Invesco Ltd.
FAIR PRICE VALUATION
Updated daily
Model: DCF 50% · Relative 30% · Consensus 20%
MARKET PRICE
$26.02
FAIR PRICE
$24.47
MARGIN
$1.55
P/E Ratio
N/A
Div. Yield
3.28%
ROE
-2.1%
Average
Market Cap
$11B
Large-cap
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FPI RATING
Attractive valuation, but volatile earnings pattern and below-average fundamental quality.
Analytical data, not an investment recommendation. Updated daily.
How we calculate this ↗MARGIN OF SAFETY
A 20% margin of safety below fair value — the conservative entry level for risk-aware investors.
SAFETY MARGIN
20%
Below fair value
ENTRY LEVEL
$19.58
Fair price × 0.80
DISTANCE
24.8%
Price to entry level
At the current price of $26.02, IVZ trades 24.8% above the conservative entry level of $19.58. This entry level represents a 20% margin of safety below the calculated fair price of $24.47 — a buffer that accounts for estimation uncertainty in the valuation model.
Margin of safety is a risk management concept, not an investment recommendation. The 20% threshold follows Benjamin Graham's value investing framework. Fair price and entry levels are model-based estimates updated daily. Learn more about Margin of Safety ↗
VALUATION HISTORY
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P/E RATIO HISTORY
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METHODOLOGY
How we calculate IVZ's fair price
Invesco Ltd.'s fair price of $24.47 is derived from a blended model that combines DCF analysis (50%), relative valuation against Financial Services peers using metrics like P/E and EV/EBITDA (30%), and analyst consensus (20%). At the current market price of $26.02, IVZ trades 5.9% above its calculated fair value.
DCF MODEL · 50%
Discounted free cash flow analysis based on projected cash flows, discounted at a rate reflecting IVZ's risk profile.
RELATIVE · 30%
Comparing IVZ's valuation multiples against Financial Services peers to determine if the stock is over or undervalued relative to its industry.
ANALYST · 20%
Aggregated analyst price targets for IVZ, weighted by recency and analyst accuracy.
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What is the fair price of IVZ?+
Based on our blended model combining DCF analysis (50%), relative valuation against Financial Services peers (30%), and analyst consensus (20%), the fair price for Invesco Ltd. is $24.47. At the current market price of $26.02, IVZ trades 5.9% above its calculated fair value.
Is IVZ overvalued or undervalued?+
Invesco Ltd. is currently fair based on our valuation model. The stock trades at $26.02, which is 5.9% above the fair price of $24.47.
What is the margin of safety for IVZ?+
With a 20% margin of safety applied to the fair price of $24.47, the conservative entry level for IVZ is $19.58. At the current market price of $26.02, the stock trades 24.8% above this entry level. Margin of safety is a risk management concept from Benjamin Graham's value investing framework, not an investment recommendation.
How often is IVZ's fair price updated?+
We update fair price calculations for IVZ daily after market close. The current fair price of $24.47 incorporates the latest market data and sector multiples.
What factors affect IVZ's fair price calculation?+
IVZ's fair price of $24.47 is derived from DCF analysis (50% weight), relative valuation against Financial Services peers (30% weight), and analyst consensus (20% weight)., ROE of -2.1%, and dividend yield of 3.28%.
Is IVZ a good buy right now?+
At $26.02, IVZ trades 5.9% above our fair value estimate of $24.47. The stock is currently fair. ROE stands at -2.1% (average). Fair Price Index provides valuation data — always do your own research before investing.
Does IVZ pay dividends?+
IVZ has a dividend yield of 3.28%.
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Fair Price Index is for informational purposes only and does not constitute investment advice. Fair value calculations are model-based estimates and may not reflect actual market conditions. Always conduct your own research before making investment decisions.