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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#2659
Positioning
Market Dominance
Finance, Insurance, And Real Estate
Trading
$10.2B
Martin L. Flanagan
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. The firm invests in the public equity and fixed income markets across the globe.
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = IVZ ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$SII SPROTT INC. | 75 | 91 | 87 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PUK PRUDENTIAL PLC | 73 | 88 | 97 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NMR NOMURA HOLDINGS INC | 72 | 81 | 92 | 87 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PSLV Sprott Physical Silver Trust | 69 | 82 | 80 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UFCS UNITED FIRE GROUP INC | 68 | 81 | 93 | 76 | 5.0x | 3.5x | 13.2% | 4.1% | 99.9% | 14.7% | 11.1% | 9.2% | 2.1% | 16.0x | $775M | VS | |
$SLF SUN LIFE FINANCIAL INC | 68 | 83 | 95 | 63 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$CBOE Cboe Global Markets, Inc. | 68 | 75 | 63 | 77 | 21.3x | 15.7x | 24.0% | 13.7% | 41.7% | 32.4% | 26.4% | 8.2% | 1.1% | 30.0x | $25.7B | VS | |
$VTMX Vesta Real Estate Corporation, S.A.B. de C.V. | 67 | 69 | 77 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PHYS Sprott Physical Gold Trust | 67 | 64 | 82 | 91 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GLDM World Gold Trust | 66 | 54 | 85 | 92 | 11.3x | 11.3x | - | 20.9% | 100.0% | 97.1% | 554.8% | -19.0% | 0.0% | - | $32.0B | VS | |
$IVZ Invesco Ltd. | 46 | 25 | 43 | 82 | 12.7x | 17.9x | 6.6% | 3.3% | -0.9% | 6.6% | 14.7% | 9.6% | 3.6% | 71.0x | $10.2B | ||
| SECTOR BENCH | - | - | - | - | - | 11.9x | 7.8x | 9.0% | 1.3% | 77.7% | 18.1% | 21.9% | 10.7% | 2.0% | 0.5x | - | REF |
Invesco Ltd. (IVZ) receives a "Reduce" rating with a composite score of 45.8/100. It ranks #2659 out of 7,333 stocks in our coverage universe and carries a 2-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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Outperforming peers — winners tend to keep winning over 3-12 months
Fair valuation relative to peers
Weak fundamentals — higher risk of value trap
High volatility — wider range of outcomes increases timing risk
Moderate investment profile
Mid-range overall rating
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Relative valuation derived from Finance, Insurance, And Real Estate sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for IVZ.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 25 | 13 | +12ALPHA |
| MOMENTUM | 82 | 90 | -8DRAG |
| VALUATION | 43 | 49 | -6DRAG |
| INVESTMENT | 36 | 63 | -27DRAG |
| STABILITY | 30 | 21 | +9ALPHA |
| SHORT INT | 52 | 61 | -9DRAG |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROIC 18.3% vs WACC 5.4% (spread +12.9%)
GM -1% vs sector 78%, OM 7% vs sector 18%
Capital turnover 0.18x
Rev growth 10%, 10yr history
Interest coverage 63.8x, Net debt/EBITDA 25.5x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate Invesco Ltd. (IVZ) as a Reduce with a composite score of 45.8/100 at a current price of $26.12. The quantitative profile shows weakness across multiple dimensions, suggesting limited upside potential.
Invesco Ltd. holds a top-quartile position (#0 of 50) within the Finance, Insurance, And Real Estate sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 45.8/100 places it at rank #2659 in our full universe.
The near-term outlook is constructive, with revenue growing at 10% and momentum in the 82th percentile confirming positive market sentiment. The combination of strong top-line growth and favorable price dynamics suggests the company is executing well on its growth strategy.
No Moat
Very High
Standard
Fair Value
Positive momentum indicates institutional accumulation.
Stable competitive position in a defensive sector.
Below-average quality raises earnings sustainability concerns.
Vulnerability to macroeconomic shocks and interest rate volatility.
Invesco Ltd. represents a reduce based on multi-factor quantitative performance.
