Company Quick10K Filing
Invesco
10-Q 2020-06-30 Filed 2020-07-31
10-Q 2020-03-31 Filed 2020-04-23
10-K 2019-12-31 Filed 2020-03-02
10-Q 2019-09-30 Filed 2019-10-23
10-Q 2019-06-30 Filed 2019-07-25
10-Q 2019-03-31 Filed 2019-04-25
10-K 2018-12-31 Filed 2019-02-22
10-Q 2018-09-30 Filed 2018-10-24
10-Q 2018-06-30 Filed 2018-07-26
10-Q 2018-03-31 Filed 2018-04-26
10-K 2017-12-31 Filed 2018-02-23
10-Q 2017-09-30 Filed 2017-10-26
10-Q 2017-06-30 Filed 2017-07-27
10-Q 2017-03-31 Filed 2017-04-27
10-K 2016-12-31 Filed 2017-02-23
10-Q 2016-09-30 Filed 2016-10-27
10-Q 2016-06-30 Filed 2016-07-28
10-Q 2016-03-31 Filed 2016-04-28
10-K 2015-12-31 Filed 2016-02-19
10-Q 2015-09-30 Filed 2015-10-29
10-Q 2015-06-30 Filed 2015-07-30
10-Q 2015-03-31 Filed 2015-04-30
10-K 2014-12-31 Filed 2015-02-20
10-Q 2014-09-30 Filed 2014-10-30
10-Q 2014-06-30 Filed 2014-07-31
10-Q 2014-03-31 Filed 2014-05-01
10-K 2013-12-31 Filed 2014-02-21
10-Q 2013-09-30 Filed 2013-11-06
10-Q 2013-06-30 Filed 2013-07-31
10-Q 2013-03-31 Filed 2013-04-30
10-K 2012-12-31 Filed 2013-02-22
10-Q 2012-09-30 Filed 2012-11-01
10-Q 2012-06-30 Filed 2012-08-01
10-Q 2012-03-31 Filed 2012-05-02
10-K 2011-12-31 Filed 2012-02-24
10-Q 2011-09-30 Filed 2011-10-28
10-Q 2011-06-30 Filed 2011-07-29
10-Q 2011-03-31 Filed 2011-04-29
10-K 2010-12-31 Filed 2011-02-25
10-Q 2010-09-30 Filed 2010-11-02
10-Q 2010-06-30 Filed 2010-08-02
10-Q 2010-03-31 Filed 2010-05-04
10-K 2009-12-31 Filed 2010-02-26
8-K 2020-07-28 Earnings, Exhibits
8-K 2020-07-13 Regulation FD, Exhibits
8-K 2020-06-09
8-K 2020-05-14
8-K 2020-05-13
8-K 2020-05-11
8-K 2020-05-06
8-K 2020-04-24
8-K 2020-04-23
8-K 2020-04-09
8-K 2020-03-11
8-K 2020-03-10
8-K 2020-02-24
8-K 2020-02-11
8-K 2020-01-29
8-K 2020-01-13
8-K 2019-12-10
8-K 2019-11-11
8-K 2019-10-23
8-K 2019-10-09
8-K 2019-09-12
8-K 2019-08-13
8-K 2019-07-25
8-K 2019-07-11
8-K 2019-06-12
8-K 2019-05-24
8-K 2019-05-10
8-K 2019-05-09
8-K 2019-04-25
8-K 2019-04-10
8-K 2019-03-11
8-K 2019-02-12
8-K 2019-01-30
8-K 2019-01-11
8-K 2018-12-12
8-K 2018-11-20
8-K 2018-11-13
8-K 2018-10-18
8-K 2018-10-17
8-K 2018-10-17
8-K 2018-10-10
8-K 2018-09-13
8-K 2018-08-10
8-K 2018-07-26
8-K 2018-07-12
8-K 2018-06-12
8-K 2018-06-04
8-K 2018-05-10
8-K 2018-05-10
8-K 2018-04-26
8-K 2018-04-11
8-K 2018-04-06
8-K 2018-03-28
8-K 2018-03-13
8-K 2018-02-13
8-K 2018-01-31
8-K 2018-01-11

Invesco Financials

IVZ Metrics, Comps, Filings

Quarterly | Annual

Valuation ($BB)

Market Cap, Enterprise Value

Balance Sheet ($BB)

Assets, Equity

Income Statement ($BB Quarterly)

Revenue, G Profit, Net Income

Cash Flow ($BB Quarterly)

