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Invesco Ltd

IVZ | US

23.21

USD

-0.10

-0.43%

IVZ | US

About Invesco Ltd

Sector

Financial Services

Industry

Asset Management

Earnings date

30/06/2024

As of date

20/03/2026

Close

23.21

Open

23.30

High

23.41

Low

22.80

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
36.2
Sharpe
1.24
Luna's Score
58/100
Recommendation
Hold

Luna says (IVZ | US)

What's Working

Largecap (10B - 200B USD)

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

Value Stock (Price to Book < 3)

Strong Sharpe Ratio (> 1.2)

What's not Working

Price Below SMA10D

High Market Beta (> 0.8)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

10 days

34.3%

1 month

36.2%

3 months

37.1%

6 months

33.4%

Returns

Fundamental Ratios

PE

-

Fwd. PE

10.27

Price to book

0.78

Debt to equity

0.52

Debt to assets

0.28

Ent. to EBITDA

15.22

Ent. to rev.

3.14

PEG

1.62

Other Fundamentals

EBITDA

1.05B

MarketCap

10.45B

MarketCap(USD)

10.45B

Div. yield

4.49

Op. margin

17.31

Erngs. growth

0.40

Rev. growth

2.80

Ret. on equity

-0.54

Short ratio

1.85

Short perc.

2.42

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Range10D

2.13

Range1M

4.86

Range3M

7.20

Volumes: Market Activity

Rel. volume

0.71

Price X volume

78.17M

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  • 1

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IMAX CorporationIMAXMedia - Diversified36.691.93B0.19%54.26110.44%
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  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA15.22-Cheaper
Ent. to Revenue3.14-Cheaper
PE Ratio-20.20-
Price to Book0.782.63Cheaper
Dividend Yield4.49-Poor
Std. Deviation (3M)37.11-Riskier
Debt to Equity0.5250.50Cheaper
Debt to Assets0.2844.08Cheaper
Market Cap10.45B-Market Leader
  • 1

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