Key metrics and charts across all fundamental categories.
Stock price and market valuation
IVZ trades at $25.865, a 70.5% increase year-over-year. Market capitalization stands at $11.67B, up 69.8% from the prior year. Track IVZ price trends and market cap history to understand how the market values this company over time.
Revenue and earnings growth across quarters
$6.59B in TTM revenue grew 7.7% YoY, reaching $1.74B last quarter. TTM EBITDA of $-413.80M on operating income of $333.20M shows growth is flowing through. However, net income is negative at $126.80M — growth is not yet reaching the bottom line. Revenue is growing at a healthy pace — a signal to hold.
Assets, cash, debt, and leverage
With $26.83B in assets and $1.97B in long-term debt, the D/E of 0.2 shows a conservative capital structure — the company has a strong financial cushion to weather downturns.
Price multiples and return ratios
P/S of 1.8x and P/B of 1.0x. A low P/S may indicate the stock is undervalued.
Operating efficiency and return metrics
Op. margin of 19.1% is up 1.0% YoY — cost efficiency is improving. Net margin at 12.6%. Negative ROE of -1.0% indicates shareholder value is being eroded.
Free cash flow, earnings quality, and capital allocation
FCF of $198.40M on $212.60M in operating cash flow. The FCF / Net Income ratio of -1.6x shows cash consumption — the business is not yet self-funding. Cash reserves of $806.90M provide financial flexibility. Share count is stable — no dilution or buyback activity.
