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IVZ Quote, Financials, Valuation and Earnings

Last price:
$12.87
Seasonality move :
-0.39%
Day range:
$12.48 - $13.06
52-week range:
$11.60 - $19.55
Dividend yield:
6.49%
P/E ratio:
10.71x
P/S ratio:
0.95x
P/B ratio:
0.54x
Volume:
5.7M
Avg. volume:
6.9M
1-year change:
-16.79%
Market cap:
$5.7B
Revenue:
$6.1B
EPS (TTM):
$1.18

Price Performance History

Performance vs. Valuation Benchmarks

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Competitors

Company Revenue Forecast Earnings Forecast Revenue Growth Forecast Earnings Growth Forecast Analyst Price Target Median
IVZ
Invesco
$1.1B $0.38 -23.82% 49.35% $15.96
CG
The Carlyle Group
$966.2M $0.95 65.4% 434.04% $45.81
DHIL
Diamond Hill Investment Group
-- -- -- -- --
KKR
KKR &
$1.7B $1.13 -81.49% 66.7% $135.52
MFIC
MidCap Financial Investment
$82.5M $0.38 186.44% -1.18% $14.41
OCSL
Oaktree Specialty Lending
$84.7M $0.49 727.06% 309.35% $15.67
Company Price Analyst Target Market Cap P/E Ratio Dividend per Share Dividend Yield Price / LTM Sales
IVZ
Invesco
$12.64 $15.96 $5.7B 10.71x $0.21 6.49% 0.95x
CG
The Carlyle Group
$35.25 $45.81 $12.7B 12.68x $0.35 3.97% 3.81x
DHIL
Diamond Hill Investment Group
$129.82 -- $361.9M 8.31x $1.50 4.62% 2.37x
KKR
KKR &
$102.05 $135.52 $90.6B 31.11x $0.18 0.69% 4.43x
MFIC
MidCap Financial Investment
$11.34 $14.41 $1.1B 8.79x $0.38 13.4% 8.01x
OCSL
Oaktree Specialty Lending
$13.98 $15.67 $1.1B 20.87x $0.47 14.66% 23.31x
Company Total Debt / Total Capital Beta Debt to Equity Quick Ratio
IVZ
Invesco
32.75% 1.976 54.76% 3.14x
CG
The Carlyle Group
62.88% 0.916 50.58% 12.98x
DHIL
Diamond Hill Investment Group
-- 0.729 -- 1.71x
KKR
KKR &
67.85% 2.639 29.41% 4.10x
MFIC
MidCap Financial Investment
55.5% 0.544 138.46% 5.35x
OCSL
Oaktree Specialty Lending
52.11% 0.277 125.55% 7.71x
Company Gross Profit Operating Income Return on Invested Capital Return on Common Equity EBIT Margin Free Cash Flow
IVZ
Invesco
$602.6M $311.7M 3.27% 4.9% 20.7% $323.9M
CG
The Carlyle Group
-- -- 6.56% 17.04% 54.6% -$379.5M
DHIL
Diamond Hill Investment Group
$19.4M $13.2M 26.85% 26.85% 49.73% -$9.8M
KKR
KKR &
$948.8M $292.7M 2.82% 5.17% 77.82% -$164.8M
MFIC
MidCap Financial Investment
-- -- 3.6% 8.47% 206.59% $54.8M
OCSL
Oaktree Specialty Lending
-- -- 1.75% 3.66% 1230.77% $144M

Invesco vs. Competitors

  • Which has Higher Returns IVZ or CG?

    The Carlyle Group has a net margin of 16.86% compared to Invesco's net margin of 27.34%. Invesco's return on equity of 4.9% beat The Carlyle Group's return on equity of 17.04%.

    Company Gross Margin Earnings Per Share Invested Capital
    IVZ
    Invesco
    37.83% $0.46 $22.8B
    CG
    The Carlyle Group
    -- $0.57 $15.8B
  • What do Analysts Say About IVZ or CG?

    Invesco has a consensus price target of $15.96, signalling upside risk potential of 26.28%. On the other hand The Carlyle Group has an analysts' consensus of $45.81 which suggests that it could grow by 29.97%. Given that The Carlyle Group has higher upside potential than Invesco, analysts believe The Carlyle Group is more attractive than Invesco.

