IVZ PE Ratio & Valuation,Is IVZ Overvalued — Intellectia
IVZ Relative Valuation
IVZ's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, IVZ is overvalued; if below, it's undervalued.
Historical Valuation
Invesco Ltd(IVZ) is now in theFairzone, suggesting that its currentforward PEratio of10.95is consideredFairlycompared with the five-year average of9.61.The fair price ofInvesco Ltd(IVZ)is between22.78to28.56according to relative valuation methord.
Relative Value
Fair Zone
22.78-28.56
Current Price：26.26
Fair
10.95
PE
1Y
3Y
5Y
Trailing
Forward
8.73
EV/EBITDA
Invesco Ltd. (IVZ) has a current EV/EBITDA of 8.73. The 5-year average EV/EBITDA is 7.75. The thresholds are as follows: Strongly Undervalued below 5.58, Undervalued between 5.58 and 6.67, Fairly Valued between 8.84 and 6.67, Overvalued between 8.84 and 9.93, and Strongly Overvalued above 9.93. The current Forward EV/EBITDA of 8.73 falls within the Historic Trend Line -Fairly Valued range.
9.08
EV/EBIT
Invesco Ltd. (IVZ) has a current EV/EBIT of 9.08. The 5-year average EV/EBIT is 8.52. The thresholds are as follows: Strongly Undervalued below 6.11, Undervalued between 6.11 and 7.32, Fairly Valued between 9.73 and 7.32, Overvalued between 9.73 and 10.93, and Strongly Overvalued above 10.93. The current Forward EV/EBIT of 9.08 falls within the Historic Trend Line -Fairly Valued range.
2.28
PS
Invesco Ltd. (IVZ) has a current PS of 2.28. The 5-year average PS is 1.81. The thresholds are as follows: Strongly Undervalued below 1.26, Undervalued between 1.26 and 1.54, Fairly Valued between 2.09 and 1.54, Overvalued between 2.09 and 2.36, and Strongly Overvalued above 2.36. The current Forward PS of 2.28 falls within the Overvalued range.
10.04
P/OCF
Invesco Ltd. (IVZ) has a current P/OCF of 10.04. The 5-year average P/OCF is 7.67. The thresholds are as follows: Strongly Undervalued below -5.03, Undervalued between -5.03 and 1.32, Fairly Valued between 14.02 and 1.32, Overvalued between 14.02 and 20.38, and Strongly Overvalued above 20.38. The current Forward P/OCF of 10.04 falls within the Historic Trend Line -Fairly Valued range.
11.54
P/FCF
Invesco Ltd. (IVZ) has a current P/FCF of 11.54. The 5-year average P/FCF is 8.93. The thresholds are as follows: Strongly Undervalued below 1.44, Undervalued between 1.44 and 5.19, Fairly Valued between 12.68 and 5.19, Overvalued between 12.68 and 16.43, and Strongly Overvalued above 16.43. The current Forward P/FCF of 11.54 falls within the Historic Trend Line -Fairly Valued range.
Invesco Ltd (IVZ) has a current Price-to-Book (P/B) ratio of 1.06. Compared to its 3-year average P/B ratio of 0.70 , the current P/B ratio is approximately 51.75% higher. Relative to its 5-year average P/B ratio of 0.79, the current P/B ratio is about 35.14% higher. Invesco Ltd (IVZ) has a Forward Free Cash Flow (FCF) yield of approximately 11.40%. Compared to its 3-year average FCF yield of 14.14%, the current FCF yield is approximately -19.35% lower. Relative to its 5-year average FCF yield of 11.87% , the current FCF yield is about -3.91% lower.
1.06
P/B
Median3y
0.70
Median5y
0.79
11.40
FCF Yield
Median3y
14.14
Median5y
11.87
Competitors Valuation Multiple
The average P/S ratio for IVZ's competitors is 2.75, providing a benchmark for relative valuation. Invesco Ltd Corp (IVZ) exhibits a P/S ratio of 2.28, which is -17.23% above the industry average. Given its robust revenue growth of 6.53%, this premium appears unsustainable.
P/S
P/E
EV/EBITDA
EV/EBIT
Revenue Growth
Market Cap
Performance Decomposition
1Y
3Y
5Y
Market capitalization of IVZ increased by 51.92% over the past 1 year. The primary factor behind the change was an increase in Margin Expansion from 10.20 to 32.94.
The secondary factor is the Revenue Growth, contributed 6.53%to the performance.
Overall, the performance of IVZ in the past 1 year is driven by Margin Expansion. Which is more sustainable.
Is Invesco Ltd (IVZ) currently overvalued or undervalued?
Invesco Ltd(IVZ)is now in theFairzone, suggesting that its currentforward PEratio of 10.95is consideredFairlycompared with the five-year average of9.61.The fair price of Invesco Ltd(IVZ)is between22.78to28.56according to relative valuation methord.
What is Invesco Ltd (IVZ) fair value?
IVZ's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average , adjusted by weights. The fair price of Invesco Ltd (IVZ) is between 22.78to28.56 according to relative valuation methord.
How does IVZ's valuation metrics compare to the industry average?
The average P/S ratio for IVZ's competitors is 2.75, providing a benchmark for relative valuation. Invesco Ltd Corp (IVZ) exhibits a P/S ratio of 2.28, which is -17.23% above the industry average. Given its robust revenue growth of 6.53%, this premium appears unsustainable.
What is the current P/B ratio for Invesco Ltd (IVZ) as of Dec 15 2025?
As of Dec 15 2025, Invesco Ltd (IVZ) has a P/B ratio of 1.06. This indicates that the market values IVZ at 1.06 times its book value.
What is the current FCF Yield for Invesco Ltd (IVZ) as of Dec 15 2025?
As of Dec 15 2025, Invesco Ltd (IVZ) has a FCF Yield of 11.40%. This means that for every dollar of Invesco Ltd’s market capitalization, the company generates 11.40 cents in free cash flow.
What is the current Forward P/E ratio for Invesco Ltd (IVZ) as of Dec 15 2025?
As of Dec 15 2025, Invesco Ltd (IVZ) has a Forward P/E ratio of 10.95. This means the market is willing to pay $10.95 for every dollar of Invesco Ltd’s expected earnings over the next 12 months.
What is the current Forward P/S ratio for Invesco Ltd (IVZ) as of Dec 15 2025?
As of Dec 15 2025, Invesco Ltd (IVZ) has a Forward P/S ratio of 2.28. This means the market is valuing IVZ at $2.28 for every dollar of expected revenue over the next 12 months.
