Invesco Plc
Statements
Ratios
Valuation ratios (P/E, P/S, EV/EBITDA and the other multiples) are based on the closing price at the end of each period, not on the current price. Margins and returns are shown in percent, multiples without a unit, per-share figures in the reporting currency, net debt in millions.
Tick rows to compare them in a chart (up to 4)
| Line item | Q3 16 | Q4 16 | Q1 17 | Q2 17 | Q3 17 | Q4 17 | Q1 18 | Q2 18 | Q3 18 | Q4 18 | Q1 19 | Q2 19 | Q3 19 | Q4 19 | Q1 20 | Q2 20 | Q3 20 | Q4 20 | Q1 21 | Q2 21 | Q3 21 | Q4 21 | Q1 22 | Q2 22 | Q3 22 | Q4 22 | Q1 23 | Q2 23 | Q3 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Valuation | ||||||||||||||||||||||||||||||||||||||||
| 15.1 | 14.5 | 13.4 | 15.2 | 15.2 | 13.3 | 11.3 | 9.4 | 8.1 | 7.6 | 9.6 | 14.8 | 14.0 | 12.0 | 6.4 | 7.0 | 7.2 | 10.6 | 12.4 | 9.8 | 7.9 | 6.6 | 6.8 | 5.6 | 5.4 | 9.0 | 8.7 | 8.8 | 7.9 | – | – | – | – | 10.3 | 8.6 | 8.8 | 9.9 | – | – | – | |
| 2.6 | 2.6 | 2.5 | 2.9 | 2.9 | 2.9 | 2.5 | 2.0 | 1.7 | 1.3 | 1.5 | 1.7 | 1.4 | 1.3 | 0.6 | 0.8 | 0.8 | 1.3 | 1.9 | 1.9 | 1.7 | 1.6 | 1.6 | 1.1 | 1.0 | 1.4 | 1.3 | 1.3 | 1.1 | 1.4 | 1.3 | 1.2 | 1.4 | 1.3 | 1.1 | 1.2 | 1.7 | 1.9 | 1.7 | 1.7 | |
| 1.6 | 1.7 | 1.6 | 1.8 | 1.7 | 1.7 | 1.5 | 1.2 | 1.1 | 0.8 | 0.9 | 0.6 | 0.6 | 0.6 | 0.3 | 0.4 | 0.4 | 0.6 | 0.8 | 0.8 | 0.7 | 0.7 | 0.7 | 0.5 | 0.4 | 0.5 | 0.5 | 0.5 | 0.4 | 0.6 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.7 | 1.0 | 0.9 | 1.0 | |
| 3.6 | 3.7 | 3.7 | 3.9 | 3.9 | 3.9 | 3.5 | 3.9 | 3.5 | 2.4 | 2.8 | 2.9 | 2.6 | 2.5 | 1.8 | 1.9 | 2.1 | 1.4 | 3.0 | 3.7 | 3.5 | 2.6 | 2.8 | 3.2 | 3.1 | 2.5 | 3.7 | 3.8 | 2.3 | 2.7 | 2.6 | 2.2 | 2.3 | 2.2 | 1.1 | 2.6 | 1.7 | 3.3 | 3.0 | 2.9 | |
| 12.1 | 12.5 | 11.9 | 12.8 | 12.6 | 12.3 | 10.9 | 12.6 | 11.5 | 9.1 | 11.0 | 13.6 | 13.2 | 11.7 | 9.7 | 9.9 | 9.7 | 6.0 | 11.2 | 10.9 | 9.3 | 6.4 | 7.2 | 9.5 | 10.7 | 9.8 | 15.1 | 15.8 | 10.0 | 12.5 | 11.6 | 9.9 | 11.4 | 10.9 | 5.0 | 12.4 | 6.9 | 15.1 | 14.7 | 13.7 | |
| 13.8 | – | 67.7 | 71.4 | 62.2 | 14.7 | 15.5 | 10.5 | 10.3 | 9.2 | 11.8 | 13.2 | 10.9 | 8.2 | 4.0 | 5.4 | 5.3 | 7.2 | 10.1 | 9.3 | 7.3 | 11.0 | 17.3 | 32.7 | 78.1 | 16.2 | 9.7 | 8.0 | 7.7 | 7.1 | 6.3 | 5.0 | 5.5 | 7.1 | 6.3 | 6.0 | 7.6 | 8.1 | 6.2 | 6.1 | |
| 7.2% | -0.1% | 1.5% | 1.4% | 1.6% | 6.8% | 6.4% | 9.5% | 9.7% | 10.8% | 8.5% | 7.6% | 9.2% | 12.2% | 25.2% | 18.5% | 19.0% | 13.8% | 9.9% | 10.7% | 13.7% | 9.1% | 5.8% | 3.1% | 1.3% | 6.2% | 10.3% | 12.5% | 13.0% | 14.1% | 15.9% | 20.1% | 18.3% | 14.1% | 15.8% | 16.7% | 13.2% | 12.4% | 16.2% | 16.4% | |
