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5-day change | 1st Jan Change | ||
| 28.25 USD | -0.18% |
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+2.02% | +7.54% |
| 12:01pm | Asta Energy intends to list in the first quarter of 2026 | RE |
| 14/01 | Exchange-Traded Funds Edge Lower as US Equities Fall After Midday | MT |
Projected Income Statement: Invesco Ltd.
| Fiscal Period: December | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 4,501 | 5,261 | 4,645 | 4,311 | 4,400 | 4,651 | 5,331 | 5,561 |
| Change | - | 16.89% | -11.71% | -7.2% | 2.08% | 5.7% | 14.62% | 4.31% |
| EBITDA 1 | 1,868 | 2,388 | 1,810 | 1,396 | 1,550 | 1,580 | 1,961 | 2,160 |
| Change | - | 27.83% | -24.2% | -22.86% | 11.03% | 1.93% | 24.09% | 10.17% |
| EBIT 1 | 1,664 | 2,183 | 1,615 | 1,214 | 1,371 | 1,538 | 1,953 | 2,080 |
| Change | - | 31.13% | -26.01% | -24.85% | 12.95% | 12.24% | 26.93% | 6.53% |
| Interest Paid 1 | -129.3 | -94.7 | -85.2 | -70.5 | -58 | -79 | -63.3 | -35.1 |
| Earnings before Tax (EBT) 1 | 1,069 | 2,500 | 1,248 | -237.9 | 1,005 | 1,349 | 1,706 | 1,838 |
| Change | - | 133.89% | -50.1% | -119.07% | 522.57% | 34.19% | 26.46% | 7.74% |
| Net income 1 | 524.8 | 1,393 | 683.9 | -333.7 | 538 | 883.5 | 1,131 | 1,231 |
| Change | - | 165.43% | -50.9% | -148.79% | 261.22% | 64.23% | 28% | 8.86% |
| Announcement Date | 26/01/21 | 25/01/22 | 24/01/23 | 23/01/24 | 28/01/25 | - | - | - |
Forecast Balance Sheet: Invesco Ltd.
| Fiscal Period: December | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | 674 | 189 | 253 | 7,142 | 6,757 | 6,843 | 6,843 | 6,843 |
| Change | - | -71.96% | 33.86% | 2,722.92% | -5.39% | 1.27% | 0% | 0% |
| Announcement Date | 26/01/21 | 25/01/22 | 24/01/23 | 23/01/24 | 28/01/25 | - | - | - |
Cash Flow Forecast: Invesco Ltd.
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| CAPEX 1 | 124.3 | 115 | 108.8 | 192.9 | 164.3 | 69.1 |
| Change | - | -7.48% | -5.39% | 77.3% | -14.83% | -57.94% |
| Free Cash Flow (FCF) 1 | 456.6 | 4,564 | 4,700 | 514.1 | 705.6 | 571.1 |
| Change | - | 899.67% | 2.97% | -89.06% | 37.25% | -19.06% |
| Announcement Date | 02/03/20 | 19/02/21 | 18/02/22 | 23/02/23 | 21/02/24 | 25/02/25 |
Forecast Financial Ratios: Invesco Ltd.
| Fiscal Period: December | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|---|
Profitability | ||||||||
| EBITDA Margin (%) | 41.5% | 45.39% | 38.97% | 32.39% | 35.23% | 33.97% | 36.78% | 38.85% |
| EBIT Margin (%) | 36.98% | 41.49% | 34.76% | 28.15% | 31.15% | 33.08% | 36.63% | 37.41% |
| EBT Margin (%) | 23.75% | 47.53% | 26.86% | -5.52% | 22.85% | 29% | 32% | 33.05% |
| Net margin (%) | 11.66% | 26.48% | 14.72% | -7.74% | 12.23% | 19% | 21.21% | 22.14% |
| FCF margin (%) | 24.78% | 18.42% | 10.84% | 26.36% | 25.47% | - | - | - |
| FCF / Net Income (%) | 212.52% | 69.58% | 73.59% | -340.58% | 208.35% | - | - | - |
Profitability | ||||||||
| ROA | 2.35% | 4.16% | 2.48% | 2.35% | 2.79% | 3.01% | 3.88% | 4.24% |
| ROE | 6.33% | 9.64% | 5.04% | 4.63% | 5.36% | 6.13% | 6.86% | 7.49% |
Financial Health | ||||||||
| Leverage (Debt/EBITDA) | 0.36x | 0.08x | 0.14x | 5.12x | 4.36x | 4.33x | 3.49x | 3.17x |
| Debt / Free cash flow | 0.6x | 0.19x | 0.5x | 6.28x | 6.03x | - | - | - |
Capital Intensity | ||||||||
| CAPEX / Current Assets (%) | 2.55% | 2.07% | 4.15% | 3.81% | 1.57% | - | - | - |
| CAPEX / EBITDA (%) | 6.16% | 4.56% | 10.66% | 11.77% | 4.46% | - | - | - |
| CAPEX / FCF (%) | 10.31% | 11.22% | 38.33% | 14.46% | 6.16% | - | - | - |
Items per share | ||||||||
| Cash flow per share 1 | 2.66 | 2.316 | 1.515 | 2.851 | - | - | - | - |
| Change | - | -12.92% | -34.59% | 88.2% | - | - | - | - |
| Dividend per Share 1 | 0.775 | 0.68 | 0.75 | 0.8 | 0.82 | 0.8394 | 0.8738 | 0.9183 |
| Change | - | -12.26% | 10.29% | 6.67% | 2.5% | 2.36% | 4.09% | 5.1% |
| Book Value Per Share 1 | 31.05 | 33.28 | 33.14 | 32.48 | 32.5 | 37.21 | 37.41 | 42.33 |
| Change | - | 7.19% | -0.43% | -2% | 0.08% | 14.49% | 0.55% | 13.13% |
| EPS 1 | 1.13 | 2.99 | 1.49 | -0.73 | 1.18 | 1.945 | 2.504 | 2.735 |
| Change | - | 164.6% | -50.17% | -148.99% | 261.64% | 64.8% | 28.74% | 9.24% |
| Nbr of stocks (in thousands) | 4,59,335 | 4,61,207 | 4,54,785 | 4,49,554 | 4,49,440 | 4,45,093 | 4,45,093 | 4,45,093 |
| Announcement Date | 26/01/21 | 25/01/22 | 24/01/23 | 23/01/24 | 28/01/25 | - | - | - |
| 2025 * | 2026 * | |
|---|---|---|
| P/E ratio | 14.5x | 11.3x |
| PBR | 0.76x | 0.76x |
| EV / Sales | 4.17x | 3.64x |
| Yield | 2.97% | 3.09% |
EPS & Dividend
Y-o-Y evolution of P/E
Year-on-year evolution of the Yield
Trader
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Investor
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Global
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Quality
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Quarterly revenue - Rate of surprise
- Stock Market
- Equities
- IVZ Stock
- Financials Invesco Ltd.
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