QuarterlyIQ Insights · IVZ
Price
Price, valuation, and the composite score on the same time axis. Scroll over the price chart to zoom.
Price
Daily closes. Earnings/event dots inline.
What it's worth (estimated)
A consensus fair price across 8 valuation methods, at three horizons. Current price $27.91. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
Long-thesis check; widest uncertainty.
By method
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Conf. |
|---|---|---|---|---|---|---|
| Mgmt guidance | 12M | $29.36 | 14.5 | 2.03 | Mgmt | 40 |
| Peer P/B | 12M | $68.65 | 2.0 | 33.57 | TTM | 40 |
| Peer P/FCF | 12M | $43.43 | 12.8 | 3.40 | TTM | 40 |
| Peer P/E | 12M | $25.60 | 14.5 | 1.77 | TTM | 40 |
| Peer P/S | 12M | $44.46 | 3.1 | 14.45 | TTM | 40 |
| PEG | 12M | $105.47 | 59.6 | 1.77 | TTM | 40 |
| Own P/E history | 12M | $19.10 | 10.8 | 1.77 | TTM | 40 |
| triangulated | 12M | $25.81 | 14.5 | 1.78 | Triangulated | 40 |
| Mgmt guidance | 3Y | $79.39 | 14.5 | 5.49 | Mgmt(prov.) | 59 |
| Peer P/B | 3Y | $65.69 | 2.0 | 32.12 | Hist. CAGR(prov.) | 59 |
| Peer P/FCF | 3Y | $86.75 | 12.8 | 6.79 | Hist. CAGR(prov.) | 59 |
| Peer P/E | 3Y | $69.22 | 14.5 | 4.79 | Analyst | 59 |
| Peer P/S | 3Y | $31.65 | 3.1 | 10.28 | Analyst | 59 |
| Own P/E history | 3Y | $51.63 | 10.8 | 4.79 | Analyst | 59 |
| Mgmt guidance | 5Y | $154.07 | 14.5 | 10.65 | Mgmt(prov.) | 56 |
| Peer P/B | 5Y | $63.78 | 2.0 | 31.19 | Hist. CAGR(prov.) | 56 |
| Peer P/FCF | 5Y | $137.59 | 12.8 | 10.77 | Hist. CAGR(prov.) | 56 |
| Peer P/E | 5Y | $134.34 | 14.5 | 9.29 | Analyst | 56 |
| Peer P/S | 5Y | $25.24 | 3.1 | 8.20 | Analyst | 56 |
| Own P/E history | 5Y | $100.20 | 10.8 | 9.29 | Analyst | 56 |
Composite score history
Daily snapshots of the composite. Zero is the dotted line. Above it leans positive.
P/E history
Monthly trailing P/E with quartile reference lines.
Composite score history currently shows a rolling 60-day window. We're extending it back through full coverage and adding a “consensus-then vs. actual-now” overlay (what our valuation estimate said on a past date versus where the price actually landed).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.