Invesco Ltd - Understand $ivz stock

$IVZ Market Cap: $7.933 Billion

Research Board Inbox Deep Research Not Interested Shortlisted

Financial Snapshot

Revenue

$5.887B

TTM

Gross Margin

66.74%

TTM

Net Earnings

-$413.6M

TTM

Current Assets

$1.045B

Q3 2024

Current Liabilities

$2.342B

Q3 2024

Current Ratio

44.61%

Q3 2024

Total Assets

$27.50B

Q3 2024

Total Liabilities

$12.75B

Q3 2024

Book Value

$14.75B

Q3 2024

Cash

$1.045B

Q3 2024

P/E

-19.18

Nov 13, 2024 EST

Free Cash Flow

$1.471B

TTM

Revenues

Revenue YoY Change

Revenues

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995
Revenue	$5.716B	$6.049B	$6.895B	$6.146B	$6.117B	$5.314B	$5.160B	$4.734B	$5.123B	$5.147B	$4.645B	$4.050B	$3.982B	$3.386B	$2.627B	$3.308B	$3.879B	$3.247B	$2.873B	$2.994B	$1.892B	$2.019B	$2.333B	$2.464B	$1.734B	$1.329B	$869.5M	$368.6M	$303.1M
YoY Change	-5.5%	-12.26%	12.19%	0.46%	15.12%	2.98%	9.0%	-7.58%	-0.47%	10.82%	14.67%	1.71%	17.61%	28.87%	-20.57%	-14.73%	19.47%	13.02%	-4.04%	58.24%	-6.31%	-13.44%	-5.31%	42.09%	30.45%	52.87%	135.89%	21.61%

Expenses

Cost Of Revenues

Gross Profit

Gross Profit Margin

Gross Profit

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995
Revenue	$5.716B	$6.049B	$6.895B	$6.146B	$6.117B	$5.314B	$5.160B	$4.734B	$5.123B	$5.147B	$4.645B	$4.050B	$3.982B	$3.386B	$2.627B	$3.308B	$3.879B	$3.247B	$2.873B	$2.994B	$1.892B	$2.019B	$2.333B	$2.464B	$1.734B	$1.329B	$869.5M	$368.6M	$303.1M
Cost Of Revenue	$1.825B	$1.886B	$2.149B	$1.948B	$1.893B	$1.608B	$1.487B	$1.407B	$1.580B	$1.631B	$1.489B	$1.308B	$1.279B	$1.054B	$693.4M	$875.5M	$1.051B	$826.8M	$706.0M	$209.7M	$1.384B	$1.468B	$1.579B	$1.573B	$1.164B	$902.8M	$564.6M	$268.4M	$230.3M
Gross Profit	$3.891B	$4.163B	$4.745B	$4.198B	$4.224B	$3.706B	$3.674B	$3.335B	$3.571B	$3.532B	$3.194B	$2.762B	$2.700B	$2.434B	$1.934B	$2.432B	$2.828B	$2.420B	$2.167B	$2.784B	$507.8M	$550.7M	$753.7M	$890.9M	$570.3M	$426.4M	$304.9M	$100.3M	$72.80M
Gross Profit Margin	68.07%	68.82%	68.83%	68.31%	69.06%	69.74%	71.19%	70.45%	69.71%	68.62%	68.77%	68.19%	67.81%	71.88%	73.61%	73.53%	72.9%	74.53%	75.42%	93.0%	26.84%	27.27%	32.31%	36.16%	32.89%	32.08%	35.07%	27.21%	24.02%