    Company Buy Ratings Hold Ratings Sell Ratings
    IVZ
    Invesco
    1 11 1
    CG
    The Carlyle Group
    3 9 0
  • Is IVZ or CG More Risky?

    Invesco has a beta of 1.264, which suggesting that the stock is 26.382% more volatile than S&P 500. In comparison The Carlyle Group has a beta of 1.720, suggesting its more volatile than the S&P 500 by 71.98%.

  • Which is a Better Dividend Stock IVZ or CG?

    Invesco has a quarterly dividend of $0.21 per share corresponding to a yield of 6.49%. The Carlyle Group offers a yield of 3.97% to investors and pays a quarterly dividend of $0.35 per share. Invesco pays 78.51% of its earnings as a dividend. The Carlyle Group pays out 49.29% of its earnings as a dividend. Both of these payout ratios are sufficient to cover dividend payouts with earnings for the foreseeable future.

  • Which has Better Financial Ratios IVZ or CG?

    Invesco quarterly revenues are $1.6B, which are larger than The Carlyle Group quarterly revenues of $771.3M. Invesco's net income of $268.5M is higher than The Carlyle Group's net income of $210.9M. Notably, Invesco's price-to-earnings ratio is 10.71x while The Carlyle Group's PE ratio is 12.68x. Generally a lower price-to-earnings ratio signals a stock is trading at a lower multiple of earnings and is a better value. Another key metric is the price-to-sales ratio, which for Invesco is 0.95x versus 3.81x for The Carlyle Group. Usually stocks with elevated PS ratios are considered overvalued.

    Company Price/Sales Ratio Price/Earnings Ratio Quarterly Revenue Quarterly Net Income
    IVZ
    Invesco
    0.95x 10.71x $1.6B $268.5M
    CG
    The Carlyle Group
    3.81x 12.68x $771.3M $210.9M
  • Which has Higher Returns IVZ or DHIL?

    Diamond Hill Investment Group has a net margin of 16.86% compared to Invesco's net margin of 27.77%. Invesco's return on equity of 4.9% beat Diamond Hill Investment Group's return on equity of 26.85%.

    Company Gross Margin Earnings Per Share Invested Capital
    IVZ
    Invesco
    37.83% $0.46 $22.8B
    DHIL
    Diamond Hill Investment Group
    72.71% $2.73 $162.6M
  • What do Analysts Say About IVZ or DHIL?

    Invesco has a consensus price target of $15.96, signalling upside risk potential of 26.28%. On the other hand Diamond Hill Investment Group has an analysts' consensus of -- which suggests that it could fall by --. Given that Invesco has higher upside potential than Diamond Hill Investment Group, analysts believe Invesco is more attractive than Diamond Hill Investment Group.

    Company Buy Ratings Hold Ratings Sell Ratings
    IVZ
    Invesco
    1 11 1
    DHIL
    Diamond Hill Investment Group
    0 0 0
  • Is IVZ or DHIL More Risky?

    Invesco has a beta of 1.264, which suggesting that the stock is 26.382% more volatile than S&P 500. In comparison Diamond Hill Investment Group has a beta of 0.828, suggesting its less volatile than the S&P 500 by 17.209%.

  • Which is a Better Dividend Stock IVZ or DHIL?

    Invesco has a quarterly dividend of $0.21 per share corresponding to a yield of 6.49%. Diamond Hill Investment Group offers a yield of 4.62% to investors and pays a quarterly dividend of $1.50 per share. Invesco pays 78.51% of its earnings as a dividend. Diamond Hill Investment Group pays out 38.29% of its earnings as a dividend. Both of these payout ratios are sufficient to cover dividend payouts with earnings for the foreseeable future.

  • Which has Better Financial Ratios IVZ or DHIL?

    Invesco quarterly revenues are $1.6B, which are larger than Diamond Hill Investment Group quarterly revenues of $26.6M. Invesco's net income of $268.5M is higher than Diamond Hill Investment Group's net income of $7.4M. Notably, Invesco's price-to-earnings ratio is 10.71x while Diamond Hill Investment Group's PE ratio is 8.31x. Generally a lower price-to-earnings ratio signals a stock is trading at a lower multiple of earnings and is a better value. Another key metric is the price-to-sales ratio, which for Invesco is 0.95x versus 2.37x for Diamond Hill Investment Group. Usually stocks with elevated PS ratios are considered overvalued.

