Invesco LtdIVZ
Price$30.42Intrinsic value$72.91140% above price

Valuation

How Intrinsic Value compares with model outputs

Intrinsic Value $72.91median of 5 methods · middle span $23-$158based on filings through 31 Mar 2026
Market Price $30.42Price as of 1 Oct 2026
Margin of Safety +139.7%as of 1 Oct 2026

Valuation methods vs. Market Price

Company vs. peer median Members

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Assumptions

ParameterValue
Years 1–5: analyst growth pathFive-year total matches analyst consensus exactly. Year 1: 29.3% (near-term consensus, capped) · years 2–5: 21.9%/yr (balance of the path).23.4% per year
Years 6–10: glide to demonstrated growth
Per-year rates
Yr 621.5%Yr 721.2%Yr 820.8%Yr 920.4%Yr 1020.0%
21.9% → 20.0%
Years 11–20: glide to long-run rate
Per-year rates
Yr 1118.3%Yr 1216.6%Yr 1314.9%Yr 1413.2%Yr 1511.5%Yr 169.8%Yr 178.1%Yr 186.4%Yr 194.7%Yr 203.0%
20.0% → 3.0%
Beyond year 20: terminal growthPerpetual long-run rate3.0%
Discount rate (cost of equity) 11.2%
Volatility vs market (adjusted beta)1.39

Valuation Detail Members

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Assumptions Sandbox Members

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Compare with peers

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Best in rowHigher is betterLower is better—Data not available
TargetInvesco LtdIVZFinancials
Valuation
P/E—
P/S7.7×
P/B1.3×
EV / Revenue—
EV / EBITDA—
Profitability
Gross margin—
Operating margin19.1%
Net margin13.2%
FCF margin100.0%
Returns
ROE—
ROA—
ROIC—
Growth
Revenue growth (YoY)14.1%
5-yr fwd EPS growth23.4%
Financial strength
Debt / Equity—
Current ratio—
Altman Z-Score—
Interest coverage—
Dividend yield1.4%

Best value in each row is highlighted. Figures are periodic snapshots from the same filings used across each dossier; a dash means the figure is not available.

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.