Selling, General & Admin Expense

Research & Development

Depreciation, Depletion & Amortization

SGA Expense to Gross Profit Ratio

R&D To Gross Profit Ratio

DDA To Gross Profit Ratio

Operating Expenses Total

Operating Profits/Loss

Operational Expenses

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995
Selling, General & Admin	$2.986B	$2.760B	$522.7M	$564.1M	$539.8M	$459.2M	$428.7M	$409.2M	$477.1M	$508.6M	$409.9M	$398.3M	$367.8M	$325.3M	$232.1M	$1.684B	$1.834B	$1.648B	$1.680B	$2.079B
YoY Change	8.17%	428.03%	-7.34%	4.5%	17.55%	7.11%	4.77%	-14.23%	-6.19%	24.08%	2.91%	8.29%	13.06%	40.16%	-86.22%	-8.14%	11.28%	-1.9%	-19.2%
% of Gross Profit	76.73%	66.3%	11.02%	13.44%	12.78%	12.39%	11.67%	12.27%	13.36%	14.4%	12.83%	14.42%	13.62%	13.37%	12.0%	69.25%	64.84%	68.09%	77.52%	74.67%
Research & Development
YoY Change
% of Gross Profit
Depreciation & Amortization	$98.80M	$63.80M	$205.3M	$203.5M	$177.6M	$142.1M	$116.8M	$101.2M	$93.60M	$89.40M	$88.40M	$95.00M	$117.4M	$96.70M	$77.60M	$67.60M	$84.10M	$67.50M	$94.50M	$130.3M	$326.6M	$314.7M	$298.3M	$166.4M	$165.3M	$101.4M	$29.80M	$8.500M	$8.100M
YoY Change	54.86%	-68.92%	0.88%	14.58%	24.98%	21.66%	15.42%	8.12%	4.7%	1.13%	-6.95%	-19.08%	21.41%	24.61%	14.79%	-19.62%	24.59%	-28.57%	-27.48%	-60.1%	3.78%	5.5%	79.27%	0.67%	63.02%	240.27%	250.59%	4.94%
% of Gross Profit	2.54%	1.53%	4.33%	4.85%	4.2%	3.83%	3.18%	3.03%	2.62%	2.53%	2.77%	3.44%	4.35%	3.97%	4.01%	2.78%	2.97%	2.79%	4.36%	4.68%	64.32%	57.15%	39.58%	18.68%	28.98%	23.78%	9.77%	8.47%	11.13%
Operating Expenses	$3.084B	$2.824B	$5.106B	$5.225B	$5.309B	$4.109B	$3.881B	$3.582B	$3.765B	$3.870B	$3.524B	$3.208B	$3.100B	$2.807B	$2.143B	$1.684B	$1.834B	$1.648B	$1.679B	$2.079B	$243.4M	$224.3M	$198.0M	$85.30M	$62.70M	$35.20M	$0.00	$0.00	$100.0K
YoY Change	9.23%	-44.7%	-2.28%	-1.58%	29.2%	5.87%	8.35%	-4.85%	-2.73%	9.81%	9.87%	3.47%	10.46%	30.96%	27.23%	-8.14%	11.28%	-1.9%	-19.2%	754.03%	8.52%	13.28%	132.12%	36.04%	78.12%			-100.0%
Operating Profit	$806.8M	$1.339B	$1.788B	$920.4M	$808.2M	$1.205B	$1.279B	$1.152B	$1.358B	$1.277B	$1.120B	$842.6M	$882.1M	$579.4M	$484.3M	$747.8M	$994.3M	$772.3M	$487.1M	$705.2M	$264.4M	$326.4M	$555.7M	$805.6M	$507.6M	$391.2M	$304.9M	$100.3M	$72.70M
YoY Change	-39.74%	-25.13%	94.29%	13.88%	-32.92%	-5.8%	10.99%	-15.16%	6.38%	13.99%	32.95%	-4.48%	52.24%	19.64%	-35.24%	-24.79%	28.75%	58.55%	-30.93%	166.72%	-19.0%	-41.26%	-31.02%	58.71%	29.75%	28.3%	203.99%	37.96%

