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Equity
Invesco Plc(IVZ)
USD --+0.00%
Reward54Moderate
Risk62Medium-High
📊75%Data
Thin -4% profit margin · 3.2% dividend yield
IVZ
+0.0 · +0.00%
USD · NYSE
Invesco Plc | Financial Services
Profitless Growth
Market Cap:11.92Bn
ℹ️
Reward Rating
54
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
62
Medium-High
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on IVZ to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $30.14.

What is Invesco Plc?

is a publicly owned investment manager.

IVZ · Verdict

Moderate reward · elevated risk

IVZ's standout is valuation; volatility and profitability weigh on the picture.

Based on 88% data coverage

IVZ · Verdict

What’s working & what to watch

Strengths 1

  • Valuation69/100

    P/E 10.4× · PEG 0.50

Watchouts 3

  • Volatility20/100

    Weak vs peers

  • Profitability31/100

    -4% net margin · -1% ROE

  • Balance sheet32/100

    Net debt/EBITDA 5.9×

Model-based scoring. For information only — not financial advice.

What is Invesco Plc?

is a publicly owned investment manager. The firm 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. The company is listed on the NYSE in USA, operating in the Financial Services sector, with a market capitalisation of 11.92B.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Thin or inconsistent margins weigh on earnings quality.
⚠️ Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
💸 Valuation
Valuation is less clear with a negative earnings base.

OpenBook Logo Analysis

Reward: Moderate (54)

The scoring profile indicates limited reward potential at this time, with valuation and growth offering the most support. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap11.92B
P/E RatioN/A
Dividend Yield3.22%
52 Week High29.3729
52 Week Low11.1435
Last AnnualDecember
IPO Date8/24/1995
IncorporatedUSA
Shares Outstanding444M
No. of Employees7,499
IndustryAsset Management
ExchangeNYSE
Beta1.66
CurrencyUSD
Websitewww.invesco.com
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