Market Price

26.32 

0.44 1.7%

as of Apr 09 '21

52 Week Range:

6.38 26.38


Stock Analyzer Tutorials

S2O Stock Analyzer - General Info

General Info


type: video (mp4); length: 3:30

Demonstrates how to use Stock Analyzer, shows how to analyze a stock and explains in detail "General Info" section of the Stock Analyzer result page.

S2O Stock Analyzer - Financial Statements

Financial Statements


type: video (mp4); length: 5:10

Explains information presented in the Financial Statements section of the S2O Stock Analyzer: financial statements charts, absolute values and growth rates.

S2O Stock Analyzer - Growth Grade and Financial Ratios

Growth Grade and Financial Ratios


type: video (mp4); length: 5:09

Demonstrates how to use Growth Grade & Financial Ratios section; shows the difference between historical and year-over-year Growth Grade on the real life example.

S2O Stock Analyzer - Value Price

Value Price


type: video (mp4); length: 6:03

Demonstrates how to use Value Price (intrinsic value) and the Graham Number, MOS (margin of safety) and IRT - Investment Recovery Time; explains 3 different projection models used to compute value price - pessimistic, moderate and optimistic.

S2O Stock Analyzer - Price Charts

Price Charts


type: video (mp4); length: 8:34

Demonstrates basic rules of how to read a candlestick chart, long and short term moving averages, stochastic, MACD and relative strength (RS) charts. Explains how bull or bear market condition is computed.

General Info

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

Financial Statements

The charts below show selected Annual and Quarterly Financial Data.

The purpose of these charts is to discover long and short term change dynamics. When numbers are growing year after year in the annual statements chart, the business become stronger and stronger and this is a good sign.

Quarterly Data Chart can be used to do a short term analysis. It makes sense to pay attention to the quarterly dynamics and do not wait for the next yearly statement. We should be alerted if we see that quarterly numbers are going down.

You can check "Annual Financial Statements" and "Quarterly Financial Statements" sections for exact numbers and growth rates.

Annual Statements

On a charts below the Line shows absolute values and the Bar chart shows Year-Over-Year Growth Rate for selected financial statement item. A consistent GROWTH is generally considered necessary to fund future growth from within a business.
NOTE: Growth Rate is not provided if either the latest period or the year-ago period contains a net loss. (source: WSJ Digest of Earnings)
TIP! move your mouse pointer over bar or a circle on any chart below to see details.

Financial Statements

Income Statement



 

Cash Flow Statement



 

Balance Sheet



 

Liquidity Ratios

Current Ratio


 

Current Ratio measures the ability to meet short term obligations. Generally accepted standard is 2 (current assets should be 2 times or 200% of current liabilities).

Quick Ratio


 

Measures immediate liquidity or the cash available to cover immediate liabilities. A safe margin would be at least 1 (100%).

Financial Leverage


 

Defined as total assets divided by total shareholders' equity. The higher the ratio, the more debt a company uses in its capital structure.

Profitability Ratios

ROA


 

Return on Assets (ROA) measures the income (profit) that is generated by the use of the assets of the business.

ROE


 

Return on Equity (ROE) is a measure of profitability that calculates how many dollars of profit a company generates with each dollar of shareholders equity. ROE is sometimes called "return on net worth."

ROIC


 

The Return on Invested Capital (ROIC) measure gives a sense of how well a company is using its money to generate returns. Some investors use this figure as a final evaluation to determine whether or not to invest in a company.

