Invesco IVZ Ratios & Valuation
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM 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 | |
| EBITDA margin | -7.5%+1.0pp | -8.5%-28.2pp | 19.7%+2.3pp | 17.4%-0.1pp | 17.5%+0.8pp | |
| Free cash flow margin | 26.5%+3.9pp | 22.6%+1.4pp | 21.2%+2.4pp | 18.8%+1.0pp | 17.8%-0.7pp | |
| 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 assets | -0.8%+0.2pp | -1%-4.3pp | 3.3%+1.1pp | 2.3%+0.3pp | 2%+0.1pp | |
| 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× | |
| Debt-to-assets | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | 0×0.0× | |
| Interest coverage | -6.8×+1.6× | -8.4×-23.4× | 14.9×-0.2× | 15.2×-1.1× | 16.2×+1.9× | |
| Valuation | ||||||
| Market capitalization | $10.78B-7.8% | $11.69B+14.3% | $10.23B+49.5% | $6.84B+0.7% | $6.79B-13.5% | |
| Enterprise value | $11.04B-7.6% | $11.94B+15.6% | $10.33B+42.8% | $7.24B+22.9% | $5.89B-23.6% | |
| 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× | |
| EV / sales | 1.7×-0.2× | 1.9×+0.2× | 1.6×+0.5× | 1.2×+0.2× | 1×-0.3× | |
| Free cash flow yield | 16.2%+3.9pp | 12.3%-0.7pp | 13%-3.9pp | 16.9%+0.9pp | 16%+1.8pp | |
| Earnings yield | -2.1%+0.2pp | -2.3%-11.4pp | 9.1%-0.1pp | 9.2%+0.9pp | 8.4%+1.5pp | |
| Dividend yield | 3.5%+0.3pp | 3.2%-0.4pp | 3.7%-1.8pp | 5.5%0.0pp | 5.5%+0.8pp |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- 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.
