Last 47 quarters of trend data · Financial Services · Asset Management
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | -17.99 | 8.68 | 11.91 | — | 8.69 | — | 9.98 | 9.50 | 36.58 | 12.90 | 13.38 | — | 12.52 | 14.49 | 12.81 | 10.97 | 8.78 | 15.51 | 13.41 | 6.26 | 8.49 |
| — | — | +19.3% | — | -76.2% | — | -25.4% | — | +192.3% | -11.0% | +4.4% | — | +42.5% | -6.6% | -4.4% | +75.4% | +3.4% | +83.4% | +23.3% | -34.0% | +22.0% | |
| P/S Ratio | 2.03 | 1.66 | 1.60 | 1.79 | 1.61 | 1.20 | 1.14 | 1.26 | 1.33 | 1.16 | 1.29 | 1.45 | 1.15 | 1.35 | 1.34 | 1.45 | 1.10 | 1.23 | 1.66 | 1.54 | 1.63 |
| — | +39.0% | +41.0% | +42.2% | +21.3% | +2.9% | -11.9% | -13.2% | +15.3% | -14.1% | -4.1% | -0.1% | +4.7% | +9.9% | -19.0% | -5.9% | -32.2% | -32.9% | -7.3% | +22.4% | +80.1% | |
| P/B Ratio | 1.00 | 0.91 | 0.83 | 0.92 | 0.70 | 0.48 | 0.44 | 0.51 | 0.50 | 0.43 | 0.47 | 0.51 | 0.40 | 0.46 | 0.45 | 0.49 | 0.38 | 0.44 | 0.64 | 0.64 | 0.69 |
| — | +91.2% | +90.5% | +81.0% | +40.2% | +10.5% | -8.1% | -0.3% | +26.8% | -6.2% | +6.0% | +3.6% | +4.0% | +3.9% | -29.5% | -23.7% | -44.7% | -43.7% | -16.7% | +19.5% | +90.3% | |
| P/FCF | 8.86 | 4.01 | 13.89 | 6.90 | 4.45 | 3.13 | — | 6.13 | 4.88 | 3.69 | — | 3.00 | 5.22 | 6.77 | — | 5.29 | 3.67 | 20.61 | — | — | 4.88 |
| — | +27.9% | — | +12.6% | -8.9% | -15.1% | — | +104.3% | -6.6% | -45.5% | — | -43.3% | +42.5% | -67.1% | — | — | -25.0% | +218.1% | — | — | +38.7% | |
| EV / EBITDA | 17.03 | 8.53 | 14.16 | 14.52 | 8.51 | 7.42 | 4.69 | 9.83 | 23.90 | 12.68 | 14.26 | 20.59 | 12.50 | 8.15 | 7.93 | 13.09 | 4.24 | 5.17 | 6.69 | 8.17 | 8.86 |
| — | +14.9% | +202.0% | +47.7% | -64.4% | -41.5% | -67.1% | -52.3% | +91.2% | +55.6% | +79.9% | +57.3% | +194.5% | +57.7% | +18.4% | +60.3% | -52.1% | -44.6% | -44.0% | -42.8% | +68.5% | |
| EV / EBIT | — | 6.63 | 15.99 | — | 7.07 | 6.39 | 4.17 | 10.60 | 21.79 | 11.62 | 12.32 | — | 13.64 | 8.25 | 8.01 | 9.43 | 6.17 | 6.62 | 8.33 | 6.43 | 6.44 |
| — | +3.7% | +283.0% | — | -67.6% | -45.0% | -66.1% | — | +59.7% | +41.0% | +53.9% | — | +121.0% | +24.6% | -3.8% | +46.6% | -4.1% | -8.8% | -11.6% | -29.6% | +60.8% |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 43.2% | 99.6% | 65.5% | 67.0% | 34.2% | 33.3% | 36.3% | 37.8% | 25.8% | 36.1% | 33.8% | 34.3% | 35.7% | 35.0% | 35.3% | 36.9% | 39.7% | 42.4% | 42.0% | 43.4% | 41.5% |
| — | +199.1% | +80.3% | +77.0% | +32.6% | -7.8% | +7.5% | +10.2% | -27.9% | +3.2% | -4.2% | -6.8% | -9.9% | -17.4% | -16.0% | -15.0% | -4.5% | +4.9% | +7.6% | +11.2% | +8.7% | |
| Operating Margin | -10.9% | 19.9% | 19.1% | -86.2% | 16.5% | 14.1% | 18.1% | 19.6% | 6.6% | 13.9% | 14.4% | -76.1% | 15.8% | 14.1% | 14.8% | 17.0% | 24.2% | 22.5% | 23.2% | 28.9% | 26.5% |
| — | +41.1% | +5.3% | -540.4% | +149.0% | +1.4% | +25.5% | +125.7% | -58.0% | -1.3% | -2.2% | -548.2% | -34.8% | -37.3% | -36.3% | -41.2% | -8.6% | -17.7% | +11.7% | +116.1% | +47.8% | |
| Net Margin | -4.4% | 20.9% | 15.4% | -62.7% | 21.1% | 13.4% | 15.1% | 16.9% | 7.5% | 12.9% | 13.6% | -48.3% | 13.2% | 13.3% | 14.4% | 17.1% | 16.4% | 11.8% | 15.8% | 27.6% | 22.2% |
| — | +56.0% | +2.2% | -472.1% | +179.6% | +4.0% | +10.7% | +134.9% | -43.0% | -2.7% | -5.5% | -382.4% | -19.2% | +12.7% | -8.7% | -37.9% | -26.4% | -52.6% | -20.0% | +66.2% | +32.8% |
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | -2.0% | 2.9% | 2.0% | -7.6% | 2.3% | 1.3% | 1.5% | 1.7% | 0.7% | 1.2% | 1.3% | -4.2% | 1.1% | 1.1% | 1.2% | 1.5% | 1.4% | 1.1% | 1.5% | 2.9% | 2.4% |
