Invesco Ltd Intrinsic Value Calculator – Founders Financial Securities LLC Reduces Holdings in Invesco QQQ
December 2, 2023
☀️Trending News
Founders Financial Securities LLC recently announced a reduction in its holdings of Invesco QQQ, a Nasdaq-listed exchange-traded fund (ETF) sponsored by INVESCO LTD ($NYSE:IVZ). INVESCO LTD is a leading global independent investment management firm. The company offers innovative solutions to individual and institutional investors, including actively managed mutual funds, exchange-traded funds (ETFs), risk-managed portfolios, and a range of single-country and global portfolios. It remains to be seen how this shift in portfolio composition will impact the fund’s performance going forward.
Stock Price
On Monday, shares of INVESCO LTD opened at $13.7 and closed at $13.8, down by 0.3% from the previous closing price of 13.8. This has had a negative impact on INVESCO LTD’s stock price as investors have become more cautious about the company’s near-term prospects. This news has been met with mixed reactions from analysts and investors.
Some analysts are of the view that the company is still a solid long-term investment while others believe that the reduced holdings of its key stock may indicate a deteriorating outlook for the firm. It remains to be seen how INVESCO LTD will fare in the coming days and weeks, but for now, investors should remain cautious and monitor developments closely. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Invesco Ltd. More…
| Total Revenues | Net Income | Net Margin |
| 5.75k | 596.4 | 14.9% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Invesco Ltd. More…
| Operations | Investing | Financing |
| 1.05k | -120.3 | -643.2 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Invesco Ltd. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 29.43k | 13.59k | 33.93 |
Key Ratios Snapshot
Some of the financial key ratios for Invesco Ltd are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| -2.8% | -12.7% | 20.1% |
| FCF Margin | ROE | ROA |
| 14.8% | 4.7% | 2.5% |
Analysis – Invesco Ltd Intrinsic Value Calculator
At GoodWhale, we performed an analysis of INVESCO LTD‘s financials. After extensive research, we determined that the intrinsic value of INVESCO LTD’s share is around $21.0, as indicated by our proprietary Valuation Line. Currently, INVESCO LTD’s stock is traded at $13.8, which is 34.3% lower than its actual intrinsic value. This makes it significantly undervalued and a great investment opportunity. More…
Peers
The company operates in the US, Europe, and Asia Pacific. Invesco Ltd has a market capitalization of $15.48 billion as of March 2021. The company has a diversified product mix that includes mutual funds, ETFs, and separate accounts. Invesco Ltd’s primary competitors are Federated Hermes Inc, BlackRock Inc, and Janus Henderson Group PLC.
– Federated Hermes Inc ($NYSE:FHI)
Federated Hermes Inc has a market cap of 2.75B as of 2022. The company’s return on equity, a measure of how well it reinvested shareholder money, was 22.41%. Federated Hermes Inc is a financial services company that manages investments for a wide range of clients, including insurance companies, pension funds, and other institutional investors. The company offers a variety of investment strategies and products, including equities, fixed income, and alternative investments.
– BlackRock Inc ($NYSE:BLK)
BlackRock Inc is an American financial services company with a market cap of 86.29B as of 2022. It has a return on equity of 12.63%. The company was founded in 1988 and is headquartered in New York City. BlackRock operates as an investment management firm. It provides a range of investment, technology, and risk management solutions to institutional and retail clients worldwide. The company offers a variety of investment strategies, including active, passive, and alternative investments. BlackRock also provides technology solutions, risk management services, and portfolio construction and implementation services.
– Janus Henderson Group PLC ($NYSE:JHG)
As of 2022, Janus Henderson Group PLC has a market cap of 3.42B and a ROE of 7.52%. The company is a global asset management firm that offers a range of investment solutions, including equities, fixed income, alternatives, and multi-asset solutions.
Summary
Invesco Ltd. is a leading global investment management firm. Its core focus is on providing expertise in asset management, investment advice, and other financial services. Analysts are expecting the company to continue to show strong growth over the coming months, due to its diversification and effective management strategies. With a global presence and strong management team, Invesco is an attractive option for investors who wish to diversify their portfolios.
