Invesco Plc (IVZ) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Invesco Plc stock (IVZ) is currently trading at $24.36. Invesco Plc PS ratio (Price-to-Sales) is 1.67. Analyst consensus price target for IVZ is $29.86. WallStSmart rates IVZ as Moderate Buy.
- IVZ PE ratio analysis and historical PE chart
- IVZ PS ratio (Price-to-Sales) history and trend
- IVZ intrinsic value — DCF, Graham Number, EPV models
- IVZ stock price prediction 2025 2026 2027 2028 2029 2030
- IVZ fair value vs current price
- IVZ insider transactions and insider buying
- Is IVZ undervalued or overvalued?
- Invesco Plc financial analysis — revenue, earnings, cash flow
- IVZ Piotroski F-Score and Altman Z-Score
- IVZ analyst price target and Smart Rating
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Smart Analysis
Invesco Plc (IVZ) · 10 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in market cap, peg ratio, operating margin. Concerns around return on equity and profit margin. Overall metrics suggest strong investment potential with favorable risk/reward.
Invesco Plc (IVZ) Key Strengths (7)
Growing significantly faster than its price suggests
Earnings per share surging 450.00% year-over-year
94.05% of shares held by major funds and institutions
Large-cap company with substantial market presence
Strong operational efficiency: $20 kept per $100 revenue
Paying $1.67 for every $1 of annual revenue
Trading at 1.09x book value, attractively priced
Supporting Valuation Data
Invesco Plc (IVZ) Areas to Watch (3)
Company is destroying shareholder value
Company is losing money with a negative profit margin
Modest revenue growth at 6.20%
Invesco Plc (IVZ) Detailed Analysis Report
Overall Assessment
This company scores 66/100 in our Smart Analysis, earning a B- grade. Out of 10 metrics analyzed, 7 register as strengths (avg 9.0/10) while 3 fall into concern territory (avg 1.3/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on PEG Ratio, EPS Growth, Institutional Own.. Valuation metrics including PEG Ratio (0.38), Price/Sales (1.67), Price/Book (1.09) suggest the stock is attractively priced. Profitability is solid with Operating Margin at 20.40%. Growth metrics are encouraging with EPS Growth at 450.00%.
The Bear Case
The primary concerns are Return on Equity, Profit Margin, Revenue Growth. Growth concerns include Revenue Growth at 6.20%, which may limit upside. Profitability pressure is visible in Return on Equity at -1.22%, Profit Margin at -4.42%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Return on Equity improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at -1.22% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at 6.20% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a moderate-to-high risk investment. The weight of evidence leans positive, with more strengths than concerns. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Mixed fundamentals with both positives (PEG Ratio, EPS Growth) and negatives (Return on Equity, Profit Margin). A cautious approach is warranted. Monitor for improvement in weak areas before increasing conviction.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
IVZ Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
IVZ's Price-to-Sales ratio of 1.67x trades 43% below its historical average of 2.92x (6th percentile). The current valuation is 61% below its historical high of 4.26x set in Dec 2007, and 17% above its historical low of 1.42x in Dec 2018.
WallStSmart Analysis Synopsis
Data-driven financial summary for Invesco Plc (IVZ) · FINANCIAL SERVICES › ASSET MANAGEMENT
The Big Picture
Invesco Plc is in a turnaround phase, with management focused on restoring profitability. Revenue reached 6.4B with 6% growth year-over-year. The company is currently unprofitable, posting a -4.4% profit margin.
Key Findings
Generating 432M in free cash flow and 456M in operating cash flow. Earnings are translating into actual cash generation.
The company is unprofitable with a -4.4% profit margin. The path to breakeven will be the key catalyst.
What to Watch Next
Dividend sustainability with a current yield of 3.5%. Watch payout ratio and free cash flow coverage.
Volatility is elevated with a beta of 1.65, so expect amplified moves relative to the broader market.
Sector dynamics: monitor ASSET MANAGEMENT industry trends, competitive moves, and regulatory changes that could impact Invesco Plc.
Bottom Line
Invesco Plc is in turnaround mode. The path to profitability remains the critical question. Speculative investors may see opportunity in the recovery story, but conservative investors should wait for consistent positive earnings before committing capital.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions
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About Invesco Plc(IVZ)
NYSE
FINANCIAL SERVICES
ASSET MANAGEMENT
USA
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.