Invesco Plc Stock Five Year Return

IVZ Stock

USD 17.68 0.27 1.55%

Invesco Plc fundamentals help investors to digest information that contributes to Invesco Plc's financial success or failures. It also enables traders to predict the movement of Invesco Stock. The fundamental analysis module provides a way to measure Invesco Plc's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Invesco Plc stock.

Short Long Term Debt Total Total Assets

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Invesco Plc Company Five Year Return Analysis

Invesco Plc's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Invesco Plc Five Year Return

5.40 %

Most of Invesco Plc's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Invesco Plc is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Invesco Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Invesco Plc is extremely important. It helps to project a fair market value of Invesco Stock properly, considering its historical fundamentals such as Five Year Return. Since Invesco Plc's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Invesco Plc's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Invesco Plc's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Common Stock	Long Term Debt	Good Will	Short Term Investments	Property Plant Equipment	Current Deferred Revenue	Treasury Stock	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.84	0.76	0.78	-0.12	-0.09	0.91	0.49	-0.14	0.67	-0.7	0.23	0.73	0.54	0.3	-0.13	-0.88	-0.55	0.25	0.64	0.51	0.2	0.22	0.12	0.39	-0.6	0.53
Total Stockholder Equity	0.84		0.84	0.81	-0.17	-0.24	0.54	0.02	-0.19	0.86	-0.64	0.54	0.78	0.46	0.5	-0.35	-0.72	-0.65	0.55	0.85	0.75	0.55	0.05	0.05	0.69	-0.49	0.78
Net Debt	0.76	0.84		0.88	-0.06	-0.19	0.54	0.03	-0.1	0.67	-0.74	0.6	0.66	0.37	0.64	-0.28	-0.74	-0.61	0.64	0.77	0.78	0.59	-0.21	-0.11	0.65	-0.36	0.72
Retained Earnings	0.78	0.81	0.88		-0.44	-0.16	0.6	0.11	-0.22	0.71	-0.61	0.73	0.57	0.26	0.75	-0.22	-0.9	-0.57	0.75	0.78	0.81	0.71	-0.23	0.03	0.74	-0.28	0.75
Accounts Payable	-0.12	-0.17	-0.06	-0.44		0.29	-0.07	0.06	0.35	-0.39	-0.21	-0.51	-0.14	-0.1	-0.56	0.03	0.45	0.35	-0.5	-0.42	-0.47	-0.47	0.37	0.04	-0.44	0.09	-0.47
Net Receivables	-0.09	-0.24	-0.19	-0.16	0.29		0.04	0.12	0.39	-0.61	-0.39	-0.41	-0.56	-0.38	-0.22	-0.29	0.21	0.49	-0.38	-0.51	-0.52	-0.38	0.13	0.13	-0.55	0.48	-0.6
Total Liab	0.91	0.54	0.54	0.6	-0.07	0.04		0.74	-0.1	0.4	-0.59	-0.04	0.55	0.5	0.09	0.06	-0.82	-0.37	-0.02	0.36	0.22	-0.1	0.29	0.16	0.09	-0.57	0.24
Total Current Assets	0.49	0.02	0.03	0.11	0.06	0.12	0.74		0.03	-0.08	-0.29	-0.4	0.09	0.24	-0.21	0.15	-0.4	0.01	-0.38	-0.11	-0.23	-0.45	0.32	0.02	-0.37	-0.38	-0.22
Short Term Debt	-0.14	-0.19	-0.1	-0.22	0.35	0.39	-0.1	0.03		-0.36	-0.14	-0.28	-0.26	-0.18	-0.27	0.11	0.23	0.37	-0.27	-0.33	-0.34	-0.25	0.4	-0.04	-0.33	0.21	-0.37
