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Invesco IVZ Enterprise value

Enterprise value at other companies

BEN
Franklin ResourcesBEN
$15.54B+12.8%
State Street logo
State StreetSTT
$72.64B+41.8%
WisdomTree logo
WisdomTreeWT
$2.3B+48.8%
Virtus Investment Partners logo
Virtus Investment PartnersVRTS
$1.16B-9.9%
Affiliated Managers Group logo
Affiliated Managers GroupAMG
$9.93B+47.7%
T Rowe Price Group logo
T Rowe Price GroupTROW
$16.26B-9.7%

Other financials

Income statement

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Revenue$1.8B+20.5%
Operating income$364.2M+70.0%
Net income$345.3M+74.9%
EPS (diluted)$0.76+2,633%

Balance sheet

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Cash & equivalents$915.4M-38.6%
Total debt$1.6B-13.8%
Total equity$12.5B-10.1%
Total assets$27.5B-3.6%

Cash flow

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Operating cash flow$734.2M+34.0%
CapEx$14.2M-39.3%
Free cash flow$198.4M+284%

Valuation

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Market cap$14.13B+50.2%
P/S2.1×+0.5×

Profitability

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Operating margin-7.1%-21.8pp
Net margin-1.1%-11.4pp
FCF margin26.5%+8.7pp

Returns & leverage

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Return on equity-0.6%-5.0pp
Debt / equity0.1×0.0×

Where this comes from

Calculated from Invesco’s reported figures.

The source filing: Invesco’s 8-K, filed July 28, 2026. Open the filing →

Filed
Jul 28, 2026, 6:58 AM EDT
Accession
0000914208-26-000229

FAQ

What is Invesco's enterprise value?
Invesco (IVZ) reported enterprise value of $12.41B in Q2 2026.
How has Invesco's enterprise value changed year-over-year?
Invesco's enterprise value increased by 71.5% year-over-year, from $7.24B to $12.41B.
What is the long-term trend for Invesco's enterprise value?
Over 5 years (2020 to 2025), Invesco's enterprise value has grown at a 6.8% compound annual growth rate (CAGR), from $8.6B to $11.94B.
What does enterprise value mean?
Market capitalization plus total debt minus cash, at the quarter end. The cost to acquire the whole business — what an buyer pays for equity and debt, net of the cash they'd inherit.

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