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Invesco (Invesco) Enterprise Value : $13,729 Mil (As of Apr. 27, 2024)


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What is Invesco Enterprise Value?

Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. As of today, Invesco's Enterprise Value is $13,729 Mil. Invesco's EBIT for the trailing twelve months (TTM) ended in Mar. 2024 was $-122 Mil. Therefore, Invesco's EV-to-EBIT ratio for today is -112.26.

EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. As of today, Invesco's Enterprise Value is $13,729 Mil. Invesco's EBITDA for the trailing twelve months (TTM) ended in Mar. 2024 was $1,239 Mil. Therefore, Invesco's EV-to-EBITDA ratio for today is 11.08.

EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, Invesco's Enterprise Value is $13,729 Mil. Invesco's Revenue for the trailing twelve months (TTM) ended in Mar. 2024 was $5,774 Mil. Therefore, Invesco's EV-to-Revenue ratio for today is 2.38.


Invesco Enterprise Value Historical Data

The historical data trend for Invesco's Enterprise Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Invesco Enterprise Value Chart

Invesco Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Enterprise Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 19,978.63 20,077.31 23,374.22 20,945.05 20,461.38

Invesco Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
Enterprise Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 20,038.77 20,017.52 18,791.32 20,461.38 15,962.58

Competitive Comparison of Invesco's Enterprise Value

For the Asset Management subindustry, Invesco's Enterprise Value, along with its competitors' market caps and Enterprise Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Invesco's Enterprise Value Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Invesco's Enterprise Value distribution charts can be found below:

* The bar in red indicates where Invesco's Enterprise Value falls into.



Invesco Enterprise Value Calculation

Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

Invesco's Enterprise Value for the fiscal year that ended in Dec. 2023 is calculated as

Invesco's Enterprise Value for the quarter that ended in Mar. 2024 is calculated as

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Invesco  (NYSE:IVZ) Enterprise Value Explanation

When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.

If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.

The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.

For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.

Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.

1. EV-to-EBIT is calculated as Enterprise Value divided by its EBIT.

Invesco's EV-to-EBIT for today is

EV-to-EBIT=Enterprise Value (Today)/EBIT (TTM)
=13728.998/-122.3
=-112.26

Invesco's current Enterprise Value is $13,729 Mil.
Invesco's EBIT for the trailing twelve months (TTM) ended in Mar. 2024 adds up the quarterly data reported by the company within the most recent 12 months, which was $-122 Mil.

2. EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA.

Invesco's EV-to-EBITDA for today is:

EV-to-EBITDA=Enterprise Value (Today)/EBITDA(TTM)
=13728.998/1238.9
=11.08

Invesco's current Enterprise Value is $13,729 Mil.
Invesco's EBITDA for the trailing twelve months (TTM) ended in Mar. 2024 adds up the quarterly data reported by the company within the most recent 12 months, which was $1,239 Mil.

3. EV-to-Revenue is calculated as Enterprise Value divided by its Revenue.

Invesco's EV-to-Revenue for today is:

EV-to-Revenue=Enterprise Value (Today)/Revenue (TTM)
=13728.998/5773.5
=2.38

Invesco's current Enterprise Value is $13,729 Mil.
Invesco's Revenue for the trailing twelve months (TTM) ended in Mar. 2024 adds up the quarterly data reported by the company within the most recent 12 months, which was $5,774 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Invesco Enterprise Value Related Terms

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Invesco (Invesco) Business Description

Traded in Other Exchanges
Address
1555 Peachtree Street, N.E., Suite 1800, Two Peachtree Pointe, Atlanta, GA, USA, 30309
Invesco provides investment-management services to retail (63% of managed assets) and institutional (37%) clients. At the end of October 2023, the firm had $1.451 trillion in assets under management spread among its equity (49% of AUM), balanced (4%), fixed-income (21%), alternative investment (12%), and money market (14%) operations. Passive products account for 35% of Invesco's total AUM, including 62% of the company's equity operations and 15% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 28% of its AUM sourced from Europe, Africa, and the Middle East (13%) and Asia (15%).
Executives
Thomas P Gibbons director THE BANK OF NEW YORK MELLON CORPORATION, 225 LIBERTY STREET, NEW YORK NY 10286
Martin L Flanagan director, officer: President & CEO 1555 PEACHTREE STREET, SUITE 100, ATLANTA GA 30309
Elizabeth S. Johnson director CITIZENS FINANCIAL GROUP, INC., 600 WASHINGTON BLVD., STAMFORD CT 06901
Stephanie Butcher officer: Senior Managing Director 1555 PEACHTREE ST. NE, ATLANTA GA 30309
Tony Wong officer: Senior Managing Director 1331 SPRING STREET NW, SUITE 2500, ATLANTA GA 30309
Trian Fund Management, L.p. director 280 PARK AVENUE, 41ST FLOOR, NEW YORK NY 10017
Jeffrey H Kupor officer: Senior Managing Director 1331 SPRING STREET NW, SUITE 2500, ATLANTA GA 30309
Mm Asset Management Holding Llc 10 percent owner 1295 STATE STREET, SPRINGFIELD MA 01111
Terry Vacheron officer: Chief Accounting Officer 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA GA 30309
Massmutual Holding Llc 10 percent owner 1295 STATE STREET, SPRINGFIELD MA 01111
Massachusetts Mutual Life Insurance Co 10 percent owner 1295 STATE STREET, SPRINGFIELD MA 01111
Gregory Mcgreevey officer: Senior Managing Director 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA GA 30309
Jennifer Krevitt officer: SMD & Chief HR Officer 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA GA 30309
Meadows Colin officer: Senior Managing Director 1360 PEACHTREE STREET, ATLANTA GA 30309
Christopher C Womack director

Invesco (Invesco) Headlines

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