Free Trial
→ Banks aren’t ready for this altcoin—are you? (From Crypto 101 Media) (Ad) Buy IVZ Stock  Free IVZ Stock Alerts

Invesco (IVZ) Financials

Invesco logo
$14.76 +0.38 (+2.64%)
Closing price 03:59 PM Eastern
Extended Trading
$14.76 0.00 (0.00%)
As of 04:39 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare
Annual Income Statements for Invesco

Annual Income Statements for Invesco

This table shows Invesco's income and expenses over time, based on annual financial data. All values are USD millions unless otherwise specified.

Metric 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Period end date 12/31/2024 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019 12/31/2018 12/31/2017 12/31/2016 12/31/2015
Net Income / (Loss) Attributable to Common Shareholders		 538 -334 684 1,393 525 565 883 1,127 854 968
Consolidated Net Income / (Loss)		 752 -168 926 1,969 808 738 883 1,161 868 964
Net Income / (Loss) Continuing Operations		 752 -168 926 1,969 808 738 883 1,161 868 963
Total Pre-Tax Income 		1,005 -238 1,248 2,501 1,069 973 1,138 1,429 1,207 1,362
Total Revenue		 6,068 5,694 5,988 -70 6,154 -107 5,258 -32 4,734 5,101
Net Interest Income / (Expense)		 0.90 -23 -61 -70 -109 -107 -90 -81 0.00 -69
Total Interest Income		 59 48 24 25 21 29 21 13 0.00 13
Investment Securities Interest Income		 59 48 24 25 21 29 21 13 - 13
Total Interest Expense		 58 71 85 95 129 136 112 95 0.00 82
Long-Term Debt Interest Expense		 58 71 85 95 129 136 112 95 - 82
Total Non-Interest Income		 6,067 5,716 6,049 0.00 6,263 0.00 5,348 50 4,734 5,170
Other Non-Interest Income		 6,067 5,716 6,049 - 6,146 - 5,314 - 4,734 -
Total Non-Interest Expense		 5,153 6,101 4,707 -2,297 5,085 -958 4,120 -1,416 3,549 3,737
Salaries and Employee Benefits		 2,014 1,886 1,725 1,911 1,808 1,709 1,494 1,500 1,369 1,396
Net Occupancy & Equipment Expense		 474 450 447 526 512 494 411 365 327 312
Marketing Expense		 81 82 95 99 83 136 135 122 115 115
Other Operating Expenses		 2,620 2,393 2,380 2,573 2,428 2,297 1,973 -3,367 1,702 1,942
Amortization Expense		 45 1,299 64 63 63 53 - - - -
Other Special Charges		 -82 -8.70 -3.00 -7,404 191 -6,267 107 -36 83 -27
Nonoperating Income / (Expense), net		 91 169 -33 273 - 122 - - 12 -
Income Tax Expense		 253 -70 322 531 262 235 255 268 338 398
Preferred Stock Dividends Declared		 237 237 237 237 237 124 0.00 0.00 - -
Net Income / (Loss) Attributable to Noncontrolling Interest		 -22 -71 4.80 340 46 50 0.30 34 14 -4.00
Basic Earnings per Share		 $1.18 ($0.73) $1.50 $3.01 $1.14 $1.29 $2.14 $2.75 $2.06 $2.26
Weighted Average Basic Shares Outstanding		 447.60M 449.20M 454.75M 460.75M 459.07M 453.40M 412.50M 409.90M 414.70M 428.90M
Diluted Earnings per Share		 $1.18 ($0.73) $1.49 $2.99 $1.13 $1.28 $2.14 $2.75 $2.06 $2.26
Weighted Average Diluted Shares Outstanding		 447.60M 449.20M 454.75M 460.75M 459.07M 453.40M 412.50M 409.90M 414.70M 428.90M
Weighted Average Basic & Diluted Shares Outstanding		 447.60M 449.20M 454.75M 460.75M 459.07M 453.40M 412.50M 409.90M 414.70M 428.90M
Cash Dividends to Common per Share		 $0.82 $0.79 $0.73 $0.67 $0.78 $1.23 $1.19 $1.15 $1.11 $1.06

Quarterly Income Statements for Invesco

This table shows Invesco's income and expenses over time, based on quarterly financial data. All values are USD millions unless otherwise specified.

Metric Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022
Period end date 3/31/2025 12/31/2024 9/30/2024 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023 12/31/2022 9/30/2022
Net Income / (Loss) Attributable to Common Shareholders		 171 209 55 132 142 -742 131 132 145 188 177
Consolidated Net Income / (Loss)		 267 239 104 196 214 -667 169 164 166 301 168
Net Income / (Loss) Continuing Operations		 267 239 104 196 214 -667 169 164 166 301 168
Total Pre-Tax Income 		345 317 145 260 283 -934 230 230 236 390 255
Total Revenue		 1,527 3,060 -2.50 1,496 1,515 1,369 1,444 1,472 1,409 1,470 1,416
Net Interest Income / (Expense)		 -1.80 12 -2.50 -5.30 -3.50 4.50 -6.50 -11 -9.40 0.20 -15
Total Interest Income		 11 25 11 11 12 21 11 7.10 8.60 18 3.30
Investment Securities Interest Income		 11 25 11 11 12 21 11 7.10 8.60 18 3.30
Total Interest Expense		 13 12 13 16 16 17 17 18 18 18 19
Long-Term Debt Interest Expense		 13 12 13 16 16 17 17 18 18 18 19
Total Non-Interest Income		 1,529 3,048 0.00 1,501 1,518 1,365 1,451 1,483 1,418 1,470 1,431
Other Non-Interest Income		 1,529 - - 1,483 1,475 - - 1,443 1,418 1,443 1,446
Total Non-Interest Expense		 1,178 2,803 -117 1,236 1,232 2,418 1,214 1,242 1,227 1,112 1,161
Salaries and Employee Benefits		 465 464 625 452 473 469 479 476 463 464 421
Net Occupancy & Equipment Expense		 114 121 119 116 118 116 111 113 111 47 133
Marketing Expense		 17 24 19 21 18 20 19 23 20 12 28
Other Operating Expenses		 646 662 640 676 643 624 594 614 560 670 500
Amortization Expense		 10 11 11 11 11 1,260 11 13 14 19 15
Other Special Charges		 -74 1,522 -1,532 -41 -31 - - 2.70 60 -100 65
Nonoperating Income / (Expense), net		 -4.70 - 30 - - - - - 27 - -
Income Tax Expense		 78 79 42 64 69 -266 61 66 70 90 87
Preferred Stock Dividends Declared		 59 59 59 59 59 59 59 59 59 59 59
Net Income / (Loss) Attributable to Noncontrolling Interest		 37 -30 -11 4.50 14 16 -22 -27 -38 54 -68
Basic Earnings per Share		 $0.38 $0.46 $0.12 $0.29 $0.31 ($1.63) $0.29 $0.29 $0.32 $0.41 $0.39
Weighted Average Basic Shares Outstanding		 447.56M 447.60M 449.44M 450.03M 449.83M 449.20M 449.55M 448.62M 458.17M 454.75M 454.78M
Diluted Earnings per Share		 $0.38 $0.46 $0.12 $0.29 $0.31 ($1.63) $0.29 $0.29 $0.32 $0.41 $0.39
Weighted Average Diluted Shares Outstanding		 447.56M 447.60M 449.44M 450.03M 449.83M 449.20M 449.55M 448.62M 458.17M 454.75M 454.78M
Weighted Average Basic & Diluted Shares Outstanding		 447.56M 447.60M 449.44M 450.03M 449.83M 449.20M 449.55M 448.62M 458.17M 454.75M 454.78M
Cash Dividends to Common per Share		 $0.21 - $0.21 $0.21 $0.20 - $0.20 $0.20 $0.19 - $0.19

Annual Cash Flow Statements for Invesco

This table details how cash moves in and out of Invesco's business through operations, investing, and financing, using annual figures. All values are USD millions unless otherwise specified.

