WinstonWınston
Back
Invesco logo

Invesco

IVZ
32
Asset Management · Financial Services
Price
$29.63
-0.67 (-2.21%)
Market Cap
$13.13B
Winston Score
32
Winston is serious
Below-average fundamentals — multiple weak pillars.

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)

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.

Winston Score History

Politician Trades

6 trades / 12mo

2 Congressional buys and 4 sells on IVZ in the last 12 months.

Unlock the full Smart Money Map — every trade plotted on the price chart with politicians, amounts and returns since each trade. Founder's Deal is $57/mo locked for life.

Unlock politician trades

Growth Profile

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

Revenue Growth

+14.1% YoY

YoY Growth Rate

Steady revenue growth

EPS Growth

+34.2% 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

Relatively low insider ownership

Cash Position

Cash flow positive

$807M cash & investments

Quarterly Free Cash Flow

↓ Burn rate worsening

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 14%. 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

Gross Margin
65.5%
Premium pricing power — 65.5% gross margin
Operating Margin
19.1%
Healthy — 19.1% operating margin
ROCE
1.5%
Weak — 1.5% return on capital

ROIC between 0% and 5%. They earn a few cents back per dollar invested in the business.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Growth

Sales YoY
+7.7%
Steady sales growth (7.7% YoY)
EPS YoY
-218.4%
Earnings shrinking (-218.4% YoY)

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

EPS Consistency
4/8 quarters
Earnings inconsistent quarter-to-quarter

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Cash Flow

Cash Conversion
N/A
Data not available
FCF Margin
23.4%
Converts sales into free cash efficiently (23.4%)

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

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Stability

Debt / Equity
0.86
Moderate — manageable debt (0.86)
Interest Cover
N/A
Data not available

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Valuation

P/E Ratio (TTM)
N/M
Negative earnings — P/E not meaningful
P/E vs Forward
N/A
not available
Data not available

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Dividends

Dividend Yield
3.00%
Moderate income — 3.00% yield

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

Dividend Growth
+2.4%
Dividend flat

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free
🔒 See full fundamentals and if they are improving or declining — click here for your free trial now.
Start free trial