Invesco Plc Price To Earning vs. Return On Asset
| IVZ Stock | USD 28.57 0.30 1.06% |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.3 | 0.3341 |
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For Invesco Plc profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Plc to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Plc utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Plc's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Plc over time as well as its relative position and ranking within its peers.
Invesco Plc's Revenue Breakdown by Earning Segment
Check out Risk vs Return Analysis.
Invesco Plc Revenue Breakdown by Earning Segment
By analyzing Invesco Plc's earnings estimates, investors can diagnose different trends across Invesco Plc's analyst sentiment over time as well as compare current estimates against different timeframes.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Invesco Plc. If investors know Invesco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Invesco Plc listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 4.5 | Dividend Share 0.835 | Earnings Share 1.47 | Revenue Per Share | Quarterly Revenue Growth 0.082 |
The market value of Invesco Plc is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Plc's value that differs from its market value or its book value, called intrinsic value, which is Invesco Plc's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Plc's market value can be influenced by many factors that don't directly affect Invesco Plc's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Plc's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Plc is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Plc's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Invesco Plc Return On Asset vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Plc's current stock value. Our valuation model uses many indicators to compare Invesco Plc value to that of its competitors to determine the firm's financial worth. Invesco Plc is rated below average in price to earning category among its peers. It is rated fifth overall in return on asset category among its peers . The ratio of Price To Earning to Return On Asset for Invesco Plc is about 392.62 . Return On Assets is likely to rise to 0.05 in 2026. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Plc's earnings, one of the primary drivers of an investment's value.Invesco Plc's Earnings Breakdown by Geography
Invesco Return On Asset vs. Price To Earning
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Invesco Plc |
| = | 9.58 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.
Invesco Plc |
| = | 0.0244 |
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
Invesco Return On Asset Comparison
Invesco Plc is currently under evaluation in return on asset category among its peers.
Invesco Plc Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Plc, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Plc will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Plc's change in net profit over the period of time. It can combine multiple indicators of Invesco Plc, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -932.5 M | -885.9 M | |
| Operating Income | 956.9 M | 825.9 M | |
| Income Before Tax | 1.2 B | 897.2 M | |
| Total Other Income Expense Net | 199.2 M | 209.1 M | |
| Net Income | 865.3 M | 663 M | |
| Income Tax Expense | 290.8 M | 263.6 M | |
| Net Income Applicable To Common Shares | 618.7 M | 663.3 M | |
| Net Income From Continuing Ops | 865.3 M | 885.4 M | |
| Non Operating Income Net Other | -8.1 M | -7.7 M | |
| Interest Income | 67.7 M | 34.4 M | |
| Net Interest Income | 1 M | 1.1 M | |
| Change To Netincome | 245.9 M | 258.2 M | |
| Net Income Per Share | 1.53 | 0.99 | |
| Income Quality | 1.82 | 1.91 | |
| Net Income Per E B T | 0.69 | 0.45 |
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco Plc. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Invesco Plc position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Invesco Plc's important profitability drivers and their relationship over time.
Invesco Plc Earnings Estimation Breakdown
The calculation of Invesco Plc's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Invesco Plc is estimated to be 0.5707 with the future projection ranging from a low of 0.4825 to a high of 0.505. Please be aware that this consensus of annual earnings estimates for Invesco Plc is based on EPS before non-recurring items and includes expenses related to employee stock options.Last Reported EPS
0.48 Lowest | Expected EPS | 0.51 Highest |
Invesco Plc Earnings Projection Consensus
Suppose the current estimates of Invesco Plc's value are higher than the current market price of the Invesco Plc stock. In this case, investors may conclude that Invesco Plc is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Invesco Plc's stock will quickly adjusts to the new information provided by the consensus estimate.