Metric 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Period end date 12/31/2024 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019 12/31/2018 12/31/2017 12/31/2016 12/31/2015
Net Change in Cash & Equivalents		 -403 471 -639 348 85 -115 -530 352 118 412
Net Cash From Operating Activities		 1,190 1,301 703 1,078 1,230 1,117 829 1,158 654 1,128
Net Cash From Continuing Operating Activities		 1,190 1,301 703 1,078 1,230 1,117 829 1,158 654 1,128
Net Income / (Loss) Continuing Operations		 752 -168 926 1,969 808 738 883 1,161 868 964
Consolidated Net Income / (Loss)		 752 -168 926 1,969 808 738 883 1,161 868 964
Depreciation Expense		 180 183 195 205 204 178 142 117 101 94
Non-Cash Adjustments to Reconcile Net Income		 112 1,459 -46 -802 288 16 -143 -141 -327 54
Changes in Operating Assets and Liabilities, net		 146 -173 -372 -294 -68 185 -53 21 12 17
Net Cash From Investing Activities		 68 -244 -376 -848 -860 -1,433 -2,899 -974 -1,006 -665
Net Cash From Continuing Investing Activities		 68 -244 -376 -848 -860 -1,433 -2,899 -974 -1,006 -665
Purchase of Property, Leasehold Improvements and Equipment		 -69 -164 -193 -109 -115 -124 -103 -112 -148 -125
Purchase of Investment Securities		 -4,428 -3,233 -2,935 -6,173 -4,702 -5,157 -6,175 -6,186 -3,987 -4,821
Sale and/or Maturity of Investments		 4,607 3,162 2,769 5,456 3,952 3,856 3,379 5,323 3,105 4,281
Other Investing Activities, net		 -41 -8.30 -17 -22 5.50 -7.40 - - 23 -
Net Cash From Financing Activities		 -1,662 -585 -967 117 -286 201 1,540 169 470 -52
Net Cash From Continuing Financing Activities		 -1,662 -585 -967 117 -286 201 1,540 169 470 -52
Issuance of Debt		 3,758 703 30 3,412 1,268 3,349 2,795 2,812 1,357 2,587
Repayment of Debt		 -4,681 -452 -605 -2,509 -813 -2,170 -1,061 -2,452 -185 -1,584
Repurchase of Common Equity		 -79 -188 -245 -61 -47 -470 -52 -64 -535 -624
Payment of Dividends		 -608 -595 -572 -545 -594 -653 -491 -472 -460 -455
Other Financing Activities, Net		 -51 -54 424 -180 -99 145 349 344 294 24
Cash Interest Paid		 54 68 67 86 93 99 101 85 81 68
Cash Interest Received		 36 31 8.70 0.70 2.70 9.20 8.90 3.10 5.80 8.80
Cash Income Taxes Paid		 236 195 301 432 224 194 322 257 299 389

Quarterly Cash Flow Statements for Invesco

This table details how cash moves in and out of Invesco's business through operations, investing, and financing, using quarterly figures. All values are USD millions unless otherwise specified.

Metric Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022
Period end date 3/31/2025 12/31/2024 9/30/2024 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023 12/31/2022 9/30/2022
Net Change in Cash & Equivalents		 353 -93 57 122 -490 342 295 66 -232 158 144
Net Cash From Operating Activities		 -85 317 438 489 -54 714 354 331 -99 464 492
Net Cash From Continuing Operating Activities		 -85 317 438 489 -54 714 354 331 -99 464 492
Net Income / (Loss) Continuing Operations		 267 239 104 196 214 -667 169 164 166 301 168
Consolidated Net Income / (Loss)		 267 239 104 196 214 -667 169 164 166 301 168
Depreciation Expense		 42 44 44 46 45 46 42 47 47 49 48
Non-Cash Adjustments to Reconcile Net Income		 124 69 -23 55 11 1,576 -61 -142 86 -41 48
Changes in Operating Assets and Liabilities, net		 -518 -35 314 192 -324 -241 204 261 -397 155 228
Net Cash From Investing Activities		 -92 -17 28 345 -287 -262 67 -95 46 -138 -82
Net Cash From Continuing Investing Activities		 -92 -17 28 345 -287 -262 67 -95 46 -138 -82
Purchase of Property, Leasehold Improvements and Equipment		 -23 7.00 -28 -27 -21 -40 -39 -47 -38 -73 -63
Purchase of Investment Securities		 -829 -1,198 -1,529 -1,191 -509 -1,166 -814 -650 -603 -426 -680
Sale and/or Maturity of Investments		 761 1,174 1,585 1,602 245 943 920 602 698 382 661
Other Investing Activities, net		 0.00 - 0.20 -40 -1.70 2.20 0.10 - -11 -21 -0.30
Net Cash From Financing Activities		 529 -393 -409 -712 -148 -110 -126 -171 -179 -168 -266
Net Cash From Continuing Financing Activities		 529 -393 -409 -712 -148 -110 -126 -171 -179 -168 -266
Issuance of Debt		 1,892 1,487 528 439 1,305 158 293 212 40 -24 -31
Repayment of Debt		 -1,135 -1,685 -720 -937 -1,339 -136 -288 -23 -5.20 -1.20 -186
Repurchase of Common Equity		 -43 -26 -30 -2.70 -20 -4.40 -3.90 -152 -28 -4.60 -5.70
Payment of Dividends		 -152 -152 -155 -152 -149 -149 -149 -151 -145 -145 -145
Other Financing Activities, Net		 -33 -17 -32 -59 56 21 23 -58 -40 6.80 101

Annual Balance Sheets for Invesco

This table presents Invesco's assets and liabilities at the end of each period, using annual balance sheet data. All values are USD millions unless otherwise specified.