    Company Price/Sales Ratio Price/Earnings Ratio Quarterly Revenue Quarterly Net Income
    IVZ
    Invesco
    0.95x 10.71x $1.6B $268.5M
    DHIL
    Diamond Hill Investment Group
    2.37x 8.31x $26.6M $7.4M
  • Which has Higher Returns IVZ or KKR?

    KKR & has a net margin of 16.86% compared to Invesco's net margin of 35.17%. Invesco's return on equity of 4.9% beat KKR &'s return on equity of 5.17%.

    Company Gross Margin Earnings Per Share Invested Capital
    IVZ
    Invesco
    37.83% $0.46 $22.8B
    KKR
    KKR &
    29.65% $1.18 $111.9B
  • What do Analysts Say About IVZ or KKR?

    Invesco has a consensus price target of $15.96, signalling upside risk potential of 26.28%. On the other hand KKR & has an analysts' consensus of $135.52 which suggests that it could grow by 32.8%. Given that KKR & has higher upside potential than Invesco, analysts believe KKR & is more attractive than Invesco.

    Company Buy Ratings Hold Ratings Sell Ratings
    IVZ
    Invesco
    1 11 1
    KKR
    KKR &
    12 2 0
  • Is IVZ or KKR More Risky?

    Invesco has a beta of 1.264, which suggesting that the stock is 26.382% more volatile than S&P 500. In comparison KKR & has a beta of 1.770, suggesting its more volatile than the S&P 500 by 77.003%.

  • Which is a Better Dividend Stock IVZ or KKR?

    Invesco has a quarterly dividend of $0.21 per share corresponding to a yield of 6.49%. KKR & offers a yield of 0.69% to investors and pays a quarterly dividend of $0.18 per share. Invesco pays 78.51% of its earnings as a dividend. KKR & pays out 19.9% of its earnings as a dividend. Both of these payout ratios are sufficient to cover dividend payouts with earnings for the foreseeable future.

  • Which has Better Financial Ratios IVZ or KKR?

    Invesco quarterly revenues are $1.6B, which are smaller than KKR & quarterly revenues of $3.2B. Invesco's net income of $268.5M is lower than KKR &'s net income of $1.1B. Notably, Invesco's price-to-earnings ratio is 10.71x while KKR &'s PE ratio is 31.11x. Generally a lower price-to-earnings ratio signals a stock is trading at a lower multiple of earnings and is a better value. Another key metric is the price-to-sales ratio, which for Invesco is 0.95x versus 4.43x for KKR &. Usually stocks with elevated PS ratios are considered overvalued.

    Company Price/Sales Ratio Price/Earnings Ratio Quarterly Revenue Quarterly Net Income
    IVZ
    Invesco
    0.95x 10.71x $1.6B $268.5M
    KKR
    KKR &
    4.43x 31.11x $3.2B $1.1B
  • Which has Higher Returns IVZ or MFIC?

    MidCap Financial Investment has a net margin of 16.86% compared to Invesco's net margin of 90.38%. Invesco's return on equity of 4.9% beat MidCap Financial Investment's return on equity of 8.47%.

    Company Gross Margin Earnings Per Share Invested Capital
    IVZ
    Invesco
    37.83% $0.46 $22.8B
    MFIC
    MidCap Financial Investment
    -- $0.24 $3.2B
  • What do Analysts Say About IVZ or MFIC?

    Invesco has a consensus price target of $15.96, signalling upside risk potential of 26.28%. On the other hand MidCap Financial Investment has an analysts' consensus of $14.41 which suggests that it could grow by 27.04%. Given that MidCap Financial Investment has higher upside potential than Invesco, analysts believe MidCap Financial Investment is more attractive than Invesco.

    Company Buy Ratings Hold Ratings Sell Ratings
    IVZ
    Invesco
    1 11 1
    MFIC
    MidCap Financial Investment
    4 3 0
  • Is IVZ or MFIC More Risky?

    Invesco has a beta of 1.264, which suggesting that the stock is 26.382% more volatile than S&P 500. In comparison MidCap Financial Investment has a beta of 1.129, suggesting its more volatile than the S&P 500 by 12.938%.

  • Which is a Better Dividend Stock IVZ or MFIC?