| — | +119.2% | +39.7% | -548.9% | +222.3% | +9.3% | +15.9% | +140.5% | -37.0% | +6.0% | +4.1% | -383.7% | -19.7% | +6.1% | -21.0% | -49.8% | -41.3% | -60.8% | -28.7% | +61.5% | +39.1% | |
| ROA | -1.0% | 1.4% | 1.0% | -3.8% | 1.2% | 0.7% | 0.8% | 1.0% | 0.4% | 0.7% | 0.7% | -2.3% | 0.6% | 0.6% | 0.7% | 0.8% | 0.8% | 0.6% | 0.8% | 1.5% | 1.2% |
| — | +96.0% | +19.3% | -487.9% | +190.7% | +3.7% | +18.6% | +142.1% | -35.5% | +7.1% | +2.6% | -379.7% | -18.7% | +11.3% | -13.8% | -43.6% | -32.5% | -53.7% | -13.1% | +99.1% | +68.2% | |
| ROIC | -2.3% | 1.4% | 1.1% | -5.5% | 1.2% | 1.0% | 1.0% | 1.0% | 0.3% | 0.6% | 0.6% | -3.2% | 0.8% | 0.8% | 0.7% | 0.8% | 1.4% | 1.4% | 1.3% | 1.5% | 1.4% |
| — | +48.2% | +2.3% | -650.9% | +278.4% | +47.4% | +61.0% | +131.1% | -59.1% | -22.5% | -10.1% | -480.7% | -45.4% | -39.7% | -42.6% | -42.3% | +4.3% | -4.1% | +17.0% | +85.4% | +17.0% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.78 | 0.12 | 0.79 | 0.78 | 0.11 | 0.13 | 0.06 | 0.48 | 0.47 | 0.48 | 0.54 | 0.57 | 0.51 | 0.09 | 0.09 | 0.51 | 0.09 | 0.10 | 0.12 | 0.58 | 0.57 |
| — | -1.6% | +1200.5% | +61.6% | -76.6% | -73.7% | -88.8% | -15.3% | -8.2% | +438.3% | +514.8% | +11.8% | +466.6% | -11.0% | -28.7% | -12.7% | -84.2% | -82.1% | -78.3% | -4.1% | +232.6% | |
| Debt / EBITDA | 8.25 | 4.36 | 28.77 | 29.30 | 5.25 | 7.41 | 3.03 | 21.21 | 51.58 | 29.86 | 33.42 | 49.02 | 31.38 | 5.93 | 5.81 | 29.14 | 3.74 | 4.24 | 4.88 | 17.35 | 18.08 |
| — | -41.1% | +850.6% | +38.2% | -89.8% | -75.2% | -90.9% | -56.7% | +64.3% | +403.9% | +475.5% | +68.2% | +740.2% | +39.7% | +18.9% | +67.9% | -79.3% | -74.9% | -78.0% | -48.4% | +130.9% | |
| Current Ratio | 43.01 | 0.71 | 0.53 | 43.01 | 1.79 | 1.81 | 2.12 | 3.14 | 1.83 | 7.60 | 1.78 | 1.73 | 1.11 | 5.83 | 6.05 | 1.62 | 5.65 | 6.27 | 5.71 | 1.25 | 1.19 |
| — | -60.9% | -74.8% | +1268.9% | -2.2% | -76.1% | +19.3% | +81.6% | +64.8% | +30.3% | -70.6% | +6.6% | -80.4% | -7.0% | +5.9% | +29.3% | +376.6% | +754.0% | +1127.0% | +282.3% | -85.7% | |
| Quick Ratio | 43.01 | 0.71 | 0.53 | 43.01 | 1.79 | 1.81 | 2.12 | 3.14 | 1.83 | 7.60 | 1.78 | 1.73 | 1.11 | 5.83 | 6.05 | 1.62 | 5.65 | 6.27 | 5.71 | 1.25 | 1.19 |
| — | -60.9% | -74.8% | +1268.9% | -2.2% | -76.1% | +19.3% | +81.6% | +64.8% | +30.3% | -70.6% | +6.6% | -80.4% | -7.0% | +5.9% | +29.3% | +376.6% | +754.0% | +1127.0% | +282.3% | -85.7% | |
| Interest Coverage | -6.63 | 20.30 | 13.35 | -68.36 | 14.49 | 14.26 | 27.33 | 26.60 | 11.83 | 16.94 | 18.79 | -54.57 | 14.29 | 13.49 | 14.09 | 23.18 | 14.72 | 11.93 | 14.81 | 30.65 | 30.67 |
| — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
Includes 30+ ratios · 47 years · Updated daily
Live VCP patterns, Cup & Handle overlays, support/resistance, and AI trade plans.
High-probability breakout stocks crossing their pivot across 5 pattern engines.
DCF models, multiple analysis, and analyst estimates.
10-year return with dividends reinvested.
Compare growth, multiples, and margins vs sector.
Quick answers to the most common questions about buying IVZ stock.
Invesco Ltd.'s current P/E is -18.0x. The average P/E over the last 3 quarters is 9.8x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
Invesco Ltd.'s current operating margin is -10.9%. Margins have been expanding over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking Invesco Ltd.'s business trajectory between earnings reports.