Metric 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Period end date 12/31/2024 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019 12/31/2018 12/31/2017 12/31/2016 12/31/2015
Total Assets		 27,009 28,934 29,757 32,686 36,504 39,420 30,978 31,669 25,734 25,073
Cash and Due from Banks		 987 1,469 1,434 2,147 1,710 1,701 1,148 2,518 2,070 2,215
Trading Account Securities		 1,240 919 997 926 827 830 614 675 795 1,019
Loans and Leases, Net of Allowance		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Premises and Equipment, Net		 479 600 561 518 564 584 469 491 465 427
Goodwill		 8,318 8,692 8,558 8,883 8,916 8,509 7,157 6,591 6,129 6,176
Intangible Assets		 5,749 5,848 7,141 7,228 7,306 7,358 2,176 1,559 1,399 1,354
Other Assets		 10,236 11,406 10,397 11,090 9,599 9,603 7,373 7,392 6,651 7,831
Total Liabilities & Shareholders' Equity		 27,009 28,934 29,757 32,686 36,504 39,420 30,978 31,669 25,734 25,073
Total Liabilities		 11,340 13,018 12,915 16,007 21,483 24,719 21,646 22,470 17,839 16,210
Long-Term Debt		 7,744 9,103 8,078 9,421 8,797 8,315 7,635 6,876 6,506 7,510
Other Long-Term Liabilities		 3,596 3,914 3,307 4,692 2,112 2,479 714 1,670 983 563
Commitments & Contingencies		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Redeemable Noncontrolling Interest		 545 746 999 511 212 384 396 243 284 167
Total Equity & Noncontrolling Interests		 15,124 15,170 15,844 16,168 14,809 14,318 8,936 8,956 7,612 8,696
Total Preferred & Common Equity		 14,560 14,598 15,214 15,496 14,362 13,863 8,579 8,696 7,504 7,885
Preferred Stock		 4,011 4,011 4,011 4,011 4,011 4,011 0.00 - - -
Total Common Equity		 10,549 10,587 11,203 11,485 10,351 9,852 8,579 8,696 7,504 7,885
Common Stock		 7,448 7,565 7,668 7,801 7,925 7,974 6,433 6,380 6,326 6,296
Retained Earnings		 6,990 6,827 7,518 7,169 6,085 5,918 5,885 5,489 4,833 4,440
Treasury Stock		 -2,853 -3,003 -3,041 -3,044 -3,254 -3,453 -3,004 -2,782 -2,846 -2,404
Accumulated Other Comprehensive Income / (Loss)		 -1,036 -802 -942 -442 -405 -587 -735 -391 -809 -446
Noncontrolling Interest		 564 573 630 672 447 456 357 260 108 810

Quarterly Balance Sheets for Invesco

This table presents Invesco's assets and liabilities at the end of each period, using quarterly balance sheet data. All values are USD millions unless otherwise specified.

Metric Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022
Period end date 3/31/2025 12/31/2024 9/30/2024 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023 12/31/2022 9/30/2022
Total Assets		 28,144 27,009 27,503 27,168 28,077 28,934 29,432 29,458 29,733 29,757 29,272
Cash and Due from Banks		 822 987 1,639 1,541 1,426 1,469 1,555 1,287 1,215 1,434 1,226
Trading Account Securities		 1,076 1,240 1,129 980 964 919 933 992 981 997 907
Loans and Leases, Net of Allowance		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Premises and Equipment, Net		 458 479 580 574 584 600 586 585 573 561 504
Goodwill		 8,373 8,318 8,730 8,606 8,621 8,692 8,569 8,675 8,603 8,558 8,406
Intangible Assets		 5,747 5,749 5,817 5,819 5,832 5,848 7,100 7,118 7,131 7,141 7,146
Other Assets		 11,668 10,236 9,607 9,647 10,651 11,406 10,280 10,356 10,583 10,397 10,329
Total Liabilities & Shareholders' Equity		 28,144 27,009 27,503 27,168 28,077 28,934 29,432 29,458 29,733 29,757 29,272
Total Liabilities		 12,356 11,340 11,596 11,402 12,224 13,018 12,840 12,749 12,924 12,915 12,768
Other Short-Term Payables		 543 - 2,342 1,953 1,774 - 2,025 571 435 861 2,013
Long-Term Debt		 9,069 7,744 7,453 7,561 8,628 9,103 8,471 8,373 8,262 8,078 8,036
Other Long-Term Liabilities		 2,744 3,596 1,801 1,888 1,823 3,914 1,936 3,362 3,578 3,307 1,966
Commitments & Contingencies		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Redeemable Noncontrolling Interest		 546 545 581 569 668 746 754 842 880 999 990
Total Equity & Noncontrolling Interests		 15,242 15,124 15,326 15,197 15,185 15,170 15,838 15,867 15,930 15,844 15,513
Total Preferred & Common Equity		 14,699 14,560 14,754 14,585 14,555 14,598 15,254 15,329 15,343 15,214 14,904
Preferred Stock		 4,011 4,011 4,011 4,011 4,011 4,011 4,011 4,011 4,011 4,011 4,011
Total Common Equity		 10,688 10,549 10,744 10,575 10,544 10,587 11,243 11,318 11,333 11,203 10,893
Common Stock		 7,349 7,448 7,438 7,430 7,428 7,565 7,556 7,546 7,526 7,668 7,660
Retained Earnings		 7,069 6,990 6,874 6,917 6,878 6,827 7,659 7,618 7,578 7,518 7,416
Treasury Stock		 -2,782 -2,853 -2,832 -2,850 -2,864 -3,003 -3,011 -3,027 -2,888 -3,041 -3,052
Accumulated Other Comprehensive Income / (Loss)		 -948 -1,036 -737 -922 -897 -802 -961 -818 -883 -942 -1,131
Noncontrolling Interest		 543 564 572 612 630 573 584 538 587 630 609

Annual Metrics And Ratios for Invesco

This table displays calculated financial ratios and metrics derived from Invesco's official financial filings.

