Score Your Stock

US stock · figures in US dollars · scored on full-year results

Invesco Invesco Ltd Common Stock

IVZ · Financial Services · Asset Management
Bottom 23% of scored stocks
OkayBottom 23% of scored stocks
Weak SpotRecent Loss

Invesco scores 44/100 on fundamentals: in the bottom 23% of 503 scored S&P 500 stocks. Its strongest area is Cash & Dividends (83/100); its weakest is Business Strength (10/100). It carries 2 warning flags: Weak Spot, Recent Loss.

Best
Cash 83
Weakest
Business 10
  • Carries a Weak Spot flag
  • Carries a Recent Loss flag

An expensively priced stock, but business strength needs attention.

What looks good
What to watch
Mkt capUS$ 12.2b#473 of 503 in the S&P 500EPSUS$ -0.69P/En/m (loss-making)P/B1×✓ vs sector median 2.7×Div yield3%✓ Top 18% in the S&P 50052w range · 50% of range21.8233.66
as of 31 Oct 2026

Nearby peers

Ranks #52 of 56 in Financial Services by score

#1Cincinnati Financial82#50Marsh McLennan46#51Arthur J. Gallagher &44
#52Invesco44
#53KKR &44#54Apollo Global Management37

One-Minute Summary

Why Invesco scores 44

An expensively priced stock, but business strength needs attention.

What looks good
What to watch

Business StrengthLowest pillar

10
Why 10?
Pillar score: (0 + 1 + 0 + 0 + 0) = 1 of 10 points → 10
Return on Equity (ROE)-1%Weak4-Year Revenue Growth+8%/yrOkay4-Year Profit Growthn/m (loss-making)WeakNet Profit Marginn/m (loss-making)WeakQuarterly Momentumn/m (loss-making)Weak
Show 3 charts

Net Profit & Equity, with ROE

Net Profit ↑ +18.8%Equity ↓ -14.6%ROE % -0.6%
Net ProfitEquityROE %
-97m775m-282m-79m14.6b14.6b12.2b12.5b202320242025TTM-0.7%5.3%-2.3%-0.6%

Revenue & Net Profit, with Net Margin

Revenue ↑ +24.8%Net Profit ↑ +18.8%Net Margin % -1.1%
RevenueNet ProfitNet Margin %
5.7b6.1b6.4b7.1b-97m775m-282m-79m202320242025TTM-1.7%12.8%-4.4%-1.1%

Sales grew about 24.8% over 4 years: customers keep spending more with this company.

The company lost money in recent years: the bars below zero are losses, not profits.

Recent Quarters: Revenue & Net Profit (the last 8 quarters, scored)

Revenue ↑ +20.5%Net Profit ↑ +269%Net Margin % 20.9%
RevenueNet ProfitNet Margin %
1.5b1.6b1.5b1.5b1.6b1.7b1.7b1.8b104m239m267m203m346m-1.1b269m382mQ3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2'266.8%15%17.5%13.4%21.1%-62.7%15.4%20.9%
▼▲▲▬▲▼▬▲

Sales grew about 20.5% over the last 8 quarters: customers keep spending more with this company.

The company made a loss in at least one of the last 8 quarters: the bars below zero are losses, not profits.

Why 50?
Pillar score: (1 + 2 + 0) = 3 of 6 points → 50
Debt-to-Equity0.7×OkayCurrent Ratio6.8×StrongInterest Coverage-0.4×Weak
Show 2 charts

Debt vs Equity, with D/E ratio

Total Debt → +2.4%Equity ↓ -14.6%D/E 0.7×
Total DebtEquityD/E
9.0b7.5b9.8b9.3b14.6b14.6b12.2b12.5b202320242025TTM0.6×0.5×0.8×0.7×

Borrowings have stayed roughly level: manageable, as long as profits stay healthy.