Annual Statements

Item Name Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17 Dec '18 Dec '19 Dec '20
Equity (BVPS) 17.96
17.82
18.84
19.70
19.60
19.38
19.16
20.42
22.63
21.10
21.62
growth rate -0.8% 5.7% 4.6% -0.5% -1.1% -1.1% 6.6% 10.8% -6.8% 2.5%
Earnings BIT 833.80
908.10
859.50
1,260.00
1,317.70
1,366.70
1,245.40
1,378.90
1,346.20
1,486.40
1,316.20
growth rate 8.9% -5.4% 46.6% 4.6% 3.7% -8.9% 10.7% -2.4% 10.4% -11.5%
Avg.PE 23.92
12.79
17.48
18.66
17.73
12.01
15.85
11.56
8.81
15.06
18.22
growth rate -46.5% 36.7% 6.8% -5.0% -32.3% 32.0% -27.1% -23.8% 70.9% 21.0%
ROA 2.97
3.67
3.68
5.12
4.97
4.14
3.26
3.81
2.73
1.60
1.38
growth rate 23.6% 0.3% 39.1% -2.9% -16.7% -21.3% 16.9% -28.4% -41.4% -13.8%
ROE 6.14
8.91
8.24
11.25
11.82
11.64
10.78
13.50
9.91
6.13
5.20
growth rate 45.1% -7.5% 36.5% 5.1% -1.5% -7.4% 25.2% -26.6% -38.1% -15.2%
ROIC 3.54
4.46
4.59
6.63
6.70
6.22
6.04
7.84
5.83
3.72
3.19
growth rate 26.0% 2.9% 44.4% 1.1% -7.2% -2.9% 29.8% -25.6% -36.2% -14.3%
Cur. Ratio 1.31
1.28
1.44
1.35
1.45
1.25
1.15
1.13
1.08
0.23
0.30
growth rate -2.3% 12.5% -6.3% 7.4% -13.8% -8.0% -1.7% -4.4% -78.7% 30.4%
Quick Ratio 0.85
0.79
0.95
0.94
0.96
0.48
0.33
0.28
0.21
0.21
0.28
growth rate -7.1% 20.3% -1.1% 2.1% -50.0% -31.3% -15.2% -25.0% 0.0% 33.3%
Leverage 2.47
2.38
2.10
2.30
2.46
3.18
3.43
3.64
3.61
4.00
3.53
growth rate -3.6% -11.8% 9.5% 7.0% 29.3% 7.9% 6.1% -0.8% 10.8% -11.8%
Balance Sheet Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17 Dec '18 Dec '19 Dec '20
Acct.Receivable 583.50
996.00
1,122.00
1,491.50
1,445.50
1,101.30
1,217.10
1,416.30
795.30
1,018.30
850.50
growth rate 70.7% 12.7% 32.9% -3.1% -23.8% 10.5% 16.4% -43.9% 28.0% -16.5%
Acct.Payable 59.60
1,236.20
1,439.50
343.50
302.60
274.30
320.10
284.30
414.60
348.90
growth rate 1,974.2% 16.5% -76.1% -11.9% -9.4% 16.7% -11.2% 45.8% -15.9%
Cur.Assets 4,274.50
3,834.10
8,806.90
10,606.60
5,497.90
16,127.60
17,207.20
22,321.00
20,465.00
21,712.00
18,407.30
growth rate -10.3% 129.7% 20.4% -48.2% 193.3% 6.7% 29.7% -8.3% 6.1% -15.2%
Total Assets 20,444.10
19,347.00
17,492.40
19,270.50
20,450.00
25,073.20
25,734.30
31,668.80
30,978.40
39,420.30
36,504.10
growth rate -5.4% -9.6% 10.2% 6.1% 22.6% 2.6% 23.1% -2.2% 27.3% -7.4%
Cash 1,377.20
1,109.70
1,123.30
1,914.80
1,929.60
1,873.30
1,328.00
2,006.40
1,147.70
1,049.00
1,408.40
growth rate -19.4% 1.2% 70.5% 0.8% -2.9% -29.1% 51.1% -42.8% -8.6% 34.3%
Inventory 0.00 0.00 0.00
growth rate
Cur.Liabilities 3,264.50
2,974.40
6,946.00
8,381.00
1,424.60
1,524.40
1,466.70
1,591.80
1,733.70
2,569.90
2,656.10
growth rate -8.9% 133.5% 20.7% -83.0% 7.0% -3.8% 8.5% 8.9% 48.2% 3.4%
Liabilities 12,179.50
11,227.90
9,175.60
10,877.90
11,164.70
16,210.20
17,838.80
22,470.00
21,646.00
24,718.50