Metric 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Period end date 12/31/2024 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019 12/31/2018 12/31/2017 12/31/2016 12/31/2015
Growth Metrics		 - - - - - - - - - -
Revenue Growth		 6.57% -4.92% 8,715.97% -101.13% 5,841.04% -102.04% 16,581.82% -100.67% -7.19% -0.20%
EBITDA Growth		 587.61% -115.20% -39.32% 91.18% 23.75% -19.67% -17.19% 19.33% -11.09% 0.05%
EBIT Growth		 324.61% -131.79% -42.49% 108.37% 25.66% -25.24% -20.37% 19.66% -12.41% -0.25%
NOPAT Growth		 340.15% -130.00% -45.84% 117.28% 25.15% -26.94% -23.94% 35.08% -10.85% -2.05%
Net Income Growth		 547.32% -118.17% -53.01% 143.89% 9.45% -16.45% -23.94% 33.71% -9.94% -3.70%
EPS Growth		 261.64% -148.99% -50.17% 164.60% -11.72% -40.19% -22.18% 33.50% -8.85% -0.44%
Operating Cash Flow Growth		 -8.52% 84.98% -34.77% -12.37% 10.18% 34.72% -28.42% 77.03% -42.04% -6.00%
Free Cash Flow Firm Growth		 696.35% -118.04% 503.38% -7,865.56% 100.13% -55,614.38% 98.11% -118.10% 369.54% 315.49%
Invested Capital Growth		 -6.42% 0.40% -4.52% 9.58% 3.48% 35.65% 5.55% 11.62% -12.04% 2.26%
Revenue Q/Q Growth		 552.90% 2,340.73% -6.87% -101.01% 27,822.52% -101.91% 568.02% -100.51% -0.28% 2.04%
EBITDA Q/Q Growth		 621.30% -118.93% -21.01% -1.90% 28.81% 7.21% 464.71% -41.81% 1.84% 1.43%
EBIT Q/Q Growth		 333.44% -140.70% -23.38% -1.95% 36.16% 6.67% 1,215.72% -43.93% 1.94% 1.30%
NOPAT Q/Q Growth		 498.16% -135.64% -19.59% 0.66% 12.26% 4.54% 278.55% -55.94% 1.72% -3.22%
Net Income Q/Q Growth		 590.48% -121.03% -21.69% 12.98% 12.26% 25.05% 274.18% -56.59% 2.76% -3.13%
EPS Q/Q Growth		 229.67% -155.73% -25.13% 0.00% 0.00% 9.40% 0.00% 0.00% 4.04% -5.83%
Operating Cash Flow Q/Q Growth		 -25.03% 23.89% 197.97% -34.64% 10.84% 33.56% -20.83% 36.99% -43.36% 52.78%
Free Cash Flow Firm Q/Q Growth		 49.68% -238.87% -4.31% 6.21% 101.63% -30.34% 99.63% -134.57% -9.59% 200.00%
Invested Capital Q/Q Growth		 0.23% -0.17% 1.55% 2.02% 2.32% 3.96% -2.36% 5.36% 2.10% -0.11%
Profitability Metrics		 - - - - - - - - - -
EBITDA Margin		 18.03% -3.94% 24.66% 0.00% 20.68% 0.00% 24.35% 0.00% 27.37% 28.57%
EBIT Margin		 15.07% -7.15% 21.39% 0.00% 17.37% 0.00% 21.65% 0.00% 25.23% 26.73%
Profit (Net Income) Margin		 12.40% -2.95% 15.46% 0.00% 13.12% 0.00% 16.80% 0.00% 18.34% 18.90%
Tax Burden Percent		 74.84% 70.70% 74.18% 78.76% 75.53% 75.84% 77.59% 81.23% 71.96% 70.78%
Interest Burden Percent		 109.92% 58.42% 97.39% 112.25% 100.00% 114.35% 100.00% 100.00% 101.02% 99.89%
Effective Tax Rate		 25.16% 0.00% 25.82% 21.24% 24.47% 24.16% 22.41% 18.77% 28.04% 29.22%
Return on Invested Capital (ROIC)		 2.83% -1.14% 3.73% 0.00% 3.45% 0.00% 5.35% 0.00% 5.59% 5.95%
ROIC Less NNEP Spread (ROIC-NNEP)		 3.63% 0.22% 3.44% 0.00% 3.45% 0.00% 5.35% 0.00% 5.71% 5.95%
Return on Net Nonoperating Assets (RNNOA)		 1.94% 0.11% 1.80% 0.00% 1.99% 0.00% 4.19% 0.00% 4.78% 4.67%
Return on Equity (ROE)		 4.76% -1.03% 5.52% 12.43% 5.43% 6.14% 9.53% 13.58% 10.36% 10.62%
Cash Return on Invested Capital (CROIC)		 9.46% -1.54% 8.35% -2.12% 0.03% -27.03% -0.06% -3.36% 18.40% 3.72%
Operating Return on Assets (OROA)		 3.27% -1.39% 4.10% 0.00% 2.82% 0.00% 3.63% 0.00% 4.70% 5.99%
Return on Assets (ROA)		 2.69% -0.57% 2.96% 0.00% 2.13% 0.00% 2.82% 0.00% 3.42% 4.24%
Return on Common Equity (ROCE)		 3.19% -0.68% 3.74% 8.56% 3.69% 4.71% 8.88% 12.87% 9.52% 9.49%
Return on Equity Simple (ROE_SIMPLE)		 5.17% -1.15% 6.08% 12.71% 5.62% 5.32% 10.29% 13.35% 11.57% 12.23%
Net Operating Profit after Tax (NOPAT)		 685 -285 950 1,755 808 645 883 1,161 860 964
NOPAT Margin		 11.28% -5.01% 15.87% 0.00% 13.12% 0.00% 16.80% 0.00% 18.15% 18.90%
Net Nonoperating Expense Percent (NNEP)		 -0.81% -1.36% 0.28% -2.36% 0.00% -1.16% 0.00% 0.00% -0.13% 0.00%
SG&A Expenses to Revenue		 42.35% 42.47% 37.85% 0.00% 39.05% 0.00% 38.79% 0.00% 38.26% 35.74%
Operating Expenses to Revenue		 84.93% 107.15% 78.61% 0.00% 82.63% 0.00% 78.35% 0.00% 74.97% 73.27%
Earnings before Interest and Taxes (EBIT)		 915 -407 1,281 2,228 1,069 851 1,138 1,429 1,194 1,364
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)		 1,094 -224 1,476 2,433 1,273 1,028 1,280 1,546 1,296 1,457
Valuation Ratios		 - - - - - - - - - -
Price to Book Value (P/BV)		 0.74 0.71 0.65 0.83 0.68 0.69 0.62 1.27 1.18 1.24
Price to Tangible Book Value (P/TBV)		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20.14 0.00 27.46
Price to Revenue (P/Rev)		 1.28 1.32 1.22 0.00 1.15 0.00 1.01 0.00 1.87 1.91
Price to Earnings (P/E)		 14.44 0.00 10.71 6.80 13.44 11.98 6.04 9.77 10.37 10.09
Dividend Yield		 4.71% 4.69% 5.71% 3.24% 5.05% 8.25% 9.18% 4.25% 5.12% 4.60%
Earnings Yield		 6.93% 0.00% 9.34% 14.70% 7.44% 8.35% 16.55% 10.24% 9.64% 9.92%
Enterprise Value to Invested Capital (EV/IC)		 0.84 0.82 0.79 0.84 0.79 0.79 0.70 0.99 0.95 0.98
Enterprise Value to Revenue (EV/Rev)		 3.24 3.60 3.27 0.00 3.06 0.00 2.27 0.00 2.89 3.14
Enterprise Value to EBITDA (EV/EBITDA)		 17.95 0.00 13.28 9.02 14.78 17.72 9.31 10.26 10.57 11.01
Enterprise Value to EBIT (EV/EBIT)		 21.48 0.00 15.31 9.85 17.59 21.42 10.47 11.10 11.46 11.76
Enterprise Value to NOPAT (EV/NOPAT)		 28.70 0.00 20.63 12.51 23.29 28.25 13.49 13.67 15.93 16.63
Enterprise Value to Operating Cash Flow (EV/OCF)		 16.51 15.76 27.88 20.36 15.29 16.32 14.38 13.71 20.93 14.21
Enterprise Value to Free Cash Flow (EV/FCFF)		 8.57 0.00 9.21 0.00 2,766.21 0.00 0.00 0.00 4.83 26.59
