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 Fair zone, suggesting that its current forward PE ratio of 10.24 is considered Fairly compared with the five-year average of 9.59. The fair price of Invesco Ltd (IVZ) is between 23.77 to 29.53 according to relative valuation methord.
Relative Value
Fair Zone
23.77-29.53
Current Price：24.39
Fair
10.64
PE
1Y
3Y
5Y
Trailing
Forward
8.28
EV/EBITDA
Invesco Ltd. (IVZ) has a current EV/EBITDA of 8.28. The 5-year average EV/EBITDA is 7.74. The thresholds are as follows: Strongly Undervalued below 5.57, Undervalued between 5.57 and 6.66, Fairly Valued between 8.83 and 6.66, Overvalued between 8.83 and 9.91, and Strongly Overvalued above 9.91. The current Forward EV/EBITDA of 8.28 falls within the Historic Trend Line -Fairly Valued range.
8.69
EV/EBIT
Invesco Ltd. (IVZ) has a current EV/EBIT of 8.69. The 5-year average EV/EBIT is 8.52. The thresholds are as follows: Strongly Undervalued below 6.10, Undervalued between 6.10 and 7.31, Fairly Valued between 9.72 and 7.31, Overvalued between 9.72 and 10.93, and Strongly Overvalued above 10.93. The current Forward EV/EBIT of 8.69 falls within the Historic Trend Line -Fairly Valued range.
2.13
PS
Invesco Ltd. (IVZ) has a current PS of 2.13. 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 2.08 and 1.54, Overvalued between 2.08 and 2.35, and Strongly Overvalued above 2.35. The current Forward PS of 2.13 falls within the Overvalued range.
9.33
P/OCF
Invesco Ltd. (IVZ) has a current P/OCF of 9.33. The 5-year average P/OCF is 7.65. The thresholds are as follows: Strongly Undervalued below -5.05, Undervalued between -5.05 and 1.30, Fairly Valued between 14.00 and 1.30, Overvalued between 14.00 and 20.36, and Strongly Overvalued above 20.36. The current Forward P/OCF of 9.33 falls within the Historic Trend Line -Fairly Valued range.
10.72
P/FCF
Invesco Ltd. (IVZ) has a current P/FCF of 10.72. The 5-year average P/FCF is 8.91. The thresholds are as follows: Strongly Undervalued below 1.42, Undervalued between 1.42 and 5.17, Fairly Valued between 12.66 and 5.17, Overvalued between 12.66 and 16.40, and Strongly Overvalued above 16.40. The current Forward P/FCF of 10.72 falls within the Historic Trend Line -Fairly Valued range.
Invesco Ltd (IVZ) has a current Price-to-Book (P/B) ratio of 0.99. Compared to its 3-year average P/B ratio of 0.70 , the current P/B ratio is approximately 41.31% higher. Relative to its 5-year average P/B ratio of 0.79, the current P/B ratio is about 25.64% higher. Invesco Ltd (IVZ) has a Forward Free Cash Flow (FCF) yield of approximately 0.00%. Compared to its 3-year average FCF yield of 14.01%, the current FCF yield is approximately -100.00% lower. Relative to its 5-year average FCF yield of 11.87% , the current FCF yield is about -100.00% lower.
1.02
P/B
Median3y
0.70
Median5y
0.79
12.28
FCF Yield
Median3y
14.01
Median5y
11.87
Competitors Valuation Multiple
The average P/S ratio for IVZ's competitors is , providing a benchmark for relative valuation. Invesco Ltd Corp (IVZ) exhibits a P/S ratio of , which is NaN% above the industry average. Given its robust revenue growth of 6.53%, this premium appears unsustainable.
P/S
P/E
EV/EBITDA
EV/EBIT
P/S
Revenue Growth
Market Cap
Performance Decomposition
1Y
3Y
5Y
Market capitalization of IVZ increased by 45.85% 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.
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FAQ
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