Interest Expenses

Interest Expenses To Operating Income %

Other Expense/Income

Interest & Other Expense/Income

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995
Interest Expense	$48.60M	$45.30M	$94.70M	$129.3M	$135.7M	$111.5M	$94.80M	$93.40M	$81.70M	$73.10M	$44.60M	$52.30M	$61.80M	$58.60M	$64.50M	-$1.600M	$47.20M	-$21.10M	-$67.70M	-$99.80M	-$66.20M	-$69.00M	-$65.50M	-$52.10M	-$53.20M	-$43.10M	-$14.40M	$2.700M	$1.600M
YoY Change	7.28%	-52.16%	-26.76%	-4.72%	21.7%	17.62%	1.5%	14.32%	11.76%	63.9%	-14.72%	-15.37%	5.46%	-9.15%	-4131.25%	-103.39%	-323.7%	-68.83%	-32.16%	50.76%	-4.06%	5.34%	25.72%	-2.07%	23.43%	199.31%	-633.33%	68.75%
% of Operating Profit	6.02%	3.38%	5.3%	14.05%	16.79%	9.25%	7.41%	8.1%	6.01%	5.72%	3.98%	6.21%	7.01%	10.11%	13.32%	-0.21%	4.75%	-2.73%	-13.9%	-14.15%	-25.04%	-21.14%	-11.79%	-6.47%	-10.48%	-11.02%	-4.72%	2.69%	2.2%
Other Income/Expense, Net	$148.3M	-$115.3M	$120.5M	$44.90M	$65.70M	-$40.00M	$49.50M	$46.90M	-$1.500M	$28.10M	$2.600M	$8.300M	$49.00M	$15.60M	$7.800M	-$58.00M	$214.3M	$294.3M	$142.2M	$27.50M
YoY Change	-228.62%	-195.68%	168.37%	-31.66%	-264.25%	-180.81%	5.54%	-3226.67%	-105.34%	980.77%	-68.67%	-83.06%	214.1%	100.0%	-113.45%	-127.06%	-27.18%	106.96%	417.09%

Income/Loss

Pretax Income

Income Tax

Net Profits/Loss

Pretax Income YoY Change

Income Tax Rate

Net Profits/Loss YoY Change

Basic EPS

Net Income To Revenue Ratio

Pretax & Net Income

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995
Pretax Income	-$237.9M	$1.248B	$2.501B	$1.069B	$972.9M	$1.138B	$1.429B	$1.207B	$1.362B	$1.395B	$1.255B	$830.6M	$892.1M	$823.3M	$357.5M	$657.0M	$1.244B	$1.034B	$482.4M	$55.00M	$59.50M	$153.5M	$403.9M	$675.0M	$330.9M	$267.6M	$290.5M	$103.0M	$79.60M
YoY Change	-119.07%	-50.1%	133.89%	9.89%	-14.52%	-20.37%	18.45%	-11.42%	-2.37%	11.15%	51.12%	-6.89%	8.36%	130.29%	-45.59%	-47.18%	20.26%	114.41%	777.09%	-7.56%	-61.24%	-62.0%	-40.16%	103.99%	23.65%	-7.88%	182.04%	29.4%
Income Tax	-$69.70M	$322.2M	$531.1M	$261.6M	$235.1M	$255.0M	$268.2M	$338.3M	$398.0M	$390.6M	$336.9M	$261.4M	$280.0M	$193.1M	$148.2M	$236.0M	$357.3M	$254.6M	$151.1M	$105.3M	$87.70M	$128.1M	$180.9M	$220.1M	$188.5M	$111.6M	$98.80M	$32.70M	$22.40M
% Of Pretax Income		25.82%	21.24%	24.47%	24.16%	22.41%	18.77%	28.04%	29.22%	28.0%	26.84%	31.47%	31.39%	23.45%	41.45%	35.92%	28.73%	24.62%	31.32%	191.45%	147.39%	83.45%	44.79%	32.61%	56.97%	41.7%	34.01%	31.75%	28.14%
Net Earnings	-$333.7M	$683.9M	$1.393B	$524.8M	$564.7M	$882.8M	$1.127B	$854.2M	$968.1M	$988.1M	$940.3M	$677.1M	$729.7M	$465.7M	$322.5M	$481.7M	$673.6M	$482.7M	$219.8M	-$121.0M	$227.3M	$243.0M	$115.5M	$273.4M	$142.3M	$73.30M	$113.0M	$48.40M	$37.20M
YoY Change	-148.79%	-50.9%	165.43%	-7.07%	-36.03%	-21.69%	31.97%	-11.77%	-2.02%	5.08%	38.87%	-7.21%	56.69%	44.4%	-33.05%	-28.49%	39.55%	119.61%	-281.65%	-153.23%	-6.46%	110.39%	-57.75%	92.13%	94.13%	-35.13%	133.47%	30.11%
Net Earnings / Revenue	-5.84%	11.31%	20.2%	8.54%	9.23%	16.61%	21.85%	18.04%	18.9%	19.2%	20.25%	16.72%	18.32%	13.75%	12.27%	14.56%	17.37%	14.87%	7.65%	-4.04%	12.02%	12.03%	4.95%	11.1%	8.21%	5.51%	13.0%	13.13%	12.27%
Basic Earnings Per Share	-$0.73	$1.50	$3.01	$1.14	$1.29	$2.14	$2.75	$2.06	$2.26	$2.27	$2.10	$1.50	$1.58	$1.01	$0.77
Diluted Earnings Per Share	-$0.73	$1.488M	$2.99	$1.13	$1.28	$2.14	$2.75	$2.06	$2.26	$2.27	$2.10	$1.49	$1.57	$1.01	$0.76	$1.207M	$1.635M	$1.189M	$546.1K	-$301.7K	$561.0K	$593.0K	$278.3K	$758.6K	$426.7K	$227.9K	$398.3K	$296.2K	$269.4K

