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Market Closed -
NYSE
16:00:02 2026-10-28 EDT
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5-day change | 1st Jan Change | ||
| 28.68 USD | +0.88% |
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-0.35% | +9.17% |
| 02:07pm | INSTANT VIEW-New UK finance minister unveils 'steady as you go' budget | RE |
| 10:26am | Evercore ISI Adjusts Invesco Price Target to $37 From $34 | MT |
Company Valuation: Invesco Ltd.
Data adjusted to current consolidation scope
| Fiscal Period: December | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|---|---|---|---|
| Market Cap 1 | 10,617 | 8,182 | 8,020 | 7,856 | 11,693 | 12,495 | - | - |
| Change | - | -22.94% | -1.97% | -2.04% | 48.83% | 6.86% | - | - |
| Enterprise Value (EV) 1 | 10,806 | 8,434 | 15,162 | 14,613 | 21,448 | 15,177 | 19,338 | 19,338 |
| Change | - | -21.94% | 79.76% | -3.62% | 46.77% | -29.24% | 27.41% | 0% |
| P/E | 7.7x | 12.1x | -24.4x | 14.8x | -16.4x | 10.4x | 9.29x | 8.24x |
| PBR | 0.69x | 0.54x | 0.55x | 0.54x | 0.95x | 0.9x | 0.9x | 0.89x |
| PEG | - | -0.2x | 0x | -0x | 0x | -0x | 0.8x | 0.7x |
| Capitalization / Revenue | 2.02x | 1.76x | 1.86x | 1.79x | 2.51x | 2.33x | 2.17x | 2.02x |
| EV / Revenue | 2.05x | 1.82x | 3.52x | 3.32x | 4.6x | 2.83x | 3.35x | 3.13x |
| EV / EBITDA | 4.53x | 4.66x | 10.9x | 9.43x | 12.5x | 7.05x | 7.9x | 7.38x |
| EV / EBIT | 4.95x | 5.22x | 12.5x | 10.7x | 13.8x | 7.37x | 8.45x | 7.52x |
| EV / FCF | 11.1x | 16.8x | 13.3x | 13x | - | 10.1x | 10.6x | 27.5x |
| FCF Yield | 8.97% | 5.97% | 7.5% | 7.67% | - | 9.87% | 9.44% | 3.63% |
| Dividend per Share 2 | 0.68 | 0.75 | 0.8 | 0.82 | 0.84 | 0.8588 | 0.899 | 0.9611 |
| Rate of return | 2.95% | 4.17% | 4.48% | 4.69% | 3.2% | 3.02% | 3.16% | 3.38% |
| EPS 2 | 2.99 | 1.49 | -0.73 | 1.18 | -1.6 | 2.745 | 3.062 | 3.45 |
| Distribution rate | 22.7% | 50.3% | -110% | 69.5% | -52.5% | 31.3% | 29.4% | 27.9% |
| Net sales 1 | 5,261 | 4,645 | 4,311 | 4,400 | 4,658 | 5,364 | 5,767 | 6,184 |
| EBITDA 1 | 2,388 | 1,810 | 1,396 | 1,550 | 1,714 | 2,153 | 2,448 | 2,619 |
| EBIT 1 | 2,183 | 1,615 | 1,214 | 1,371 | 1,558 | 2,059 | 2,289 | 2,570 |
| Net income 1 | 1,393 | 683.9 | -333.7 | 538 | - | 1,238 | 1,386 | 1,553 |
| Net Debt 1 | 188.7 | 252.9 | 7,142 | 6,757 | 9,755 | 2,683 | 6,843 | 6,843 |
| Reference price 2 | 23.02 | 17.99 | 17.84 | 17.48 | 26.27 | 28.43 | 28.43 | 28.43 |
| Nbr of stocks (in thousands) | 461,207 | 454,785 | 449,554 | 449,440 | 445,093 | 439,500 | - | - |
| Announcement Date | 1/25/22 | 1/24/23 | 1/23/24 | 1/28/25 | 1/27/26 | - | - | - |
1USD in Million2USD
Estimates
P/E, Detailed evolution
| P/E (Y) | EV / Sales (Y) | EV / EBITDA (Y) | Dividend Yield (Y) | Capi.($) | ||
|---|---|---|---|---|---|---|
 | 10.12x | 3.2x | 7.93x | 3.02% | 12.55B | |
| 21.58x | 5.88x | 12.71x | 2.02% | 176B | |
| 13.36x | 3.3x | - | 2.65% | 143B | |
| 15.81x | 7.25x | - | 1.56% | 99.31B | |
| 19.42x | 6.99x | 12.46x | 4.36% | 93.33B | |
| 14.5x | 9.83x | 16.85x | 0.85% | 82.51B | |
| 22.09x | 11.58x | 18.97x | 4.29% | 74.75B | |
| 18.45x | 10.63x | 8.19x | 1.96% | 67.48B | |
| 12.71x | 4.85x | - | 2.05% | 46.62B | |
| Average | 16.45x | 7.06x | 12.85x | 2.53% | 88.41B | |
| Weighted average by Cap. | 17.47x | 6.96x | 13.54x | 2.45% |
Y-o-Y evolution of P/E
Historical PBR trend
Evolution Enterprise Value / Sales
Change in Enterprise Value/EBITDA
Year-on-year evolution of the Yield
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- Valuation Invesco Ltd.
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