Leverage & Solvency		 - - - - - - - - - -
Debt to Equity		 0.49 0.57 0.48 0.56 0.59 0.57 0.82 0.75 0.82 0.85
Long-Term Debt to Equity		 0.49 0.57 0.48 0.56 0.59 0.57 0.82 0.75 0.82 0.85
Financial Leverage		 0.53 0.52 0.52 0.57 0.58 0.66 0.78 0.78 0.84 0.78
Leverage Ratio		 1.77 1.79 1.86 2.18 2.55 2.93 3.38 3.36 3.03 2.51
Compound Leverage Factor		 1.95 1.05 1.81 2.45 2.55 3.35 3.38 3.36 3.06 2.51
Debt to Total Capital		 33.08% 36.39% 32.42% 36.10% 36.93% 36.13% 45.00% 42.77% 45.17% 45.87%
Short-Term Debt to Total Capital		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Long-Term Debt to Total Capital		 33.08% 36.39% 32.42% 36.10% 36.93% 36.13% 45.00% 42.77% 45.17% 45.87%
Preferred Equity to Total Capital		 17.13% 16.03% 16.09% 15.37% 16.84% 17.42% 0.00% 0.00% 0.00% 0.00%
Noncontrolling Interests to Total Capital		 4.74% 5.27% 6.54% 4.53% 2.77% 3.65% 4.44% 3.13% 2.72% 5.97%
Common Equity to Total Capital		 45.06% 42.32% 44.96% 44.01% 43.46% 42.80% 50.56% 54.10% 52.11% 48.16%
Debt to EBITDA		 7.08 -40.57 5.47 3.87 6.91 8.09 5.96 4.45 5.02 5.15
Net Debt to EBITDA		 6.18 -34.02 4.50 2.99 5.57 6.43 4.55 2.82 3.42 3.63
Long-Term Debt to EBITDA		 7.08 -40.57 5.47 3.87 6.91 8.09 5.96 4.45 5.02 5.15
Debt to NOPAT		 11.31 -31.94 8.50 5.37 10.89 12.89 8.65 5.92 7.57 7.79
Net Debt to NOPAT		 9.87 -26.78 6.99 4.15 8.78 10.25 6.60 3.75 5.16 5.49
Long-Term Debt to NOPAT		 11.31 -31.94 8.50 5.37 10.89 12.89 8.65 5.92 7.57 7.79
Noncontrolling Interest Sharing Ratio		 33.08% 33.48% 32.32% 31.11% 32.03% 23.31% 6.78% 5.23% 8.17% 10.67%
Liquidity Ratios		 - - - - - - - - - -
Cash Flow Metrics		 - - - - - - - - - -
Free Cash Flow to Firm (FCFF)		 2,291 -384 2,130 -528 6.80 -5,404 -9.70 -512 2,831 603
Operating Cash Flow to CapEx		 1,722.14% 791.72% 364.54% 990.90% 1,069.83% 898.31% 808.59% 1,036.53% 442.79% 906.35%
Free Cash Flow to Firm to Interest Expense		 39.51 -5.45 25.00 -5.58 0.05 -39.83 -0.09 -5.41 0.00 7.38
Operating Cash Flow to Interest Expense		 20.52 18.45 8.25 11.38 9.52 8.23 7.43 12.21 0.00 13.81
Operating Cash Flow Less CapEx to Interest Expense		 19.33 16.12 5.99 10.24 8.63 7.31 6.51 11.03 0.00 12.29
Efficiency Ratios		 - - - - - - - - - -
Asset Turnover		 0.22 0.19 0.19 0.00 0.16 0.00 0.17 0.00 0.19 0.22
Fixed Asset Turnover		 11.25 9.81 11.10 0.00 10.73 0.00 10.96 0.00 10.62 12.30
Capital & Investment Metrics		 - - - - - - - - - -
Invested Capital		 23,413 25,019 24,920 26,100 23,817 23,017 16,967 16,074 14,401 16,373
Invested Capital Turnover		 0.25 0.23 0.23 0.00 0.26 0.00 0.32 0.00 0.31 0.32
Increase / (Decrease) in Invested Capital		 -1,607 99 -1,180 2,283 801 6,050 893 1,673 -1,972 361
Enterprise Value (EV)		 19,645 20,506 19,608 21,945 18,810 18,228 11,917 15,869 13,689 16,037
Market Capitalization		 7,769 7,543 7,325 9,478 7,054 6,764 5,334 11,008 8,862 9,764
Book Value per Share		 $23.47 $23.55 $24.63 $24.90 $22.54 $21.71 $20.86 $21.36 $18.37 $18.60
Tangible Book Value per Share		 ($7.83) ($8.79) ($9.89) ($10.03) ($12.78) ($13.25) ($1.83) $1.34 ($0.06) $0.84
Total Capital		 23,413 25,019 24,920 26,100 23,817 23,017 16,967 16,074 14,401 16,373
Total Debt		 7,744 9,103 8,078 9,421 8,797 8,315 7,635 6,876 6,506 7,510
Total Long-Term Debt		 7,744 9,103 8,078 9,421 8,797 8,315 7,635 6,876 6,506 7,510
Net Debt		 6,757 7,634 6,644 7,274 7,087 6,614 5,829 4,358 4,435 5,295
Capital Expenditures (CapEx)		 69 164 193 109 115 124 103 112 148 125
Net Nonoperating Expense (NNE)		 -68 -117 25 -215 0.00 -93 0.00 0.00 -8.78 0.00
Net Nonoperating Obligations (NNO)		 7,744 9,103 8,078 9,421 8,797 8,315 7,635 6,876 6,506 7,510
Total Depreciation and Amortization (D&A)		 180 183 195 205 204 178 142 117 101 94
Earnings Adjustments		 - - - - - - - - - -
Adjusted Basic Earnings per Share		 $1.18 ($0.73) $1.50 $3.01 $1.14 $1.29 $2.14 $2.75 $2.06 $2.26
Adjusted Weighted Average Basic Shares Outstanding		 447.60M 449.20M 454.75M 460.75M 459.07M 453.40M 397.07M 407.15M 403.84M 416.42M
Adjusted Diluted Earnings per Share		 $1.18 ($0.73) $1.49 $2.99 $1.13 $1.28 $2.14 $2.75 $2.06 $2.26
Adjusted Weighted Average Diluted Shares Outstanding		 447.60M 449.20M 454.75M 460.75M 459.07M 453.40M 397.07M 407.15M 403.84M 416.42M
Adjusted Basic & Diluted Earnings per Share		 $0.00 $0.00 $0.00 $0.00 $0.00 $1.29 $0.00 $0.00 $0.00 $0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding		 447.60M 449.20M 454.75M 460.75M 459.07M 453.40M 397.07M 407.15M 403.84M 416.42M
Normalized Net Operating Profit after Tax (NOPAT)		 623 -291 948 -4,128 952 -3,637 966 1,132 886 945
Normalized NOPAT Margin		 10.27% -5.11% 15.83% 0.00% 15.46% 0.00% 18.38% 0.00% 18.71% 18.52%
Pre Tax Income Margin		 16.57% -4.18% 20.84% 0.00% 17.37% 0.00% 21.65% 0.00% 25.49% 26.70%
Debt Service Ratios		 - - - - - - - - - -
EBIT to Interest Expense		 15.77 -5.78 15.04 23.52 8.27 6.27 10.21 15.08 0.00 16.69
NOPAT to Interest Expense		 11.80 -4.04 11.15 18.53 6.25 4.75 7.92 12.25 0.00 11.80
EBIT Less CapEx to Interest Expense		 14.58 -8.11 12.77 22.37 7.38 5.35 9.29 13.90 0.00 15.17
NOPAT Less CapEx to Interest Expense		 10.61 -6.37 8.89 17.38 5.36 3.84 7.00 11.07 0.00 10.28
Payout Ratios		 - - - - - - - - - -
Dividend Payout Ratio		 80.85% -353.57% 61.76% 27.65% 73.59% 88.47% 55.55% 40.62% 53.02% 47.14%
Augmented Payout Ratio		 91.39% -465.04% 88.20% 30.74% 79.42% 152.14% 61.42% 46.12% 114.64% 111.83%

Quarterly Metrics And Ratios for Invesco

This table displays calculated financial ratios and metrics derived from Invesco's official financial filings.

Metric Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022
Period end date 3/31/2025 12/31/2024 9/30/2024 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023 12/31/2022 9/30/2022
Growth Metrics		 - - - - - - - - - - -
Revenue Growth		 3.78% 123.54% -100.17% 1.62% 7.51% -6.88% 2.00% -2.33% -11.69% 127.97% -20.06%
EBITDA Growth		 37.13% 130.03% -41.70% 10.46% 28.58% -346.35% -10.17% -34.16% -31.02% -22.75% -58.85%
EBIT Growth		 45.61% 124.50% -50.13% 13.05% 35.81% -392.69% -9.84% -38.18% -34.97% -24.78% -62.78%
NOPAT Growth		 49.04% 136.53% -51.46% 19.16% 46.19% -317.24% 0.24% -43.07% -38.30% -46.01% -69.15%
Net Income Growth		 24.79% 135.78% -38.59% 19.16% 29.19% -321.78% 0.24% -24.90% -30.19% -46.01% -69.15%
EPS Growth		 22.58% 128.22% -58.62% 0.00% -3.13% -497.56% -25.64% 11.54% -25.58% -54.95% -45.07%
Operating Cash Flow Growth		 -55.51% -55.63% 23.81% 47.63% 44.99% 54.11% -28.03% 169.13% 73.65% 12,627.03% -18.14%
Free Cash Flow Firm Growth		 -113.57% 345.21% 603.72% 1,030.36% -21.91% -150.83% -129.22% 198.01% 165.80% 185.81% 168.88%
Invested Capital Growth		 1.54% -6.42% -6.79% -7.00% -2.36% 0.40% 2.13% -0.03% -3.41% -4.52% -4.08%
Revenue Q/Q Growth		 -50.09% 122,512.00% -100.17% -1.26% 134.54% -5.21% -1.86% 4.46% 130.77% 3.82% -6.02%
EBITDA Q/Q Growth		 29.85% 89.79% -48.19% -6.62% 131.05% -468.44% -1.84% 8.70% -37.34% 34.36% -28.06%
EBIT Q/Q Growth		 35.98% 124.15% -55.87% -8.13% 125.65% -556.22% 0.04% 10.37% -41.90% 40.53% -31.41%
NOPAT Q/Q Growth		 13.51% 191.47% -58.20% -8.54% 132.78% -487.34% 2.62% 12.20% -51.29% 78.73% -41.72%
Net Income Q/Q Growth		 11.98% 130.41% -47.12% -8.54% 132.11% -495.44% 2.62% -0.84% -44.88% 78.73% -23.12%
EPS Q/Q Growth		 -17.39% 283.33% -58.62% -6.45% 119.02% -662.07% 0.00% -9.38% -21.95% 5.13% 50.00%
Operating Cash Flow Q/Q Growth		 -126.70% -27.71% -10.37% 999.08% -107.62% 101.72% 6.88% 434.98% -121.34% -5.79% 299.68%
Free Cash Flow Firm Q/Q Growth		 -105.69% 3.41% -8.52% 142.15% 409.23% -112.43% -305.27% -83.27% -30.32% 22.10% 788.53%
Invested Capital Q/Q Growth		 6.17% 0.23% 0.14% -4.71% -0.19% -0.17% -0.08% 0.04% 0.61% 1.55% -2.19%
Profitability Metrics		 - - - - - - - - - - -
EBITDA Margin		 25.61% 9.84% 0.00% 20.48% 21.66% -73.26% 18.85% 18.84% 18.11% 27.69% 21.40%
EBIT Margin		 22.89% 8.40% 0.00% 17.38% 18.68% -76.65% 15.92% 15.62% 14.79% 24.39% 18.02%
Profit (Net Income) Margin		 17.50% 7.80% 0.00% 13.10% 14.14% -48.73% 11.68% 11.17% 11.77% 20.46% 11.89%
Tax Burden Percent		 77.50% 75.20% 71.40% 75.38% 75.72% 71.46% 73.35% 71.51% 70.34% 77.05% 65.97%
Interest Burden Percent		 98.66% 123.45% 126.50% 100.00% 100.00% 88.96% 100.00% 100.00% 113.15% 108.90% 100.00%
Effective Tax Rate		 22.50% 24.80% 28.60% 24.62% 24.28% 0.00% 26.65% 28.49% 29.66% 22.95% 34.03%
Return on Invested Capital (ROIC)		 4.40% 1.95% 0.00% 0.06% 0.05% -10.88% 0.00% 0.00% 0.00% 4.80% 3.05%
ROIC Less NNEP Spread (ROIC-NNEP)		 4.36% 1.95% 0.00% 0.06% 0.05% -11.04% 0.00% 0.00% 0.00% 4.80% 3.05%
Return on Net Nonoperating Assets (RNNOA)		 2.44% 1.04% 0.00% 0.03% 0.02% -5.79% 0.00% 0.00% 0.00% 2.51% 1.61%
Return on Equity (ROE)		 6.84% 3.00% -0.94% 0.09% 0.07% -16.68% 4.83% 4.79% 5.08% 7.31% 4.66%
Cash Return on Invested Capital (CROIC)		 1.61% 9.46% 6.32% 6.79% 1.85% -1.54% 1.12% 3.22% 6.82% 8.35% 8.88%
Operating Return on Assets (OROA)		 4.99% 1.82% 0.00% 0.07% 0.05% -14.87% 0.00% 0.00% 0.00% 4.68% 3.73%
Return on Assets (ROA)		 3.81% 1.69% 0.00% 0.05% 0.04% -9.45% 0.00% 0.00% 0.00% 3.92% 2.46%
Return on Common Equity (ROCE)		 4.59% 2.01% -0.64% 0.06% 0.05% -11.09% 3.23% 3.21% 3.43% 4.95% 3.12%
Return on Equity Simple (ROE_SIMPLE)		 5.48% 0.00% -1.04% -0.61% -0.82% 0.00% 5.24% 5.21% 5.56% 0.00% 7.93%
Net Operating Profit after Tax (NOPAT)		 271 239 82 196 214 -653 169 164 147 301 168
NOPAT Margin		 17.74% 7.80% 0.00% 13.10% 14.14% -47.73% 11.68% 11.17% 10.40% 20.46% 11.89%
Net Nonoperating Expense Percent (NNEP)		 0.04% 0.00% -0.27% 0.00% 0.00% 0.16% 0.00% 0.00% -0.22% 0.00% 0.00%
SG&A Expenses to Revenue		 38.99% 19.89% 0.00% 39.40% 40.17% 44.18% 42.15% 41.55% 42.09% 35.52% 41.07%
Operating Expenses to Revenue		 77.11% 91.60% 0.00% 82.62% 81.32% 176.65% 84.08% 84.38% 87.07% 75.61% 81.98%
Earnings before Interest and Taxes (EBIT)		 350 257 115 260 283 -1,049 230 230 208 359 255
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)		 391 301 159 306 328 -1,003 272 277 255 407 303
Valuation Ratios		 - - - - - - - - - - -
Price to Book Value (P/BV)		 0.64 0.74 0.74 0.64 0.71 0.71 0.55 0.65 0.62 0.65 0.53
Price to Tangible Book Value (P/TBV)		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Price to Revenue (P/Rev)		 1.11 1.28 0.00 62.89 89.75 1.32 0.00 0.00 0.00 1.22 0.90
Price to Earnings (P/E)		 11.96 14.44 0.00 0.00 0.00 0.00 10.35 11.36 11.21 10.71 6.28
Dividend Yield		 5.41% 4.71% 4.61% 5.38% 4.82% 4.69% 6.99% 5.96% 6.02% 5.71% 5.61%
Earnings Yield		 8.36% 6.93% 0.00% 0.00% 0.00% 0.00% 9.66% 8.80% 8.92% 9.34% 15.92%
Enterprise Value to Invested Capital (EV/IC)		 0.81 0.84 0.81 0.77 0.82 0.82 0.74 0.79 0.78 0.79 0.74
Enterprise Value to Revenue (EV/Rev)		 3.29 3.24 0.00 167.67 240.30 3.60 0.00 0.00 0.00 3.27 2.83
Enterprise Value to EBITDA (EV/EBITDA)		 16.78 17.95 0.00 0.00 0.00 0.00 15.55 16.26 14.68 13.28 9.75
Enterprise Value to EBIT (EV/EBIT)		 19.66 21.48 0.00 0.00 0.00 0.00 18.43 19.28 17.15 15.31 10.90
Enterprise Value to NOPAT (EV/NOPAT)		 26.05 28.70 0.00 0.00 0.00 0.00 23.06 24.74 22.96 20.63 15.41
Enterprise Value to Operating Cash Flow (EV/OCF)		 17.36 16.51 11.89 11.94 14.84 15.76 17.56 16.65 20.01 27.88 77.19
Enterprise Value to Free Cash Flow (EV/FCFF)		 50.72 8.57 12.33 10.92 43.60 0.00 66.63 24.49 11.27 9.21 8.18
Leverage & Solvency		 - - - - - - - - - - -
Debt to Equity		 0.57 0.49 0.47 0.48 0.54 0.57 0.51 0.50 0.49 0.48 0.49
Long-Term Debt to Equity		 0.57 0.49 0.47 0.48 0.54 0.57 0.51 0.50 0.49 0.48 0.49
Financial Leverage		 0.56 0.53 0.49 0.49 0.52 0.52 0.50 0.50 0.52 0.52 0.53
Leverage Ratio		 1.78 1.77 1.75 1.74 1.77 1.79 1.77 1.79 1.83 1.86 1.89
Compound Leverage Factor		 1.75 2.19 2.22 1.74 1.77 1.59 1.77 1.79 2.07 2.03 1.89
Debt to Total Capital		 36.49% 33.08% 31.91% 32.41% 35.24% 36.39% 33.80% 33.38% 32.95% 32.42% 32.75%
Short-Term Debt to Total Capital		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Long-Term Debt to Total Capital		 36.49% 33.08% 31.91% 32.41% 35.24% 36.39% 33.80% 33.38% 32.95% 32.42% 32.75%
Preferred Equity to Total Capital		 16.13% 17.13% 17.17% 17.19% 16.38% 16.03% 16.00% 15.99% 16.00% 16.09% 16.34%
Noncontrolling Interests to Total Capital		 4.38% 4.74% 4.93% 5.06% 5.30% 5.27% 5.34% 5.50% 5.85% 6.54% 6.52%
Common Equity to Total Capital		 43.00% 45.06% 45.99% 45.33% 43.07% 42.32% 44.86% 45.13% 45.20% 44.96% 44.39%
Debt to EBITDA		 7.56 7.08 -35.51 -78.44 -68.80 -40.57 7.14 6.88 6.19 5.47 4.30
Net Debt to EBITDA		 6.87 6.18 -27.70 -62.45 -57.44 -34.02 5.83 5.83 5.28 4.50 3.64
Long-Term Debt to EBITDA		 7.56 7.08 -35.51 -78.44 -68.80 -40.57 7.14 6.88 6.19 5.47 4.30
Debt to NOPAT		 11.73 11.31 -43.35 -67.22 -64.63 -31.94 10.59 10.48 9.68 8.50 6.80
Net Debt to NOPAT		 10.67 9.87 -33.82 -53.52 -53.95 -26.78 8.65 8.87 8.25 6.99 5.76
Long-Term Debt to NOPAT		 11.73 11.31 -43.35 -67.22 -64.63 -31.94 10.59 10.48 9.68 8.50 6.80
Noncontrolling Interest Sharing Ratio		 32.89% 33.08% 32.34% 32.58% 33.02% 33.48% 33.11% 32.86% 32.53% 32.32% 33.00%
Liquidity Ratios		 - - - - - - - - - - -
Cash Flow Metrics		 - - - - - - - - - - -
Free Cash Flow to Firm (FCFF)		 -105 1,846 1,785 1,951 806 -753 -354 173 1,032 1,481 1,213
Operating Cash Flow to CapEx		 -361.54% 0.00% 1,543.66% 1,831.84% -259.05% 1,772.46% 903.32% 709.42% -259.58% 634.06% 784.69%
Free Cash Flow to Firm to Interest Expense		 -8.01 148.84 133.19 119.69 50.67 -44.80 -20.48 9.38 57.32 84.13 65.19
Operating Cash Flow to Interest Expense		 -6.46 25.56 32.72 30.01 -3.42 42.52 20.47 18.01 -5.49 26.34 26.45
Operating Cash Flow Less CapEx to Interest Expense		 -8.24 26.12 30.60 28.37 -4.74 40.12 18.20 15.47 -7.61 22.18 23.08
Efficiency Ratios		 - - - - - - - - - - -
Asset Turnover		 0.22 0.22 0.00 0.00 0.00 0.19 0.00 0.00 0.00 0.19 0.21
Fixed Asset Turnover		 11.75 11.25 0.00 0.18 0.14 9.81 0.00 0.00 0.00 11.10 12.65
Capital & Investment Metrics		 - - - - - - - - - - -
Invested Capital		 24,857 23,413 23,360 23,327 24,481 25,019 25,062 25,082 25,072 24,920 24,539
Invested Capital Turnover		 0.25 0.25 0.00 0.00 0.00 0.23 0.00 0.00 0.00 0.23 0.26
Increase / (Decrease) in Invested Capital		 376 -1,607 -1,703 -1,755 -592 99 523 -8.20 -885 -1,180 -1,044
Enterprise Value (EV)		 20,137 19,645 18,879 17,940 19,969 20,506 18,437 19,777 19,602 19,608 18,217
Market Capitalization		 6,790 7,769 7,903 6,729 7,458 7,543 6,174 7,301 7,077 7,325 5,796
Book Value per Share		 $23.88 $23.47 $23.87 $23.51 $23.44 $23.55 $25.06 $24.70 $24.92 $24.63 $23.94
Tangible Book Value per Share		 ($7.67) ($7.83) ($8.45) ($8.56) ($8.69) ($8.79) ($9.86) ($9.77) ($9.68) ($9.89) ($10.24)
Total Capital		 24,857 23,413 23,360 23,327 24,481 25,019 25,062 25,082 25,072 24,920 24,539
Total Debt		 9,069 7,744 7,453 7,561 8,628 9,103 8,471 8,373 8,262 8,078 8,036
Total Long-Term Debt		 9,069 7,744 7,453 7,561 8,628 9,103 8,471 8,373 8,262 8,078 8,036
Net Debt		 8,248 6,757 5,814 6,020 7,202 7,634 6,916 7,086 7,048 6,644 6,810
Capital Expenditures (CapEx)		 23 -7.00 28 27 21 40 39 47 38 73 63
Net Nonoperating Expense (NNE)		 3.64 0.00 -22 0.00 0.00 14 0.00 0.00 -19 0.00 0.00
Net Nonoperating Obligations (NNO)		 9,069 7,744 7,453 7,561 8,628 9,103 8,471 8,373 8,262 8,078 8,036
Total Depreciation and Amortization (D&A)		 42 44 44 46 45 46 42 47 47 49 48
Earnings Adjustments		 - - - - - - - - - - -
Adjusted Basic Earnings per Share		 $0.38 $0.46 $0.12 $0.29 $0.31 ($1.63) $0.29 $0.29 $0.32 $0.41 $0.39
Adjusted Weighted Average Basic Shares Outstanding		 447.56M 447.60M 449.44M 450.03M 449.83M 449.20M 449.55M 448.62M 458.17M 454.75M 454.78M
Adjusted Diluted Earnings per Share		 $0.38 $0.46 $0.12 $0.29 $0.31 ($1.63) $0.29 $0.29 $0.32 $0.41 $0.39
Adjusted Weighted Average Diluted Shares Outstanding		 447.56M 447.60M 449.44M 450.03M 449.83M 449.20M 449.55M 448.62M 458.17M 454.75M 454.78M
Adjusted Basic & Diluted Earnings per Share		 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding		 447.56M 447.60M 449.44M 450.03M 449.83M 449.20M 449.55M 448.62M 458.17M 454.75M 454.78M
Normalized Net Operating Profit after Tax (NOPAT)		 214 1,383 -1,012 165 191 -653 169 166 188 224 211
Normalized NOPAT Margin		 13.98% 45.20% 0.00% 11.04% 12.62% -47.73% 11.68% 11.30% 13.37% 15.20% 14.90%
Pre Tax Income Margin		 22.58% 10.37% 0.00% 17.38% 18.68% -68.19% 15.92% 15.62% 16.73% 26.56% 18.02%
Debt Service Ratios		 - - - - - - - - - - -
EBIT to Interest Expense		 26.69 20.73 8.56 15.94 17.79 -62.46 13.29 12.49 11.57 20.37 13.72
NOPAT to Interest Expense		 20.68 19.25 6.11 12.02 13.47 -38.90 9.75 8.93 8.14 17.09 9.05
EBIT Less CapEx to Interest Expense		 24.90 21.30 6.44 14.31 16.47 -64.86 11.03 9.96 9.46 16.22 10.34
NOPAT Less CapEx to Interest Expense		 18.90 19.81 3.99 10.38 12.15 -41.29 7.49 6.40 6.02 12.94 5.68
Payout Ratios		 - - - - - - - - - - -
Dividend Payout Ratio		 75.80% 80.85% -394.85% -680.07% -500.17% -353.57% 73.80% 73.29% 67.87% 61.76% 47.78%
Augmented Payout Ratio		 88.47% 91.39% -432.46% -715.63% -650.58% -465.04% 97.27% 97.00% 72.55% 88.20% 68.34%

