Invesco Statistics

Total Valuation

Invesco has a market cap or net worth of GBP 8.36 billion. The enterprise value is 11.66 billion.

Market Cap	8.36B
Enterprise Value	11.66B

Important Dates

The last earnings date was Tuesday, April 28, 2026.

Earnings Date	Apr 28, 2026
Ex-Dividend Date	Feb 13, 2026

Share Statistics

Current Share Class	444.31M
Shares Outstanding	n/a
Shares Change (YoY)	-1.24%
Shares Change (QoQ)	-0.02%
Owned by Insiders (%)	0.72%
Owned by Institutions (%)	75.04%
Float	358.97M

Valuation Ratios

PE Ratio	n/a
Forward PE	9.64
PS Ratio	1.67
PB Ratio	0.83
P/TBV Ratio	n/a
P/FCF Ratio	6.35
P/OCF Ratio	6.05
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 10.24, with an EV/FCF ratio of 8.86.

EV / Earnings	-23.09
EV / Sales	2.40
EV / EBITDA	10.24
EV / EBIT	12.16
EV / FCF	8.86

Financial Position

Current Ratio	n/a
Quick Ratio	n/a
Debt / Equity	0.15
Debt / EBITDA	1.38
Debt / FCF	1.13
Interest Coverage	12.59

Financial Efficiency

Return on equity (ROE) is -1.54% and return on invested capital (ROIC) is 8.25%.

Return on Equity (ROE)	-1.54%
Return on Assets (ROA)	2.68%
Return on Invested Capital (ROIC)	8.25%
Return on Capital Employed (ROCE)	n/a
Weighted Average Cost of Capital (WACC)	11.80%
Revenue Per Employee	665,750
Profits Per Employee	-67,359
Employee Count	7,499
Asset Turnover	0.24
Inventory Turnover	n/a

Taxes

Income Tax	-152.29M
Effective Tax Rate	n/a

Stock Price Statistics

The stock price has increased by +82.66% in the last 52 weeks. The beta is 1.63, so Invesco's price volatility has been higher than the market average.

Beta (5Y)	1.63
52-Week Price Change	+82.66%
50-Day Moving Average	24.65
200-Day Moving Average	23.96
Relative Strength Index (RSI)	57.52
Average Volume (20 Days)	3,095

Short Selling Information

Short Interest	n/a
Short Previous Month	n/a
Short % of Shares Out	n/a
Short % of Float	n/a
Short Ratio (days to cover)	n/a

Income Statement

In the last 12 months, Invesco had revenue of GBP 4.99 billion and -505.12 million in losses. Loss per share was -1.12.

Revenue	4.99B
Gross Profit	1.44B
Operating Income	893.62M
Pretax Income	-321.17M
Net Income	-505.12M
EBITDA	1.01B
EBIT	893.62M
Loss Per Share	-1.12

Balance Sheet

The company has 611.07 million in cash and 1.49 billion in debt, giving a net cash position of -878.32 million.

Cash & Cash Equivalents	611.07M
Total Debt	1.49B
Net Cash	-878.32M
Net Cash Per Share	n/a
Equity (Book Value)	10.04B
Book Value Per Share	20.57
Working Capital	611.07M

Cash Flow

In the last 12 months, operating cash flow was 1.38 billion and capital expenditures -63.84 million, giving a free cash flow of 1.32 billion.

Operating Cash Flow	1.38B
Capital Expenditures	-63.84M
Depreciation & Amortization	114.04M
Net Borrowing	689.41M
Free Cash Flow	1.32B
FCF Per Share	n/a

Margins

Gross margin is 28.92%, with operating and profit margins of 17.90% and -3.69%.

Gross Margin	28.92%
Operating Margin	17.90%
Pretax Margin	-6.43%
Profit Margin	-3.69%
EBITDA Margin	20.23%
EBIT Margin	17.90%
FCF Margin	26.37%

Dividends & Yields

This stock pays an annual dividend of 0.63, which amounts to a dividend yield of 2.45%.

Dividend Per Share	0.63
Dividend Yield	2.45%
Dividend Growth (YoY)	-3.01%
Years of Dividend Growth	n/a
Payout Ratio	n/a
Buyback Yield	1.24%
Shareholder Yield	3.69%
Earnings Yield	-6.05%
FCF Yield	15.75%

Dividend Details

Stock Splits

This stock does not have any record of stock splits.

Last Split Date	n/a
Split Type	n/a
Split Ratio	n/a

Scores

Altman Z-Score	n/a
Piotroski F-Score	5