Invesco Ltd. provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It also manages separate client focused equity, balanced, and fixed income portfolios. The company was founded in December 1935 and is based in Atlanta, Georgia.
IVZ Price Forecast Based on DCF Valuation
DCF Fair Value Target:
We started the process of determining a valid price forecast for Invesco Ltd with a discounted cash flow analysis -- the results of which can be found in the table below. To summarize, we found that Invesco Ltd ranked in the 48th percentile in terms of potential gain offered. We should note, though, that all scenearios modelled for this stock suggest it is overvalued. The most interesting components of our discounted cash flow analysis for Invesco Ltd ended up being:
The compound growth rate in the free cash flow of Invesco Ltd over the past 5.51 years is -0.04%; that's higher than merely 23.23% of free cash flow generating stocks in the Financial Services sector.
52% of the company's capital comes from equity, which is greater than merely 22.19% of stocks in our cash flow based forecasting set.
Invesco Ltd's weighted average cost of capital (WACC) is 7%; for context, that number is higher than merely 1.56% of tickers in our DCF set.
Terminal Growth Rate in Free Cash Flow
Return Relative to Current Share Price
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Invesco (IVZ): Q4 Non-GAAP EPS of $0.72 beats by $0.15; GAAP EPS of $0.46 misses by $0.09.Revenue of $1.23B (-3.1% Y/Y) beats by $80M."We had net long-term inflows in the fourth quarter of nearly $10 billion. Long-term flows into Fixed Income capabilities remained strong, while we also saw significant client...
Invesco (IVZ) declares $0.155/share quarterly dividend, in line with previous.Forward yield 2.91%Payable March 2; for shareholders of record Feb. 16; ex-div Feb. 14.See IVZ Dividend Scorecard, Yield Chart, & Dividend Growth....
As a reminder, this conference call and the related presentation may include forward-looking statements, which reflect management's expectations about future events and overall operating plans and performance. Invesco makes no obligation to update any forward-looking statements.