Market Price

15.89 

0.26 1.7%

as of Oct 18 '19

52 Week Range:

15.15 22.45


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 '08 Dec '09 Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17 Dec '18
Equity (BVPS) 14.78
16.02
17.96
17.82
18.84
19.70
19.60
19.38
19.16
20.42
22.63
growth rate 8.4% 12.1% -0.8% 5.7% 4.6% -0.5% -1.1% -1.1% 6.6% 10.8%
Earnings BIT 657.00
357.50
833.80
908.10
859.50
1,260.00
1,317.70
1,366.70
1,246.40
1,378.90
1,346.20
growth rate -45.6% 133.2% 8.9% -5.4% 46.6% 4.6% 3.7% -8.8% 10.6% -2.4%
Avg.PE 11.79
30.40
23.92
12.79
17.48
18.66
17.73
12.01
15.85
11.56
8.81
growth rate 157.9% -21.3% -46.5% 36.7% 6.8% -5.0% -32.3% 32.0% -27.1% -23.8%
ROA 4.25
3.12
2.97
3.67
3.68
5.12
4.97
4.14
3.26
3.81
2.73
growth rate -26.6% -4.8% 23.6% 0.3% 39.1% -2.9% -16.7% -21.3% 16.9% -28.4%
ROE 7.85
5.12
6.14
8.91
8.24
11.25
11.82
11.64
10.78
13.50
9.91
growth rate -34.8% 19.9% 45.1% -7.5% 36.5% 5.1% -1.5% -7.4% 25.2% -26.6%
ROIC 6.76
5.04
3.61
4.48
4.59
6.63
6.70
6.22
6.04
7.84
5.83
growth rate -25.4% -28.4% 24.1% 2.5% 44.4% 1.1% -7.2% -2.9% 29.8% -25.6%
Cur. Ratio 1.13
1.36
1.31
1.28
1.44
1.35
1.43
1.23
1.13
1.12
1.07
growth rate 20.4% -3.7% -2.3% 12.5% -6.3% 5.9% -14.0% -8.1% -0.9% -4.5%
Quick Ratio 0.63
0.70
0.85
0.79
0.95
0.94
0.95
0.47
0.33
0.27
0.20
growth rate 11.1% 21.4% -7.1% 20.3% -1.1% 1.1% -50.5% -29.8% -18.2% -25.9%
Leverage 1.71
1.58
2.47
2.38
2.10
2.30
2.46
3.18
3.43
3.64
3.61
growth rate -7.6% 56.3% -3.6% -11.8% 9.5% 7.0% 29.3% 7.9% 6.1% -0.8%
Balance Sheet Dec '08 Dec '09 Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17 Dec '18
Acct.Receivable 239.30
289.30
583.50
996.00
1,122.00
1,491.50
1,445.50
1,101.30
1,217.10
1,416.30
795.30
growth rate 20.9% 101.7% 70.7% 12.7% 32.9% -3.1% -23.8% 10.5% 16.4% -43.9%
Acct.Payable 59.60
1,236.20
1,439.50
343.50
302.60
274.30
320.10
284.30
growth rate 1,974.2% 16.5% -76.1% -11.9% -9.4% 16.7% -11.2%
Cur.Assets 2,374.00
3,121.00
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
growth rate 31.5% 37.0% -10.3% 129.7% 20.4% -48.2% 193.3% 6.7% 29.7% -8.3%
Total Assets 9,756.90
10,909.60
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
growth rate 11.8% 87.4% -5.4% -9.6% 10.2% 6.1% 22.6% 2.6% 23.1% -2.2%
Cash 585.20
790.00
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
growth rate 35.0% 74.3% -19.4% 1.2% 70.5% 0.8% -2.9% -29.1% 51.1% -42.8%
Inventory 0.00 0.00 0.00 0.00 0.00
growth rate
Cur.Liabilities 2,103.40
2,298.40
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
growth rate 9.3% 42.0% -8.9% 133.5% 20.7% -83.0% 7.0% -3.8% 8.5% 8.9%
Liabilities 4,067.40
3,996.70
