Invesco (IVZ) Fundamental Analysis: Revenue, Earnings & Valuation

6.67 / 10

Outperform

Fundamental rating is Outperform with a 6.7/10 score. Strong inventory turnover and high asset‑MV boost the profile, while gross margin sits at 66.6%. However, ROA is negative and EPS YoY growth plummets, creating mixed optimism.

Analysis Checks(9/10)

Inventory turnover ratio

Value106.57

Score2/3

Weight3.71%

1M Return1.46%

Gross profit margin (%)

Value66.64

Score3/3

Weight9.56%

1M Return3.74%

Accounts receivable turnover ratio

Value7.60

Score1/3

Weight3.39%

1M Return1.33%

Rate of return on total assets (%)

Value-1.30

Score3/3

Weight17.06%

1M Return5.43%

Fixed assets turnover ratio

Value14.40

Score2/3

Weight2.89%

1M Return1.15%

Annualized return on total assets (%)

Value-1.30

Score3/3

Weight17.06%

1M Return5.43%

Diluted earnings per share (YoY growth rate %)

Value-235.59

Score2/3

Weight7.80%

1M Return3.07%

Asset-MV

Value-0.55

Score3/3

Weight30.18%

1M Return9.59%

Inventory turnover days

Value210.83

Score3/3

Weight3.77%

1M Return1.49%

Current assets / Total assets (%)

Value52.82

Score3/3

Weight4.58%

1M Return2.18%

Is IVZ undervalued or overvalued?

IVZ scores 6.67/10 on fundamentals and holds a Discounted valuation at present. Backed by its -5.07% ROE, -2.74% net margin, -14.65 P/E ratio, 0.82 P/B ratio, and -235.59% earnings growth, these metrics solidify its Outperform investment rating.