May 25, 2026 a 07:43 pm
IVZ: Fundamental Ratio Analysis - Invesco Ltd.
Invesco Ltd., operating in financial services, is a prominent investment manager offering diverse financial products globally. Despite a challenging market, its diversified portfolio lends some stability. The overall fundamental rating of C+ indicates room for cautious optimism.
Fundamental Rating
Invesco Ltd.'s fundamental rating suggests moderate performance with room for improvement in specific financial metrics.
| Category | Score | Visualization |
|---|---|---|
| Overall | 2 | |
| Discounted Cash Flow | 5 | |
| Return on Equity | 1 | |
| Return on Assets | 1 | |
| Debt to Equity | 2 | |
| Price to Earnings | 1 | |
| Price to Book | 3 |
Historical Rating
Review of historical rates indicates moderate progression over time.
| Date | Overall | DCF | ROE | ROA | Debt/Equity | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2026-05-22 | 2 | 5 | 1 | 1 | 2 | 1 | 3 |
| Previous | 0 | 5 | 1 | 1 | 2 | 1 | 3 |
Analyst Price Targets
Analysts provide a consensus price target for Invesco Ltd., indicating potential growth.
| High | Low | Median | Consensus |
|---|---|---|---|
| 34.5 | 26 | 30 | 29.72 |
Analyst Sentiment
Current sentiment among analysts is mixed, with a "Hold" consensus.
| Recommendation | Count | Distribution |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 12 | |
| Hold | 16 | |
| Sell | 0 | |
| Strong Sell | 0 |
Conclusion
Invesco Ltd. demonstrates potential in a challenging market, supported by a diverse investment portfolio. However, the current fundamental ratings suggest that the company faces certain financial performance challenges. Analysts' "Hold" recommendation points towards a cautious approach for investors. While high price targets hint at possible growth, overall financial improvements could enhance confidence levels. The balanced portfolio approach may shield Invesco Ltd. during market fluctuations, although strategic adjustments could be favorable for future growth.
Smart Data Insight
Master the Perfect Entry & Exit for this Stock
Don't leave your profits to chance. Historically, this stock follows specific seasonal patterns that institutional traders use to maximize returns.
- ✅ Identify the "Golden Buying Window"
- ✅ Avoid high-risk correction cycles
- ✅ Backtested data from the last 20+ years