Valuation Invesco Ltd.

Equities

Market Closed - Nyse Other stock markets 21:00:03 21/01/2026 GMT			5-day change	1st Jan Change
29.17 ^USD	+4.51%		+3.07%	+11.04%

01-21	Exchange-Traded Funds Rise as US Equities Advance After Midday	MT
01-20	Exchange-Traded Funds Decline as US Equities Fall After Midday	MT

Data adjusted to current consolidation scope

Fiscal Period: December	2020	2021	2022	2023	2024	2025	2026	2027
Capitalization ¹	8,006	10,617	8,182	8,020	7,856	12,423	12,423	-
Change	-	32.61%	-22.94%	-1.97%	-2.04%	58.12%	0%	-
Enterprise Value (EV) ¹	8,680	10,806	8,434	15,162	14,613	19,266	19,266	19,266
Change	-	24.48%	-21.94%	79.76%	-3.62%	31.84%	0%	0%
P/E ratio	15.4x	7.7x	12.1x	-24.4x	14.8x	14.2x	11.1x	10.1x
PBR	0.56x	0.69x	0.54x	0.55x	0.54x	0.75x	0.75x	0.66x
PEG	-	0x	-0.2x	0x	-0x	0.2x	0.4x	1.06x
Capitalization / Revenue	1.78x	2.02x	1.76x	1.86x	1.79x	2.67x	2.32x	2.21x
EV / Revenue	1.93x	2.05x	1.82x	3.52x	3.32x	4.14x	3.6x	3.43x
EV / EBITDA	4.65x	4.53x	4.66x	10.9x	9.43x	12.2x	9.82x	8.92x
EV / EBIT	5.22x	4.95x	5.22x	12.5x	10.7x	12.5x	9.75x	9.02x
EV / FCF	-	-	-	-	-	-	-	-
FCF Yield	-	-	-	-	-	-	-	-
Dividend per Share ²	0.775	0.68	0.75	0.8	0.82	0.8394	0.8738	0.9183
Rate of return	4.45%	2.95%	4.17%	4.48%	4.69%	3.01%	3.13%	3.29%
EPS ²	1.13	2.99	1.49	-0.73	1.18	1.96	2.513	2.753
Distribution rate	68.6%	22.7%	50.3%	-110%	69.5%	42.8%	34.8%	33.4%
Net sales ¹	4,501	5,261	4,645	4,311	4,400	4,652	5,354	5,618
EBITDA ¹	1,868	2,388	1,810	1,396	1,550	1,580	1,961	2,160
EBIT ¹	1,664	2,183	1,615	1,214	1,371	1,538	1,977	2,136
Net income ¹	524.8	1,393	683.9	-333.7	538	890.7	1,135	1,239
Net Debt ¹	674.2	188.7	252.9	7,142	6,757	6,843	6,843	6,843
Reference price ²	17.43	23.02	17.99	17.84	17.48	27.91	27.91	27.91
Nbr of stocks (in thousands)	459,335	461,207	454,785	449,554	449,440	445,093	445,093	-
Announcement Date	26/01/21	25/01/22	24/01/23	23/01/24	28/01/25	-	-	-

¹USD in Million²USD

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
INVESCO LTD.	-	4.14x	12.19x	3.01%	12.42B
BLACKROCK, INC.	27.9x	7.23x	17.95x	1.88%	172B
UBS GROUP AG	20.49x	3.57x	-	2.14%	149B
BROOKFIELD ASSET MANAGEMENT LTD.	30.77x	15.02x	27.6x	3.48%	81.44B
BANK OF NEW YORK MELLON CORPORATION (THE)	16.51x	6.88x	-	1.66%	83.06B
AMERIPRISE FINANCIAL, INC.	13.89x	1.97x	6.14x	1.25%	45.76B
3I GROUP PLC	5.27x	5.08x	4.6x	2.61%	42.8B
STATE STREET CORPORATION	13.29x	5.3x	-	2.54%	34.97B
NORTHERN TRUST CORPORATION	16.57x	5.25x	18.01x	2.16%	27.1B
Average	18.09x	6.05x	14.41x	2.3%	72.03B
Weighted average by Cap.	21.23x	6.57x	16.91x	2.18%