Invesco Ltd (IVZ): Price and Financial Metrics

IVZ POWR Grades

• IVZ scores best on the Momentum dimension, with a Momentum rank ahead of 96.87% of US stocks.
• IVZ's strongest trending metric is Growth; it's been moving up over the last 177 days.
• IVZ's current lowest rank is in the Sentiment metric (where it is better than 6.77% of US stocks).

IVZ Stock Summary

• Of note is the ratio of INVESCO LTD's sales and general administrative expense to its total operating expenses; 83.73% of US stocks have a lower such ratio.
• As for revenue growth, note that IVZ's revenue has grown -12.26% over the past 12 months; that beats the revenue growth of merely 12.92% of US companies in our set.
• Shareholder yield, a measure of how much is returned to shareholders via dividends and share repurchases, for IVZ comes in at 16.87% -- higher than that of 89.06% of stocks in our set.
• Stocks that are quantitatively similar to IVZ, based on their financial statements, market capitalization, and price volatility, are PSO, SIGI, RRX, TOL, and WTM.
• Visit IVZ's SEC page to see the company's official filings. To visit the company's web site, go to www.invesco.com.

IVZ Valuation Summary

• In comparison to the median Financial Services stock, IVZ's price/sales ratio is 20% higher, now standing at 1.2.
• IVZ's price/earnings ratio has moved up 6.2 over the prior 243 months.

Below are key valuation metrics over time for IVZ.

IVZ Growth Metrics

The 5 year net cashflow from operations growth rate now stands at 125.68%.
• The year over year net income to common stockholders growth rate now stands at 128.99%.
• Its 5 year revenue growth rate is now at 36.07%.

IVZ's revenue has moved down $712,300,000 over the prior 15 months.

The table below shows IVZ's growth in key financial areas (numbers in millions of US dollars).

Date	Revenue	Operating Cash Flow	Net Income to Common Stock
2022-12-31	6,048.9	703.2	447.1
2022-09-30	6,368.9	236	686.1
2022-06-30	6,673.2	345	838.8
2022-03-31	6,864.2	729.6	1,086.1
2021-12-31	6,894.5	1,078.1	1,156.2
2021-09-30	6,761.2	1,649.4	940.5

IVZ's Quality Factors

The “Quality” component of the POWR Ratings focuses on 31 different factors of a companies fundamentals and operational strength. Here are some key insights as we drill into the specifics of these quality attributes.

• IVZ has a Quality Grade of D, ranking ahead of 14.03% of graded US stocks.
• IVZ's asset turnover comes in at 0.197 -- ranking 95th of 442 Trading stocks.
• DHIL, SUNS, and AB are the stocks whose asset turnover ratios are most correlated with IVZ.

The table below shows IVZ's key quality metrics over time.