Ops, Inv, Fin

Comps ($MM TTM) Market Cap Gross Margin EV/EBITDA Ret on Assets Assets Liabilities Revenue G Profit Net Income EBITDA EV
Franklin Resources (BEN) 14,438 0% 4.7 8% 14,532 3,161 5,774 0 1,218 1,955 9,177
Oaktree Capital (OAK) 8,226 0% 13.8 4% 11,739 8,528 1,379 0 417 597 8,226
Invesco (IVZ) 7,872 0% 10.4 1% 37,891 23,532 4,375 0 495 876 9,120
Morningstar (MORN) 6,721 46% 23.6 7% 2,282 1,241 1,109 506 167 294 6,945
Eaton Vance (EV) 5,170 0% 8.3 10% 4,254 2,784 1,683 0 433 622 5,138
Affiliated Managers Group (AMG) 4,852 0% 36.2 1% 7,679 3,199 2,248 0 110 172 6,242
Janus Henderson Group (JHG) 4,201 0% 6.4 6% 6,966 2,005 2,136 0 426 584 3,744
Lazard (LAZ) 4,054 0% 7.4 6% 5,552 4,866 1,924 0 332 471 3,465
Evercore (EVR) 3,569 0% 5.1 19% 2,211 1,208 1,362 0 420 644 3,255
Ares Management (ARES) 3,419 0% 5.2 3% 11,597 9,754 1,112 0 305 544 2,843
Legg Mason (LM) 3,384 0% 96.2 3% 7,802 3,370 2,846 0 216 52 4,969
Carlyle Group (CG) 3,297 0% 4.5 9% 13,928 10,632 3,068 0 1,209 1,362 6,063
Federated Investors (FII) 3,165 0% 8.9 14% 1,754 604 1,276 0 254 334 2,967
Houlihan Lokey (HLI) 2,951 28% 11.4 11% 1,448 556 1,113 311 165 243 2,763
AllianceBernstein (AB) 2,804 11.1 16% 1,455 1 0 0 232 252 2,804
Cohen & Steers (CNS) 2,663 0% 14.3 29% 460 128 395 0 135 177 2,535
Artisan Partners (APAM) 2,204 0% 8.8 21% 966 804 782 0 205 231 2,030
Noah Holdings (NOAH) 1,324 0% 8,014 1,839 0 0 0 0 -1,382
Victory Capital (VCTR) 1,263 0% 19.7 4% 1,792 1,285 490 0 69 113 2,221
BrightSphere Investment Group (BSIG) 1,236 0% 8.7 10% 1,356 1,304 886 0 137 205 1,779

Balance Sheet ($MM)2009-12-312010-03-312010-06-302010-09-302010-12-312011-03-312011-06-302011-09-302012-03-312012-12-312013-03-312013-06-302013-09-302013-12-312014-03-312014-06-302014-09-302014-12-312015-03-312015-06-302015-09-302015-12-312016-03-312016-06-302016-09-302016-12-312017-03-312017-06-302017-09-302017-12-312018-03-312018-06-302018-09-302018-12-312019-03-312019-06-302019-09-30
Cash7625975566647404726227575928368859161,1741,3319791,1961,3531,5141,2201,4661,5911,8511,4541,4461,5811,3281,3971,6461,7162,0061,8621,4801,6321,1481,0171,1991,049
Accounts Receivable289304326414425478465432446449517458476501531518533546561528529528514516512544532533548622595582558604599665722
Inventory
PP&E2212212322458352762822763128733373293369003423553679803934104161,0304294324451,1064684824831,2204844764691,274463568552
Assets10,91016,79218,90419,94220,44421,13920,91619,73819,32917,49218,53418,13918,76419,27020,34619,90020,08120,46221,96122,89824,96225,07322,65823,50324,13825,73426,59928,24830,37231,66931,61932,45932,50430,97832,20738,50137,891
Accounts Payable288
Long-Term Debt7467461,3961,3941,3161,3331,5841,3901,3261,1861,5141,4461,3881,5891,5891,5891,5891,5891,6011,5981,6892,0732,0732,0732,0732,1022,0942,0752,0752,0762,0762,9562,8152,4092,5162,1202,297
Liabilities3,2898,79110,08411,09611,08311,72511,71810,77010,1958,4439,6959,3859,64410,29311,33910,42210,78411,17712,92113,64415,93016,21014,28815,46015,96617,83918,55819,74621,51422,47022,14823,02622,76221,64622,74623,80523,532
Stockholders' Equity6,9137,3038,1098,1508,2658,3348,1887,9498,1928,3178,1968,1648,5318,3938,2808,5508,4248,3268,0778,3288,0937,8857,9047,6567,7377,5047,6637,9728,3148,6968,8958,8178,9878,5798,66913,93513,573
Income Statement ($MM)2009-12-312010-03-312010-06-302010-09-302010-12-312011-03-312011-06-302011-09-302012-03-312012-12-312013-03-312013-06-302013-09-302013-12-312014-03-312014-06-302014-09-302014-12-312015-03-312015-06-302015-09-302015-12-312016-03-312016-06-302016-09-302016-12-312017-03-312017-06-302017-09-302017-12-312018-03-312018-06-302018-09-302018-12-312019-03-312019-06-302019-09-30
Revenue7197879531,0281,0271,1449981,0341,1421,1361,1721,2251,2701,3881,3111,2771,2921,3181,2741,2401,1491,1891,2021,1951,1931,2541,3381,3761,3561,3611,3421,2151,4391,721
Cost of Revenue
Gross Profit
R&D
SG&A78991091351271138310092101103116145107141116117119112130103107110127102115116156123138121112128138
Tax5037542927675248748910193869010797100101109100877284909376961235668-72-61661474
Net Income21424315517517820616719422220424928720731725627028425724920216123625622621425027540826524528119162243
Cash Flow ($MM)2009-12-312010-03-312010-06-302010-09-302010-12-312011-03-312011-06-302011-09-302012-03-312012-12-312013-03-312013-06-302013-09-302013-12-312014-03-312014-06-302014-09-302014-12-312015-03-312015-06-302015-09-302015-12-312016-03-312016-06-302016-09-302016-12-312017-03-312017-06-302017-09-302017-12-312018-03-312018-06-302018-09-302018-12-312019-03-312019-06-302019-09-30
Cash Operating-1771144394121251496119-485740334190-219770467183-5651597498-69243368-413316466230359-52449265-120468306
Cash Investing134-693-853071341961247146-22560-221-544-425-480-378-366-31-92-175-107-376-269-239-38106-558-471-298-1,520-865-333-201-235
Cash Financing-109544-265-235176-301-466179419-480-175176408-140207386179-283157-30-21317654454-224-364367390-45840789-87-8952