← Invesco Ltd. IVZ
Market Price
$32.54
Market Cap
$14.34B
P/E Ratio
N/A
Revenue (FY 2025)
↑5.1% YoY
$6.38B
3-Yr CAGR: 1.8%
Net Income
↓-235.0% YoY
-$726.30M
Net Margin: -11.4%
Free Cash Flow
↑28.6% YoY
$1.44B
FCF Yield: 10.05%
EPS (Diluted)
↓-235.6% YoY
$-1.60
Basic: $-1.60
Return on Equity
Efficiency
-5.9%
ROA: -18.5%
📊 Multi-Year Historical Performance & Trends
Financial Performance History
Revenue, Net Income & Free Cash Flow
Margins Trend (%)
Gross, Operating & Net Margins
Balance Sheet Strength
Cash, Debt & Equity
Cash Flow Generation
Operating Cash Flow vs CapEx vs FCF
📈 Year-over-Year (YoY) Growth History (IVZ)
All monetary values in millions ($M)| Fiscal Year | Revenue | Revenue YoY | Gross Profit | Net Income | Net Inc YoY | Diluted EPS | EPS YoY | Op. Cash Flow | Free Cash Flow | FCF YoY |
|---|---|---|---|---|---|---|---|---|---|---|
| FY 2016 | $4,734.4M | — | $4,641.0M | $854.2M | — | $2.06 | — | $129.3M | $-18.4M | — |
| FY 2017 | $5,160.3M | +9.0% | $5,065.5M | $1,127.3M | +32.0% | $2.75 | +33.5% | $1,370.7M | $1,259.0M | +6,942.4% |
| FY 2018 | $5,314.1M | +3.0% | $5,202.6M | $882.8M | -21.7% | $2.14 | -22.2% | $828.8M | $726.3M | -42.3% |
| FY 2019 | $6,117.4M | +15.1% | $5,981.7M | $564.7M | -36.0% | $1.28 | -40.2% | $1,116.6M | $992.3M | +36.6% |
| FY 2020 | $6,145.6M | +0.5% | $6,016.3M | $524.8M | -7.1% | $1.13 | -11.7% | $1,230.3M | $1,115.3M | +12.4% |
| FY 2021 | $6,894.5M | +12.2% | $6,799.8M | $1,393.0M | +165.4% | $2.99 | +164.6% | $1,078.1M | $969.3M | -13.1% |
| FY 2022 | $6,048.9M | -12.3% | $5,963.7M | $683.9M | -50.9% | $1.49 | -50.2% | $703.2M | $510.3M | -47.4% |
| FY 2023 | $5,716.4M | -5.5% | $5,645.9M | $-333.7M | -148.8% | $-0.73 | -149.0% | $1,300.8M | $1,136.5M | +122.7% |
| FY 2024 | $6,067.0M | +6.1% | $6,009.0M | $538.0M | +261.2% | $1.18 | +261.6% | $1,190.0M | $1,120.9M | -1.4% |
| FY 2025 | $6,377.1M | +5.1% | $6,294.6M | $-726.3M | -235.0% | $-1.60 | -235.6% | $1,525.3M | $1,441.0M | +28.6% |
Valuation
Market Price
$32.54
Market Cap
$14.34B
Enterprise Value
$15.13B
P/E Ratio
N/A
P/B Ratio
1.18
FCF Yield
10.05%
Dividend Yield
2.57%
Shares Outstanding
Profitability & Margins
Gross Margin
98.71%
Operating Margin
-10.91%
Net Margin
-11.39%
Return on Equity (ROE)
-5.94%
Return on Assets (ROA)
-18.49%
Asset Turnover
1.62x
Revenue 3-Yr CAGR
1.78%
Financial Health & Liquidity
Current Ratio
N/A
Cash Ratio
N/A
Debt / Equity
0.149
Debt / Assets
0.465
Cash & Equivalents
$1.04B
Total Debt
$1.83B
Book Value / Share
$27.59
Cash Flow Efficiency
Operating Cash Flow
$1.53B
Capital Expenditures (CapEx)
$84.30M
Free Cash Flow
$1.44B
OCF / Revenue
23.92%
FCF / Revenue
22.60%
FCF 3-Yr CAGR
41.34%
Per Share Metrics
EPS (Diluted)
$-1.60
EPS (Basic)
$-1.60
Dividends / Share
$0.83
Book Value / Share
$27.59
EPS YoY Growth
-235.59%
Balance Sheet (FY 2025)
Total Assets
$3.93B
Total Liabilities
$901.50M
Stockholders' Equity
$12.23B
Current Assets
N/A
Current Liabilities
N/A