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

Simplified Detailed

	FY'25	FY'24	FY'23	FY'22
Profitability
Operating margin	-10.9%-24.6pp	13.7%+21.3pp	-7.6%-29.4pp	21.8%-4.2pp
Net margin	-4.2%-13.1pp	8.9%+14.7pp	-5.8%-17.1pp	11.3%-8.9pp
EBITDA margin	-8.5%-25.1pp	16.7%+21.1pp	-4.4%-29.4pp	25%-3.9pp
Free cash flow margin	22.6%+4.1pp	18.5%-1.4pp	19.9%+11.4pp	8.4%-6.2pp
Returns
Return on equity	-2%-5.7pp	3.7%+5.9pp	-2.2%-6.7pp	4.5%-4.9pp
Return on assets	-1%-2.9pp	1.9%+3.1pp	-1.1%-3.3pp	2.2%-1.8pp
Return on invested capital	-5.2%-9.5pp	4.3%+7.2pp	-2.9%-9.1pp	6.2%-3.0pp
Efficiency
Asset turnover	0.2×0.0×	0.2×0.0×	0.2×0.0×	0.2×0.0×
Leverage
Debt-to-equity	0.2×+0.1×	0.1×0.0×	0.1×0.0×	0.1×0.0×
Debt-to-assets	0.1×0.0×	0×0.0×	0.1×0.0×	0.1×0.0×
Interest coverage	-8.4×-22.8×	14.3×+20.5×	-6.2×-21.6×	15.5×-3.4×
Valuation
Market capitalization	$11.69B+48.8%	$7.86B-2.0%	$8.02B-2.0%	$8.18B-22.9%
Enterprise value	$11.94B+55.0%	$7.71B-3.8%	$8.01B-8.1%	$8.72B-19.6%
Price / sales	1.8×+0.5×	1.3×-0.1×	1.4×+0.1×	1.4×-0.2×
Price / book	1×+0.4×	0.5×0.0×	0.5×0.0×	0.5×-0.1×
EV / sales	1.9×+0.6×	1.3×-0.1×	1.4×0.0×	1.4×-0.1×
Free cash flow yield	12.3%-1.9pp	14.3%+0.1pp	14.2%+7.9pp	6.2%-3.3pp
Earnings yield	-2.3%-9.2pp	6.8%+11.0pp	-4.2%-12.5pp	8.4%-4.8pp
Dividend yield	3.2%-1.5pp	4.7%+0.3pp	4.5%+0.4pp	4.1%+1.2pp

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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.