PortfoliosStock ScreensStocksStockXcel

Invesco Ltd

IVZ | US

23.95

USD

-0.02

-0.08%

IVZ | US
Loading StockChartView...

About Invesco Ltd

Sector

Financial Services

Industry

Asset Management

Earnings date

30/06/2024

As of date

11/03/2026

Close

23.95

Open

23.85

High

24.00

Low

23.18

Invesco Ltd. is a publicly owned investment manager. 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. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity fixed income commodity multi-asset and balanced mutual funds for its clients. It launches equity fixed income multi-asset and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets such as commodities and currencies. For the equity portion of its portfolio it invests in growth and value stocks of large-cap mid-cap and small-cap companies. For the fixed income portion of its portfolio the firm invests in convertibles government bonds municipal bonds treasury securities and cash. It also invests in short term and intermediate term bonds investment grade and high yield bonds taxable and tax-free bonds senior secured loans and structured securities such as asset-backed securities mortgage-backed securities and commercial mortgage-backed securities. The firm employs absolute return global macro and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc AMVESCAP plc Amvesco plc Invesco PLC Invesco MIM and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta Georgia with an additional office in Hamilton Bermuda.

View Less

IVZ | US

Risk
35.0
Sharpe
1.58
Luna's Score
55/100
Recommendation
Hold

Luna says (IVZ | US)

What's Working

Largecap (10B - 200B USD)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Value Stock (Price to Book < 3)

Strong Sharpe Ratio (> 1.2)

What's not Working

Negative Momentum (Declining Price)

Price Below SMA10D

High Market Beta (> 0.8)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

Loading RiskMeterView...

10 days

33.3%

1 month

35.0%

3 months

36.1%

6 months

32.7%

Returns

Loading ReturnMeterView...

Fundamental Ratios

PE

-

Fwd. PE

10.27

Price to book

0.78

Debt to equity

0.52

Debt to assets

0.28

Ent. to EBITDA

15.22

Ent. to rev.

3.14

PEG

1.62

Other Fundamentals

EBITDA

1.05B

MarketCap

10.78B

MarketCap(USD)

10.78B

Div. yield

4.49

Op. margin

17.31

Erngs. growth

0.40

Rev. growth

2.80

Ret. on equity

-0.54

Short ratio

1.85

Short perc.

2.42

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Loading MovingAverageView...

Range10D

4.86

Range1M

5.38

Range3M

7.20

Volumes: Market Activity

Volume Averages

Loading VolumeAverageView...

Rel. volume

0.98

Price X volume

124.58M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Advanced Drainage Systems IncWMSRubber & Plastics147.2411.41B-2.23%24.89100.30%
Grupo Aeroportuario del Sureste S. A. B. de C. VASRAirports & Air Services334.6310.18B-0.23%15.4026.40%
ZWSZWSPollution & Treatment Controls47.018.04B-0.57%51.2334.19%
Madison Square Garden Sports CorpMSGSEntertainment316.497.58B0.90%89.16-415.01%
JOBYJOBYAirports & Air Services10.237.33B3.54%n/a3.36%
Federal Signal CorporationFSSPollution & Treatment Controls110.896.78B2.22%27.0625.82%
Grupo Aeroportuario del Centro Norte S. A. B. de C. VOMABAirports & Air Services110.615.29B-1.63%13.33138.80%
Corporaci=n AmTrica Airports S.ACAAPAirports & Air Services25.814.15B0.39%8.3098.43%
SPHRSPHREntertainment113.714.13B-1.22%n/a62.87%
ATS CorporationATSSpecialty Industrial Machinery29.782.90B-0.73%23.6983.95%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Henry Schein IncHSICMedical Distribution76.59.69B0.28%26.7180.81%
Dolby Laboratories IncDLBMedia - Diversified63.856.09B-0.20%34.320.00%
FBINFBINBuilding Products & Equipment45.175.61B-0.22%25.57130.24%
Prestige Brands Holdings IncPBHMedical Distribution64.813.21B-0.90%17.7465.62%
Cinemark Holdings IncCNKMedia - Diversified26.013.18B-2.44%27.93934.91%
VeriFone Systems IncPAYBuilding Products & Equipment25.513.18B-1.96%102.462.10%
IMAX CorporationIMAXMedia - Diversified39.82.10B0.23%54.26110.44%
HNI CorporationHNIBuilding Products & Equipment40.831.92B0.99%22.1276.47%
Pitney Bowes IncPBIBuilding Products & Equipment10.471.88B-1.13%n/a-571.93%
ARLO TECHNOLOGIES INCARLOBuilding Products & Equipment14.011.40B1.52%n/a19.46%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA15.22332.92Cheaper
Ent. to Revenue3.1418.60Cheaper
PE Ratio-20.20-
Price to Book0.782.63Cheaper
Dividend Yield4.497.25Poor
Std. Deviation (3M)36.1321.97Riskier
Debt to Equity0.5250.50Cheaper
Debt to Assets0.2844.08Cheaper
Market Cap10.78B8.59BMarket Leader
  • 1

Unlock Your Investing Potential

Register with Xstocks

Join over 2,000+ Investors

Register now and embark on your journey to informed and successful investing.

Explore Industry Correlations

Explore Industry Correlations

Uncover Trading and Hedging Opportunities

Gain valuable insights into potential trading opportunities and discover strategic hedging possibilities

Discover Top-Performing Industries

Discover Top performing Industries

Explore Stocks for Short and Long-Term Gains

Uncover opportunities at both short-term and long-term horizons, allowing you to make informed investment decisions.

Follow us @XStocks007