Intangible Assets	0.67	0.86	0.67	0.71	-0.39	-0.61	0.4	-0.08	-0.36		-0.2	0.59	0.86	0.64	0.54	-0.05	-0.7	-0.84	0.57	0.9	0.85	0.58	-0.01	-0.04	0.8	-0.67	0.93
Common Stock	-0.7	-0.64	-0.74	-0.61	-0.21	-0.39	-0.59	-0.29	-0.14	-0.2		-0.16	-0.34	-0.11	-0.23	0.57	0.5	0.16	-0.2	-0.32	-0.27	-0.16	-0.02	-0.04	-0.16	0.11	-0.18
Long Term Debt	0.23	0.54	0.6	0.73	-0.51	-0.41	-0.04	-0.4	-0.28	0.59	-0.16		0.31	-0.11	0.83	-0.17	-0.47	-0.36	1.0	0.7	0.82	0.99	-0.49	0.03	0.89	0.1	0.76
Good Will	0.73	0.78	0.66	0.57	-0.14	-0.56	0.55	0.09	-0.26	0.86	-0.34	0.31		0.75	0.21	-0.08	-0.65	-0.72	0.31	0.73	0.67	0.3	0.09	0.12	0.61	-0.8	0.74
Short Term Investments	0.54	0.46	0.37	0.26	-0.1	-0.38	0.5	0.24	-0.18	0.64	-0.11	-0.11	0.75		0.14	0.09	-0.49	-0.85	-0.1	0.54	0.46	-0.13	0.09	-0.25	0.17	-0.96	0.55
Property Plant Equipment	0.3	0.5	0.64	0.75	-0.56	-0.22	0.09	-0.21	-0.27	0.54	-0.23	0.83	0.21	0.14		-0.18	-0.56	-0.6	0.85	0.75	0.85	0.81	-0.63	-0.31	0.66	-0.07	0.77
Current Deferred Revenue	-0.13	-0.35	-0.28	-0.22	0.03	-0.29	0.06	0.15	0.11	-0.05	0.57	-0.17	-0.08	0.09	-0.18		-0.02	0.06	-0.21	-0.15	-0.2	-0.21	0.2	0.09	-0.13	-0.11	-0.11
Treasury Stock	-0.88	-0.72	-0.74	-0.9	0.45	0.21	-0.82	-0.4	0.23	-0.7	0.5	-0.47	-0.65	-0.49	-0.56	-0.02		0.62	-0.48	-0.69	-0.67	-0.42	0.04	-0.02	-0.56	0.53	-0.66
Net Tangible Assets	-0.55	-0.65	-0.61	-0.57	0.35	0.49	-0.37	0.01	0.37	-0.84	0.16	-0.36	-0.72	-0.85	-0.6	0.06	0.62		-0.37	-0.82	-0.81	-0.35	0.23	0.4	-0.54	0.8	-0.85
Long Term Debt Total	0.25	0.55	0.64	0.75	-0.5	-0.38	-0.02	-0.38	-0.27	0.57	-0.2	1.0	0.31	-0.1	0.85	-0.21	-0.48	-0.37		0.72	0.83	0.99	-0.52	0.0	0.87	0.1	0.76
Capital Surpluse	0.64	0.85	0.77	0.78	-0.42	-0.51	0.36	-0.11	-0.33	0.9	-0.32	0.7	0.73	0.54	0.75	-0.15	-0.69	-0.82	0.72		0.94	0.69	-0.28	-0.16	0.73	-0.52	0.96
Deferred Long Term Liab	0.51	0.75	0.78	0.81	-0.47	-0.52	0.22	-0.23	-0.34	0.85	-0.27	0.82	0.67	0.46	0.85	-0.2	-0.67	-0.81	0.83	0.94		0.81	-0.45	-0.18	0.85	-0.43	0.98
Long Term Investments	0.2	0.55	0.59	0.71	-0.47	-0.38	-0.1	-0.45	-0.25	0.58	-0.16	0.99	0.3	-0.13	0.81	-0.21	-0.42	-0.35	0.99	0.69	0.81		-0.47	0.02	0.89	0.12	0.75
Short Long Term Debt	0.22	0.05	-0.21	-0.23	0.37	0.13	0.29	0.32	0.4	-0.01	-0.02	-0.49	0.09	0.09	-0.63	0.2	0.04	0.23	-0.52	-0.28	-0.45	-0.47		0.29	-0.26	-0.17	-0.33
Cash And Equivalents	0.12	0.05	-0.11	0.03	0.04	0.13	0.16	0.02	-0.04	-0.04	-0.04	0.03	0.12	-0.25	-0.31	0.09	-0.02	0.4	0.0	-0.16	-0.18	0.02	0.29		0.12	0.21	-0.15
Net Invested Capital	0.39	0.69	0.65	0.74	-0.44	-0.55	0.09	-0.37	-0.33	0.8	-0.16	0.89	0.61	0.17	0.66	-0.13	-0.56	-0.54	0.87	0.73	0.85	0.89	-0.26	0.12		-0.21	0.85
Net Working Capital	-0.6	-0.49	-0.36	-0.28	0.09	0.48	-0.57	-0.38	0.21	-0.67	0.11	0.1	-0.8	-0.96	-0.07	-0.11	0.53	0.8	0.1	-0.52	-0.43	0.12	-0.17	0.21	-0.21		-0.53
Capital Stock	0.53	0.78	0.72	0.75	-0.47	-0.6	0.24	-0.22	-0.37	0.93	-0.18	0.76	0.74	0.55	0.77	-0.11	-0.66	-0.85	0.76	0.96	0.98	0.75	-0.33	-0.15	0.85	-0.53

