Charged Alpha logo
CHARGED ALPHA
Stock Analysis
IVZ Financial Services Latest YouTube: Q1 2026 Published 2026-05-02

Invesco Ltd.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

IVZ Stock: Revenue Beats, EPS Misses — Q1 2026

Published 2026-05-02

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q1 2026
2026-05-02
Podcast available
Yes
Current price
$32.02
+0.51 (+1.62%)
Trailing / Forward P/E
Forward: 9.82x
Market cap / Volume
Volume:
Revenue / Earnings Growth
20.5%
Earnings: —
Margins
19.9% op
Gross: 29.5% · Net: -0.9%
Balance sheet
0.71x current
Debt / Equity: 12.1
52-week range / Beta
$20.67 - $32.80
Beta: 1.60
Analyst target
$33.38
Upside: 4.2%
Cash / shareholder return
8.07% FCF yield
Dividend yield: 2.71%

Company context

Industry: Asset Management
Country: United States
Employees:
Price to book: 1.42x
Return on equity: -0.6%
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.

Price chart

Market context for IVZ

Competitive view

IVZ vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Invesco Ltd. latest YouTube video thumbnail YouTube
Invesco Ltd.
IVZ
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Moody's Corporation latest YouTube video thumbnail YouTube
Moody's Corporation
MCO
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
The Charles Schwab Corporation latest YouTube video thumbnail YouTube
The Charles Schwab Corporation
SCHW
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
IVZ
$14.14B
Invesco Ltd.
MCO
$87.17B
Moody's Corporation
SCHW
$194.20B
The Charles Schwab Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
IVZ
Invesco Ltd.
MCO
32.0x
Moody's Corporation
SCHW
20.5x
The Charles Schwab Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
IVZ
9.8x
Invesco Ltd.
MCO
26.6x
Moody's Corporation
SCHW
14.4x
The Charles Schwab Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
IVZ
20.5%
Invesco Ltd.
MCO
15.1%
Moody's Corporation
SCHW
20.9%
The Charles Schwab Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
IVZ
Invesco Ltd.
MCO
56.7%
Moody's Corporation
SCHW
42.6%
The Charles Schwab Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
IVZ
19.9%
Invesco Ltd.
MCO
49.5%
Moody's Corporation
SCHW
52.3%
The Charles Schwab Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
IVZ
29.5%
Invesco Ltd.
MCO
75.0%
Moody's Corporation
SCHW
97.5%
The Charles Schwab Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
IVZ
-0.9%
Invesco Ltd.
MCO
34.3%
Moody's Corporation
SCHW
38.8%
The Charles Schwab Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
IVZ
-0.6%
Invesco Ltd.
MCO
76.9%
Moody's Corporation
SCHW
20.3%
The Charles Schwab Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
IVZ
8.1%
Invesco Ltd.
MCO
3.0%
Moody's Corporation
SCHW
The Charles Schwab Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
IVZ
12.06x
Invesco Ltd.
MCO
240.68x
Moody's Corporation
SCHW
151.11x
The Charles Schwab Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
IVZ
0.71x
Invesco Ltd.
MCO
1.19x
Moody's Corporation
SCHW
0.66x
The Charles Schwab Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
IVZ
1.60
Invesco Ltd.
MCO
1.33
Moody's Corporation
SCHW
0.75
The Charles Schwab Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
IVZ
2.7%
Invesco Ltd.
MCO
0.8%
Moody's Corporation
SCHW
1.1%
The Charles Schwab Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
IVZ
4.2%
Invesco Ltd.
MCO
11.4%
Moody's Corporation
SCHW
11.0%
The Charles Schwab Corporation

Episode timeline

Episode archive for IVZ

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
2026-05-02
Published youtube podcast complete
IVZ Stock: Revenue Beats, EPS Misses — Q1 2026
Quarterly earnings-analysis entry for Invesco Ltd.. Use the links on the right to open the video or podcast episode.