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Invesco Ltd. IVZ NYSE

NYSE • Financial Services • Asset Management • US • USD

SharesGrow Score
55/100
3/7 Pass
SharesGrow Intrinsic Value
$85.00
+243.9%
Analyst Price Target
$30.44
+23.1%
SharesGrow 7-Criteria Score All 7 criteria scored · valuation-related highlighted on this page

Invesco Ltd. (IVZ) has a negative trailing P/E of -38.2, meaning the company is currently unprofitable on a trailing twelve-month (TTM) basis. The forward P/E of 9.5 based on analyst estimates suggests a return to profitability is expected. Trailing earnings yield is -2.61%, forward earnings yield 10.57%. PEG 0.78 (Peter Lynch undervalued ≤1.0).

Criteria proven by this page:

  • VALUE (86/100, Pass) — PEG ≤ 1.0 — Peter Lynch undervalued (0.78); analyst target implies upside (+23.1%).
  • Forward P/E 9.5 — analysts expect a return to profitability with estimated EPS of $2.61 for FY2026.
  • PEG Ratio 0.78 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
  • Trailing Earnings Yield -2.61% — negative yield confirms the company is currently unprofitable. Investors are paying for a turnaround rather than current earnings. Forward yield improves to 10.57% as earnings recover.
  • Analyst consensus target $30.44 (+23.1% upside) — significant upside potential according to Wall Street analysts.

Overall SharesGrow Score: 55/100 with 3/7 criteria passed.

SharesGrow 7-Criteria Score
55/100
SG Score
View full scorecard →
VALUE
86/100
Price-to-Earnings & upside
Proven by this page
~
FUTURE
46/100
Analyst consensus
→ Forecast
~
PAST
50/100
→ Income
~
HEALTH
50/100
Debt-to-Equity & liquidity
→ Health
MOAT
73/100
→ Income
GROWTH
73/100
→ Income
INCOME
10/100
→ Income

Valuation Snapshot — IVZ

Valuation Multiples
P/E (TTM)-38.2
Forward P/E9.5
PEG Ratio0.78
Forward PEG0.78
P/B Ratio0.88
P/S Ratio1.66
EV/EBITDA13.6
Per Share Data
EPS (TTM)$-0.62
Forward EPS (Est.)$2.61
Book Value / Share$28.82
Revenue / Share$14.13
FCF / Share$3.46
Yields & Fair Value
Earnings Yield-2.61%
Forward Earnings Yield10.57%
Dividend Yield3.52%
SharesGrow IV$85.00 (+243.9%)
Analyst Target$30.44 (+23.1%)

Historical Valuation

Year P/E (TTM) PEG Ratio P/B Ratio P/S Ratio Dividend Yield
2016 14.7 -1.71 1.68 2.66 3.66%
2017 13.3 0.45 1.72 2.90 3.15%
2018 7.6 -0.34 0.78 1.26 7.33%
2019 11.4 -0.29 0.57 1.29 8.29%
2020 10.5 -0.90 0.56 1.30 7.42%
2021 6.5 0.04 0.69 1.55 5.11%
2022 8.9 -0.18 0.54 1.36 6.94%
2023 -83.7 0.56 0.56 1.42 7.33%
2024 10.3 -0.04 0.55 1.32 7.61%
2025 -42.1 0.18 0.97 1.86 4.91%

EPS: Actual vs Estimates

P/E Ratio & Earnings Yield

Earnings Per Share (EPS) History

Year EPS (Diluted) Revenue Net Income Net Margin
2016 $2.12 $4.73B $854.2M 18%
2017 $2.75 $5.16B $1.13B 21.8%
2018 $2.14 $5.31B $882.8M 16.6%
2019 $1.28 $6.12B $688.3M 11.3%
2020 $1.13 $6.15B $761.6M 12.4%
2021 $2.99 $6.89B $1.63B 23.6%
2022 $1.49 $6.05B $920.7M 15.2%
2023 $-0.73 $5.72B $-96.9M -1.7%
2024 $1.18 $6.07B $774.8M 12.8%
2025 $-1.60 $6.38B $-281.7M -4.4%

Analyst Estimates

Year EPS (Avg) EPS Range Revenue (Avg) Revenue Range Analysts
2026 $2.66 $2.42 – $2.84 $5.28B $5.17B – $5.4B 7
2027 $3.02 $2.73 – $3.39 $5.61B $5.55B – $5.65B 7
2028 $3.43 $3.31 – $3.53 $5.94B $5.83B – $6.04B 1
2029 $3.93 $3.79 – $4.05 $6.31B $6.2B – $6.43B 1
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