Short-term assets vs bills, with Current Ratio

Current Assets ↑ +13.5%Current Liabilities ↑ +29%Current Ratio 6.8×
Current AssetsCurrent LiabilitiesCurrent Ratio
9.7b8.4b10.8b11.0b1.3b830m897m1.6b202320242025TTM7.7×10.1×12×6.8×
Why 83?
Pillar score: (1 + 2 + 2) = 5 of 6 points → 83 · 1 N/A skipped
Dividend Quality3%Okay
Payout ratio: -693%
Operating Cash FlowPositive & growingStrongFree Cash FlowPositive & growingStrong

No data: Cash & Cash Equivalents

Show 3 charts

Operating vs Free Cash Flow

Operating CF ↑ +44.3%Free CF ↑ +57.5%
Operating CFFree CF
1.3b1.2b1.5b1.9b1.1b1.1b1.4b1.8b202320242025TTM

The business generates real cash, and more of it each year: a very healthy sign.

Cash vs Total Debt

Cash ↓ -16.6%Total Debt → +2.4%
CashTotal Debt
1.9b1.5b2.0b1.6b9.0b7.5b9.8b9.3b202320242025TTM

Dividends per Share, with Yield

DPS (cents) ↑ +13.8%Yield % 3.1%
DPS (cents)Yield %
1718.818.820202020.521212173.478.881.583.520222023202420254.7%5.6%5.4%3.1%

Dividends per share have been maintained or raised: management shares the rewards with you.

Why 33?
Pillar score: (0 + 2 + 0) = 2 of 6 points → 33
P/E Ration/m (loss-making)WeakP/B Ratio1×StrongPEG Ration/m (growth not measurable)Weak
Show chart

Share Price: Weekly Closes (not part of the score)

US$ 33.07US$ 27.86US$ 22.65Oct '25Feb '26Jun '26Oct '26

The share price is up about 20.9% over the past year.

Why 50?
Pillar score: (0 + 1 + 2 + 2 + 0) = 5 of 10 points → 50 · 1 N/A skipped
Earnings ConsistencyVery bumpyWeakDebt Trend (4yr)StableOkayShare Count Trend (4yr)-1%/yrStrongAsset Turnover Trend (4yr)+31.5%StrongQuarterly ConsistencyLoss in 1 of 8 quartersWeak

No data: Inventory vs Sales (4yr)

Ranks #52 of 56 in Financial Services by score

Sector peers

#1Cincinnati Financial82#50Marsh McLennan46#51Arthur J. Gallagher &44
#52Invesco (you)44
#53KKR &44#54Apollo Global Management37

Full Financial History

Every reported figure behind the score, year by year. Download it, or check it against the company's own annual report.

Financial YearRevenueNet ProfitOperating Cash FlowFree Cash FlowCapExCashTotal DebtEquityCurrent AssetsCurrent LiabilitiesTotal AssetsTotal LiabilitiesDividendsReturn on Equity (ROE)Net Profit MarginDebt-to-EquityCurrent RatioInterest CoverageDividend Payout RatioDiv yieldP/E RatioP/B Ratio
2026US$ 7.1bUS$ -78.7mUS$ 1.9bUS$ 1.8bUS$ -88.1mUS$ 1.6bUS$ 9.3bUS$ 12.5bUS$ 11.0bUS$ 1.6bUS$ 27.5bUS$ 14.0b--1%-1%0.7×6.8×-0.4×-693%---
2025US$ 6.4bUS$ -281.7mUS$ 1.5bUS$ 1.4bUS$ -84.3mUS$ 2.0bUS$ 9.8bUS$ 12.2bUS$ 10.8bUS$ 897.0mUS$ 27.1bUS$ 14.1bUS$ 83.5m-2%-4%0.8×12.0×-3.6×-207%3%-41.5×1.0×
2024US$ 6.1bUS$ 774.8mUS$ 1.2bUS$ 1.1bUS$ -69.1mUS$ 1.5bUS$ 7.5bUS$ 14.6bUS$ 8.4bUS$ 830.4mUS$ 27.0bUS$ 11.3bUS$ 81.5m5%13%0.5×10.1×18.3×79%5%9.6×0.5×
2023US$ 5.7bUS$ -96.9mUS$ 1.3bUS$ 1.1bUS$ -164.3mUS$ 1.9bUS$ 9.0bUS$ 14.6bUS$ 9.7bUS$ 1.3bUS$ 28.9bUS$ 13.0bUS$ 78.8m-1%-2%0.6×7.8×-2.4×-614%5%-73.7×0.5×