IVZ Invesco Ltd.

Financial Services

Price

$31.61

Intrinsic value

$15.00

Buy price

$12.00

Discount

-110.7%

Overvalued

DCF walkthrough

This ticker is valued with the excess-return model (bank/insurer/lender), not the operating-cash-flow DCF, so growth-rate and years-of-growth sliders don't apply - only the discount rate (used as cost of equity) and margin of safety do.

Discount rate9.00%

Margin of safety20.00%

Operating CF: $2,008,800,000.00
Total debt: $1,624,000,000.00
Cash & STI: $915,400,000.00
Shares out.: 454,400,000

Overvalued

Intrinsic value$15.00

Buy price (with MOS)$12.00

Current price$31.61

Discount to intrinsic value-110.7%

7-step quality scorecard

ROE quality

LOW

Average ROE: 2.1%
Current ROE: -2.3%
Minimum ROE: -2.3%

Debt quality

CONSERVATIVE

Debt / Equity: 0.13x

Moat proxy

WEAK_PROXY

Cash-flow reliability

NOT_APPLICABLE

Operating CF / Net income: —

Technical chart

Confluence: NONE (0/3)

Weekly candles, ~3 years. Yellow line: 10-week EMA. Dashed lines: Fibonacci retracement of the last 52-week swing. Green arrow: an active DR1 support reclaim.

Assumptions & data quality

Data source: yfinance
Growth (g1) source: min(revenueCAGR,cfCAGR)
Valuation model: EXCESS_RETURN
Debt as % of DCF PV: 11.2%
Public economic interest: 94.0%

These are model outputs built on assumptions (growth rate, discount rate, margin of safety), not facts - trust but verify, especially for LOW cash-flow-reliability or UNKNOWN-quality rows.