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

	TTM Q1 '26	TTM Q4 '25	TTM Q3 '25	TTM Q2 '25	TTM Q1 '25
Profitability
Operating margin	-9.7%-24.3pp	-10.9%-24.6pp	17.1%+26.5pp	14.7%+22.1pp	14.6%+22.1pp
Net margin	-3.4%-12.7pp	-4.2%-13.1pp	14.9%+21.9pp	10.3%+16.1pp	9.3%+15.1pp
Returns
Return on equity	-1.7%-5.5pp	-2%-5.7pp	6.5%+9.3pp	4.4%+6.7pp	3.9%+6.1pp
Return on invested capital	-4.9%-9.7pp	-5.2%-9.5pp	6.3%+10.1pp	4.8%+7.7pp	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	0.2×+0.1×	0.2×+0.1×	0.1×+0.1×	0.1×+0.1×	0.1×0.0×
Valuation
Market capitalization	$10.78B+58.6%	$11.69B+48.8%	$10.23B+29.5%	$6.84B+1.7%	$6.79B-8.8%
Price / sales	1.6×+0.5×	1.8×+0.5×	1.6×+0.3×	1.1×0.0×	1.1×-0.2×
Price / book	0.9×+0.4×	1×+0.4×	0.7×+0.2×	0.5×0.0×	0.5×0.0×
Dividend yield	3.5%-2.0pp	3.2%-1.5pp	3.7%-1.0pp	5.5%+0.1pp	5.5%+0.6pp

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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.