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.

Invesco IVZ Ratios & Valuation

Income Statement Balance Sheet Cash Flow Ratios Segments

Quarterly Annual TTM

YoY QoQ

Simplified Detailed

	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25
Profitability
Operating margin	-9.7%+1.2pp	-10.9%-28.0pp	17.1%+2.4pp	14.7%0.0pp	14.6%+0.9pp
Net margin	-3.4%+0.9pp	-4.2%-19.1pp	14.9%+4.6pp	10.3%+1.0pp	9.3%+0.4pp
Returns
Return on equity	-1.7%+0.4pp	-2%-8.5pp	6.5%+2.0pp	4.4%+0.6pp	3.9%+0.2pp
Return on invested capital	-4.9%+0.3pp	-5.2%-11.5pp	6.3%+1.5pp	4.8%0.0pp	4.8%+0.5pp
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	0.2×0.0×	0.2×+0.1×	0.1×0.0×	0.1×+0.1×	0.1×0.0×
Per Share
Book value per share	$27.01—	——	$30.81+1.1%	$30.48-5.9%	$32.38—
Valuation
Market capitalization	$10.78B-7.8%	$11.69B+14.3%	$10.23B+49.5%	$6.84B+0.7%	$6.79B-13.5%
Price / sales	1.6×-0.2×	1.8×+0.2×	1.6×+0.5×	1.1×0.0×	1.1×-0.2×
Price / book	0.9×-0.1×	1×+0.2×	0.7×+0.2×	0.5×0.0×	0.5×-0.1×
Dividend yield	3.5%+0.3pp	3.2%-0.4pp	3.7%-1.8pp	5.5%0.0pp	5.5%+0.8pp

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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.