Company Quick10K Filing
Invesco
Closing Price ($) Shares Out (MM) Market Cap ($MM)
$0.00 470 $9,697
10-Q 2019-10-23 Quarter: 2019-09-30
10-Q 2019-07-25 Quarter: 2019-06-30
10-Q 2019-04-25 Quarter: 2019-03-31
10-K 2019-02-22 Annual: 2018-12-31
10-Q 2018-10-24 Quarter: 2018-09-30
10-Q 2018-07-26 Quarter: 2018-06-30
10-Q 2018-04-26 Quarter: 2018-03-31
10-K 2018-02-23 Annual: 2017-12-31
10-Q 2017-10-26 Quarter: 2017-09-30
10-Q 2017-07-27 Quarter: 2017-06-30
10-Q 2017-04-27 Quarter: 2017-03-31
10-K 2017-02-23 Annual: 2016-12-31
10-Q 2016-10-27 Quarter: 2016-09-30
10-Q 2016-07-28 Quarter: 2016-06-30
10-Q 2016-04-28 Quarter: 2016-03-31
10-K 2016-02-19 Annual: 2015-12-31
10-Q 2015-10-29 Quarter: 2015-09-30
10-Q 2015-07-30 Quarter: 2015-06-30
10-Q 2015-04-30 Quarter: 2015-03-31
10-K 2015-02-20 Annual: 2014-12-31
10-Q 2014-10-30 Quarter: 2014-09-30
10-Q 2014-07-31 Quarter: 2014-06-30
10-Q 2014-05-01 Quarter: 2014-03-31
10-K 2014-02-21 Annual: 2013-12-31
10-Q 2013-11-06 Quarter: 2013-09-30
10-Q 2013-07-31 Quarter: 2013-06-30
10-Q 2013-04-30 Quarter: 2013-03-31
10-K 2013-02-22 Annual: 2012-12-31
10-Q 2012-11-01 Quarter: 2012-09-30
10-Q 2012-08-01 Quarter: 2012-06-30
10-Q 2012-05-02 Quarter: 2012-03-31
10-K 2012-02-24 Annual: 2011-12-31
10-Q 2011-10-28 Quarter: 2011-09-30
10-Q 2011-07-29 Quarter: 2011-06-30
10-Q 2011-04-29 Quarter: 2011-03-31
10-K 2011-02-25 Annual: 2010-12-31
10-Q 2010-11-02 Quarter: 2010-09-30
10-Q 2010-08-02 Quarter: 2010-06-30
10-Q 2010-05-04 Quarter: 2010-03-31
10-K 2010-02-26 Annual: 2009-12-31
8-K 2020-01-13 Regulation FD, Exhibits
8-K 2019-12-10 Regulation FD, Exhibits
8-K 2019-11-11 Regulation FD, Exhibits
8-K 2019-10-23
8-K 2019-10-09 Regulation FD, Exhibits
8-K 2019-09-12 Regulation FD, Exhibits
8-K 2019-08-13 Regulation FD, Exhibits
8-K 2019-07-25 Earnings, Exhibits
8-K 2019-07-11 Regulation FD, Exhibits
8-K 2019-06-12 Regulation FD, Exhibits
8-K 2019-05-24 Enter Agreement, M&A, Sale of Shares, Officers, Other Events, Exhibits
8-K 2019-05-10 Regulation FD, Exhibits
8-K 2019-05-09 Officers, Shareholder Vote, Other Events
8-K 2019-04-25 Earnings, Exhibits
8-K 2019-04-10 Regulation FD, Exhibits
8-K 2019-03-11 Regulation FD, Exhibits
8-K 2019-02-12 Regulation FD, Exhibits
8-K 2019-01-30 Earnings, Exhibits
8-K 2019-01-11 Regulation FD, Exhibits
8-K 2018-12-12 Regulation FD, Exhibits
8-K 2018-11-20 Officers
8-K 2018-11-13 Regulation FD, Exhibits
8-K 2018-10-18 Earnings, Exhibits
8-K 2018-10-17 Enter Agreement, Sale of Shares
8-K 2018-10-17 Regulation FD, Exhibits
8-K 2018-10-10 Regulation FD, Exhibits
8-K 2018-09-13 Regulation FD, Exhibits
8-K 2018-08-10 Regulation FD, Exhibits
8-K 2018-07-26 Earnings, Exhibits
8-K 2018-07-12 Regulation FD, Exhibits
8-K 2018-06-12 Regulation FD, Exhibits
8-K 2018-06-04 Regulation FD, Exhibits
8-K 2018-05-10 Shareholder Vote
8-K 2018-05-10 Regulation FD, Exhibits
8-K 2018-04-26 Earnings, Exhibits
8-K 2018-04-11 Regulation FD, Exhibits
8-K 2018-04-06 Regulation FD, Exhibits
8-K 2018-03-28 Regulation FD
8-K 2018-03-13 Regulation FD, Exhibits
8-K 2018-02-13 Regulation FD, Exhibits
8-K 2018-01-31 Earnings, Exhibits
8-K 2018-01-11 Regulation FD, Exhibits

Invesco Financials

IVZ Metrics, Comps, Filings

Annual | Quarterly

Business

Invesco Ltd. (Invesco or the company) is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our comprehensive range of active, passive and alternative investment capabilities has been constructed over many years to help clients achieve their investment objectives. We draw on this comprehensive range of capabilities to provide customized solutions designed to deliver key outcomes aligned to client needs (our most important benchmark).