    Invesco has a quarterly dividend of $0.21 per share corresponding to a yield of 6.49%. MidCap Financial Investment offers a yield of 13.4% to investors and pays a quarterly dividend of $0.38 per share. Invesco pays 78.51% of its earnings as a dividend. MidCap Financial Investment pays out 141.29% of its earnings as a dividend. Invesco's payout ratio is sufficient to cover dividend payouts with earnings for the foreseeable future, but MidCap Financial Investment's is not.

  • Which has Better Financial Ratios IVZ or MFIC?

    Invesco quarterly revenues are $1.6B, which are larger than MidCap Financial Investment quarterly revenues of $26.6M. Invesco's net income of $268.5M is higher than MidCap Financial Investment's net income of $24.1M. Notably, Invesco's price-to-earnings ratio is 10.71x while MidCap Financial Investment's PE ratio is 8.79x. Generally a lower price-to-earnings ratio signals a stock is trading at a lower multiple of earnings and is a better value. Another key metric is the price-to-sales ratio, which for Invesco is 0.95x versus 8.01x for MidCap Financial Investment. Usually stocks with elevated PS ratios are considered overvalued.

    Company Price/Sales Ratio Price/Earnings Ratio Quarterly Revenue Quarterly Net Income
    IVZ
    Invesco
    0.95x 10.71x $1.6B $268.5M
    MFIC
    MidCap Financial Investment
    8.01x 8.79x $26.6M $24.1M
  • Which has Higher Returns IVZ or OCSL?

    Oaktree Specialty Lending has a net margin of 16.86% compared to Invesco's net margin of -121.48%. Invesco's return on equity of 4.9% beat Oaktree Specialty Lending's return on equity of 3.66%.

    Company Gross Margin Earnings Per Share Invested Capital
    IVZ
    Invesco
    37.83% $0.46 $22.8B
    OCSL
    Oaktree Specialty Lending
    -- $0.09 $3B
  • What do Analysts Say About IVZ or OCSL?

    Invesco has a consensus price target of $15.96, signalling upside risk potential of 26.28%. On the other hand Oaktree Specialty Lending has an analysts' consensus of $15.67 which suggests that it could grow by 12.07%. Given that Invesco has higher upside potential than Oaktree Specialty Lending, analysts believe Invesco is more attractive than Oaktree Specialty Lending.

    Company Buy Ratings Hold Ratings Sell Ratings
    IVZ
    Invesco
    1 11 1
    OCSL
    Oaktree Specialty Lending
    1 5 1
  • Is IVZ or OCSL More Risky?

    Invesco has a beta of 1.264, which suggesting that the stock is 26.382% more volatile than S&P 500. In comparison Oaktree Specialty Lending has a beta of 0.845, suggesting its less volatile than the S&P 500 by 15.466%.

  • Which is a Better Dividend Stock IVZ or OCSL?

    Invesco has a quarterly dividend of $0.21 per share corresponding to a yield of 6.49%. Oaktree Specialty Lending offers a yield of 14.66% to investors and pays a quarterly dividend of $0.47 per share. Invesco pays 78.51% of its earnings as a dividend. Oaktree Specialty Lending pays out 305.35% of its earnings as a dividend. Invesco's payout ratio is sufficient to cover dividend payouts with earnings for the foreseeable future, but Oaktree Specialty Lending's is not.

  • Which has Better Financial Ratios IVZ or OCSL?

    Invesco quarterly revenues are $1.6B, which are larger than Oaktree Specialty Lending quarterly revenues of $3.1M. Invesco's net income of $268.5M is higher than Oaktree Specialty Lending's net income of $7.2M. Notably, Invesco's price-to-earnings ratio is 10.71x while Oaktree Specialty Lending's PE ratio is 20.87x. Generally a lower price-to-earnings ratio signals a stock is trading at a lower multiple of earnings and is a better value. Another key metric is the price-to-sales ratio, which for Invesco is 0.95x versus 23.31x for Oaktree Specialty Lending. Usually stocks with elevated PS ratios are considered overvalued.

    Company Price/Sales Ratio Price/Earnings Ratio Quarterly Revenue Quarterly Net Income
    IVZ
    Invesco
    0.95x 10.71x $1.6B $268.5M
    OCSL
    Oaktree Specialty Lending
    23.31x 20.87x $3.1M $7.2M

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