Invesco Plc Financials
| IVZ Stock | USD 18.15 0.41 2.31% |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.99 | 0.9544 |
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The financial analysis of Invesco Plc is a critical element in measuring its lifeblood. Investors should not minimize Invesco Plc's ability to pay suppliers or employees on time, ensuring interest payments are not accumulating.
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Invesco | Select Account or Indicator |
Understanding current and past Invesco Plc Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Invesco Plc's financial statements are interrelated, with each one affecting the others. For example, an increase in Invesco Plc's assets may result in an increase in income on the income statement.
Invesco Plc Earnings Geography
Please note, the imprecision that can be found in Invesco Plc's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Invesco Plc. Check Invesco Plc's Beneish M Score to see the likelihood of Invesco Plc's management manipulating its earnings.
Invesco Plc Stock Summary
Invesco Plc competes with T Rowe, Bank of New York, Principal Financial, Ameriprise Financial, and Federated Investors. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda. Invesco Plc operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 8621 people.Specialization | Financial Services, Financial Services |
| Instrument | USA Stock View All |
| Exchange | New York Stock Exchange |
| ISIN | BMG491BT1088 |
| CUSIP | G491BT108 46127U104 03235E100 |
| Location | Georgia; U.S.A |
| Business Address | Midtown Union, Atlanta, |
| Sector | Capital Markets |
| Industry | Financials |
| Benchmark | Dow Jones Industrial |
| Website | www.invesco.com |
| Phone | 404 892 0896 |
| Currency | USD - US Dollar |
Invesco Plc Key Financial Ratios
| Return On Equity | -0.0094 | ||||
| Profit Margin | (0.03) % | ||||
| Operating Margin | 0.20 % | ||||
| Price To Sales | 1.35 X | ||||
| Revenue | 5.72 B |
Invesco Plc Key Balance Sheet Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Total Assets | 39.4B | 36.5B | 32.7B | 29.8B | 28.9B | 19.1B | |
| Other Current Liab | 10.5B | 7.3B | 1.6B | 609.1M | 2.1B | 4.0B | |
| Net Debt | 6.6B | 7.1B | 7.3B | 6.6B | 7.1B | 7.5B | |
| Retained Earnings | 5.9B | 6.1B | 7.2B | 7.5B | 6.8B | 7.2B | |
| Accounts Payable | 414.6M | 348.9M | 312.5M | 59.6M | 31.5M | 29.9M | |
| Cash | 1.7B | 1.7B | 2.1B | 1.4B | 1.9B | 1.3B | |
| Net Receivables | 162.7M | 850.5M | 92.8M | 1.0B | 701.5M | 758.3M | |
| Inventory | 124.4M | 127.1M | 1.0 | 3.1B | 1.9B | 2.0B | |
| Other Current Assets | 10.8B | 149.2M | (3.1B) | (2.3B) | (1.9B) | (1.8B) | |
| Total Liab | 24.7B | 21.5B | 16.0B | 12.9B | 13.0B | 10.6B | |
| Total Current Assets | 21.5B | 1.8B | 2.2B | 1.4B | 2.2B | 2.1B | |
| Short Term Debt | 77.6M | 81.2M | 77.5M | 73.8M | 64.6M | 61.4M | |
| Intangible Assets | 7.4B | 7.3B | 7.2B | 7.1B | 5.8B | 3.0B | |
| Other Liab | 19.7B | 19.4B | 13.9B | 9.3B | 10.7B | 6.9B | |
| Long Term Debt | 2.1B | 2.1B | 9.4B | 8.1B | 8.6B | 9.0B | |
| Good Will | 15.9B | 16.2B | 16.1B | 8.6B | 8.7B | 8.0B | |
| Other Assets | 327M | 17.6B | 13.7B | 11.8B | 11.6B | 12.2B | |
| Treasury Stock | (3.5B) | (3.3B) | (3.0B) | (3.0B) | (2.7B) | (2.9B) | |
| Net Tangible Assets | (5.6B) | (5.7B) | (614.7M) | (3.5B) | (3.1B) | (3.0B) |
Invesco Plc Key Income Statement Accounts
An income statement is very similar to a cash flow statement, but instead of showing net revenue minus expenses, it only includes earnings before interest and taxes (EBIT). This number does not have all of the same line items that are on a cash flow statement, but it leaves out non-cash expenses like depreciation and amortization. For example, if you bought $100 worth of goods from Walmart (WMT) using your debit card that has an interest rate of 20%, then paid off the balance at the end of the month with a credit card that charges 30% interest, you would have an income statement showing EBIT of $80 because your expenses are lower than the amount that went into your pocket.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Interest Expense | 135.7M | 129.3M | 94.7M | 85.2M | 70.5M | 91.6M | |
| Total Revenue | 6.1B | 6.1B | 6.9B | 6.0B | 5.7B | 4.2B | |
| Gross Profit | 4.4B | 4.3B | 5.0B | 4.3B | 5.7B | 3.1B | |
| Operating Income | 1.6B | 1.4B | 2.5B | 1.3B | (434.8M) | (413.1M) | |
| Ebit | 1.6B | (3.2B) | (3.1B) | (3.5B) | (434.8M) | (413.1M) | |
| Ebitda | 1.8B | 1.6B | 1.9B | 1.3B | (434.8M) | (413.1M) | |
| Cost Of Revenue | 1.7B | 1.8B | 1.9B | 1.7B | 3.7B | 3.9B | |
| Income Before Tax | 972.9M | 1.1B | 2.5B | 1.2B | (237.9M) | (226.0M) | |
| Net Income | 688.3M | 761.6M | 1.6B | 920.7M | (333.7M) | (317.0M) | |
| Income Tax Expense | 235.1M | 261.6M | 531.1M | 322.2M | 69.7M | 66.2M | |
| Minority Interest | 49.5M | 45.9M | (339.6M) | (4.8M) | 71.3M | 74.9M | |
| Tax Provision | 235.1M | 261.6M | 531.1M | 322.2M | (69.7M) | (66.2M) | |
| Interest Income | 28.5M | 20.5M | 25.2M | 45.3M | 47.8M | 31.1M | |