| Number of Analysts | Historical Accuracy | Last Reported EPS | Estimated EPS for 31st of December 2025 | Current EPS (TTM) | |
| 13 | 86.08% | 0.61 | 0.5707 | 1.47 |
Invesco Plc Earnings per Share Projection vs Actual
Actual Earning per Share of Invesco Plc refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering Invesco Plc predict the company's earnings will be in the future. The higher the earnings per share of Invesco Plc, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.Invesco Plc Estimated Months Earnings per Share
For an investor who is primarily interested in generating an income out of investing in entities such as Invesco Plc, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of Invesco Plc should always be considered in relation to other companies to make a more educated investment decision.Invesco Quarterly Analyst Estimates and Surprise Metrics
Earnings surprises can significantly impact Invesco Plc's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2025-10-28 | 2025-09-30 | 0.46 | 0.61 | 0.15 | 32 | ||
2025-07-22 | 2025-06-30 | 0.4 | 0.36 | -0.04 | 10 | ||
2025-04-22 | 2025-03-31 | 0.39 | 0.44 | 0.05 | 12 | ||
2025-01-28 | 2024-12-31 | 0.47 | 0.52 | 0.05 | 10 | ||
2024-10-22 | 2024-09-30 | 0.43 | 0.44 | 0.01 | 2 | ||
2024-07-23 | 2024-06-30 | 0.4 | 0.43 | 0.03 | 7 | ||
2024-04-23 | 2024-03-31 | 0.4 | 0.33 | -0.07 | 17 | ||
2024-01-23 | 2023-12-31 | 0.4 | 0.47 | 0.07 | 17 | ||
2023-10-24 | 2023-09-30 | 0.36 | 0.35 | -0.01 | 2 | ||
2023-07-25 | 2023-06-30 | 0.39 | 0.31 | -0.08 | 20 | ||
2023-04-25 | 2023-03-31 | 0.37 | 0.38 | 0.01 | 2 | ||
2023-01-24 | 2022-12-31 | 0.36 | 0.39 | 0.03 | 8 | ||
2022-10-25 | 2022-09-30 | 0.41 | 0.34 | -0.07 | 17 | ||
2022-07-27 | 2022-06-30 | 0.52 | 0.39 | -0.13 | 25 | ||
2022-04-26 | 2022-03-31 | 0.62 | 0.56 | -0.06 | 9 | ||
2022-01-25 | 2021-12-31 | 0.76 | 0.86 | 0.1 | 13 | ||
2021-10-26 | 2021-09-30 | 0.73 | 0.77 | 0.04 | 5 | ||
2021-07-27 | 2021-06-30 | 0.7 | 0.78 | 0.08 | 11 | ||
2021-04-27 | 2021-03-31 | 0.62 | 0.68 | 0.06 | 9 | ||
2021-01-26 | 2020-12-31 | 0.57 | 0.72 | 0.15 | 26 | ||
2020-10-27 | 2020-09-30 | 0.48 | 0.53 | 0.05 | 10 | ||
2020-07-28 | 2020-06-30 | 0.44 | 0.35 | -0.09 | 20 | ||
2020-04-23 | 2020-03-31 | 0.52 | 0.34 | -0.18 | 34 | ||
2020-01-29 | 2019-12-31 | 0.7 | 0.64 | -0.06 | 8 | ||
2019-10-23 | 2019-09-30 | 0.57 | 0.7 | 0.13 | 22 | ||
2019-07-25 | 2019-06-30 | 0.59 | 0.65 | 0.06 | 10 | ||
2019-04-25 | 2019-03-31 | 0.53 | 0.56 | 0.03 | 5 | ||
2019-01-30 | 2018-12-31 | 0.53 | 0.44 | -0.09 | 16 | ||
2018-10-18 | 2018-09-30 | 0.66 | 0.66 | 0.0 | 0 | ||
2018-07-26 | 2018-06-30 | 0.66 | 0.66 | 0.0 | 0 | ||
2018-04-26 | 2018-03-31 | 0.66 | 0.67 | 0.01 | 1 | ||
2018-01-31 | 2017-12-31 | 0.7 | 0.73 | 0.03 | 4 | ||
2017-10-26 | 2017-09-30 | 0.66 | 0.71 | 0.05 | 7 | ||
2017-07-27 | 2017-06-30 | 0.61 | 0.64 | 0.03 | 4 | ||
2017-04-27 | 2017-03-31 | 0.56 | 0.61 | 0.05 | 8 | ||
2017-01-26 | 2016-12-31 | 0.58 | 0.59 | 0.01 | 1 | ||
2016-10-27 | 2016-09-30 | 0.61 | 0.6 | -0.01 | 1 | ||
2016-07-28 | 2016-06-30 | 0.54 | 0.56 | 0.02 | 3 | ||
2016-04-28 | 2016-03-31 | 0.54 | 0.49 | -0.05 | 9 | ||
2016-01-28 | 2015-12-31 | 0.6 | 0.58 | -0.02 | 3 | ||
