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Invesco (BSP:I1VZ34) Shiller PE Ratio : 8.09 (As of Jun. 06, 2024)


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What is Invesco Shiller PE Ratio?

As of today (2024-06-06), Invesco's current share price is R$81.92. Invesco's E10 for the quarter that ended in Mar. 2024 was R$10.13. Invesco's Shiller PE Ratio for today is 8.09.

The historical rank and industry rank for Invesco's Shiller PE Ratio or its related term are showing as below:

BSP:I1VZ34' s Shiller PE Ratio Range Over the Past 10 Years
Min: 3.28   Med: 12.46   Max: 31.05
Current: 7.14

During the past years, Invesco's highest Shiller PE Ratio was 31.05. The lowest was 3.28. And the median was 12.46.

BSP:I1VZ34's Shiller PE Ratio is ranked better than
86.21% of 754 companies
in the Asset Management industry
Industry Median: 12.845 vs BSP:I1VZ34: 7.14

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Invesco's adjusted earnings per share data for the three months ended in Mar. 2024 was R$1.544. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is R$10.13 for the trailing ten years ended in Mar. 2024.

Shiller PE for Stocks: The True Measure of Stock Valuation


Invesco Shiller PE Ratio Historical Data

The historical data trend for Invesco's Shiller PE Ratio 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 Shiller PE Ratio Chart

Invesco Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 8.83 8.46 9.93 7.42 8.27

Invesco Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
Shiller PE Ratio 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 6.74 6.92 6.02 8.27 7.64

Competitive Comparison of Invesco's Shiller PE Ratio

For the Asset Management subindustry, Invesco's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio 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 Shiller PE Ratio Distribution in the Asset Management Industry

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

* The bar in red indicates where Invesco's Shiller PE Ratio falls into.



Invesco Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Invesco's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=81.92/10.13
=8.09

* 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's E10 for the quarter that ended in Mar. 2024 is calculated as:

For example, Invesco's adjusted earnings per share data for the three months ended in Mar. 2024 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Mar. 2024 (Change)*Current CPI (Mar. 2024)
=1.544/131.7762*131.7762
=1.544

Current CPI (Mar. 2024) = 131.7762.

Invesco Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201406 1.409 100.560 1.846
201409 1.379 100.428 1.809
201412 1.638 99.070 2.179
201503 1.885 99.621 2.493
201506 1.867 100.684 2.444
201509 2.264 100.392 2.972
201512 1.863 99.792 2.460
201603 1.405 100.470 1.843
201606 1.849 101.688 2.396
201609 1.887 101.861 2.441
201612 1.845 101.863 2.387
201703 1.626 102.862 2.083
201706 1.911 103.349 2.437
201709 2.036 104.136 2.576
201712 3.262 104.011 4.133
201803 2.033 105.290 2.544
201806 2.225 106.317 2.758
201809 2.671 106.507 3.305
201812 1.087 105.998 1.351
201903 1.690 107.251 2.076
201906 0.347 108.070 0.423
201909 1.483 108.329 1.804
201912 1.601 108.420 1.946
202003 0.880 108.902 1.065
202006 0.467 108.767 0.566
202009 2.214 109.815 2.657
202012 2.367 109.897 2.838
202103 3.268 111.754 3.853
202106 3.973 114.631 4.567
202109 3.748 115.734 4.268
202112 5.203 117.630 5.829
202203 2.140 121.301 2.325
202206 1.312 125.017 1.383
202209 2.045 125.227 2.152
202212 2.151 125.222 2.264
202303 1.667 127.348 1.725
202306 1.408 128.729 1.441
202309 1.432 129.860 1.453
202312 -8.036 129.419 -8.182
202403 1.544 131.776 1.544

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Invesco  (BSP:I1VZ34) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Invesco Shiller PE Ratio Related Terms

Thank you for viewing the detailed overview of Invesco's Shiller PE Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Invesco (BSP:I1VZ34) 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%).

Invesco (BSP:I1VZ34) Headlines

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