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Insights for Invesco Ltd.
New York Stock Exchange: IVZ
03 - Tracking Well with High profitability
Sector: Financial Services & Legal
Industry: Investment Banking & Wealth Management
Based on PEG Ratio: 02 - Fairly Valued
Today's Price
updated on: 		13.93 (-1.0%)
Open 13.97 (-0.29%)
High (Upside %) 14.205 (1.97%)
Low (Downside %) 13.9 (0.22%)
P. Close 14.07 (-1.0%)
Open-High % 1.68%
Open-Low % 0.5%
Low-High % 2.19%
Previous Data

IVZ is a Stock listed in the US on the New York Stock Exchange under the ticker 'IVZ'

Company Summary

Business Units or Product Lines

Invesco Ltd. operates primarily through three key business units: U.S. Asset Management, International Asset Management, and Global Distribution. The U.S. Asset Management division offers a range of investment products and solutions to retail and institutional clients. The International Asset Management unit provides similar services in Europe, the Middle East, and Asia-Pacific regions. The Global Distribution segment focuses on distribution and marketing of investment products across various geographies.

Business Models for Each Product Line

Invesco generates revenue primarily through management fees based on assets under management (AUM), which vary depending on the type of investment product and service provided. Institutional and retail investment products include mutual funds, ETFs, and separate accounts. Major expenses include employee compensation, distribution costs, and overhead related to managing investment operations.

Future Opportunities for Growth

Invesco has opportunities for growth through the expansion of its ETF offerings, enhancing digital investment platforms, and increasing its presence in emerging markets. The continued demand for sustainable and ESG-compliant investment products also presents a growth avenue. Strategic acquisitions and partnerships in key growth markets are likely to enhance their product and geographic reach.

Potential Major Risks

Potential risks include market volatility affecting AUM and revenue, increased competition from both traditional financial services firms and fintech companies, as well as regulatory changes that might impact operations. Currency fluctuations pose an additional risk due to its international operations. There's also the risk of reputational damage from underperformance of funds or failure in risk management.

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Also read: https://finance.yahoo.com/IVZ/profile

Basic Stats
Market Cap-Display Market Cap-Actual Market Cap Enterprise Value-Display Enterprise Value-Actual Enterprise Value Trailing P/E Forward P/E PEG Ratio (5yr expected) Price/Sales Price/Book Enterprise Value/Revenue Enterprise Value/EBITDA Profit Margin Operating Margin Return on Assets Return on Equity Revenue-Display Revenue-Actual Revenue Quarterly Revenue Growth EBITDA-Display EBITDA-Actual EBITDA Diluted EPS Total Cash-Display Total Cash-Actual Total Cash Total Debt-Display Total Debt-Actual Total Debt Total Debt/Equity Current Ratio Operating Cash Flow-Display Operating Cash Flow-Actual Operating Cash Flow Levered Free Cash Flow-Display Levered Free Cash Flow-Actual Levered Free Cash Flow % Held by Insiders % Held by Institutions
5.73 B 5730000000.0 5.73 15.79 B 15790000000.0 15.79 10.85 6.92 1.62 0.97 0.54 2.6 12.71 12.77% 19.72% 2.31% 4.76% 6.07 B 6070000000.0 6.07 12.70% 1.21 B 1210000000.0 1.21 1.18 990.0 mn 986500000.0 0.99 1.35 B 1350000000.0 1.35 0.0859 0.93 1.19 B 1190000000.0 1.19 570.0 mn 571080000.0 0.57 0.69% 93.46%

source:https://finance.yahoo.com/IVZ/key-statistics

Reading Information

source:https://finance.yahoo.com/IVZ/key-statistics

source:https://www.google.com/finance/quote/IVZ:NYSE

source:https://finance.yahoo.com/IVZ/analysis

source:https://finance.yahoo.com/IVZ/fair-value

source:https://www.nasdaq.com/market-activity/stocks/IVZ/price-earnings-peg-ratios

Upside-Downside Spread
Key Weighted 5D 1M 3M 6M 1Y 3Y 10Y
Upside % (high) 22.33% 2.87% (14.33) 16.44% (16.22) 40.34% (19.55) 40.34% (19.55) 40.34% (19.55) 58.65% (22.1) 201.87% (42.05)
Downside % (low) 16.22% 11.92% (12.27) 16.73% (11.6) 16.73% (11.6) 16.73% (11.6) 16.73% (11.6) 16.73% (11.6) 54.2% (6.38)
Spread % 6.1% -9.05% -0.29% 23.62% 23.62% 23.62% 41.92% 147.67%