Invesco Ltd. receives a Reduce rating from our analysis, with a composite score of 45.8/100 and 2 out of 5 stars, ranking #2659 out of 7,333 stocks. IVZ's factor profile shows weakness across multiple dimensions, suggesting the stock may underperform going forward. Existing holders may want to consider trimming positions or tightening stop-losses.
IVZ's quality score of 25/100 is below average, suggesting challenges with profitability or capital efficiency. The company reports a return on equity of 6.6% (sector avg: 9.0%), gross margins of -0.9% (sector avg: 77.7%), net margins of 14.7% (sector avg: 21.9%). Investors should examine whether management is actively addressing these weaknesses or if they reflect structural industry headwinds.
With a value score of 43/100, IVZ appears somewhat expensive relative to its fundamentals. Key valuation metrics include a P/E ratio of 12.71x, an EV/EBITDA of 17.91x, a P/B ratio of 0.84x. Investors paying a premium here are likely betting on above-average growth or margin expansion to justify current prices.
Invesco Ltd.'s investment score of 36/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 9.6% vs. a sector average of 10.7% and a return on assets of 3.3% (sector: 1.3%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
IVZ shows strong momentum characteristics with a score of 82/100. The stock has been trending above key moving averages, indicating solid demand from institutional buyers. Revenue growth stands at 9.6% year-over-year, while a beta of 1.52 reflects its sensitivity to broader market moves. This level of momentum typically signals sustained investor confidence and favorable near-term price action.
IVZ's stability score of 30/100 signals elevated volatility and/or leverage concerns. Key stability metrics include a beta of 1.52 and a debt-to-equity ratio of 71.00x (sector avg: 0.5x). Investors should be prepared for wider-than-average price swings and consider position sizing accordingly to manage portfolio risk.
The short interest score of 52/100 for IVZ suggests somewhat elevated bearish positioning by institutional traders. Specific risk factors include high market sensitivity (beta: 1.52), elevated leverage (D/E: 71.00x). With a $10.2B market cap (large-cap), Invesco Ltd. may experience above-average volatility. Investors should consider whether the short thesis has merit or if it creates a potential short-squeeze opportunity.
IVZ pays a solid dividend yield of 3.6%, contributing an income component to total returns. This compares to a sector average dividend yield of 2.0%. This moderate yield suggests a balance between returning capital to shareholders and retaining earnings for reinvestment — a common profile among quality compounders.
Invesco Ltd. is a large-cap company in the Finance, Insurance, And Real Estate sector, ranked #0 of 50 in its sector (100th percentile) and #2659 of 7,333 overall (64th percentile). Key comparisons include ROE of 6.6% trailing the 9.0% sector median and operating margins of 6.6% below the 18.1% sector average. This top-quartile standing reflects exceptional competitive strength relative to Finance, Insurance, And Real Estate peers.
While IVZ currently exhibits a REDUCE profile, superior opportunities exist within the FINANCE, INSURANCE, AND REAL ESTATE sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Finance, Insurance, And Real Estate Alpha →Quant Factor Profile
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Improvement in Quality (25) would have the largest impact on the composite score.
EV/EBITDA 131% ABOVE SECTOR MEDIAN
ROE 27% BELOW SECTOR MEDIAN
Gross Margin 101% BELOW SECTOR MEDIAN
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Wall Street experienced a cautious trading day with mixed earnings results, potential EU trade tariffs, and ongoing market uncertainty. The S&P 500 remained near 6,300, while tech-heavy indexes showed minimal movement.
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General Motors and Invesco both exceeded Q4 earnings expectations and are trading at attractive valuations. GM reported strong operational performance with a $6 billion share buyback and 20% dividend increase, while Invesco achieved record AUM of $2.2 trillion. Both stocks are recommended as value buys with Zacks Rank #2 (Buy) ratings.
Why Invesco Might Be on Your Radar Today Invesco (IVZ) shares closed at US$26.12, with recent performance mixed. The stock recorded a 3.6% gain over the past day, a 1.1% decline over the past week, and an 8% decline over the past month. See our latest analysis for Invesco. While the 1 day share price return of 3.6% offers a short burst of strength, the recent 1 month share price decline of 8% suggests fading momentum in the near term. At the same time, the 1 year total shareholder return of...
Above 50MA
37.18%
Net New Highs
+51081