Assets & Liabilities

Cash & Short-Term Investments

Cash & Equivalents

Cash To Operating Expenses Ratio

Inventory

Receivables

Total Short-Term Assets

Property, Plant And Equipment

Long-Term Investments

Total Long-Term Assets

Total Assets

Net Income To Total Assets Percentage

Accounts Payable

Short-Term Debt

Long Term Debt Due

Total Short-Term Liabilities

Long-Term Debt

Other Long-Term Liabilities

Total Long-Term Liabilities

Total Liabilities

Short-Term To Long-Term Debt Ratio

Short-Term Assets To Debt Ratio

Long-Term Debt To Net Income Ratio

Assets & Liabilities

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996
Cash & Short-Term Investments	$1.469B	$1.235B	$1.896B	$1.408B	$1.049B	$1.148B	$2.006B	$1.328B	$1.851B	$1.514B	$1.331B	$836.0M	$1.110B	$1.377B	$790.0M	$658.0M	$952.0M	$834.0M	$716.0M	$545.0M	$569.0M	$572.0M	$510.0M	$726.0M	$307.0M	$198.0M	$116.0M	$292.0M
YoY Change	18.99%	-34.89%	34.69%	34.22%	-8.62%	-42.77%	51.05%	-28.25%	22.26%	13.75%	59.21%	-24.68%	-19.39%	74.3%	20.06%	-30.88%	14.15%	16.48%	31.38%	-4.22%	-0.52%	12.16%	-29.75%	136.48%	55.05%	70.69%	-60.27%
Cash & Equivalents	$1.469B	$1.235B	$1.896B	$1.408B	$1.049B	$1.148B	$2.006B	$1.328B	$1.851B	$1.514B	$1.331B	$836.0M	$1.110B	$1.377B	$790.0M	$658.0M	$952.0M	$834.0M	$716.0M	$545.0M
Short-Term Investments
Other Short-Term Assets			$166.0M	$149.0M	$144.0M	$127.0M	$124.0M	$117.0M	$121.0M	$132.0M	$101.0M		$51.00M	$64.00M	$58.00M	$56.00M	$66.00M	$69.00M	$58.00M	$85.00M	$44.00M	$38.00M	$42.00M	$32.00M	$42.00M	$22.00M	$32.00M
YoY Change			11.41%	3.47%	13.39%	2.42%	5.98%	-3.31%	-8.33%	30.69%			-20.31%	10.34%	3.57%	-15.15%	-4.35%	18.97%	-31.76%	93.18%	15.79%	-9.52%	31.25%	-23.81%	90.91%	-31.25%
Inventory																											$18.00M	$8.000M
Prepaid Expenses
Receivables	$701.5M	$801.8M	$877.8M	$851.0M	$1.018B	$795.0M	$1.416B	$1.217B	$1.094B	$1.278B	$1.433B	$1.000B	$967.0M	$1.097B	$672.0M	$543.0M	$979.0M	$805.0M	$666.0M	$212.0M	$198.0M	$143.0M	$172.0M	$258.0M	$222.0M	$404.0M	$177.0M	$169.0M
Other Receivables	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$43.00M	$344.0M	$419.0M	$442.0M	$488.0M	$691.0M	$591.0M	$314.0M	$68.00M	$0.00
Total Short-Term Assets	$1.469B	$1.235B	$2.940B	$2.408B	$2.211B	$2.070B	$3.546B	$2.662B	$3.066B	$2.924B	$2.865B	$1.836B	$2.128B	$2.538B	$1.520B	$1.257B	$1.997B	$1.708B	$1.483B	$1.186B	$1.230B	$1.195B	$1.212B	$1.707B	$1.162B	$938.0M	$411.0M	$469.0M
YoY Change	18.99%	-58.01%	22.1%	8.91%	6.81%	-41.62%	33.21%	-13.18%	4.86%	2.06%	56.05%	-13.72%	-16.15%	66.97%	20.92%	-37.06%	16.92%	15.17%	25.04%	-3.58%	2.93%	-1.4%	-29.0%	46.9%	23.88%	128.22%	-12.37%
