Assessing Invesco’s (IVZ) Valuation After Mixed Returns And Conflicting Fair Value Signals

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AdvertisementWhy Invesco is on investors’ radar today Invesco (IVZ) has recently drawn attention after a mixed set of financial signals, with annual revenue of US$6,377.1m alongside a net loss of US$...

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However, the 90 day share price return of 10.27% and 1 year total shareholder return of...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"IVZ":"美国景顺集团","BK7142":"石油与天然气的勘探与生产","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","IVZ.AU":"INVICTUS ENERGY LTD","BK4588":"碎股","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4585":"ETF&股票定投概念","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","BK4135":"资产管理与托管银行"},"translate_title":"在混合回报和相互冲突的公允价值信号后评估景顺(IVZ)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IVZ":1.5,"IVZ.AU":1.5,"DCF":1},"content_text":"AdvertisementWhy Invesco is on investors’ radar today Invesco (IVZ) has recently drawn attention after a mixed set of financial signals, with annual revenue of US$6,377.1m alongside a net loss of US$726.3m and contrasting short term and longer term share returns. See our latest analysis for Invesco. Short term sentiment has cooled, with a 1 day share price return decline of 3.99% adding to a 7 day and 30 day slide. However, the 90 day share price return of 10.27% and 1 year total shareholder return of 40.38% point to momentum that has mainly played out over a longer window. If this mixed picture has you scanning for other opportunities in financial markets, it could be a good moment to look through 22 top founder-led companies. With a recent pullback after strong 1 year and 3 year total returns, along with a share price below the average analyst target, the key question is whether Invesco still offers value or if markets already price in future growth. Most Popular Narrative: 15% Undervalued Invesco's most followed narrative puts fair value at about $30.30 per share versus the last close of $25.77, framing the current pullback as a potential discount that hinges on future earnings power, margins and product mix.  The company's aggressive expansion in private markets and alternative asset offerings, including strategic partnerships (e.g., with Barings and MassMutual) and increased distribution through wealth management channels, aligns with the growing demand for alternatives and could drive higher-fee revenue streams and improved earnings resilience.  Read the complete narrative. Curious how an asset manager with falling modelled revenues still lands on a higher fair value, richer margin assumptions and a future earnings multiple below many peers? The full narrative spells out the earnings path, the role of operating leverage and how a higher profit base supports that $30.30 figure without relying on stretched valuation multiples. Result: Fair Value of $30.30 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story could change quickly if fee pressure from lower cost products bites harder than expected, or if competition and digital platforms slow asset growth. Find out about the key risks to this Invesco narrative. Another View: Cash Flows Paint a Tougher Picture While the popular narrative points to a fair value near $30.30 and calls Invesco undervalued, our DCF model comes out very differently. In that framework, the future cash flow value is $10.86 per share, well below the current $25.77 price. This suggests that Invesco may be overvalued. So which story do you trust more: earnings potential or cash flow discipline? Look into how the SWS DCF model arrives at its fair value. IVZ Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Invesco for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 55 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Invesco Narrative If you feel the current viewpoints do not quite fit your own thinking, or you simply prefer to test the numbers yourself, you can pull the data, stress test the assumptions and shape a personal view of Invesco in just a few minutes with Do it your way. A great starting point for your Invesco research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Invesco has sharpened your thinking, do not stop here. Broaden your watchlist with a few focused screens that can surface fresh opportunities right now.  Target potential mispricing by scanning our list of 55 high quality undervalued stocks that pair quality fundamentals with market pessimism that may have gone too far. Strengthen your income focus by reviewing 15 dividend fortresses, where higher yields are backed by businesses assessed on their ability to keep paying shareholders. Sleep a little easier by checking 80 resilient stocks with low risk scores, which highlights companies assessed to have more resilient profiles and fewer red flags.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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