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IVZ Invesco Ltd.

Financial Services

27.77 +0.01 +0.04% Close 11/2
Since 2024-12-02 +63.8%
Open
27.89
High
28.68
Low
27.63
Prev close
27.76
Volume
6.1M
Amplitude
3.78%
P/B
1.0
Revenue YoY (TTM)
+13.7%
52W 21.82 33.66

Is Invesco Ltd. a buy? Fundamentals and valuation first

As of 2026-10-30

Valuation: Fair, Risk / liquidity: Strong.

Valuation Fair Free-cash-flow yield is Top; Price / book is Fair.
TTM P/E -40.23 N/A
Price / book 0.97 31th percentile Fair
Free-cash-flow yield (%) 13.51 87th percentile Top
US Stock Backtest in Python: Price-to-Book Ratio StrategyQuality Factor Investing: A US Quality Value Backtest
Quality Neutral FCF margin, TTM is Top, but Operating margin, TTM is Average.
ROE, TTM (%) -0.62 39th percentile Average
Operating margin, TTM (%) -4.54 31th percentile Average
FCF margin, TTM (%) 23.2 80th percentile Top
Quality Factor Investing: A US Quality Value Backtest
Growth Neutral Revenue growth, TTM YoY is Good, but Diluted EPS growth, TTM YoY is Lagging.
Revenue growth, TTM YoY (%) 13.65 67th percentile Good
Diluted EPS growth, TTM YoY (%) -146.94 13th percentile Lagging
Momentum Neutral 240-day return is Good, but 60-day return is Average.
60-day return (%) -11.82 39th percentile Average
240-day return (%) 20.7 72th percentile Good
Momentum Trading Strategy: A 12-1 Momentum Backtest
Risk / liquidity Strong 20-day dollar volume is Top; 60-day annualized volatility is Good.
20-day dollar volume 146,065,603 90th percentile Top
60-day annualized volatility (%) 25.86 29th percentile Good
Factor Investing Explained: 10 Classic Factors in US Stocks

Invesco Ltd. (IVZ) today

1 quant signals active · As of 2026-10-30

Win rate and excess are historical post-trigger stats vs the market. Click a signal for its full definition and samples; history does not predict future results.

FinLab Studio

From Invesco Ltd. to every stock like it

AI finds several complementary traits of Invesco Ltd. across different dimensions, combines them into a multifactor strategy, and backtests it against the market.

Screen stocks like Invesco Ltd.

Invesco Ltd. (IVZ) peers and tracking

Watchlist

This page refreshes daily after the close. Add Invesco Ltd. to your watchlist to track signal changes on your next visit.

Invesco Ltd. (IVZ) quant signal backtests

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

Filed revenue acceleration

Active · now 13.65%

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

7 historical occurrences (since 2018-04-26)

Average forward return after Filed revenue acceleration

20-day: Win 33.3%, Sample 6, Median -4.3%, Excess -6.61%, Beat mkt rate 16.7%

60-day: Win 16.7%, Sample 6, Median -12.69%, Excess -10.02%, Beat mkt rate 16.7%

120-day: Win 20%, Sample 5, Median -26.29%, Excess -6.67%, Beat mkt rate 20%

120 days after: historical avg -0.32%

20-day -7.51%
60-day -8.12%
120-day -0.32%
20-day
60-day
120-day
Win
33.3%
16.7%
20%
Sample
6
6
5
Median
-4.3%
-12.69%
-26.29%
Excess
-6.61%
-10.02%
-6.67%
Beat mkt rate
16.7%
16.7%
20%

Over 5 occurrences, 120-day forward avg declined 0.32%, lagged the market by 6.67 pts; win rate 20%.

More history: Market-wide momentum baseline, Signals not active now

Market-wide momentum baseline

Across 99,493 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.42%, a 58.4% positive-return rate, and +3.08 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

52-week adjusted-price high

Pending

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

17 times historically; 60-day forward avg +1.57%, win rate 41.2%, beating the market by -0.11 pts on average.

Top-quintile 6-month momentum

Pending

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

Momentum Trading Strategy: A 12-1 Momentum Backtest

7 times historically; 60-day forward avg +9.24%, win rate 66.7%, beating the market by +5.22 pts on average.

EPS surprise beat

Pending

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

PEAD: Post-Earnings Announcement Drift Backtest

20 times historically; 60-day forward avg +5.05%, win rate 57.9%, beating the market by +0.88 pts on average.

Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.