Invesco Ltd (IVZ) Fair Value & Analysis
Financial Services · US · Market cap $12.8B
Invesco Ltd
IVZ · US
Fair value as of: Aug 13, 2026
From 5 valuation models · updated yesterday
Fair value updated Aug 13, 2026, revised from $19.38 to $18.69 (−3.6%) since Jul 13, 2026. Share price +12.6% over the past month.
A solid business, but screening 42% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($27.24). The favourable scenario is already priced in.
- Solid but not exceptional quality (59/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($10.52 to $27.24) leaves room in how you read the outcome.
- For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $11.05 – $32.36 · fair‑value band $10.52 – $27.24 · the $32.36 price screens above the $18.69 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Invesco Ltd (IVZ) currently trades at $32.36, while our model-based Fair Value estimate is $18.69, implying the stock looks roughly 42.2% overvalued today. The Quality Score stands at 59/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Invesco Ltd generated revenue of $6.6B at a net margin of -3.7%. Revenue grew 14.1% year over year. It earns a return on equity of -1.5%. Net debt stands at $8.1B. Fundamentals as of Aug 13, 2026
Our scenario range runs from $10.52 (bear case) to $27.24 (bull case); at $32.36, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 132% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -33% fair-value upside, at -42%, IVZ screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 5 models by family
Widest divergence: Asset-Based ($18.49) versus Growth DCF ($16.48). Highest evidence: Growth DCF (80).
Notify me when IVZ reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 59 · Market factors (momentum, volatility) 71
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds.
Full company description
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Invesco Ltd reported revenue of $6.4B in FY2025 versus $6.9B in FY2021, a compound −1.9%/yr. Reported net income was −$282M in FY2025.
IVZ screens 42% overvalued. Compare with BlackRock, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- VanEck Pharmaceutical ETF vs. Invesco Biotech ETF: Which Fund Fits Your Investing Style?
- Should You Invest in the Invesco Biotechnology & Genome ETF (PBE)?
- Should You Invest in the Invesco KBW Property & Casualty Insurance ETF (KBWP)?
- Should Invesco S&P MidCap Quality ETF (XMHQ) Be on Your Investing Radar?
Peer Group
Asset Management · 690 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Asset Management median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| BlackRock, Inc BLK | $1,161 | $465.75 | -60% |
| Blackstone Inc BX | $146.41 | $52.88 | -64% |
| Investor AB INVEB | kr 417.90 | kr 835.80 | +100% |
| AB Industrivärden INDUA | kr 544.00 | kr 375.93 | -31% |
| ICICIAMC ICICIAMC | ₹3,077 | ₹1,132 | -63% |
| Jio Financial Services Limited JIOFIN | ₹256.05 | ₹171.84 | -33% |
| Hedef Holding HEDEF | 267.25 TRY | 321.44 TRY | +20% |
| Bajaj Holdings BAJAJHLDNG | ₹11,579 | ₹11,257 | -3% |
| HDFC Asset Management Company HDFCAMC | ₹2,490 | ₹866.78 | -65% |
| Nippon Life Asset Management Limited NAMINDIA | ₹1,182 | ₹311.00 | -74% |
Compare Invesco Ltd with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Financial Services stocks →
Frequently asked questions
Is Invesco Ltd (IVZ) overvalued or undervalued?
What is the fair value of IVZ?
What is the quality score of IVZ?
What is the revenue of Invesco Ltd (IVZ)?
What is the net profit margin of IVZ?
Does Invesco Ltd pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Invesco Ltd and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.