21,483.40
growth rate -7.8% -18.3% 18.6% 2.6% 45.2% 10.1% 26.0% -3.7% 14.2% -13.1%
LT Debt 7,181.10
1,150.80
1,186.00
1,588.60
6,726.40
2,072.80
2,102.40
2,075.80
2,408.80
2,080.30
2,082.60
growth rate -84.0% 3.1% 34.0% 323.4% -69.2% 1.4% -1.3% 16.0% -13.6% 0.1%
Equity 8,264.60
8,119.10
8,316.80
8,392.60
8,326.00
7,885.30
7,503.80
8,696.10
8,578.80
9,852.00
10,351.30
growth rate -1.8% 2.4% 0.9% -0.8% -5.3% -4.8% 15.9% -1.4% 14.8% 5.1%
Common Shares 463.00
464.00
454.00
433.00
423.00
418.00
402.00
409.00
413.00
441.00
463.00
growth rate 0.2% -2.2% -4.6% -2.3% -1.2% -3.8% 1.7% 1.0% 6.8% 5.0%
Cash Flow Statement Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17 Dec '18 Dec '19 Dec '20
Capital Expenditures 89.60
107.00
99.30
88.20
133.20
124.50
147.70
111.70
102.50
124.30
115.00
growth rate 19.4% -7.2% -11.2% 51.0% -6.5% 18.6% -24.4% -8.2% 21.3% -7.5%
Cash Dividends 197.90
220.90
289.00
379.70
424.00
454.50
460.40
471.60
490.60
652.70
594.20
growth rate 11.6% 30.8% 31.4% 11.7% 7.2% 1.3% 2.4% 4.0% 33.0% -9.0%
Cash From OA 379.20
964.80
819.30
780.20
1,200.40
1,128.40
654.00
1,157.80
828.80
1,116.60
1,230.30
growth rate 154.4% -15.1% -4.8% 53.9% -6.0% -42.0% 77.0% -28.4% 34.7% 10.2%
FCF per Share 0.63
1.18
1.59
2.21
2.51
1.39
2.22
1.08
2.90
1.71
2.14
growth rate 87.3% 34.8% 39.0% 13.6% -44.6% 59.7% -51.4% 168.5% -41.0% 25.2%
Sale Purchase of Stock -424.10
-242.00
-452.60
11.00
3.70
-577.00
-63.80
growth rate 0.0% 0.0% 100.0% -66.4% -100.0% 0.0%
FCF 290.00
857.00
720.00
692.00
1,067.00
929.00
-18.00
1,259.00
726.00
992.00
1,115.00
growth rate 195.5% -16.0% -3.9% 54.2% -12.9% -100.0% 100.0% -42.3% 36.6% 12.4%
Income Statement Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17 Dec '18 Dec '19 Dec '20
Sales 3,487.70
3,982.30
4,050.40
4,644.60
5,147.10
5,122.90
4,734.40
5,160.30
5,314.10
6,117.40
6,145.60
growth rate 14.2% 1.7% 14.7% 10.8% -0.5% -7.6% 9.0% 3.0% 15.1% 0.5%
Op.Income 589.90
612.10
569.20
918.30
1,317.70
1,366.70
1,245.40
1,378.90
1,346.20
1,486.40
1,316.20
growth rate 3.8% -7.0% 61.3% 43.5% 3.7% -8.9% 10.7% -2.4% 10.4% -11.5%
IBT 833.80
892.10
830.60
1,255.20
1,395.10
1,362.10
1,206.60
1,429.20
1,138.10
972.90
1,069.10
growth rate 7.0% -6.9% 51.1% 11.2% -2.4% -11.4% 18.5% -20.4% -14.5% 9.9%
Net Income 465.70
612.10
569.20
918.30
988.10
968.10
854.20
1,127.30
882.80
688.30
761.60
growth rate 31.4% -7.0% 61.3% 7.6% -2.0% -11.8% 32.0% -21.7% -22.0% 10.7%
EPS 1.01
1.57
1.49
2.10
2.27
2.26
2.06
2.75
2.14
1.28
1.13
growth rate 55.5% -5.1% 40.9% 8.1% -0.4% -8.9% 33.5% -22.2% -40.2% -11.7%
Gross Profit 3,487.70
3,982.30
4,050.40
4,644.60
1,912.60
1,889.00
1,654.60
1,807.60
1,805.40
2,026.20
1,880.30
growth rate 14.2% 1.7% 14.7% -58.8% -1.2% -12.4% 9.3% -0.1% 12.2% -7.2%

