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 | 1997 | 1998 | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Valuation | |||||||||||||||||||||||||||||
| 50.8 | 64.0 | 51.5 | 69.3 | 104.9 | 391.3 | – | – | 58.1 | 40.9 | 18.5 | 11.9 | 30.9 | 24.0 | 12.8 | 17.5 | 17.4 | 16.9 | 14.5 | 14.3 | 13.3 | 7.8 | 11.5 | 10.6 | 6.6 | 9.0 | – | 10.3 | – | |
| 11.2 | 7.5 | 8.7 | 12.3 | 10.0 | 4.9 | 5.7 | 4.6 | 4.3 | 6.2 | 3.2 | 1.7 | 3.8 | 3.2 | 2.3 | 2.9 | 3.5 | 3.2 | 2.7 | 2.6 | 2.9 | 1.3 | 1.3 | 1.3 | 1.6 | 1.4 | 1.4 | 1.3 | 1.9 | |
| – | 18.2 | 21.4 | 9.5 | 7.1 | 2.9 | 3.0 | 2.8 | 3.4 | 3.2 | 1.9 | 1.0 | 1.3 | 1.4 | 1.0 | 1.4 | 1.9 | 1.8 | 1.6 | 1.6 | 1.7 | 0.8 | 0.6 | 0.6 | 0.6 | 0.5 | 0.6 | 0.6 | 1.0 | |
| 11.1 | – | – | 12.7 | 10.4 | 5.3 | 6.1 | 4.9 | 4.5 | 6.3 | 3.3 | 1.9 | 4.4 | 3.7 | 2.3 | 3.0 | 3.5 | 4.3 | 3.9 | 2.6 | 2.8 | 1.4 | 1.4 | 1.4 | 2.6 | 2.5 | 2.6 | 2.3 | 3.3 | |
| 28.9 | – | – | 32.1 | 31.7 | 19.8 | 25.5 | 51.8 | 22.7 | 24.4 | 12.1 | 7.9 | 23.2 | 11.6 | 10.4 | 10.5 | 10.6 | 14.3 | 12.9 | 8.8 | 8.9 | 5.4 | 6.5 | 6.1 | 6.4 | 9.8 | – | 11.0 | 15.1 | |
| – | – | 42.0 | 53.2 | 60.9 | 29.4 | 57.9 | 65.7 | 46.0 | 42.7 | 14.2 | 13.9 | 30.8 | 38.5 | 10.9 | 16.5 | 23.6 | 15.7 | 14.0 | 24.1 | 14.3 | 9.5 | 8.0 | 7.2 | 11.0 | 16.4 | 7.1 | 7.1 | 8.3 | |
| -2.2% | -1.7% | 2.4% | 1.9% | 1.6% | 3.4% | 1.7% | 1.5% | 2.2% | 2.3% | 7.0% | 7.2% | 3.2% | 2.6% | 9.2% | 6.1% | 4.2% | 6.4% | 7.2% | 4.1% | 7.0% | 10.5% | 12.5% | 13.9% | 9.1% | 6.1% | 14.0% | 14.0% | 12.1% | |
| Margins | |||||||||||||||||||||||||||||
| 38.5% | 35.3% | 39.1% | 39.5% | 32.3% | 27.3% | 26.8% | 25.8% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 37.8% | 100.0% | 37.4% | 39.3% | 41.2% | 41.9% | 41.4% | 42.1% | 41.6% | 41.1% | 38.9% | 41.1% | 40.3% | 100.0% | 33.4% | 43.2% | |
| 35.1% | 29.4% | 29.5% | 32.7% | 20.1% | 11.0% | 6.6% | -9.4% | 14.2% | 24.2% | 25.6% | 22.6% | 18.4% | 16.9% | 21.9% | 20.8% | 24.1% | 24.8% | 26.5% | 24.3% | 24.8% | 22.7% | 13.2% | 15.0% | 25.9% | 21.8% | -7.6% | 13.7% | -10.9% | |
| 22.0% | 11.7% | 16.9% | 17.7% | 9.6% | 1.3% | -1.5% | -1.6% | 7.4% | 15.1% | 17.4% | 14.6% | 12.3% | 13.4% | 17.8% | 16.7% | 20.2% | 19.3% | 18.9% | 18.0% | 21.8% | 16.6% | 11.3% | 12.4% | 23.6% | 15.2% | -5.8% | 12.8% | -4.4% | |
| -24.1% | -13.1% | 20.7% | 23.1% | 16.5% | 16.7% | 9.9% | 6.9% | 9.3% | 14.4% | 22.6% | 12.4% | 12.3% | 8.3% | 21.0% | 17.8% | 14.9% | 20.7% | 19.6% | 10.7% | 20.3% | 13.7% | 16.2% | 18.1% | 14.1% | 8.3% | 19.9% | 18.5% | 22.6% | |
