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Invesco Ltd

IVZ | US

17.69

USD

0.01

0.06%

IVZ | US

About Invesco Ltd

Sector

Financial Services

Industry

Asset Management

Earnings date

30/06/2024

As of date

11/10/2024

Close

17.69

Open

17.90

High

18.00

Low

17.57

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients institutional clients high-net worth clients public entities corporations unions non-profit organizations endowments foundations pension funds financial institutions and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity fixed income commodity multi-asset and balanced mutual funds for its clients. It launches equity fixed income multi-asset and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets such as commodities and currencies. For the equity portion of its portfolio it invests in growth and value stocks of large-cap mid-cap and small-cap companies. For the fixed income portion of its portfolio the firm invests in convertibles government bonds municipal bonds treasury securities and cash. It also invests in short term and intermediate term bonds investment grade and high yield bonds taxable and tax-free bonds senior secured loans and structured securities such as asset-backed securities mortgage-backed securities and commercial mortgage-backed securities. The firm employs absolute return global macro and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc AMVESCAP plc Amvesco plc Invesco PLC Invesco MIM and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta Georgia with an additional office in Hamilton Bermuda.

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IVZ | US

Risk
25.9
Sharpe
1.02
Luna's Score
57/100
Recommendation
Hold

Luna says (IVZ | US)

What's Working

Low 6-Month Volatility (<30%)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Value Stock (Price to Book < 3)

What's not Working

Midcap (2B - 10B USD)

High Market Beta (> 0.8)

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

10 days

24.6%

1 month

25.9%

3 months

27.3%

6 months

26.5%

Returns

Fundamental Ratios

PE

-

Fwd. PE

9.80

Price to book

0.76

Debt to equity

0.52

Debt to assets

0.28

Ent. to EBITDA

15.01

Ent. to rev.

3.10

PEG

1.62

Other Fundamentals

EBITDA

1.05B

MarketCap

7.96B

MarketCap(USD)

7.96B

Div. yield

4.62

Op. margin

17.31

Erngs. growth

0.40

Rev. growth

2.80

Ret. on equity

-0.54

Short ratio

2.11

Short perc.

2.52

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bullish (SMA1M > SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Range10D

0.88

Range1M

2.73

Range3M

3.29

Volumes: Market Activity

Rel. volume

0.84

Price X volume

52.06M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Grupo Aeroportuario del Pacffico S.A.B. de C.VPACAirports & Air Services173.078.46B-1.88%18.42235.30%
Grupo Aeroportuario del Sureste S. A. B. de C. VASRAirports & Air Services282.168.19B1.34%15.0626.40%
Weatherford International plc Ordinary SharesWFRDOil & Gas Equipment & Services94.336.90B0.58%13.65148.29%
National Oilwell Varco IncNOVOil & Gas Equipment & Services16.396.45B1.30%6.2437.62%
ZWSZWSPollution & Treatment Controls36.526.24B1.59%49.8434.19%
CHXCHXOil & Gas Equipment & Services31.966.09B0.69%19.9240.28%
Federal Signal CorporationFSSPollution & Treatment Controls92.295.64B2.35%27.6525.82%
Cactus IncWHDOil & Gas Equipment & Services62.974.22B0.59%22.174.15%
JOBYJOBYAirports & Air Services5.694.07B3.64%n/a3.36%
The Valspar CorpVALOil & Gas Equipment & Services52.933.85B-0.68%4.1152.96%
  • 1

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PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Dolby Laboratories IncDLBMedia - Diversified74.067.06B1.06%34.730.00%
The AZEK Company IncAZEKBuilding Products & Equipment44.516.43B1.95%38.4149.22%
Cinemark Holdings IncCNKMedia - Diversified29.683.63B3.67%25.98934.91%
Prestige Brands Holdings IncPBHMedical Distribution69.583.45B1.71%16.8365.62%
VeriFone Systems IncPAYBuilding Products & Equipment22.782.70B7.71%80.002.10%
HNI CorporationHNIBuilding Products & Equipment53.052.50B1.75%21.5776.47%
Patterson Companies IncPDCOMedical Distribution20.651.82B2.48%11.3894.43%
Lions Gate Entertainment CorpLGF-BMedia - Diversified6.751.70B0.00%n/a28882.88%
Lions Gate Entertainment CorpLGF-AMedia - Diversified7.61.68B-0.78%n/a28882.88%
AMC Entertainment Holdings IncAMCMedia - Diversified4.171.52B-0.48%n/a-511.14%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA15.01294.54Cheaper
Ent. to Revenue3.1018.40Cheaper
PE Ratio-19.57-
Price to Book0.762.33Cheaper
Dividend Yield4.627.25Poor
Std. Deviation (3M)27.2620.92Riskier
Debt to Equity0.521.61Cheaper
Debt to Assets0.280.32Par
Market Cap7.96B6.95BPar
  • 1

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