IVZ
Invesco·NYSE
--
--(--)
--
--(--)
6.55 / 10
Outperform
Financial evaluation shows favorable fundamentals scoring 6.5/10. Advantageous factors: Revenue-MV and Net income-Revenue, however risks emerge in Basic earnings per share (YoY growth rate %). Overall judgment: promising.
Analysis Checks(9/10)
Revenue-MV
Value0.38
Score3/3
Weight27.04%
1M Return8.79%
Value0.38
Score3/3
Weight27.04%
1M Return8.79%
Net income-Revenue
Value0.15
Score2/3
Weight4.26%
1M Return1.97%
Value0.15
Score2/3
Weight4.26%
1M Return1.97%
Rate of return on total assets (%)
Value-1.30
Score3/3
Weight12.24%
1M Return4.42%
Value-1.30
Score3/3
Weight12.24%
1M Return4.42%
Annualized return on total assets (%)
Value-1.30
Score3/3
Weight12.24%
1M Return4.42%
Value-1.30
Score3/3
Weight12.24%
1M Return4.42%
Asset-MV
Value-0.50
Score3/3
Weight22.45%
1M Return7.53%
Value-0.50
Score3/3
Weight22.45%
1M Return7.53%
Current liabilities / Total liabilities (%)
Value36.35
Score2/3
Weight4.20%
1M Return1.79%
Value36.35
Score2/3
Weight4.20%
1M Return1.79%
Basic earnings per share (YoY growth rate %)
Value-235.59
Score1/3
Weight2.90%
1M Return1.18%
Value-235.59
Score1/3
Weight2.90%
1M Return1.18%
Fixed assets turnover ratio
Value28052.73
Score2/3
Weight3.06%
1M Return1.25%
Value28052.73
Score2/3
Weight3.06%
1M Return1.25%
Diluted earnings per share (YoY growth rate %)
Value-235.59
Score2/3
Weight7.21%
1M Return2.98%
Value-235.59
Score2/3
Weight7.21%
1M Return2.98%
Current assets / Total assets (%)
Value8.93
Score2/3
Weight4.40%
1M Return2.54%
Value8.93
Score2/3
Weight4.40%
1M Return2.54%
Revenue-MV
Value0.38
Score3/3
Weight27.04%
1M Return8.79%
Value0.38
Score3/3
Weight27.04%
1M Return8.79%
Current liabilities / Total liabilities (%)
Value36.35
Score2/3
Weight4.20%
1M Return1.79%
Value36.35
Score2/3
Weight4.20%
1M Return1.79%
Net income-Revenue
Value0.15
Score2/3
Weight4.26%
1M Return1.97%
Value0.15
Score2/3
Weight4.26%
1M Return1.97%
Basic earnings per share (YoY growth rate %)
Value-235.59
Score1/3
Weight2.90%
1M Return1.18%
Value-235.59
Score1/3
Weight2.90%
1M Return1.18%
Rate of return on total assets (%)
Value-1.30
Score3/3
Weight12.24%
1M Return4.42%
Value-1.30
Score3/3
Weight12.24%
1M Return4.42%
Fixed assets turnover ratio
Value28052.73
Score2/3
Weight3.06%
1M Return1.25%
Value28052.73
Score2/3
Weight3.06%
1M Return1.25%
Annualized return on total assets (%)
Value-1.30
Score3/3
Weight12.24%
1M Return4.42%
Value-1.30
Score3/3
Weight12.24%
1M Return4.42%
Diluted earnings per share (YoY growth rate %)
Value-235.59
Score2/3
Weight7.21%
1M Return2.98%
Value-235.59
Score2/3
Weight7.21%
1M Return2.98%
Asset-MV
Value-0.50
Score3/3
Weight22.45%
1M Return7.53%
Value-0.50
Score3/3
Weight22.45%
1M Return7.53%
Current assets / Total assets (%)
Value8.93
Score2/3
Weight4.40%
1M Return2.54%
Value8.93
Score2/3
Weight4.40%
1M Return2.54%
Is IVZ undervalued or overvalued?
- IVZ scores 6.55/10 on fundamentals and holds a Discounted valuation at present. Backed by its -5.07% ROE, -2.74% net margin, -16.40 P/E ratio, 0.92 P/B ratio, and -235.59% earnings growth, these metrics solidify its Outperform investment rating.
