Grade My Investments

Invesco Ltd. (IVZ) Stock Grade

IVZ · Financial Services

B
Grade updated: July 18, 2026
Computed by the GradeMyInvestments scoring model from revenue growth, profitability, balance-sheet strength, and analyst targets.
Market Cap
$11.9B
P/E Ratio
Revenue Growth (YoY)
+5.1%
Net Margin
-4.4%
Return on Equity
Dividend Yield
4.8%

About Invesco Ltd.'s fundamentals

Invesco Ltd., an asset management company with an $11.9 billion market cap, generated 5.1% year-over-year revenue growth in its latest period despite posting a net loss that resulted in a -4.4% net margin. Despite the accounting losses, the company maintains positive free cash flow, indicating that its operations generate actual cash despite current profitability challenges. The company offers a 4.8% dividend yield to shareholders. The disconnect between negative earnings and positive cash generation suggests the losses may be driven by non-cash charges or one-time items rather than operational cash burn.

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