, suggesting effective management of operational expenses and a healthy liquidity position. This is further supported by positive free cash flow figures, indicating the company's ability to fund growth initiatives internally.
- Competitive Valuation Metrics: Key Metrics data shows a reasonable price-to-earnings (P/E) ratio TTM and price-to-sales (P/S) ratio TTM compared to industry averages (as per Industry and Sector data). This suggests IVZ is attractively valued relative to peers, potentially appealing to value-focused investors.
- Dividend Yield: A notable dividend yield TTM, as per Key Metrics, underscores IVZ’s commitment to returning value to shareholders, providing an attractive income component for long-term investors.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates IVZ intrinsic value between $24.36 – $36.04 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about IVZ valuation
Is Invesco Ltd. (IVZ) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Invesco Ltd. (IVZ) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is IVZ a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether IVZ trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is IVZ’s P/E ratio?
You can see IVZ’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for IVZ?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is IVZ a good long-term investment?
Whether IVZ fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
IVZ
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Daily snapshot
1.49
Trading Metrics:
| Open: | 32.95 | Previous Close: | 32.98 | |
| Day Low: | 32.85 | Day High: | 33.64 | |
| Year Low: | 20.67 | Year High: | 33.64 | |
| Price Avg 50: | 29.73 | Price Avg 200: | 26.92 | |
| Volume: | 841514 | Average Volume: | 5.259M |
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Login — it's freeIVZ full analysis
Welcome to MARKETSNAP’s SWOT analysis for Invesco, also known by its ticker IVZ. If you’re looking to dive deep into this asset management giant, you’ve come to the right place. We’re breaking down the strengths, weaknesses, opportunities, and threats for Invesco with a long-term investment lens, while also touching on some short- and medium-term trends to keep things spicy. So, let’s get into it and see if this stock deserves a spot in your portfolio. First, a quick overview for…