IVZ's price used for computing the stats is 13.93 as on date

Cumulative Return Percent
Key Today 5D 2W 1M 3M 6M 1Y 3Y 10Y
Last Price-Trend PrevClose 0.0% 8.83% 9.77% -12.77% -20.4% -21.43% -4.46% -35.92% -65.44%
Last Price 13.93 13.93 13.93 13.93 13.93 13.93 13.93 13.93 13.93
Trend-Previous Close 13.93 12.8 12.69 15.97 17.5 17.73 14.58 21.74 40.31

IVZ's symbol cumulative return percent is computed basis data from date

Return Velocity
5D 2W 1M 3M 6M 1Y
5D window
Metric Mean Median Stdev
Overall 4.99% 13.44 4.01% 13.31 5.36% 12.41 14.47
Up 6.18% 13.59 4.01% 13.31 4.13% 12.8 14.38
Down -3.05% 12.41 -2.66% 12.46 1.3% 12.16 12.66
5D Opportunity: SELL-APPROACHING
returns: 8.83% (12.37%), p.close: 12.8
entry: 14.38, exit: 14.47, min.ret: -0.58%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 2.8% 13.16 2.67% 13.14 5.58% 12.09 14.23
Up 6.03% 13.57 5.28% 13.48 4.17% 12.77 14.37
Down -3.28% 12.38 -3.29% 12.38 2.32% 11.94 12.83
5D Opportunity: SELL-APPROACHING
returns: 8.83% (12.29%), p.close: 12.8
entry: 14.37, exit: 14.23, min.ret: 1.0%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -2.97% 12.42 -0.54% 12.73 8.39% 10.81 14.03
Up 3.71% 13.28 3.18% 13.21 3.69% 12.57 13.98
Down -6.68% 11.94 -4.42% 12.23 6.65% 10.67 13.22
5D Opportunity: SELL-APPROACHING
returns: 8.83% (9.24%), p.close: 12.8
entry: 13.98, exit: 14.03, min.ret: -0.34%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -1.54% 12.6 -1.22% 12.64 6.5% 11.36 13.85
Up 2.87% 13.17 2.0% 13.06 3.4% 12.51 13.82
Down -4.47% 12.23 -3.4% 12.36 4.86% 11.29 13.16
5D Opportunity: SELL-ACTIVE
returns: 8.83% (7.96%), p.close: 12.8
entry: 13.82, exit: 13.85, min.ret: -0.22%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.87% 12.69 -0.57% 12.73 5.26% 11.68 13.7
Up 2.42% 13.11 1.62% 13.01 2.86% 12.56 13.66
Down -3.38% 12.37 -2.22% 12.52 3.97% 11.6 13.13
5D Opportunity: SELL-ACTIVE
returns: 8.83% (6.72%), p.close: 12.8
entry: 13.66, exit: 13.7, min.ret: -0.28%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.12% 12.79 0.13% 12.82 4.91% 11.84 13.73
Up 2.55% 13.13 1.79% 13.03 2.72% 12.6 13.65
Down -2.75% 12.45 -1.69% 12.58 3.5% 11.78 13.12
5D Opportunity: SELL-ACTIVE
returns: 8.83% (6.63%), p.close: 12.8
entry: 13.65, exit: 13.73, min.ret: -0.58%
Using: 5D trend, 0 Days Left
2W window
Metric Mean Median Stdev
Overall -4.36% 12.14 -5.09% 12.04 11.43% 9.96 14.31
Up 5.04% 13.33 3.36% 13.12 4.22% 12.53 14.13
Down -11.52% 11.23 -10.47% 11.36 8.6% 9.59 12.86
2W Opportunity: SELL-APPROACHING
returns: 9.77% (11.36%), p.close: 12.69
entry: 14.13, exit: 14.31, min.ret: -1.28%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -6.44% 11.87 -5.09% 12.04 10.57% 9.86 13.88
Up 3.88% 13.18 3.36% 13.12 3.35% 12.54 13.82
Down -10.86% 11.31 -9.8% 11.45 9.17% 9.57 13.06
2W Opportunity: SELL-ACTIVE
returns: 9.77% (8.9%), p.close: 12.69