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

Competition

Predict Invesco Plc

Invesco Return On Tangible Assets

Return On Tangible Assets

(0.006395)

At this time, Invesco Plc's Return On Tangible Assets are fairly stable compared to the past year.

According to the company disclosure, Invesco Plc has a Five Year Return of 5.4%. This is much higher than that of the Capital Markets sector and significantly higher than that of the Financials industry. The five year return for all United States stocks is notably lower than that of the firm.

Invesco Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Plc's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Invesco Plc could also be used in its relative valuation, which is a method of valuing Invesco Plc by comparing valuation metrics of similar companies.

Invesco Plc is currently under evaluation in five year return category among its peers.

Invesco Plc ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Invesco Plc's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Invesco Plc's managers, analysts, and investors.

Environmental

Governance

Social

Invesco Fundamentals

	Return On Equity	-0.0094
	Return On Asset	0.0191
	Profit Margin	(0.03) %
	Operating Margin	0.20 %
	Current Valuation	17.65 B
	Shares Outstanding	449.44 M
	Shares Owned By Insiders	1.65 %
	Shares Owned By Institutions	90.37 %
	Number Of Shares Shorted	8.59 M
	Price To Earning	9.58 X
	Price To Book	0.73 X
	Price To Sales	1.35 X
	Revenue	5.72 B
	Gross Profit	1.9 B
	EBITDA	(434.8 M)
	Net Income	(96.9 M)
	Cash And Equivalents	1.23 B
	Cash Per Share	2.30 X
	Total Debt	9.04 B
	Debt To Equity	0.09 %
	Current Ratio	5.65 X
	Book Value Per Share	23.91 X
	Cash Flow From Operations	1.3 B
	Short Ratio	2.24 X
	Earnings Per Share	(0.91) X
	Price To Earnings To Growth	1.62 X
	Target Price	19.16
	Number Of Employees	8.52 K
	Beta	1.42
	Market Capitalization	7.95 B
	Total Asset	28.93 B
	Retained Earnings	6.83 B
	Working Capital	1.63 B
	Current Asset	3.91 B
	Current Liabilities	2.71 B
	Annual Yield	0.05 %
	Five Year Return	5.40 %
	Net Asset	28.93 B
	Last Dividend Paid	0.82

About Invesco Plc Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Invesco Plc's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Plc using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Plc based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

RSI	Rush Street Interactive
OKTA	Okta Inc
BAC	Bank of America

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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC