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About the company
Invesco Ltd. (Invesco) is an independent investment management firm. Invesco serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East and Africa (EMEA) and Asia-Pacific in approximately 110 countries. The Company offers a range of investment strategies across asset classes, investment styles, and geographies. The Company's asset classes include equity, fixed income, balanced, alternatives and money market. The Company's retail assets under management include mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), individual savings accounts, investment companies with variable capital (ICVC), investment trusts, open-end mutual funds, unit investment trusts (UIT), and variable insurance funds. Invesco's client base includes public and private entities, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions and sovereign wealth funds.
- Revenue in USD (TTM)5.84bn
- Net income in USD631.20m
- Incorporated2007
- Employees8.56k
- LocationInvesco Ltd1331 SPRING STREET NW, SUITE 2500ATLANTA 30309United StatesUSA
- Phone+1 (404) 892-0896
- Websitehttps://www.invesco.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Janus Henderson Group PLC | 2.11bn | 345.10m | 4.65bn | 2.20k | 13.02 | 1.06 | 14.75 | 2.20 | 2.16 | 2.16 | 13.13 | 26.49 | 0.3304 | -- | 9.34 | 959,500.00 | 4.49 | 5.81 | 5.23 | 6.83 | 74.10 | -- | 13.60 | 17.10 | -- | 6.17 | 0.0604 | 64.58 | -19.97 | 4.02 | -40.25 | 3.95 | -0.1133 | 19.51 |
| Freedom Holding Corp | 559.32m | 140.26m | 4.91bn | 2.81k | 34.99 | 7.10 | 34.49 | 8.77 | 2.36 | 2.52 | 9.39 | 11.60 | 0.139 | -- | 0.8046 | 199,045.50 | 3.45 | 8.31 | 9.49 | 24.11 | 80.04 | 84.64 | 24.81 | 33.55 | -- | 2.32 | 0.6507 | 0.00 | 72.32 | 103.63 | 53.16 | 103.22 | 140.64 | -- |
| Evercore Inc | 2.63bn | 401.88m | 4.93bn | 2.12k | 12.14 | 3.34 | 10.38 | 1.87 | 9.86 | 9.86 | 64.53 | 35.88 | 0.924 | -- | 7.83 | 1,239,674.00 | 15.70 | 18.00 | 20.41 | 30.16 | 98.97 | 98.77 | 16.99 | 20.91 | -- | -- | 0.1918 | 24.52 | -15.97 | 10.01 | -35.62 | 12.14 | -5.82 | 14.87 |
| Owl Rock Capital Corp | 1.32bn | 624.21m | 5.32bn | -- | 8.60 | 0.9019 | 20.06 | 4.05 | 1.59 | 1.59 | 3.35 | 15.15 | 0.0979 | -- | 69.36 | -- | 4.64 | 4.56 | 4.84 | 4.76 | 49.15 | 53.93 | 47.45 | 52.72 | -- | -- | 0.5551 | 105.84 | 17.68 | 49.70 | -25.37 | 35.07 | -- | -0.9051 |
| Affiliated Managers Group, Inc. | 2.24bn | 1.13bn | 5.35bn | 3.95k | 6.39 | 1.64 | 3.75 | 2.39 | 23.21 | 23.21 | 49.64 | 90.63 | 0.2565 | -- | 5.12 | 567,038.00 | 15.55 | 8.55 | 20.53 | 11.63 | -- | -- | 60.63 | 31.11 | -- | -- | 0.3479 | 6.96 | -3.43 | 0.2125 | 102.56 | 18.61 | -9.23 | -45.07 |
| Houlihan Lokey Inc | 1.81bn | 254.22m | 6.21bn | 2.61k | 24.38 | 3.89 | 19.88 | 3.43 | 3.74 | 3.74 | 26.64 | 23.49 | 0.618 | -- | 6.63 | 693,274.70 | 8.68 | 12.72 | 15.92 | 21.62 | -- | -- | 14.05 | 17.19 | -- | 2,824.28 | 0.00 | 37.19 | -20.29 | 13.44 | -41.93 | 9.49 | 45.73 | 21.52 |
| Stifel Financial Corp | 4.73bn | 608.86m | 6.22bn | 9.00k | 11.24 | 1.34 | 9.12 | 1.32 | 5.21 | 5.21 | 40.48 | 50.18 | 0.1284 | -- | 3.48 | 525,403.70 | 1.75 | 2.04 | 10.13 | 10.51 | 98.81 | 98.70 | 13.66 | 14.23 | -- | 3.50 | 0.8517 | 13.77 | -3.98 | 8.92 | -20.83 | 23.68 | 23.88 | 55.19 |
| Voya Financial Inc | 6.24bn | 516.00m | 7.06bn | 6.10k | 14.97 | 1.79 | -- | 1.13 | 4.80 | 4.80 | 57.55 | 40.27 | 0.0398 | -- | -- | 1,022,295.00 | 0.3054 | 0.5761 | -- | -- | -- | -- | 7.67 | 15.20 | -- | 4.84 | 0.2823 | 7.63 | 39.93 | -3.96 | -77.19 | 24.26 | -- | 82.06 |
