tickrz reports
tickrz rank
B
Invesco Ltd (IVZ)
Financial | Financial Services
36.14  -0.39%
FACTOR RANKINGSFACTOR SCREENER 
tickrz RankB / 171Warren Buffett RankC / 334
Pure Value RankB / 155Dividend RankB / 170
Moat RankB / 223Financial Strength RankN/A
Growth RankC / 280Momentum RankC / 320
IVZ vs FINANCIAL SERVICES SECTOR & S&P 500
VALUATION
IVZSECTORS&P 500
P/E RATIO16.1225.219.61
EV/EBITDA RATIO13.9122.711.89
P/S RATIO3.067.72.06
P/B RATIO1.864.13.15
QUALITY
RETURN ON EQUITY11.34%11.29%13.85%
RETURN ON CAPITAL6.66%7.98%10.02%
NET MARGIN17.44%19.98%9.77%
DIVIDEND ANALYSIS
DIVIDEND YIELD
3.15%
PAYOUT RATIO49.42%
3 YR DIVIDEND GROWTH9.41%
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY71%
INTEREST COVERAGE13.1x
CURRENT RATIO
GROWTH
5 YR EPS GROWTH5.58%
5 YR SPS GROWTH3.74%
5 YR BPS GROWTH2.34%
About tickrz
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tickrz Report
tickrz rank B / 171
Invesco Ltd receives a B ranking in our proprietary ranking system that combines valuation, moat, operational performance, and financial strength. View the Top 50 tickrz ranked stocks here.
value
pure value ranking B / 155Warren Buffett ranking C / 334
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Invesco Ltd's valuation score is comprised of a P/E ratio of 16.1x, a P/B ratio of 1.9x, a P/S ratio of 3.1x, and an EV/EBITDA ratio of 13.9x. Invesco Ltd ranks 155 out of the S&P 500 constituents on valuation--a relatively average score.Invesco Ltd ranks 334 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a weak score, meaning it ranks poorly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, Invesco Ltd is probably not for you.

quality
moat B / 223financial strength N/A
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is average. Our analysis of its moat reveals neither a durable moat or enduring competitive advantages. Interest coverage of 13.1x, a debt/equity ratio of 71% and a Moat Rank of 223 translate to a not available Financial Strength score.


momentum C / 320
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 7.98% over the last 12 months. This performance is weak compared to other stocks in the S&P 500, earning it a rank of 320. Based on its 12 month stock performance, Invesco Ltd will not appeal to momentum investors.

yield B / 170
value + yield
Shares currently yield 3.15%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, Invesco Ltd ranks 170 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will probably want to look elsewhere.

growth C / 280
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the bottom third of S&P500 companies. Its 5.6% 5 year annualized EPS growth, 3.7% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 2.3% speak to its relatively poor ranking.

Invesco Ltd (IVZ)
Financial | Financial Services
36.14  -0.39%


tickrz rank
B
VALUATION RATIOS
P/E Ratio16.12x
P/B Ratio1.86x
P/S Ratio3.06x
EV/EBITDA Ratio13.91x
DIVIDEND ANALYSIS
DIVIDEND YIELD
3.15%
PAYOUT RATIO49.42%
3 YR DIVIDEND GROWTH9.41%
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY71%
INTEREST COVERAGE13.1x
CURRENT RATIO
MOAT
ROE11.34%
ROIC6.66%
Net Margin17.44%
GROWTH
5 YR EPS GROWTH5.58%
5 YR SPS GROWTH3.74%
5 YR BPS GROWTH2.34%

TICKRZ RANK
Invesco Ltd receives a B ranking in our proprietary ranking system that combines valuation, moat, operational performance, and financial strength. View the Top 50 tickrz ranked stocks here.

PURE VALUE
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Invesco Ltd's valuation score is comprised of a P/E ratio of 16.1x, a P/B ratio of 1.9x, a P/S ratio of 3.1x, and an EV/EBITDA ratio of 13.9x. Invesco Ltd ranks 155 out of the S&P 500 constituents on valuation--a relatively average score.

WARREN BUFFETT RANKING
Invesco Ltd ranks 334 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a weak score, meaning it ranks poorly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, Invesco Ltd is probably not for you.

MOAT
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is average. Our analysis of its moat reveals neither a durable moat or enduring competitive advantages.

FINANCIAL STRENGTH
Interest coverage of 13.1x, a debt/equity ratio of 71% and a Moat Rank of 223 translate to a not available Financial Strength score.

MOMENTUM
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 7.98% over the last 12 months. This performance is weak compared to other stocks in the S&P 500, earning it a rank of 320. Based on its 12 month stock performance, Invesco Ltd will not appeal to momentum investors.

VALUE + YIELD
Shares currently yield 3.15%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, Invesco Ltd ranks 170 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will probably want to look elsewhere.

GROWTH
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the bottom third of S&P500 companies. Its 5.6% 5 year annualized EPS growth, 3.7% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 2.3% speak to its relatively poor ranking.