entry: 13.82, exit: 13.88, min.ret: -0.47%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -3.31% 12.27 -3.79% 12.21 9.48% 10.47 14.07
Up 3.9% 13.18 2.53% 13.01 4.69% 12.29 14.08
Down -7.53% 11.73 -5.57% 11.98 7.05% 10.39 13.08
2W Opportunity: SELL-APPROACHING
returns: 9.77% (10.93%), p.close: 12.69
entry: 14.08, exit: 14.07, min.ret: 0.02%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -1.91% 12.45 -1.06% 12.56 7.24% 11.07 13.83
Up 3.35% 13.12 2.55% 13.01 3.68% 12.42 13.82
Down -5.47% 12.0 -3.83% 12.2 5.75% 10.9 13.09
2W Opportunity: SELL-ACTIVE
returns: 9.77% (8.87%), p.close: 12.69
entry: 13.82, exit: 13.83, min.ret: -0.07%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.36% 12.64 -0.43% 12.64 6.85% 11.34 13.95
Up 3.86% 13.18 2.76% 13.04 3.82% 12.45 13.91
Down -4.43% 12.13 -2.77% 12.34 4.95% 11.18 13.07
2W Opportunity: SELL-ACTIVE
returns: 9.77% (9.58%), p.close: 12.69
entry: 13.91, exit: 13.95, min.ret: -0.29%
Using: 2W trend, 0 Days Left
1M window
Metric Mean Median Stdev
Overall -14.22% 13.7 -13.16% 13.87 4.23% 12.68 14.71
Up 2.51% 16.37 2.37% 16.35 2.31% 15.82 16.92
Down -18.81% 12.97 -20.37% 12.72 3.69% 12.08 13.85
1M Opportunity:
returns: -12.77% (-24.34%), p.close: 15.97
entry: 12.08, exit: 12.68, min.ret: 4.98%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -6.81% 14.88 -11.24% 14.17 10.9% 12.27 17.49
Up 5.21% 16.8 3.8% 16.58 5.23% 15.55 18.06
Down -12.67% 13.95 -14.3% 13.69 7.89% 12.06 15.84
1M Opportunity: BUY-APPROACHING
returns: -12.77% (-24.51%), p.close: 15.97
entry: 12.06, exit: 12.27, min.ret: 1.77%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -3.42% 15.42 -1.33% 15.76 8.99% 13.27 17.58
Up 4.84% 16.74 4.3% 16.66 4.22% 15.73 17.75
Down -8.3% 14.64 -6.12% 14.99 7.41% 12.87 16.42
1M Opportunity: BUY-APPROACHING
returns: -12.77% (-19.43%), p.close: 15.97
entry: 12.87, exit: 13.27, min.ret: 3.13%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.95% 15.82 0.46% 16.04 8.44% 13.8 17.84
Up 5.77% 16.89 4.81% 16.74 4.74% 15.76 18.03
Down -7.07% 14.84 -5.95% 15.02 6.32% 13.33 16.35
1M Opportunity: BUY-APPROACHING
returns: -12.77% (-16.55%), p.close: 15.97
entry: 13.33, exit: 13.8, min.ret: 3.51%
Using: 1M trend, 0 Days Left

IVZ's symbol current price is 13.93 (0.0%) as on . Yesterday's close was 13.93. It's return velocities are computed basis data from date .

Win Percent
Key Weighted 5D 1M 3M 6M 1Y 3Y
Open-High (> 1.0%) 67.32% 80.0% 63.64% 56.06% 50.0% 49.21% 52.25%
Open-Low (> 1.0%) 62.87% 60.0% 68.18% 63.64% 58.33% 54.76% 56.35%
Open-Close-Up (> 0.5%) 39.43% 40.0% 40.91% 37.88% 35.61% 34.52% 38.36%
Open-Close-Down (> 0.5%) 49.92% 60.0% 45.45% 40.91% 43.94% 38.49% 37.57%
Low-Close-Up (> 1.0%) 70.85% 80.0% 72.73% 57.58% 54.55% 54.37% 58.07%
High-Close-Down (> 1.0%) 78.91% 100% 72.73% 59.09% 54.55% 50.79% 51.19%

IVZ's symbol win percent is computed basis data from date

Associated Tags