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
growth rate -1.7% 204.7% -7.8% -18.3% 18.6% 2.6% 45.2% 10.1% 26.0% -3.7%
LT Debt 862.00
745.70
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
growth rate -13.5% 863.0% -84.0% 3.1% 34.0% 323.4% -69.2% 1.4% -1.3% 16.0%
Equity 5,689.50
6,912.90
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
growth rate 21.5% 19.6% -1.8% 2.4% 0.9% -0.8% -5.3% -4.8% 15.9% -1.4%
Common Shares 398.00
424.00
463.00
464.00
454.00
433.00
423.00
418.00
402.00
397.00
399.00
growth rate 6.5% 9.2% 0.2% -2.2% -4.6% -2.3% -1.2% -3.8% -1.2% 0.5%
Cash Flow Statement Dec '08 Dec '09 Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17 Dec '18
Capital Expenditures 83.90
32.70
89.60
107.00
99.30
88.20
133.20
124.50
147.70
111.70
102.50
growth rate -61.0% 174.0% 19.4% -7.2% -11.2% 51.0% -6.5% 18.6% -24.4% -8.2%
Cash Dividends 207.10
168.90
197.90
220.90
289.00
379.70
424.00
454.50
460.40
471.60
490.60
growth rate -18.5% 17.2% 11.6% 30.8% 31.4% 11.7% 7.2% 1.3% 2.4% 4.0%
Cash From OA 525.50
362.70
379.20
964.80
819.30
780.20
1,200.40
1,128.40
654.00
1,157.80
828.80
growth rate -31.0% 4.6% 154.4% -15.1% -4.8% 53.9% -6.0% -42.0% 77.0% -28.4%
FCF per Share 1.05
0.76
0.63
1.18
1.59
2.21
2.51
1.39
2.22
1.08
2.90
growth rate -27.6% -17.1% 87.3% 34.8% 39.0% 13.6% -44.6% 59.7% -51.4% 168.5%
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 412.00
323.00
290.00
857.00
720.00
692.00
1,067.00
929.00
-18.00
1,259.00
726.00
growth rate -21.6% -10.2% 195.5% -16.0% -3.9% 54.2% -12.9% -100.0% 100.0% -42.3%
Income Statement Dec '08 Dec '09 Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17 Dec '18
Sales 3,307.60
2,627.30
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
growth rate -20.6% 32.8% 14.2% 1.7% 14.7% 10.8% -0.5% -7.6% 9.0% 3.0%
Op.Income 747.80
484.30
589.90
612.10
569.20
918.30
1,317.70
1,366.70
1,246.40
1,378.90
1,346.20
growth rate -35.2% 21.8% 3.8% -7.0% 61.3% 43.5% 3.7% -8.8% 10.6% -2.4%
IBT 657.00
357.50
833.80
892.10
830.60
1,255.20
1,395.10
1,362.10
1,206.60
1,429.20
1,138.10
growth rate -45.6% 133.2% 7.0% -6.9% 51.1% 11.2% -2.4% -11.4% 18.5% -20.4%
Net Income 481.70
322.50
465.70
612.10
569.20
918.30
988.10
968.10
854.20
1,127.30
882.80
growth rate -33.1% 44.4% 31.4% -7.0% 61.3% 7.6% -2.0% -11.8% 32.0% -21.7%
EPS 1.21
0.76
1.01
1.57
1.49
2.10
2.27
2.26
2.06
2.75
2.14
growth rate -37.2% 32.9% 55.5% -5.1% 40.9% 8.1% -0.4% -8.9% 33.5% -22.2%
Gross Profit 3,307.60
2,627.30
3,487.70
3,982.30
4,050.40
4,644.60
1,912.60
1,889.00
1,701.50
1,861.90
1,858.60
growth rate -20.6% 32.8% 14.2% 1.7% 14.7% -58.8% -1.2% -9.9% 9.4% -0.2%