| Margins | ||||||||||||||||||||||||||||||||||||||||
| 40.9% | 41.2% | 40.5% | 40.6% | 41.0% | 41.5% | 42.2% | 42.3% | 42.0% | 41.8% | 41.3% | 40.6% | 41.0% | 41.1% | 41.7% | 41.1% | 40.1% | 38.9% | 38.3% | 39.2% | 40.0% | 41.1% | 41.8% | 42.3% | 41.9% | 40.3% | 38.6% | 36.7% | 35.7% | 35.1% | 34.7% | 35.0% | 32.4% | 33.4% | 34.1% | 33.4% | 35.4% | 43.2% | 50.7% | 67.4% | |
| 24.8% | 24.8% | 24.3% | 24.3% | 24.6% | 24.7% | 25.2% | 24.9% | 24.3% | 22.7% | 21.0% | 14.7% | 12.9% | 13.2% | 14.2% | 15.8% | 16.3% | 15.0% | 15.3% | 20.0% | 22.1% | 25.9% | 26.5% | 25.4% | 24.8% | 21.8% | 19.7% | 17.5% | 15.4% | -7.6% | -7.5% | -7.4% | -9.4% | 13.7% | 14.6% | 14.7% | 17.1% | -10.9% | -9.7% | -7.1% | |
| 17.4% | 18.0% | 18.9% | 19.0% | 19.0% | 21.8% | 22.0% | 21.6% | 21.7% | 16.6% | 15.6% | 11.5% | 10.0% | 11.3% | 10.0% | 11.0% | 11.7% | 12.4% | 15.3% | 19.6% | 20.9% | 23.6% | 22.7% | 19.7% | 18.2% | 15.2% | 14.9% | 15.3% | 14.5% | -1.7% | -1.7% | -1.7% | -3.0% | 12.8% | 13.1% | 13.3% | 16.7% | -4.4% | -3.7% | -0.9% | |
| 18.9% | -0.3% | 3.7% | 4.1% | 4.6% | 19.8% | 15.9% | 19.3% | 17.0% | 13.7% | 12.7% | 12.8% | 12.9% | 16.5% | 16.2% | 14.3% | 16.0% | 18.1% | 18.8% | 20.5% | 22.7% | 14.1% | 9.0% | 3.4% | 1.3% | 8.4% | 13.2% | 16.8% | 14.8% | 19.9% | 20.8% | 23.7% | 25.0% | 18.5% | 17.8% | 19.5% | 21.9% | 23.2% | 27.1% | 28.5% | |
| Returns | ||||||||||||||||||||||||||||||||||||||||
| 10.7% | 11.4% | 11.8% | 11.5% | 11.4% | 13.0% | 13.1% | 13.3% | 13.1% | 10.3% | 9.3% | 4.3% | 4.2% | 5.0% | 4.8% | 5.2% | 5.2% | 5.3% | 6.5% | 8.6% | 9.4% | 10.5% | 10.2% | 8.7% | 7.8% | 6.1% | 5.7% | 5.7% | 5.5% | -0.7% | -0.7% | -0.7% | -1.2% | 5.3% | 5.5% | 5.9% | 7.5% | -2.3% | -2.0% | -0.5% | |
| 3.4% | 3.3% | 3.4% | 3.3% | 3.1% | 3.6% | 3.7% | 3.6% | 3.6% | 2.8% | 2.5% | 1.6% | 1.5% | 1.7% | 1.8% | 2.0% | 2.0% | 2.1% | 2.7% | 3.8% | 4.3% | 5.0% | 4.9% | 4.3% | 4.0% | 3.1% | 2.9% | 3.0% | 2.8% | -0.3% | -0.4% | -0.4% | -0.6% | 2.9% | 2.9% | 2.9% | 3.7% | -1.0% | -0.9% | -0.2% | |
| Balance Sheet & Debt | ||||||||||||||||||||||||||||||||||||||||
| 4,700 | 5,095 | 5,356 | 5,032 | 5,008 | 5,142 | 5,268 | 10,027 | 9,357 | 6,008 | 6,905 | 6,116 | 6,527 | 6,768 | 7,728 | 7,502 | 7,682 | 408 | 7,195 | 11,764 | 12,140 | 7,352 | 8,460 | 14,197 | 13,359 | 6,718 | 14,148 | 13,971 | 6,916 | 7,280 | 7,202 | 6,020 | 5,814 | 5,596 | -409 | 9,084 | 101 | 8,880 | 8,633 | 8,350 | |
| 3.3 | 3.6 | 3.7 | 3.4 | 3.2 | 3.1 | 3.1 | 6.0 | 5.7 | 4.3 | 5.2 | 5.6 | 6.0 | 5.3 | 6.3 | 5.9 | 5.8 | 0.3 | 4.3 | 5.3 | 4.8 | 2.6 | 3.2 | 6.3 | 7.3 | 4.4 | 9.9 | 10.2 | 5.2 | 5.9 | 5.7 | 4.6 | 4.8 | 4.5 | -0.3 | 6.9 | 0.1 | 6.4 | 6.5 | 5.6 | |
| 32.1% | 29.2% | 28.8% | 28.2% | 27.4% | 27.5% | 28.1% | 27.2% | 27.6% | 27.7% | 26.9% | 36.2% | 35.8% | 35.2% | 36.5% | 38.2% | 38.7% | 39.3% | 41.7% | 44.8% | 46.0% | 47.4% | 48.2% | 50.1% | 50.9% | 51.1% | 51.6% | 52.0% | 51.8% | 50.5% | 51.8% | 53.7% | 53.6% | 53.9% | 52.2% | 48.7% | 49.2% | 45.1% | 45.7% | 45.4% | |
| 0.9 | 1.0 | 1.0 | 0.9 | 0.9 | 0.9 | 0.8 | 1.3 | 1.3 | 0.9 | 0.9 | 0.5 | 0.6 | 0.6 | 0.7 | 0.6 | 0.6 | 0.1 | 0.6 | 0.9 | 1.0 | 0.6 | 0.6 | 1.0 | 1.0 | 0.5 | 1.0 | 1.0 | 0.6 | 0.6 | 0.6 | 0.5 | 0.5 | 0.5 | 0.1 | 0.8 | 0.1 | 0.9 | 0.8 | 0.7 | |
| Per Share | ||||||||||||||||||||||||||||||||||||||||
| 2.07 | 2.09 | 2.29 | 2.31 | 2.30 | 2.75 | 2.84 | 2.84 | 2.84 | 2.20 | 2.01 | 1.39 | 1.21 | 1.50 | 1.42 | 1.54 | 1.58 | 1.64 | 2.04 | 2.74 | 3.03 | 3.50 | 3.37 | 2.86 | 2.52 | 2.01 | 1.89 | 1.92 | 1.84 | -0.21 | -0.22 | -0.22 | -0.39 | 1.71 | 1.77 | 1.80 | 2.31 | -0.62 | -0.54 | -0.14 | |
| 11.93 | 11.58 | 12.07 | 12.17 | 12.13 | 12.57 | 12.93 | 13.11 | 13.11 | 13.23 | 12.87 | 12.11 | 12.06 | 13.36 | 14.17 | 14.00 | 13.50 | 13.26 | 13.36 | 13.96 | 14.51 | 14.81 | 14.84 | 14.52 | 13.86 | 13.18 | 12.72 | 12.53 | 12.68 | 12.62 | 12.73 | 12.75 | 12.92 | 13.36 | 13.48 | 13.56 | 13.81 | 14.05 | 14.53 | 15.19 | |
| 19.32 | 18.35 | 19.36 | 20.04 | 20.25 | 21.18 | 21.60 | 21.29 | 21.69 | 21.36 | 21.57 | 32.12 | 29.07 | 30.27 | 29.42 | 29.37 | 30.06 | 30.99 | 31.31 | 31.98 | 32.36 | 33.28 | 33.19 | 32.89 | 32.43 | 33.14 | 33.43 | 33.41 | 33.67 | 32.22 | 32.09 | 31.98 | 32.38 | 32.06 | 32.38 | 30.57 | 30.81 | 26.95 | 27.01 | 27.45 | |
| 2.26 | -0.04 | 0.45 | 0.49 | 0.56 | 2.48 | 2.06 | 2.53 | 2.23 | 1.81 | 1.64 | 1.55 | 1.56 | 2.20 | 2.30 | 2.00 | 2.17 | 2.41 | 2.51 | 2.86 | 3.29 | 2.08 | 1.33 | 0.49 | 0.18 | 1.11 | 1.68 | 2.11 | 1.88 | 2.51 | 2.64 | 3.02 | 3.23 | 2.47 | 2.40 | 2.64 | 3.02 | 3.27 | 3.94 | 4.33 | |
Showing the most recent 40 periods — older statements are on file for this stock.
Data as of: October 2, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.