
Invesco (IVZ)
NYSEFinancialsAsset ManagementSnapshot 2026-07-07
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NYSEFinancialsAsset ManagementSnapshot 2026-07-07
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Track IVZ free→QuarterlyIQ Insights · IVZ
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 14 valuation methods, at three horizons. Current price $27.40. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $27 IVZ trades at 15× p/e, below its 19× p/e peer median. Our $32 fair value sits above the price. We hold it with medium confidence: quality doesn't explain valuation multiples in this sub-industry, so the peer comparison is a weak guide. Analysts target $26–$31. Note: our $32 fair value sits above the entire analyst range ($26–$31). Not investment advice.
$26.00 – $31.00 (median $29.00) · 6 analysts · as of 2026-06-08
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
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 | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $29.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $127.84 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $169.88 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $11.40 | — | — | TTM | high |
| graham number | 12M | $33.70 | — | — | TTM | high |
| Mgmt guidance | 12M | $37.66 | 18.6 | 2.03 | Mgmt | high |
| Peer P/B | 12M | $47.56 | 1.7 | 28.51 | TTM | high |
| Peer P/FCF | 12M | $53.15 | 13.8 | 3.84 | TTM | high |
| Peer P/E | 12M | $32.83 | 18.6 | 1.77 | TTM | high |
| Peer P/S | 12M | $43.04 | 3.0 | 14.53 | TTM | high |
| PEG | 12M | $31.30 | 17.7 | 1.77 | TTM | high |
| residual income | 12M | $24.51 | — | — | TTM | high |
| Own P/E history | 12M | $25.93 | 14.6 | 1.77 | TTM | high |
| triangulated | 12M | $32.99 | 18.6 | 1.78 | Triangulated | high |
| Mgmt guidance | 3Y | $110.89 | 18.6 | 5.98 | Mgmt(prov.) | medium |
| Peer P/B | 3Y | $38.62 | 1.7 | 23.16 | Hist. CAGR(prov.) | medium |
| Peer P/FCF | 3Y | $80.83 | 13.8 | 5.84 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $46.41 | 18.6 | 2.50 | Analyst | medium |
| Peer P/S | 3Y | $30.17 | 3.0 | 10.18 | Analyst | medium |
| PEG | 3Y | $44.23 | 17.7 | 2.50 | Analyst | medium |
| Own P/E history | 3Y | $36.65 | 14.6 | 2.50 | Analyst | medium |
| Mgmt guidance | 5Y | $227.83 | 18.6 | 12.28 | Mgmt(prov.) | high |
| Peer P/B | 5Y | $33.62 | 1.7 | 20.16 | Hist. CAGR(prov.) | high |
| Peer P/FCF | 5Y | $106.90 | 13.8 | 7.72 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $36.61 | 18.6 | 1.97 | Analyst | high |
| Peer P/S | 5Y | $23.80 | 3.0 | 8.03 | Analyst | high |
| PEG | 5Y | $34.90 | 17.7 | 1.97 | Analyst | high |
| Own P/E history | 5Y | $28.91 | 14.6 | 1.97 | Analyst | high |
A “consensus-then vs. actual-now” overlay is on the way — 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.