March 05, 2026 a 01:01 pm
IVZ: Fundamental Ratio Analysis - Invesco Ltd.
Invesco Ltd., a renowned investment manager, shows moderate growth potential. The current fundamentals reveal a somewhat mixed performance, indicative of both potential opportunities and risks in its balanced funds. Investors may want to consider market volatility and overarching economic conditions before proceeding.
Fundamentals Rating
Based on a fundamental analysis, Invesco Ltd. holds an overall rating of C+, indicating moderate to stable performance across several financial metrics.
| Category | Score | Visualization |
|---|---|---|
| Discounted Cash Flow (DCF) | 5 | |
| Return on Equity (ROE) | 1 | |
| Return on Assets (ROA) | 1 | |
| Debt to Equity | 2 | |
| Price to Earnings (PE) | 1 | |
| Price to Book (PB) | 3 |
Historical Rating
The historical analysis reflects stability, with no significant movements observed in the short term.
| Date | Overall | DCF | ROE | ROA | Debt/Equity | PE | PB |
|---|---|---|---|---|---|---|---|
| 2026-03-04 | 2 | 5 | 1 | 1 | 2 | 1 | 3 |
| Previous Historical | 0 | 5 | 1 | 1 | 2 | 1 | 3 |
Analyst Price Targets
Price targets from analysts suggest a moderate growth potential, hinting at a stable path with limited volatility.
| High | Low | Median | Consensus |
|---|---|---|---|
| $34.50 | $24.00 | $29.75 | $29.80 |
Analyst Sentiment
The analyst sentiment, with a majority leaning towards 'Hold', aligns with the stock's current performance and market conditions.
| Recommendation | Count | Visualization |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 12 | |
| Hold | 16 | |
| Sell | 0 | |
| Strong Sell | 0 |
Conclusion
Invesco Ltd. demonstrates a generally stable financial outlook with moderate risk factors. The combination of consistent DCF ratings and a majority of 'Hold' recommendations suggests a cautious approach may be beneficial. Investors should keep an eye on market dynamics and potential macroeconomic impacts. While there are no immediate signs of rapid growth, the stock continues to have a solid base for long-term strategic investment.