IVZ

Invesco Ltd.

Financial ServicesAsset ManagementNASDAQ

$28.46

+$1.56 (5.49%)today

Conviction

4/ 10

Fair Value$29.41

Upside+3.33%

Signal1.33

Market Cap$10.5B

52W Range$11.60–$29.61

Next EarningsApr 28

Conviction History

Conviction Changes

Mar 18, 2026, 11:05 PM5→4conviction-rescore

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$16.94

Current Price$23.20

Upside / Down-27.0%

P(Undervalued)11.7%

P(20%+ Up)2.2%

P(15%+ Down)70.8%

Fair Value Distribution — percentile bands

11.7% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

8.3%/yr

±5.1% · revenue growth to justify current price

FCF-Based Reverse DCF

7.9%/yr

±2.6% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

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Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10kMar 4

Conviction: unchanged

Invesco 2025: Structural Revenue Headwinds Offset by Cost Action

Invesco 2025: AUM growth to $2.2T masks yield compression (23 bps) from passive shift. Margins stable at 33% adjusted despite cost pressures. Fair value $24-30; key risk is continued yield compression...