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 46.66%, its profits have fallen by -30%
4
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 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.
53.52%
1.92
40.58%
S&P 500
22.36%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
1.13%
EBIT Growth (5y)
-2.62%
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
0
Pledged Shares
0
Institutional Holding
97.02%
ROCE (avg)
13.05%
ROE (avg)
7.41%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
NA (Loss Making)
Industry P/E
Price to Book Value
1.04
EV to EBIT
8.31
EV to EBITDA
7.41
EV to Capital Employed
1.05
EV to Sales
1.65
PEG Ratio
NA
Dividend Yield
2.22%
ROCE (Latest)
12.62%
ROE (Latest)
-2.30%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend23What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 2,043 MM
NET SALES(Q)
Highest at USD 1,896.3 MM
INTEREST COVERAGE RATIO(Q)
Highest at 2,236.86
RAW MATERIAL COST(Y)
Fallen by -0.22% (YoY
DEBT-EQUITY RATIO
(HY)
Lowest at 0.11 %
DEBTORS TURNOVER RATIO(HY)
Highest at 9.18 times
DIVIDEND PER SHARE(HY)
Highest at USD 9.18
PRE-TAX PROFIT(Q)
Highest at USD 455.4 MM
NET PROFIT(Q)
Highest at USD 382.3 MM
EPS(Q)
Highest at USD 0.76
-12What is not working for the Company
NET PROFIT(9M)
At USD -410.2 MM has Grown at -158.42%
INTEREST(HY)
At USD 47.9 MM has Grown at 41.72%
DEBT-EQUITY RATIO
(HY)
Highest at 77.91 %
DEBTORS TURNOVER RATIO(HY)
Lowest at 0 times
Here's what is working for Invesco Ltd.
Pre-Tax Profit
At USD 455.4 MM has Grown at 529.52%
over average net sales of the previous four periods of USD -106.03 MMMOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (USD MM)
Net Profit
At USD 382.3 MM has Grown at 728.27%
over average net sales of the previous four periods of USD -60.85 MMMOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
Net Sales
Highest at USD 1,896.3 MM and Grown
In each period in the last five periodsMOJO Watch
Near term sales trend is very positive
Net Sales (USD MM)
Interest Coverage Ratio
Highest at 2,236.86
in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Operating Cash Flow
Highest at USD 2,043 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Pre-Tax Profit
Highest at USD 455.4 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 382.3 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 0.76
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Debt-Equity Ratio
Lowest at 0.11 %
in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Debtors Turnover Ratio
Highest at 9.18 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 9.18
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Raw Material Cost
Fallen by -0.22% (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.
Interest
At USD 47.9 MM has Grown at 41.72%
over previous Semi-Annual periodMOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
Debt-Equity Ratio
Highest at 77.91 % and Grown
In each half year 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
Debtors Turnover Ratio
Lowest at 0 times
in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling Debtors has slowed
Debtors Turnover Ratio
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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