Invesco Ltd. (IVZ) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

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Invesco Ltd.

Why is Invesco Ltd. ?

Poor long term growth as Operating profit has grown by an annual rate of -5.79%

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

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 46.66%, its profits have fallen by -30%

Market Beating Performance

The stock has generated a return of 46.66% in the last 1 year, much higher than market (S&P 500) returns of 14.11%

Real-Time Research Report

Verdict Report

How much should you sell?

All quantity irrespective of whether you are making profits or losses

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to re-enter? - We will constantly monitor the company and review our call based on new data

Is Invesco Ltd. for you?

High Risk, High Return

Absolute

Risk Adjusted

Volatility

Invesco Ltd.

53.59%

1.92

40.58%

S&P 500

13.68%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

1.00%

EBIT Growth (5y)

-170.45%

EBIT to Interest (avg)

6.11

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

24.53%

Dividend Payout Ratio

Pledged Shares

Institutional Holding

93.35%

ROCE (avg)

13.05%

ROE (avg)

7.41%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

NA (Loss Making)

Industry P/E

Price to Book Value

1.03

EV to EBIT

-21.11

EV to EBITDA

-27.01

EV to Capital Employed

1.04

EV to Sales

1.79

PEG Ratio

Dividend Yield

2.24%

ROCE (Latest)

-4.91%

ROE (Latest)

-2.30%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

Mildly Bearish

OBV

No Trend

Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

6What is working for the Company

OPERATING CASH FLOW(Y)

Highest at USD 1,525.3 MM

RAW MATERIAL COST(Y)

Fallen by -7.64% (YoY

DIVIDEND PER SHARE(HY)

Highest at USD 0

NET SALES(Q)

Highest at USD 1,692 MM

-22What is not working for the Company

ROCE(HY)

Lowest at -2.1%

CASH AND EQV(HY)

Lowest at USD 2,561.3 MM

DEBT-EQUITY RATIO (HY)

Highest at 79.76 %

DEBTORS TURNOVER RATIO(HY)

Lowest at 0 times

PRE-TAX PROFIT(Q)

Lowest at USD -1,345.4 MM

NET PROFIT(Q)

Lowest at USD -1,061.1 MM

EPS(Q)

Lowest at USD -2.63

Here's what is working for Invesco Ltd.

Operating Cash Flow

Highest at USD 1,525.3 MM and Grown

In each year in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Net Sales

Highest at USD 1,692 MM

in the last five periods

MOJO Watch

Near term sales trend is positive

Net Sales (USD MM)

Dividend per share

Highest at USD 0

in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Raw Material Cost

Fallen by -7.64% (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.

Pre-Tax Profit

At USD -1,345.4 MM has Fallen at -519.32%

over average net sales of the previous four periods of USD 320.85 MM

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (USD MM)

Net Profit

At USD -1,061.1 MM has Fallen at -505.04%

over average net sales of the previous four periods of USD 261.97 MM

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (USD MM)

Pre-Tax Profit

Lowest at USD -1,345.4 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is negative

Pre-Tax Profit (USD MM)

Net Profit

Lowest at USD -1,061.1 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is negative

Net Profit (USD MM)

EPS

Lowest at USD -2.63

in the last five periods

MOJO Watch

Declining profitability; company has created lower earnings for shareholders

EPS (USD)

Cash and Eqv

Lowest at USD 2,561.3 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Debt-Equity Ratio

Highest at 79.76 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio

Debtors Turnover Ratio

Lowest at 0 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio