Quarter
Charts

Invesco Ltd.

IVZ

CIK 0000914208 · Quarterly mode · latest period FY2025 (Q4) (ending 2025-12-31) · sourced from SEC EDGAR

At a glance · FY2025 (Q4)

Revenue
$1.69B
↑+6.2% +$99Mvs FY2024 (Q4)
Operating Income
$1.63B
↑+424.4% +$1.32Bvs FY2024 (Q4)
Net Income
$1.61B
↑+575.2% +$1.37Bvs FY2024 (Q4)
Gross Profit
$1.69B
↑+6.2% +$99Mvs FY2024 (Q4)

Quality Score

Quality score

6-dimension fundamental snapshot · latest annual filed values · S&P 500 calibration

Average
46/100
  • Profitability
    0ROIC -3.7% (10% = solid, 20%+ = moat)
  • Liquidity
    47Current Ratio 1.44 (above 1.5 = solid)
  • Leverage
    93D/E 0.15 (under 0.5 = conservative)
  • Efficiency
    3Asset Turnover 0.24x (1.0+ = capital-efficient)
  • Growth
    37Revenue YoY +6.2% (10% = solid, 25%+ = elite)
  • Margin Trend
    94Op Margin 16.5% · trend +2.6pts (4Q avg vs prior 4Q)

Calibrated to S&P 500 medians. Each sub-score is computed from a single CFA-grade ratio (Profitability = ROIC, Liquidity = Current Ratio, Leverage = D/E, Efficiency = Asset Turnover, Growth = Revenue YoY, Margin Trend = 4Q operating-margin avg vs prior 4Q). Overall = simple mean.

DCF intrinsic value

DCF intrinsic value

two-stage Gordon model

Project IVZ's free cash flow forward, discount back at your hurdle rate, divide by diluted shares. Edit the assumptions to see how sensitive the intrinsic value is.

25%

Trailing 3-yr CAGR was 41.3%

10%

10% is a common all-equity benchmark for US large-caps

2.5%

Should be ≤ long-run GDP growth (~2.5% nominal)

5

5-year explicit projection + perpetuity terminal

Intrinsic value per share
$105.63
Total enterprise IV
$48.06B
Diluted shares
0.46B
Terminal PV
$37.32B (78% of total)
Year-5 FCF
$4.40B
YearProjected FCFDiscounted PV
+1$1.80B$1.64B
+2$2.25B$1.86B
+3$2.81B$2.11B
+4$3.52B$2.40B
+5$4.40B$2.73B
Terminal$60.10B$37.32B

DCF outputs are HIGHLY sensitive to growth + WACC assumptions. A 1pp WACC change can shift IV by 20%+. Use this as a sanity-check vs market price, not a target — and always cross-check the underlying FCF source (EDGAR cashflow statement, latest annual). Margin of safety convention: 30-50% discount to IV before buying.

Capital allocation · trailing 4 quarters

how the company spent its cash
Capex (TTM)
$84M
investment in PP&E
Dividends paid (TTM)
$377M
cash returned to holders
Stock buybacks (TTM)
$124M
share count reduction
Stock-based comp (TTM)
$80M
non-cash dilution

Balance sheet · 2025-12-31

latest filed snapshot
Total assets
$27.09B
everything owned
Total liabilities
$14.09B
everything owed
Stockholders' equity
$12.23B
shareholder claim
Net debt
$788M
LT debt minus cash

Recent performance · 71 quarters

Revenue↑+6.2% +$99M
$1.69B
Net Income↑+244.0% +$253M
$356M
Free Cash Flow↑+36.4% +$115M
$432M
Operating Margin↑+9.9pts
16.5%

Drill down

IVZ Sankey

See Invesco Ltd.'s revenue flow into every line item of the income statement and balance sheet — every dollar accounted for, with prior-period comparison.

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IVZ Charts

71 quarters of historical line items — Income, Cash Flow, Balance Sheet, plus margins. Click any chart for the trend dialog.

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IVZ Key Metrics

EPS, BVPS, FCF/Share, ROE, ROA, ROIC, D/E, Current Ratio, Quick Ratio, Asset Turnover — 10 CFA-grade fundamentals derived from EDGAR data.

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