2015-10-29 | 2015-09-30 | 0.62 | 0.61 | -0.01 | 1 | ||
2015-07-30 | 2015-06-30 | 0.62 | 0.63 | 0.01 | 1 | ||
2015-04-30 | 2015-03-31 | 0.6 | 0.63 | 0.03 | 5 | ||
2015-01-29 | 2014-12-31 | 0.62 | 0.63 | 0.01 | 1 | ||
2014-10-30 | 2014-09-30 | 0.62 | 0.64 | 0.02 | 3 | ||
2014-07-31 | 2014-06-30 | 0.59 | 0.65 | 0.06 | 10 | ||
2014-05-01 | 2014-03-31 | 0.55 | 0.6 | 0.05 | 9 | ||
2014-01-30 | 2013-12-31 | 0.57 | 0.58 | 0.01 | 1 | ||
2013-10-31 | 2013-09-30 | 0.52 | 0.55 | 0.03 | 5 | ||
2013-07-31 | 2013-06-30 | 0.51 | 0.5 | -0.01 | 1 | ||
2013-04-30 | 2013-03-31 | 0.47 | 0.52 | 0.05 | 10 | ||
2013-01-31 | 2012-12-31 | 0.47 | 0.45 | -0.02 | 4 | ||
2012-11-01 | 2012-09-30 | 0.45 | 0.42 | -0.03 | 6 | ||
2012-07-26 | 2012-06-30 | 0.43 | 0.41 | -0.02 | 4 | ||
2012-04-26 | 2012-03-31 | 0.44 | 0.44 | 0.0 | 0 | ||
2012-01-26 | 2011-12-31 | 0.4 | 0.42 | 0.02 | 5 | ||
2011-10-24 | 2011-09-30 | 0.4 | 0.42 | 0.02 | 5 | ||
2011-07-26 | 2011-06-30 | 0.43 | 0.44 | 0.01 | 2 | ||
2011-04-27 | 2011-03-31 | 0.42 | 0.41 | -0.01 | 2 | ||
2011-01-27 | 2010-12-31 | 0.4 | 0.44 | 0.04 | 10 | ||
2010-10-25 | 2010-09-30 | 0.35 | 0.39 | 0.04 | 11 | ||
2010-07-27 | 2010-06-30 | 0.27 | 0.27 | 0.0 | 0 | ||
2010-04-28 | 2010-03-31 | 0.26 | 0.27 | 0.01 | 3 | ||
2010-01-28 | 2009-12-31 | 0.28 | 0.25 | -0.03 | 10 | ||
2009-10-20 | 2009-09-30 | 0.24 | 0.24 | 0.0 | 0 | ||
2009-07-27 | 2009-06-30 | 0.16 | 0.18 | 0.02 | 12 | ||
2009-04-23 | 2009-03-31 | 0.14 | 0.08 | -0.06 | 42 | ||
2009-01-30 | 2008-12-31 | 0.17 | 0.08 | -0.09 | 52 | ||
2008-10-29 | 2008-09-30 | 0.34 | 0.33 | -0.01 | 2 | ||
2008-07-24 | 2008-06-30 | 0.4 | 0.41 | 0.01 | 2 | ||
2008-04-24 | 2008-03-31 | 0.39 | 0.39 | 0.0 | 0 | ||
2008-02-05 | 2007-12-31 | 0.45 | 0.43 | -0.02 | 4 |
Use Invesco Plc in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco Plc position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco Plc will appreciate offsetting losses from the drop in the long position's value.Invesco Plc Pair Trading
Invesco Plc Pair Trading Analysis
The ability to find closely correlated positions to Invesco Plc could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco Plc when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Invesco Plc - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Invesco Plc to buy it.
The correlation of Invesco Plc is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Invesco Plc moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Plc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Invesco Plc can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Invesco Plc position
In addition to having Invesco Plc in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Additional Tools for Invesco Stock Analysis
When running Invesco Plc's price analysis, check to measure Invesco Plc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Plc is operating at the current time. Most of Invesco Plc's value examination focuses on studying past and present price action to predict the probability of Invesco Plc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Plc's price. Additionally, you may evaluate how the addition of Invesco Plc to your portfolios can decrease your overall portfolio volatility.