Property, Plant & Equipment	$918.8M	$921.9M	$774.7M	$840.0M	$909.0M	$469.0M	$491.0M	$465.0M	$427.0M	$403.0M	$351.0M	$350.0M	$313.0M	$272.0M	$221.0M	$205.0M	$180.0M	$199.0M	$180.0M	$226.0M	$305.0M	$317.0M	$311.0M	$301.0M	$175.0M	$147.0M	$77.00M	$35.00M
YoY Change	-0.34%	19.0%	-7.77%	-7.59%	93.82%	-4.48%	5.59%	8.9%	5.96%	14.81%	0.29%	11.82%	15.07%	23.08%	7.8%	13.89%	-9.55%	10.56%	-20.35%	-25.9%	-3.79%	1.93%	3.32%	72.0%	19.05%	90.91%	120.0%
Goodwill
YoY Change
Intangibles
YoY Change
Long-Term Investments	$9.935B	$9.732B	$9.969B	$8.737B	$8.638B	$6.827B	$6.333B	$5.911B	$7.035B	$6.648B	$5.574B	$5.161B	$7.114B	$7.679B	$1.025B	$1.089B	$1.505B	$1.750B	$181.0M	$1.089B	$293.0M	$512.0M	$445.0M	$466.0M	$306.0M	$349.0M	$168.0M	$129.0M
YoY Change	2.09%	-2.38%	14.1%	1.15%	26.53%	7.8%	7.14%	-15.98%	5.82%	19.27%	8.0%	-27.45%	-7.36%	649.17%	-5.88%	-27.64%	-14.0%	866.85%	-83.38%	271.67%	-42.77%	15.06%	-4.51%	52.29%	-12.32%	107.74%	30.23%
Other Assets												$138.0M	$69.00M	$73.00M	$147.0M	$148.0M	$198.0M	$150.0M	$219.0M	$260.0M	$155.0M	$125.0M	$125.0M	$92.00M	$35.00M	$53.00M	$36.00M
YoY Change												100.0%	-5.48%	-50.34%	-0.68%	-25.25%	32.0%	-31.51%	-15.77%	67.74%	24.0%	0.0%	35.87%	162.86%	-33.96%	47.22%
Total Long-Term Assets	$27.46B	$28.52B	$29.75B	$34.10B	$37.21B	$28.91B	$28.12B	$23.07B	$22.01B	$17.54B	$16.41B	$15.66B	$17.22B	$17.91B	$9.390B	$8.500B	$10.93B	$10.52B	$6.101B	$6.204B	$5.827B	$5.471B	$5.257B	$4.889B	$1.793B	$1.726B	$282.0M	$165.0M
YoY Change	-3.71%	-4.11%	-12.76%	-8.37%	28.72%	2.79%	21.89%	4.84%	25.47%	6.91%	4.79%	-9.08%	-3.84%	90.69%	10.47%	-22.22%	3.87%	72.45%	-1.66%	6.47%	6.51%	4.07%	7.53%	172.67%	3.88%	512.06%	70.91%
Total Assets	$28.93B	$29.76B	$32.69B	$36.50B	$39.42B	$30.98B	$31.67B	$25.73B	$25.07B	$20.46B	$19.27B	$17.49B	$19.35B	$20.44B	$10.91B	$9.757B	$12.93B	$12.23B	$7.584B	$7.390B	$7.057B	$6.666B	$6.469B	$6.596B	$2.955B	$2.664B	$693.0M	$634.0M
YoY Change
Accounts Payable	$860.7M	$834.6M	$775.5M	$1.601B	$1.539B	$1.087B	$896.0M	$812.0M	$863.0M	$757.0M	$763.0M	$626.0M	$712.0M	$807.0M	$516.0M	$439.0M	$817.0M	$533.0M	$751.0M	$313.0M	$265.0M	$196.0M	$254.0M	$413.0M	$54.00M	$164.0M	$103.0M	$36.00M
YoY Change	3.13%	7.62%	-51.56%	4.03%	41.58%	21.32%	10.34%	-5.91%	14.0%	-0.79%	21.88%	-12.08%	-11.77%	56.4%	17.54%	-46.27%	53.28%	-29.03%	139.94%	18.11%	35.2%	-22.83%	-38.5%	664.81%	-67.07%	59.22%	186.11%
Accrued Expenses	$1.334B	$1.341B	$1.352B	$1.293B	$1.396B	$647.0M	$696.0M	$654.0M	$661.0M	$667.0M	$676.0M	$610.0M	$569.0M	$603.0M	$395.0M	$468.0M	$764.0M		$550.0M	$632.0M	$498.0M	$477.0M	$368.0M	$499.0M	$273.0M	$212.0M	$97.00M
YoY Change	-0.51%	-0.82%	4.57%	-7.38%	115.77%	-7.04%	6.42%	-1.06%	-0.9%	-1.33%	10.82%	7.21%	-5.64%	52.66%	-15.6%	-38.74%			-12.97%	26.91%	4.4%	29.62%	-26.25%	82.78%	28.77%	118.56%
Deferred Revenue
YoY Change
Short-Term Debt	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$8.000M	$15.00M	$13.00M	$0.00	$79.00M	$4.000M	$226.0M
YoY Change																					-100.0%	-46.67%	15.38%		-100.0%	1875.0%	-98.23%
Long-Term Debt Due													$215.0M	$0.00		$297.0M	$0.00	$300.0M	$10.00M	$79.00M	$0.00	$358.0M	$183.0M	$10.00M	$0.00	$12.00M	$43.00M
YoY Change																	-100.0%	2900.0%	-87.34%		-100.0%	95.63%	1730.0%		-100.0%	-72.09%
Total Short-Term Liabilities	$393.9M	$668.7M	$4.113B	$10.58B	$13.93B	$13.30B	$14.82B	$10.35B	$8.137B	$3.852B	$3.737B	$2.942B	$2.799B	$2.778B	$2.277B	$2.082B	$3.620B	$2.508B	$2.522B	$2.290B	$1.878B	$1.835B	$1.674B	$1.868B	$1.142B	$901.0M	$352.0M	$324.0M
YoY Change	-41.09%	-83.74%	-61.11%	-24.06%	4.71%	-10.27%	43.19%	27.2%	111.24%	3.08%	27.02%	5.11%	0.76%	22.0%	9.37%	-42.49%	44.34%	-0.56%	10.13%	21.94%	2.34%	9.62%	-10.39%	63.57%	26.75%	155.97%	8.64%
Long-Term Debt	$8.611B	$8.078B	$9.421B	$8.797B	$8.315B	$7.635B	$6.876B	$6.506B	$7.510B	$6.739B	$5.770B	$5.085B	$6.583B	$7.181B	$746.0M	$862.0M	$1.393B	$1.016B	$1.212B	$1.297B	$1.303B	$960.0M	$1.228B	$1.436B	$1.066B	$1.135B	$335.0M	$63.00M
YoY Change	6.6%	-14.26%	7.1%	5.8%	8.91%	11.04%	5.69%	-13.37%	11.44%	16.79%	13.47%	-22.76%	-8.33%	862.6%	-13.46%	-38.12%	37.11%	-16.17%	-6.55%	-0.46%	35.73%	-21.82%	-14.48%	34.71%	-6.08%	238.81%	431.75%
Other Long-Term Liabilities	$4.013B	$4.168B	$846.3M	$589.0M	$950.0M	$388.0M	$499.0M	$673.0M	$274.0M	$281.0M	$462.0M	$104.0M	$554.0M	$895.0M	$267.0M	$217.0M	$201.0M	$1.036B	$235.0M	$239.0M	$189.0M	$192.0M	$250.0M	$106.0M	$40.00M	$82.00M	$41.00M	$55.00M
YoY Change	-3.73%	392.48%	43.68%	-38.0%	144.85%	-22.24%	-25.85%	145.62%	-2.49%	-39.18%	344.23%	-81.23%	-38.1%	235.21%	23.04%	7.96%	-80.6%	340.85%	-1.67%	26.46%	-1.56%	-23.2%	135.85%	165.0%	-51.22%	100.0%	-25.45%
Total Long-Term Liabilities	$12.62B	$12.25B	$10.27B	$9.386B	$9.265B	$8.023B	$7.375B	$7.179B	$7.784B	$7.020B	$6.232B	$5.189B	$7.137B	$8.076B	$1.013B	$1.079B	$1.594B	$2.052B	$1.447B	$1.536B	$1.492B	$1.152B	$1.478B	$1.542B	$1.106B	$1.217B	$376.0M	$118.0M
YoY Change	3.09%	19.27%	9.39%	1.31%	15.48%	8.79%	2.73%	-7.77%	10.88%	12.64%	20.1%	-27.29%	-11.63%	697.24%	-6.12%	-32.31%	-22.32%	41.81%	-5.79%	2.95%	29.51%	-22.06%	-4.15%	39.42%	-9.12%	223.67%	218.64%
Total Liabilities	$14.34B	$14.54B	$17.19B	$22.14B	$25.56B	$22.40B	$22.97B	$18.23B	$17.19B	$12.14B	$10.88B	$9.176B	$11.23B	$12.18B	$3.997B	$4.067B	$6.335B	$6.065B	$3.971B	$3.864B	$3.371B	$2.987B	$3.152B	$3.410B	$2.249B	$2.117B	$728.0M	$442.0M
YoY Change	-1.42%	-15.4%	-22.37%	-13.37%	14.1%	-2.49%	26.01%	6.07%	41.62%	11.57%	18.55%	-18.28%	-7.82%	204.73%	-1.72%	-35.8%	4.45%	52.73%	2.77%	14.62%	12.86%	-5.23%	-7.57%	51.62%	6.24%	190.8%	64.71%

