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
Returns
Return on equity	-2%-5.7pp	3.7%+5.9pp	-2.2%-6.7pp	4.5%-4.9pp
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×
Valuation
Market capitalization	$11.69B+48.8%	$7.86B-2.0%	$8.02B-2.0%	$8.18B-22.9%
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×
Dividend yield	3.2%-1.5pp	4.7%+0.3pp	4.5%+0.4pp	4.1%+1.2pp

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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.