| Jefferies Financial Group Inc | 7.01bn | 581.55m | 7.31bn | 5.38k | 13.55 | 0.7567 | 9.67 | 1.04 | 2.33 | 2.33 | 27.98 | 41.77 | 0.1251 | -- | 1.17 | 1,302,570.00 | 1.04 | 1.74 | 2.68 | 4.08 | 69.35 | 73.04 | 8.32 | 13.68 | -- | 19.31 | 0.7693 | 23.14 | -19.71 | 8.06 | -53.29 | 18.69 | 12.76 | 28.75 |
| Invesco Ltd. | 5.84bn | 631.20m | 7.36bn | 8.56k | 11.68 | 0.6498 | 9.09 | 1.26 | 1.38 | 1.38 | 12.72 | 33.49 | 0.1896 | -- | 7.47 | 677,935.20 | 2.77 | 3.13 | 3.24 | 4.64 | 68.67 | 68.92 | 14.63 | 17.48 | -- | -- | 0.3295 | 49.81 | -12.26 | 3.23 | -50.90 | -7.25 | 11.55 | -8.63 |
| SEI Investments Co | 1.88bn | 392.17m | 7.90bn | 4.81k | 20.61 | 3.92 | 16.71 | 4.21 | 2.88 | 2.88 | 13.78 | 15.11 | 0.801 | -- | 3.80 | 390,991.30 | 16.72 | 22.99 | 18.98 | 27.00 | 84.25 | 84.01 | 20.87 | 27.90 | -- | -- | 0.00 | 21.23 | 3.79 | 5.46 | -13.01 | 3.94 | -2.96 | 7.39 |
| Oaktree Capital Group LLC | 488.96m | 204.41m | 8.22bn | 1.14k | 11.10 | 2.67 | 19.75 | 16.82 | 2.00 | 2.00 | 4.79 | 10.81 | 0.0462 | -- | 10.05 | 428,915.80 | 4.19 | 4.93 | 6.54 | 6.83 | 57.34 | 72.13 | 90.53 | 54.49 | -- | -- | 0.1576 | 88.38 | -66.13 | -19.64 | -70.82 | -7.80 | -56.35 | -- |
| TPG Inc | 1.43bn | 66.94m | 8.67bn | 1.11k | 132.98 | 7.64 | -- | 6.05 | 0.2167 | 0.2167 | 4.64 | 3.77 | 0.1626 | -- | 7.15 | 1,291,319.00 | -2.08 | -- | -8.90 | -- | -- | -- | -12.79 | -- | -- | -- | 0.1084 | -- | -64.62 | -- | -95.68 | -- | -- | -- |
| Morningstar Inc | 1.89bn | 16.80m | 8.77bn | 12.41k | 530.59 | 7.28 | 44.78 | 4.63 | 0.3885 | 0.3885 | 44.42 | 28.31 | 0.5991 | -- | 5.82 | 154,883.80 | 0.6994 | 6.94 | 0.9295 | 9.17 | 57.39 | 59.62 | 1.17 | 11.47 | -- | 4.75 | 0.4843 | 32.09 | 10.08 | 15.46 | -63.53 | -11.01 | 14.22 | 18.94 |
| Equitable Holdings Inc | 12.38bn | 1.31bn | 9.43bn | 8.20k | 7.80 | 4.34 | -- | 0.7622 | 3.40 | 3.40 | 33.22 | 10.45 | 0.0459 | -- | 0.9014 | 1,509,268.00 | 0.6132 | 0.1795 | 0.6494 | 0.1893 | 50.38 | 52.38 | 13.36 | 3.39 | -- | 8.94 | 0.6713 | 263.69 | -20.51 | 0.0977 | 429.15 | 17.60 | 10.36 | -- |
| Marketaxess Holdings Inc | 735.41m | 259.08m | 10.41bn | 744.00 | 40.12 | 9.28 | 32.36 | 14.16 | 6.89 | 6.89 | 19.56 | 29.77 | 0.4409 | -- | 1.01 | 988,457.00 | 15.53 | 21.13 | 24.05 | 28.28 | 92.42 | 94.10 | 35.23 | 38.81 | -- | -- | 0.00 | 36.91 | 2.77 | 12.79 | -2.97 | 9.38 | 15.21 | 16.23 |
Data as of Jun 09 2023. Currency figures normalised to Invesco Ltd's reporting currency: US Dollar USD
57.94%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Massachusetts Mutual Life Insurance Co. (Investment Portfolio)as of 14 Jun 2022 | 81.33m | 17.89% |
| The Vanguard Group, Inc.as of 31 Mar 2023 | 51.85m | 11.40% |
| BlackRock Fund Advisorsas of 31 Mar 2023 | 34.37m | 7.56% |
| Trian Fund Management LPas of 31 Mar 2023 | 33.94m | 7.46% |
| SSgA Funds Management, Inc.as of 31 Mar 2023 | 24.31m | 5.35% |
| Dimensional Fund Advisors LPas of 31 Mar 2023 | 9.39m | 2.07% |
| Geode Capital Management LLCas of 31 Mar 2023 | 9.35m | 2.06% |
| Citadel Advisors LLCas of 31 Mar 2023 | 9.09m | 2.00% |
| Massachusetts Financial Services Co.as of 31 Mar 2023 | 5.69m | 1.25% |
| Northern Trust Investments, Inc.(Investment Management)as of 31 Mar 2023 | 4.17m | 0.92% |
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Data from 14 Jun 2022 - 31 Mar 2023Source: FactSet Research Systems Inc.