Frequently Asked Questions About Invesco's Financials

When does Invesco's financial year end?

According to the most recent income statement we have on file, Invesco's fiscal year ends in December. Their fiscal year 2024 ended on December 31, 2024.

How has Invesco's net income changed over the last 9 years?

Invesco's net income appears to be on a downward trend, with a most recent value of $752.40 million in 2024, falling from $964.10 million in 2015. The previous period was -$168.20 million in 2023. Check out Invesco's forecast to explore projected trends and price targets.

How has Invesco revenue changed over the last 9 years?

Over the last 9 years, Invesco's total revenue changed from $5.10 billion in 2015 to $6.07 billion in 2024, a change of 19.0%.

How much debt does Invesco have?

Invesco's total liabilities were at $11.34 billion at the end of 2024, a 12.9% decrease from 2023, and a 30.0% decrease since 2015.

How much cash does Invesco have?

In the past 9 years, Invesco's cash and equivalents has ranged from $986.50 million in 2024 to $2.52 billion in 2017, and is currently $986.50 million as of their latest financial filing in 2024.

How has Invesco's book value per share changed over the last 9 years?

Over the last 9 years, Invesco's book value per share changed from 18.60 in 2015 to 23.47 in 2024, a change of 26.2%.


Related Companies

This page (NYSE:IVZ) was last updated on 5/27/2025 by MarketBeat.com Staff
From Our Partners
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
July 2025 Rule Change to Impact Retirement Investors
There's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...
Premier Gold Co | Sponsored
Is President Trump Lying To You With This?
President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to ...
Colonial Metals | Sponsored
Buffett’s favorite chart just hit 209% – here’s what that means for gold
A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...
Golden Portfolio | Sponsored
A grave, grave error.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Trump Exec Order 14179 is wealth “gift” to good Americans?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored