Invesco Ltd.IVZ

$28.14-0.65 (-2.26%)
NYSEFinancial Services24:00 UTC

Company snapshot

Market Cap
$13B
Large-cap
+4%
2016 — today
10-Year Price
-4%
2016 — today
52-Week Range
$14.93$29.44
Current $28.14· 91%

Invesco Ltd. operates as a publicly traded asset management firm. It serves a broad spectrum of clients, ranging from individual retail investors and high-net-worth individuals to diverse institutional entities such as public sector organizations, corporations, labor unions, non-profits, endowments, foundations, pension plans, financial institutions, and sovereign wealth funds. The firm's diverse product suite encompasses individually managed equity and fixed income portfolios tailored to specific client needs. Additionally, Invesco sponsors a variety of pooled investment vehicles, including mutual funds and exchange-traded funds (ETFs) across equity, fixed income, commodity, multi-asset, and balanced strategies. The firm also manages private funds. Globally, Invesco allocates capital across public equity and fixed income markets. It also delves into alternative asset classes, such as commodities and foreign currencies. Within equities, their focus spans growth and value stocks across all market capitalizations – large, mid, and small. The firm's fixed income portfolio is exceptionally broad, featuring investments in convertibles, government, municipal, and treasury bonds, along with cash. This extensive range also covers various maturities (short-term, intermediate-term), credit qualities (investment-grade, high-yield), and tax statuses (taxable, tax-free instruments), alongside senior secured loans and structured products like asset-backed, mortgage-backed, and commercial mortgage-backed securities. Invesco employs sophisticated strategies such as absolute return, global macro, and long/short approaches. Quantitative analysis is a cornerstone of its investment decision-making process. Founded in December 1935, the company maintains its primary operational hub in Atlanta, Georgia, complemented by an office in Hamilton, Bermuda. Historically, Invesco Ltd. operated under various names, including Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd.

Valuation in context

P/E ratio
-19.1
N/A
Not meaningful — company is unprofitable
P/B ratio
1.0
Historically pricey
Historically pricey — last 10 years
EV / EBITDA
16.9
Near historic high
Near historic highs — last 10 years
Dividend Yield
3.0%
Historically low
Historically low relative to the last 10 years
FCF Yield
14.0%
Historically high
Historically high relative to the last 10 years
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