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Tuesday, January 16, 2018

Invesco Ltd Valuation – January 2016 Update $IVZ



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Benjamin Graham taught that Intelligent Investors must do a thorough fundamental analysis of investment opportunities to determine their intrinsic value and inherent risk.  This is best done by utilizing a systematic approach to analysis that will provide investors with a sense of how a specific company compares to another company or by reviewing the 10 Most Undervalued Companies for the Defensive Investor – November 2015.  By using the ModernGraham method one can review a company’s historical accomplishments and determine an intrinsic value that can be compared across industries.  What follows is a stock analysis showing a specific look at how Invesco Ltd (IVZ) fares in the ModernGraham valuation model.

Company Profile (obtained from Google Finance): Invesco Ltd. (Invesco) is an independent global investment manager. The Company delivers an array of investment capabilities and services to retail and institutional investors through its global platform. The Company has presence in the institutional and retail markets within the investment management industry in North America, the United Kingdom, Europe, the Middle East and Asia-Pacific. The Company offers a range of domestic and global institutional strategies, including traditional and quantitative equities, fixed income (including money market funds for institutional clients), real estate, private equity, financial structures and absolute return strategies. Invesco offers retail investment solutions to clients through third-party financial intermediaries, including traditional broker-dealers, fund supermarkets, retirement platforms, financial advisors, banks, insurance companies and trust companies.


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Premium members can view a full ModernGraham valuation of the company and have access to download a PDF version of the valuation for easy reference. Here is a free sample valuation pdf, and here is a post detailing what can be found within each individual company’s valuation.


Useful Links:

ModernGraham tagged articles Morningstar
Google Finance MSN Money
Yahoo Finance Seeking Alpha
GuruFocus SEC Filings

Most Recent Balance Sheet Figures

Balance Sheet Information Sep15
Total Current Assets $4,887,900,000
Total Current Liabilities $7,916,600,000
Long-Term Debt $7,359,000,000
Total Assets $24,962,200,000
Intangible Assets $7,626,900,000
Total Liabilities $16,869,500,000
Shares Outstanding (Diluted Average) 418,300,000

Earnings Per Share History

Next Fiscal Year Estimate $2.36
Dec14 $2.27
Dec13 $2.10
Dec12 $1.49
Dec11 $1.57
Dec10 $1.01
Dec09 $0.76
Dec08 $1.21
Dec07 $1.64
Dec06 $1.19
Dec05 $0.54
Dec04 -$0.10
Dec03 $0.61
Dec02 $0.06
Dec01 $0.55
Dec00 $1.26
Dec99 $0.87
Dec98 $0.20
Dec97 $0.34

Earnings Per Share – ModernGraham History

Next Fiscal Year Estimate $2.12
Dec14 $1.89
Dec13 $1.60
Dec12 $1.30
Dec11 $1.22
Dec10 $1.08
Dec09 $1.10
Dec08 $1.14
Dec07 $1.00
Dec06 $0.61
Dec05 $0.32
Dec04 $0.30
Dec03 $0.56
Dec02 $0.55
Dec01 $0.74
Dec00 $0.74
Dec99 $0.41

Recommended Reading:

Other ModernGraham posts about the company

10 Undervalued Companies for the Defensive Dividend Stock Investor – December 2015
10 Undervalued Companies for the Defensive Dividend Stock Investor – November 2015
8 Best Stocks For Value Investors This Week – 10/13/15
5 Undervalued Companies for the Defensive Investor Near 52 Week Lows – October 2015
Invesco Limited Analysis – October 2015 Update $IVZ

Other ModernGraham posts about related companies

Legg Mason Inc Valuation – December 2015 Update $LM
Visa Inc Valuation – November 2015 Update $V
Ameriprise Financial Inc. Valuation – November 2015 Update $AMP
BlackRock Inc. Valuation – November 2015 Update $BLK
Goldman Sachs Group Inc. Valuation – November 2015 Update $GS
American Express Company Valuation – October 2015 Update $AXP
KKR & Co. LP Valuation – October 2015 Update $KKR
Invesco Limited Analysis – October 2015 Update $IVZ
CME Group Inc. Analysis – October 2015 Update $CME
T.Rowe Price Group Inc. Analysis – September 2015 Update $TROW

Disclaimer:

The author did not hold a position in any company mentioned in this article at the time of publication and had no intention of changing that position within the next 72 hours.  See my current holdings here.  This article is not investment advice; any reader should speak to a registered investment adviser prior to making any investment decisions.  ModernGraham is not affiliated with the company in any manner.  Please be sure to review our detailed disclaimer.

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