| Returns | |||||||||||||||||||||||||||||
| – | 28.4% | 41.5% | 13.7% | 6.8% | 0.7% | -0.8% | -1.0% | 5.9% | 8.0% | 10.2% | 8.5% | 4.2% | 5.6% | 8.0% | 8.1% | 11.2% | 10.9% | 11.1% | 11.2% | 12.6% | 9.9% | 5.0% | 5.3% | 9.8% | 5.5% | -2.3% | 5.3% | -2.3% | |
| 27.8% | 5.8% | 9.9% | 7.4% | 3.5% | 0.4% | -0.4% | -0.5% | 2.8% | 5.3% | 5.2% | 4.9% | 3.0% | 2.3% | 3.8% | 3.9% | 4.9% | 4.8% | 3.9% | 3.3% | 3.6% | 2.8% | 1.7% | 2.1% | 5.0% | 3.1% | -1.2% | 2.9% | -1.0% | |
| Balance Sheet & Debt | |||||||||||||||||||||||||||||
| -70 | – | – | 947 | 900 | 744 | 734 | 765 | 467 | 483 | 324 | 574 | 1,635 | 1,739 | 175 | 218 | -291 | 5,551 | 5,857 | 120 | -382 | 665 | 457 | 454 | 7,352 | 6,718 | 6,744 | 5,662 | 8,880 | |
| -0.2 | – | – | 1.0 | 1.2 | 1.3 | 1.5 | 3.6 | 0.8 | 0.6 | 0.3 | 0.7 | 3.3 | 1.6 | 0.2 | 0.2 | -0.2 | 3.6 | 3.8 | 0.1 | -0.2 | 0.5 | 0.4 | 0.3 | 2.6 | 4.4 | – | 4.6 | 6.4 | |
| -5.1% | 20.5% | 23.9% | 54.1% | 51.5% | 55.2% | 54.3% | 48.1% | 47.7% | 66.3% | 51.0% | 58.3% | 69.9% | 40.4% | 47.2% | 47.5% | 43.6% | 44.6% | 34.7% | 29.6% | 28.3% | 28.8% | 35.2% | 39.3% | 51.0% | 56.6% | 50.5% | 53.9% | 45.1% | |
| – | – | – | 0.5 | 0.4 | 0.4 | 0.3 | 0.4 | 0.3 | 0.2 | 0.2 | 0.2 | 0.3 | 0.4 | 0.1 | 0.2 | 0.2 | 0.8 | 0.9 | 0.3 | 0.2 | 0.3 | 0.2 | 0.2 | 0.6 | 0.5 | 0.6 | 0.5 | 0.9 | |
| Per Share | |||||||||||||||||||||||||||||
| 0.34 | 0.24 | 0.44 | 0.63 | 0.28 | 0.03 | -0.04 | -0.05 | 0.27 | 0.60 | 1.69 | 1.21 | 0.76 | 1.01 | 1.57 | 1.49 | 2.10 | 2.34 | 2.31 | 2.12 | 2.75 | 2.14 | 1.56 | 1.65 | 3.50 | 2.00 | -0.73 | 1.69 | -0.62 | |
| 1.54 | 2.05 | 2.60 | 3.54 | 2.89 | 2.56 | 2.56 | 2.77 | 3.59 | 4.00 | 9.75 | 8.32 | 6.20 | 7.53 | 8.81 | 8.93 | 10.36 | 12.16 | 12.24 | 11.75 | 12.59 | 12.88 | 13.89 | 13.29 | 14.81 | 13.16 | 12.53 | 13.26 | 14.05 | |
| -0.06 | 0.85 | 1.06 | 4.57 | 4.08 | 4.35 | 4.94 | 4.45 | 4.51 | 7.60 | 16.56 | 14.31 | 17.99 | 17.84 | 19.66 | 18.33 | 18.71 | 21.55 | 20.78 | 18.89 | 21.85 | 21.66 | 31.47 | 31.05 | 35.84 | 36.65 | 32.00 | 31.81 | 26.95 | |
| -0.37 | -0.27 | 0.54 | 0.82 | 0.48 | 0.43 | 0.25 | 0.19 | 0.33 | 0.58 | 2.20 | 1.04 | 0.76 | 0.63 | 1.85 | 1.59 | 1.54 | 2.52 | 2.40 | 1.26 | 2.55 | 1.76 | 2.25 | 2.41 | 2.08 | 1.10 | 2.49 | 2.45 | 3.18 | |
Data as of: September 23, 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.