Screener
Invesco IVZ Ratios & Valuation
| Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Operating margin | -7.1%-21.8pp | -9.7%-24.3pp | -10.9%-24.6pp | 17.1%+26.5pp | 14.7%+22.1pp | |
| Net margin | -1.1%-11.4pp | -3.4%-12.7pp | -4.2%-13.1pp | 14.9%+21.9pp | 10.3%+16.1pp | |
| Returns | ||||||
| Return on equity | -0.6%-5.0pp | -1.7%-5.5pp | -2%-5.7pp | 6.5%+9.3pp | 4.4%+6.7pp | |
| Return on invested capital | -3.6%-8.4pp | -4.9%-9.7pp | -5.2%-9.5pp | 6.3%+10.1pp | 4.8%+7.7pp | |
| Efficiency | ||||||
| Asset turnover | 0.2×0.0× | 0.2×0.0× | 0.2×0.0× | 0.2×0.0× | 0.2×0.0× | |
| Leverage | ||||||
| Debt-to-equity | 0.1×0.0× | 0.2×+0.1× | 0.2×+0.1× | 0.1×+0.1× | 0.1×+0.1× | |
| Per Share | ||||||
| Book value per share | $27.45-9.9% | $27.01-16.6% | —— | $30.81-4.9% | $30.48-4.7% | |
| Valuation | ||||||
| Market capitalization | $14.13B+50.2% | $10.78B+58.6% | $11.69B+48.8% | $10.23B+29.5% | $6.84B+1.7% | |
| Price / sales | 2.1×+0.5× | 1.6×+0.5× | 1.8×+0.5× | 1.6×+0.3× | 1.1×0.0× | |
| Price / book | 1.1×+0.5× | 0.9×+0.4× | 1×+0.4× | 0.7×+0.2× | 0.5×0.0× |
FAQ
- Where do Invesco's ratios come from?
- Every ratio is computed from Invesco's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.
