Invesco Ltd. IVZ
Composite 51/100; the shares have moved about 36% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Quality ranks 28/100 — a moderate mark against it.
Momentum ranks 84/100 — a strong point in its favour. Income ranks 71/100 — a moderate point in its favour. Valuation ranks 62/100 — a moderate point in its favour.
Quality ranks 28/100 — a moderate mark against it. Growth ranks 40/100 — a slight mark against it. Balance-sheet strength ranks 48/100 — a slight mark against it.
What the company does Invesco Ltd. (IVZ) is a global asset manager offering equity, fixed income, multi-asset, and alternative investment products across mutual funds, ETFs, and private funds to retail, institutional, and high-net-worth clients worldwide.
Key financials IVZ reports negative net margins (-0.9%) despite strong revenue growth (20.5%) and EPS growth (35.0%). Quality metrics are weak (ROE -0.6%, ROA 2.9%), though leverage is conservative (Debt/Equity 0.12) and dividends are sustainable (payout 56.5%, yield 2.7%).
Stock health Momentum is robust (12m +57.77%, RSI 66.00), but volatility is high (beta 1.60). Sideravia scores reflect poor quality (23.4) but attractive valuation (69.6) and strong income (79.5) and momentum (71.1).
Price vs fair value The stock trades at a **discount of 1.40%** to the analyst mean target of 32.46. - Recent crypto ETF rejection may pressure IVZ’s alternative strategies (TheStreet). - Dividend appeal highlighted by Zacks amid industry tailwinds. - Zacks flags IVZ as a "Top Dividend Stock" (Zacks). - Bullish momentum noted in "5 Stocks With Relative Price Strength" (Zacks).
Looking forward Forward P/E of 10.39 suggests undemanding valuation, but weak profitability (net margins -0.9%) and high beta warrant caution. Growth in revenue/EPS and dividend stability may support sentiment.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.