IVZ Valuation

Invesco Ltd

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21.100

-0.07(-0.331%)1D

Overview
Forecast
Valuation
Earnings

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 the Undervalued zone, suggesting that its current forward PE ratio of 10.15 is considered Undervalued compared with the five-year average of 9.29. The fair price of Invesco Ltd (IVZ) is between 21.97 to 28.12 according to relative valuation methord. Compared to the current price of 21.17 USD , Invesco Ltd is Undervalued By 3.66%.

Relative Value

Fair Zone

21.97-28.12

Current Price：21.17

3.66%

Undervalued

10.23

Trailing

Forward

8.11

EV/EBITDA

Invesco Ltd. (IVZ) has a current EV/EBITDA of 8.11. The 5-year average EV/EBITDA is 7.60. The thresholds are as follows: Strongly Undervalued below 5.25, Undervalued between 5.25 and 6.42, Fairly Valued between 8.78 and 6.42, Overvalued between 8.78 and 9.96, and Strongly Overvalued above 9.96. The current Forward EV/EBITDA of 8.11 falls within the Historic Trend Line -Fairly Valued range.

8.98

EV/EBIT

Invesco Ltd. (IVZ) has a current EV/EBIT of 8.98. The 5-year average EV/EBIT is 8.39. The thresholds are as follows: Strongly Undervalued below 5.80, Undervalued between 5.80 and 7.09, Fairly Valued between 9.68 and 7.09, Overvalued between 9.68 and 10.97, and Strongly Overvalued above 10.97. The current Forward EV/EBIT of 8.98 falls within the Historic Trend Line -Fairly Valued range.

1.97

Invesco Ltd. (IVZ) has a current PS of 1.97. The 5-year average PS is 1.76. The thresholds are as follows: Strongly Undervalued below 1.15, Undervalued between 1.15 and 1.45, Fairly Valued between 2.06 and 1.45, Overvalued between 2.06 and 2.36, and Strongly Overvalued above 2.36. The current Forward PS of 1.97 falls within the Historic Trend Line -Fairly Valued range.

8.33

P/OCF

Invesco Ltd. (IVZ) has a current P/OCF of 8.33. The 5-year average P/OCF is 7.37. The thresholds are as follows: Strongly Undervalued below -5.48, Undervalued between -5.48 and 0.94, Fairly Valued between 13.79 and 0.94, Overvalued between 13.79 and 20.21, and Strongly Overvalued above 20.21. The current Forward P/OCF of 8.33 falls within the Historic Trend Line -Fairly Valued range.

9.63

P/FCF

Invesco Ltd. (IVZ) has a current P/FCF of 9.63. The 5-year average P/FCF is 8.60. The thresholds are as follows: Strongly Undervalued below 0.81, Undervalued between 0.81 and 4.71, Fairly Valued between 12.50 and 4.71, Overvalued between 12.50 and 16.40, and Strongly Overvalued above 16.40. The current Forward P/FCF of 9.63 falls within the Historic Trend Line -Fairly Valued range.

Invesco Ltd (IVZ) has a current Price-to-Book (P/B) ratio of 0.86. Compared to its 3-year average P/B ratio of 0.67 , the current P/B ratio is approximately 28.73% higher. Relative to its 5-year average P/B ratio of 0.76, the current P/B ratio is about 13.10% higher. Invesco Ltd (IVZ) has a Forward Free Cash Flow (FCF) yield of approximately 12.58%. Compared to its 3-year average FCF yield of 12.85%, the current FCF yield is approximately -2.13% lower. Relative to its 5-year average FCF yield of 12.16% , the current FCF yield is about 3.47% lower.

0.87

P/B

Median3y

0.67

Median5y

0.76

12.25

FCF Yield

Median3y

12.85

Median5y

12.16

Competitors Valuation Multiple

The average P/S ratio for IVZ's competitors is 4.15, providing a benchmark for relative valuation. Invesco Ltd Corp (IVZ) exhibits a P/S ratio of 1.97, which is -52.43% above the industry average. Given its robust revenue growth of -150.68%, this premium appears unsustainable.

P/S

P/E

EV/EBITDA

EV/EBIT

P/S

Revenue Growth

Market Cap

Colliers International Group Inc

Stifel Financial Corp

2.03

2.77%

11.43B

Performance Decomposition

Market capitalization of IVZ increased by 0.00% over the past 1 year. The primary factor behind the change was an decrease in Unknown from 0.00 to 0.00.

The secondary factor is the Unknown, contributed 0.00%to the performance.

Overall, the performance of IVZ in the past 1 year is driven by Unknown.