| Net Interest Income | (107.2M) | (108.8M) | (69.5M) | (60.8M) | (22.7M) | (23.8M) |
Invesco Plc Key Cash Accounts
Cash flow analysis captures how much money flows into and out of Invesco Plc. It measures of how well Invesco is doing because it can show the actual money that comes into and out of the Company from sales instead of measuring expenses against revenue to determine earnings. You have to read the cash flow statement in three sections. The first section shows how much money Invesco Plc brought in, usually known as net revenue or sales. This is different from earnings because it does not include expenses when determining net revenue for use on this part of the cash flow statement. Next, are operating activities, which show how much money Invesco had leftover after paying for its expenses. This number can be calculated in two ways: by subtracting the total of all operating expenses from net revenue or by adding up changes to cash and other assets or liabilities on this part of the statement. The third section is about investing activities, which shows what Invesco Plc has done with the money that it received from the sale of assets or what it spent to acquire new ones. This section can be broken down into two parts: investing in existing businesses (in other words, buying more stock) and investing in non-business activities like paying off debt or making acquisitions.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (104.2M) | 138.1M | 307.8M | (713M) | 497.5M | 522.4M | |
| Free Cash Flow | 992.3M | 1.1B | 969.3M | 503.3M | 1.1B | 625.6M | |
| Depreciation | 177.6M | 203.5M | 205.3M | 195.3M | 182.8M | 125.3M | |
| Other Non Cash Items | (112.1M) | 170M | (448.3M) | (159.3M) | 1.3B | 1.3B | |
| Dividends Paid | 652.7M | 594.2M | 544.5M | 571.6M | 594.7M | 327.4M | |
| Capital Expenditures | 124.3M | 115M | 108.8M | 192.9M | 164.3M | 100.2M | |
| Net Income | 737.8M | 807.5M | 2.0B | 925.5M | (96.9M) | (92.1M) | |
| End Period Cash Flow | 1.7B | 1.8B | 2.1B | 1.4B | 1.9B | 1.2B | |
| Investments | (79.8M) | (10.4M) | (847.9M) | (368.6M) | (244.3M) | (232.1M) | |
| Change Receivables | 934.3M | 3.7B | 5.6B | 912.8M | 1.0B | 1.1B | |
| Net Borrowings | (350.8M) | (212.9M) | (321.2M) | (600M) | (540M) | (513M) | |
| Change To Netincome | 95.1M | 104.8M | 1.1B | 213.8M | 245.9M | 258.2M |
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Plc's current stock value. Our valuation model uses many indicators to compare Invesco Plc value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Plc competition to find correlations between indicators driving Invesco Plc's intrinsic value. More Info.Invesco Plc is rated below average in return on equity category among its peers. It is rated below average in return on asset category among its peers . At this time, Invesco Plc's Return On Equity is fairly stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Plc's earnings, one of the primary drivers of an investment's value.Invesco Plc's Earnings Breakdown by Geography
Invesco Plc Systematic Risk
Invesco Plc's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Plc volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Invesco Plc correlated with the market. If Beta is less than 0 Invesco Plc generally moves in the opposite direction as compared to the market. If Invesco Plc Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Plc is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Plc is generally in the same direction as the market. If Beta > 1 Invesco Plc moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Plc Thematic Clasifications
Invesco Plc is part of several thematic ideas from FinTech to Power Assets. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasToday, most investors in Invesco Plc Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Invesco Plc's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Invesco Plc growth as a starting point in their analysis.
Price Earnings To Growth Ratio |
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Invesco Plc November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Plc help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Plc. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Plc based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Plc's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.65 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 6.84 | |||
| Value At Risk | (2.97) | |||
| Potential Upside | 2.82 |
Additional Tools for Invesco Stock Analysis
When running Invesco Plc's price analysis, check to measure Invesco Plc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Plc is operating at the current time. Most of Invesco Plc's value examination focuses on studying past and present price action to predict the probability of Invesco Plc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Plc's price. Additionally, you may evaluate how the addition of Invesco Plc to your portfolios can decrease your overall portfolio volatility.