With more than 7,000 employees and an on-the-ground presence in 25 countries, Invesco is well positioned to meet the needs of investors across the globe. We have specialized investment teams managing investments across a broad range of asset classes, investment styles and geographies. We provide a comprehensive range of investment capabilities and outcomes, delivered through a diverse set of investment vehicles, to help clients achieve their investment objectives. For decades, individuals and institutions have viewed our organization as a trusted partner for a broad range of investment needs. We have a significant presence in the retail and institutional markets within the investment management industry in North America, EMEA (Europe, Middle East and Africa) and Asia-Pacific, serving clients in more than 120 countries. As of December 31, 2018, the firm managed $888.2 billion in assets for investors around the world.

The key drivers of success for Invesco are long-term investment performance, competitive pricing, high-quality client service and effective distribution relationships, delivered across a diverse spectrum of investment management capabilities, distribution channels, geographic areas and market exposures. By achieving success in these areas, we seek to deliver better outcomes for clients and generate competitive investment results, positive net flows, increased assets under management (AUM) and associated revenues. We are affected significantly by market movements, which are beyond our control; however, we endeavor to mitigate the impact of market movements by maintaining broad diversification across asset classes, investment vehicles, client domiciles and geographies. We measure relative investment performance by comparing our investment capabilities to competitors' products, industry benchmarks and client investment objectives. Generally, distributors, investment advisors and consultants take into consideration longer-term investment performance (e.g., three-year and five-year performance) in their selection of investment products and manager recommendations to their clients, although shorter-term performance may also be an important consideration. Third-party ratings may also influence client investment decisions. We monitor quality of client service in a variety of ways, including periodic client satisfaction surveys, analysis of response times and redemption rates, competitive benchmarking of services and feedback from investment consultants.


Valuation ($BB)

Market Cap, Enterprise Value

Balance Sheet ($BB)

Assets, Stockholders' Equity

Income Statement ($BB Annual)

Revenue, Gross Profit, Net Income

Cash Flow ($BB Annual)

Operating, Investing, Financing

Comps ($MM TTM) Market Cap Gross Margin EV/EBITDA Ret on Assets Assets Liabilities Revenue G Profit Net Income EBITDA EV
Franklin Resources (BEN) 17,572 0% 5.8 10% 14,463 3,091 5,849 0 1,415 2,144 12,511
Invesco (IVZ) 9,697 0% 7.6 2% 38,501 23,805 5,252 0 648 1,402 10,618
Oaktree Capital (OAK) 7,913 0% 9.8 5% 10,679 7,162 1,415 0 567 787 7,721
Apollo Global Management (APO) 6,711 0% 8.2 11% 7,348 4,807 1,717 0 833 979 8,031
Morningstar (MORN) 6,229 60% 17.7 11% 1,572 569 1,057 635 175 329 5,845
Affiliated Managers Group (AMG) 5,347 0% 23.9 2% 7,728 3,175 2,301 0 150 283 6,779
Eaton Vance (EV) 4,901 0% 7.8 10% 4,219 2,743 1,680 0 422 615 4,811
Janus Henderson Group (JHG) 4,080 0% 5.7 6% 6,860 1,886 2,182 0 418 642 3,667
Lazard (LAZ) 4,066 0% 5.7 7% 5,507 4,790 2,658 0 393 620 3,505
Evercore (EVR) 3,835 0% 5.4 22% 1,940 965 2,116 0 427 635 3,450
Legg Mason (LM) 3,111 0% 28.3 3% 7,846 3,450 2,861 0 221 171 4,831
Federated Investors (FII) 3,080 0% 8.4 14% 1,688 574 1,244 0 242 347 2,899
Houlihan Lokey (HLI) 2,912 28% 9.9 12% 1,393 500 1,115 316 172 278 2,739
Ares Management (ARES) 2,907 0% 4.6 2% 10,980 9,377 1,080 0 260 546 2,530
AllianceBernstein (AB) 2,747 10.7 16% 1,430 0 0 0 231 258 2,747
Carlyle Group (CG) 2,649 0% 5.5 7% 13,401 9,782 2,979 0 1,000 1,178 6,518
Cohen & Steers (CNS) 2,468 0% 22.6 32% 404 110 388 0 129 105 2,366
Artisan Partners (APAM) 2,116 0% 7.2 23% 929 783 792 0 209 271 1,956
Noah Holdings (NOAH) 1,324 0% 8,014 1,839 0 0 0 0 -1,382
BrightSphere Investment Group (BSIG) 1,236 0% 8.0 10% 1,356 1,304 886 0 137 223 1,779

Balance Sheet ($MM)2009-12-312010-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-31
Cash7627408361,3311,5141,8511,3282,0061,148
Accounts Receivable289425449501546528544622604
Inventory
PP&E221272350900403427465491469
Assets10,9104,38917,49219,27020,46225,07325,73431,66930,978
Accounts Payable288
Long-Term Debt7461,31631,5891,5892,0732,1022,0762,409
Liabilities3,2892,0098,44310,29311,17716,21017,83922,47021,646
Stockholders' Equity6,9132,3808,3178,3938,3267,8857,5048,6968,579
Income Statement ($MM)2009-12-312010-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-31
Revenue2,6271,0324,1774,6455,1475,1234,7345,1605,314
Cost of Revenue
Gross Profit
R&D
SG&A276422410410509477446489459
Tax14866272337406389299268255
Net Income2091195879831,0019648681,161883
Cash Flow ($MM)2009-12-312010-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-31
Cash Operating363848197801,2001,0541291,371829
Cash Investing-102-742-82-240-1,827-665-991-961-2,899
Cash Financing-101570-646-59862234701691,540