Quarterly Statements

Item Name Dec '19 Mar '20 Jun '20 Sep '20 Dec '20
Earnings BIT 314.60
392.50
188.80
342.00
390.80
growth rate 24.8% -51.9% 81.1% 14.3%
Balance Sheet Dec '19 Mar '20 Jun '20 Sep '20 Dec '20
Acct.Receivable 1,018.30
914.50
830.20
979.60
850.50
growth rate -10.2% -9.2% 18.0% -13.2%
Acct.Payable 414.60
1,211.30
1,127.80
1,086.30
348.90
growth rate 192.2% -6.9% -3.7% -67.9%
Cur.Assets 1,049.00
19,442.90
17,986.90
18,304.60
18,407.30
growth rate 1,753.5% -7.5% 1.8% 0.6%
Total Assets 39,420.30
37,010.70
35,579.10
36,037.50
36,504.10
growth rate -6.1% -3.9% 1.3% 1.3%
Cash 1,049.00
940.50
987.10
1,066.60
1,408.40
growth rate -10.3% 5.0% 8.1% 32.1%
Inventory
growth rate
Cur.Liabilities 13,499.50
2,120.70
2,143.80
2,214.10
2,656.10
growth rate -84.3% 1.1% 3.3% 20.0%
Liabilities 24,718.50
22,891.80
21,408.60
21,458.70
21,483.40
growth rate -7.4% -6.5% 0.2% 0.1%
LT Debt 2,080.30
2,588.80
2,407.00
2,172.00
2,082.60
growth rate 24.4% -7.0% -9.8% -4.1%
Equity 13,862.50
9,488.80
9,591.50
9,923.50
10,351.30
growth rate -31.6% 1.1% 3.5% 4.3%
Common Shares 457.90
113.20
113.20
113.20
113.20
growth rate -75.3% 0.0% 0.0% 0.0%
Cash Flow Statement Dec '19 Mar '20 Jun '20 Sep '20 Dec '20
Capital Expenditures 48.70
19.20
28.00
26.40
41.40
growth rate -60.6% 45.8% -5.7% 56.8%
Cash Dividends -216.30
200.10
132.80
130.60
130.70
growth rate 100.0% -33.6% -1.7% 0.1%
Cash From OA 463.60
-77.00
337.90
401.80
567.60
growth rate -100.0% 100.0% 18.9% 41.3%
Sale Purchase of Stock
growth rate
FCF 414.90
-96.20
309.90
375.40
526.20
growth rate -100.0% 100.0% 21.1% 40.2%
Income Statement Dec '19 Mar '20 Jun '20 Sep '20 Dec '20
Sales 1,699.10
1,598.90
1,419.00
1,497.60
1,630.10
growth rate -5.9% -11.3% 5.5% 8.9%
Op.Income 314.60
392.50
188.80
342.00
390.80
growth rate 24.8% -51.9% 81.1% 14.3%
IBT 260.20
177.40
105.40
386.60
399.70
growth rate -31.8% -40.6% 266.8% 3.4%
Net Income 179.80
140.70
99.70
250.90
270.30
growth rate -21.8% -29.1% 151.7% 7.7%
EPS
growth rate
Gross Profit -43.70
531.50
392.10
447.30
507.30
growth rate 100.0% -26.2% 14.1% 13.4%
R&D
growth rate

Growth Grade & Financial Ratios

All financial ratios below are calculated based on latest annual statements available and present the most up to date snapshot of a company finances.

Growth Grade

Historical Growth Grade:

E (25.53)

YOY Growth Grade:

E (21.38)

Click on buttons above for detailed yearly growth rates.

Market Ratios

Profitability Ratios

Liquidity Ratios

Efficiency Ratios

Value Price

PE and EPS

Historical Current Forward
PE 23.29 23.29 9.71
EPS / Growth 0.7% 1.13 2.7%

Value Price & Investment Recovery Time

Read more about Stock2Own value price in Stock Market: Fundamental Analysis.

Equity Growth Rate: 4.9%

Estimates Pessimistic Moderate Optimistic My Numbers
Rate of Return 15.0%
MOS Price % 50 %
Future EPS Growth 0.7% 2.8% 2.8%
Future PE 1.36 12.85 12.85
Future EPS 1.21 1.49 1.49
Value Price
MOS %
0.41
-98.5%
4.72
-82.1%
4.72
-82.1%
MOS Price 0.20 2.36 2.36
IRT 21.56 17.83 17.83

Graham Number:

NOTE: The Graham Number applies only to certain types of stocks in combination with a number of other criteria.

Read more about Graham Number in Stock Market: Fundamental Analysis.

Price Chart

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Risk / Reward Ratios

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