Ownership

Basic Shares Outstanding

Diluted Shares Outstanding

Preferred Stock

Treasury Stock Shares

Stock Issuance & Repurchase

Ownership Data

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009
Basic Shares Outstanding	454.8M shares	457.5M shares	462.8M shares	459.5M shares	437.8M shares	412.4M shares	409.4M shares	414.7M shares	428.9M shares	435.0M shares	447.5M shares	452.3M shares	462.9M shares	460.4M shares	417.2M shares
Diluted Shares Outstanding	456.2M shares	459.5M shares	465.4M shares	462.5M shares	440.5M shares	412.5M shares	409.9M shares	415.0M shares	429.3M shares	435.6M shares	448.5M shares	453.8M shares	464.7M shares	463.2M shares	423.6M shares
Preferred Stock
Treasury Stock Shares

Return On Shareholders' Equity

Book Value

Free Cash Flow

Free Cash Flow YoY

Free Cash Flow Margin

Dividends

Stock Price

Market Cap: $7.9326 Billion

About Invesco Ltd

Invesco Ltd. engages in the investment management business. The company is headquartered in Atlanta, Georgia and currently employs 8,527 full-time employees. The company serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East, and Africa and Asia-Pacific in 120 countries. The company offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include mutual funds, exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds.

Industry: Investment Advice Peers: Affiliated Managers Group Inc Ares Capital Corp Ares Management Corp Blackstone Inc Carlyle Group Inc FS KKR Capital Corp Blue Owl Capital Corp SEI Investments Co TPG Inc