Quarterly Statements

Item Name Jun '18 Sep '18 Dec '18 Mar '19 Jun '19
Earnings BIT 338.20
338.40
337.20
247.80
318.40
growth rate 0.1% -0.4% -26.5% 28.5%
Balance Sheet Jun '18 Sep '18 Dec '18 Mar '19 Jun '19
Acct.Receivable 1,535.50
1,409.10
795.30
1,073.30
974.00
growth rate -8.2% -43.6% 35.0% -9.3%
Acct.Payable 755.30
799.90
284.30
941.00
1,470.80
growth rate 5.9% -64.5% 231.0% 56.3%
Cur.Assets 21,759.10
21,873.90
20,465.00
21,459.30
20,902.90
growth rate 0.5% -6.4% 4.9% -2.6%
Total Assets 32,459.10
32,503.80
30,978.40
32,206.60
38,501.40
growth rate 0.1% -4.7% 4.0% 19.6%
Cash 1,480.50
1,631.50
1,147.70
1,017.10
1,199.40
growth rate 10.2% -29.7% -11.4% 17.9%
Inventory
growth rate
Cur.Liabilities 1,265.80
1,416.90
1,733.70
1,341.00
2,297.60
growth rate 11.9% 22.4% -22.7% 71.3%
Liabilities 23,025.90
22,761.80
21,646.00
22,746.10
23,805.30
growth rate -1.2% -4.9% 5.1% 4.7%
LT Debt 2,955.80
2,814.60
2,408.80
2,515.70
2,120.50
growth rate -4.8% -14.4% 4.4% -15.7%
Equity 8,817.30
8,987.10
8,578.80
8,669.30
9,924.20
growth rate 1.9% -4.5% 1.1% 14.5%
Common Shares 98.10
98.10
98.10
98.10
113.20
growth rate 0.0% 0.0% 0.0% 15.4%
Cash Flow Statement Jun '18 Sep '18 Dec '18 Mar '19 Jun '19
Capital Expenditures 25.60
22.10
34.20
21.10
27.90
growth rate -13.7% 54.8% -38.3% 32.2%
Cash Dividends 124.40
124.30
122.30
120.10
125.40
growth rate -0.1% -1.6% -1.8% 4.4%
Cash From OA 449.00
265.30
166.70
-120.40
467.80
growth rate -40.9% -37.2% -100.0% 100.0%
Sale Purchase of Stock
growth rate
FCF 423.40
243.20
132.50
-141.50
439.90
growth rate -42.6% -45.5% -100.0% 100.0%
Income Statement Jun '18 Sep '18 Dec '18 Mar '19 Jun '19
Sales 1,360.60
1,341.80
1,255.90
1,214.60
1,433.20
growth rate -1.4% -6.4% -3.3% 18.0%
Op.Income 338.20
338.40
337.20
247.80
318.40
growth rate 0.1% -0.4% -26.5% 28.5%
IBT 314.20
342.30
148.00
256.80
76.50
growth rate 8.9% -56.8% 73.5% -70.2%
Net Income 245.10
269.60
114.20
177.70
40.10
growth rate 10.0% -57.6% 55.6% -77.4%
EPS
growth rate
Gross Profit 470.40
449.40
487.30
359.60
446.00
growth rate -4.5% 8.4% -26.2% 24.0%
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 (19.44)

YOY Growth Grade:

F (14.91)

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 10.98 10.98 6.09
EPS / Growth 4.7% 1.45 14.9%

Value Price & Investment Recovery Time

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

Equity Growth Rate: 1.8%

Estimates Pessimistic Moderate Optimistic My Numbers
Rate of Return 15.0%
MOS Price % 50 %
Future EPS Growth 1.8% 3.3% 3.3%
Future PE 3.60 7.86 7.86
Future EPS 1.73 1.99 1.99
Value Price
MOS %
1.54
-90.3%
3.87
-75.7%
3.87
-75.7%
MOS Price 0.77 1.93 1.93
IRT 9.95 9.28 9.28

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

The functionality you are trying to reach is available to registered users only.

Login to your account or Register Now if you are not registered yet. Registration is FREE and will take only a minute.

Risk / Reward Ratios

The functionality you are trying to reach is available to registered users only.

Login to your account or Register Now if you are not registered yet. Registration is FREE and will take only a minute.