Invesco

IVZ

Asset Management · Financial Services

Also trades as: 0UAN.L

Price

$32.02

+0.66 (+2.10%)

Market Cap

$14.19B

Winston Score

Winston is serious

Below-average fundamentals — multiple weak pillars.

Data as of Aug 23, 2026 · filings through Jun 30, 2026

How the score breaks down

Quality

Good

Growth

Mixed

Cash Flow

Mixed

Stability

Mixed

Valuation

Data not available

Dividends

Mixed

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Share count falling — buybacks

−2.5% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 465.4M (2021) → 453.8M (2025)

Winston Score History

The full picture

Invesco is a company that manages money for other people and organizations. It pools money from millions of investors — including regular people, pension funds, and institutions — and invests it in stocks, bonds, and other assets. Invesco is best known for its PowerShares ETF lineup, including the popular QQQ fund, which tracks the Nasdaq-100 index and is one of the largest ETFs in the world.

Invesco earns money by charging a small percentage fee on the total assets it manages, a model called "assets under management" or AUM. The company operates globally, with a strong presence in the US, Europe, and Asia, and manages roughly $1.7 trillion in client assets. Its main competitive advantage is its large ETF business, but the company faces real pressure from fee compression — meaning investors are increasingly choosing cheaper index funds, which squeezes the revenue Invesco can earn per dollar managed.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+20.5% YoY

YoY Growth Rate

Steady revenue growth

EPS Growth

>+1,000% YoY

YoY Growth Rate

EPS growth accelerating

R&D Spend

$0/ year

0.0% of revenue

Below sector average (7%)

Research and development spending

Insider Activity

0.8%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$915M cash & investments

Quarterly Free Cash Flow

→ Burn rate stable

Company generates more cash than it spends — no dilution risk from fundraising

Growth + cash flow

Invesco is a rare growth stock that's already generating positive cash flow while growing at 20%. The Winston Score doesn't fully credit this transition from "burner" to "earner."

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale

Gross Margin

99.6%

Premium pricing power — 99.6% gross margin

Profit after running costs

Operating Margin

19.9%

Healthy — 19.9% operating margin

Return on the money invested

ROCE

-2.1%

Weak — -2.1% return on capital

Negative ROIC means the business is losing money on every dollar invested in it.

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Growth

Sales growth

Sales YoY

+12.2%

Fast-growing sales (+12.2% YoY)

Profit growth

EPS YoY

-173.1%

Earnings shrinking (-173.1% YoY)

Earnings per share down more than 10%. Either a bad year, or a real decline.

How steady the profit is

EPS Consistency

5/8 quarters

Mixed — about half the quarters showed growth

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Cash Flow

Profit that turns into cash

Cash Conversion

N/A

Data not available

Spare cash per sale

FCF Margin

28.1%

Converts sales into free cash efficiently (28.1%)

Free cash flow margin above 20%. Out of every $100 in sales, more than $20 is real cash they keep.

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Stability

What it owes vs what it owns

Debt / Equity

0.85

Moderate — manageable debt (0.85)

Covers its interest

Interest Cover

N/A

Data not available

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Valuation

Price vs profit

P/E Ratio (TTM)

N/M

Negative earnings — P/E not meaningful

Cheaper or dearer next year

P/E vs Forward

N/A

not available

Data not available

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Dividends

Dividend

Dividend Yield

2.74%

Moderate income — 2.74% yield

Standard yield zone for stable dividend payers. A meaningful piece of total return.

Dividend record

Dividend Growth

+2.4%

Dividend flat

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