ScoreWhy is Invesco Ltd. ?
1
Poor long term growth as Operating profit has grown by an annual rate of -5.79%
2
Positive results in Jun 25
- RAW MATERIAL COST(Y) Fallen by -2.2% (YoY)
- DEBTORS TURNOVER RATIO(HY) Highest at 8.65 times
- DIVIDEND PER SHARE(HY) Highest at USD 8.65
3
With ROE of 5.47%, it has a very attractive valuation with a 0.54 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 35.95%, its profits have fallen by -30%
4
Market Beating Performance
- The stock has generated a return of 35.95% in the last 1 year, much higher than market (S&P 500) returns of 12.94%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Invesco Ltd. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Invesco Ltd. for you?
High Risk, High Return
Absolute
Risk Adjusted
Volatility
Invesco Ltd.
39.28%
1.51
40.23%
S&P 500
13.22%
0.64
20.20%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
-0.57%
EBIT Growth (5y)
-5.79%
EBIT to Interest (avg)
6.11
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
24.53%
Dividend Payout Ratio
69.23%
Pledged Shares
0
Institutional Holding
97.87%
ROCE (avg)
13.05%
ROE (avg)
7.41%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
10
Industry P/E
Price to Book Value
0.54
EV to EBIT
6.96
EV to EBITDA
5.79
EV to Capital Employed
0.47
EV to Sales
1.00
PEG Ratio
NA
Dividend Yield
3.51%
ROCE (Latest)
6.81%
ROE (Latest)
5.47%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
No Trend
OBV
Bullish
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend3What is working for the Company
RAW MATERIAL COST(Y)
Fallen by -2.2% (YoY
DEBTORS TURNOVER RATIO(HY)
Highest at 8.65 times
DIVIDEND PER SHARE(HY)
Highest at USD 8.65
-10What is not working for the Company
OPERATING CASH FLOW(Y)
Lowest at USD 1,265.3 MM
NET PROFIT(9M)
At USD 702.2 MM has Grown at -26.69%
INTEREST(Q)
At USD 20.7 MM has Grown at 58.02%
DIVIDEND PAYOUT RATIO(Y)
Lowest at 0%
DEBT-EQUITY RATIO
(HY)
Highest at 51.73 %
EPS(Q)
Lowest at USD -0.03
Here's what is working for Invesco Ltd.
Debtors Turnover Ratio
Highest at 8.65 times
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Dividend per share
Highest at USD 8.65
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Raw Material Cost
Fallen by -2.2% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Invesco Ltd.
Operating Cash Flow
Lowest at USD 1,265.3 MM and Fallen
In each year in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (USD MM)
Interest
At USD 20.7 MM has Grown at 58.02%
period on period (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
Net Profit
At USD 702.2 MM has Grown at -26.69%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is negative
Net Profit (USD MM)
EPS
Lowest at USD -0.03
in the last five periodsMOJO Watch
Declining profitability; company has created lower earnings for shareholders
EPS (USD)
Debt-Equity Ratio
Highest at 51.73 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
Dividend Payout Ratio
Lowest at 0%
in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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