AlphaStocks
4.6
Weak

Invesco Ltd. (IVZ)

Financials / Asset Management & Custody Banks

S&P 500

$27.34

Below average on several measures. Research carefully.

Weak

Score based on 4 of 5 models — moderate confidence

#66out of 92 in Financials

Is Invesco Ltd. a Good Investment in 2026?

Invesco Ltd. (IVZ) scores 4.6 out of 10 on AlphaStocks' composite model, earning a Weak rating. The Lynch model rates Invesco Ltd. as Attractive. However, the Greenblatt Magic Formula model rates it Caution — Bottom half (rank 92%). Invesco Ltd. currently trades above its estimated fair value of $20, suggesting limited upside at current prices. Invesco Ltd. ranks #66 out of 92 stocks in the Financials sector.

This summary is algorithmically generated and is not financial advice.

Key Metrics

ROE-5.5Market Cap12BDiv Yield3.1

Estimated Fair Value

$19.9037% above

Trading above estimated fair value — the market may be pricing in future growth.

Model-based estimate, not a price target.

5-Model Analysis

Each model evaluates this stock from a different angle. Combined, they form the composite score above.

Piotroski

Caution

2/9

Buffett

Neutral

Business quality & competitive moat

Graham

Neutral

Price vs intrinsic value

Lynch

Attractive

Growth rate vs price (PEG)

Greenblatt

Caution

Bottom half (rank 92%)

Frequently Asked Questions

Is Invesco Ltd. (IVZ) a good investment?
Based on AlphaStocks' composite analysis, Invesco Ltd. (IVZ) scores 4.6 out of 10, earning a Weak rating. This score is below average, suggesting caution. Trading above estimated fair value — the market may be pricing in future growth.
What is Invesco Ltd.'s Piotroski F-Score?
Invesco Ltd.'s Piotroski F-Score status is Caution. The raw score is 2/9. The Piotroski F-Score evaluates financial health using 9 fundamental signals including profitability, leverage, and operating efficiency.
Is IVZ overvalued or undervalued?
Based on AlphaStocks' model-based fair value estimate of $20, IVZ appears overvalued. The stock currently trades 37% above its estimated fair value. Trading above estimated fair value — the market may be pricing in future growth.
How does IVZ compare to other Financials stocks?
Invesco Ltd. ranks #66 out of 92 stocks in the Financials sector, placing it in the top 72% of its sector by composite score. There are higher-ranked alternatives in this sector worth exploring.
What do investment models say about IVZ?
AlphaStocks evaluates IVZ using five proven investment models. Piotroski: Caution; Buffett: Neutral; Graham: Neutral; Lynch: Attractive; Greenblatt Magic Formula: Caution. These models are combined into a single composite score of 4.6/10.

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Scores are algorithm-generated research tools, not investment recommendations. Past performance does not guarantee future results. Always do your own due diligence. Full disclaimer