Invesco Financial Ratios for Analysis 2009-2024 | IVZ
Fifteen years of historical annual and quarterly financial ratios and margins for Invesco (IVZ).
Annual Data
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 |
5.01 | 4.44 | 3.73 | 1.82 | 1.62 | 1.58 | 1.50 | 1.70 | 2.09 | 3.15 | 2.84 | 2.84 | 1.29 | 1.31 | 1.36 |
0.36 | 0.34 | 0.37 | 0.37 | 0.37 | 0.46 | 0.43 | 0.46 | 0.46 | 0.42 | 0.39 | 0.36 | 0.42 | 0.43 | 0.09 |
0.57 | 0.51 | 0.58 | 0.59 | 0.58 | 0.85 | 0.77 | 0.85 | 0.86 | 0.74 | 0.64 | 0.56 | 0.74 | 0.77 | 0.10 |
68.07 | 68.82 | 68.83 | 68.31 | 69.06 | 69.74 | 71.19 | 70.28 | 69.16 | 68.32 | 67.94 | 67.70 | 67.87 | 69.79 | 71.95 |
-7.61 | 21.78 | 25.94 | 14.98 | 13.21 | 22.67 | 24.79 | 24.34 | 26.52 | 24.81 | 24.12 | 20.80 | 22.15 | 16.91 | 18.43 |
-7.61 | 21.78 | 25.94 | 14.98 | 13.21 | 22.67 | 24.79 | 24.34 | 26.52 | 24.81 | 24.12 | 20.80 | 22.15 | 16.91 | 18.43 |
17.44 | 25.01 | 28.91 | 18.29 | 16.11 | 25.35 | 27.05 | 26.48 | 28.34 | 26.55 | 26.02 | 23.15 | 25.10 | 19.69 | 21.39 |
-4.16 | 20.63 | 36.27 | 17.40 | 15.90 | 21.42 | 27.70 | 25.49 | 26.59 | 27.10 | 27.02 | 20.51 | 22.40 | 23.91 | 13.61 |
-5.84 | 11.31 | 20.20 | 8.54 | 9.23 | 16.61 | 21.85 | 17.52 | 18.42 | 18.65 | 19.55 | 16.72 | 18.32 | 13.35 | 12.28 |
0.20 | 0.20 | 0.21 | 0.17 | 0.16 | 0.17 | 0.16 | 0.18 | 0.20 | 0.25 | 0.24 | 0.23 | 0.21 | 0.17 | 0.24 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
6.01 | 6.02 | 5.23 | 5.99 | 5.14 | 5.86 | 3.33 | 3.58 | 4.04 | 3.58 | 3.11 | 3.74 | 4.12 | 3.18 | 3.91 |
60.76 | 60.67 | 69.75 | 60.94 | 71.07 | 62.24 | 109 | 102 | 90.34 | 102 | 117 | 97.65 | 88.66 | 115 | 93.41 |
-1.51 | 7.82 | 16.20 | 7.48 | 7.16 | 9.88 | 12.96 | 11.41 | 11.09 | 11.01 | 10.23 | 6.29 | 6.70 | 6.80 | 2.75 |
-26.67 | 640 | 3,425 | -57.15 | -47.62 | -222.44 | 144 | 1,044 | 82.68 | 77.65 | 109 | 79.82 | 67.49 | 61.03 | 20.64 |
-0.58 | 3.11 | 6.03 | 2.21 | 1.87 | 2.85 | 3.67 | 3.37 | 3.85 | 4.91 | 4.77 | 3.25 | 3.16 | 3.11 | 1.92 |
-0.71 | 3.87 | 7.70 | 3.42 | 3.26 | 5.33 | 7.33 | 6.15 | 5.95 | 6.34 | 6.23 | 4.03 | 3.89 | 3.85 | 2.50 |
33.75 | 34.84 | 35.06 | 32.26 | 31.59 | 22.50 | 22.00 | 18.85 | 20.83 | 21.21 | 20.73 | 20.50 | 20.49 | 20.35 | 17.67 |
2.85 | 1.53 | 2.32 | 2.66 | 2.53 | 2.01 | 2.82 | 1.62 | 2.70 | 2.84 | 1.80 | 1.81 | 2.08 | 0.82 | 0.86 |
2.49 | 1.11 | 2.08 | 2.41 | 2.25 | 1.76 | 2.55 | 1.26 | 2.40 | 2.52 | 1.60 | 1.59 | 1.87 | 0.63 | 0.78 |
Quarterly Data
2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | 2023-03-31 | 2022-12-31 | 2022-09-30 | 2022-06-30 | 2022-03-31 | 2021-12-31 | 2021-09-30 | 2021-06-30 | 2021-03-31 | 2020-12-31 | 2020-09-30 | 2020-06-30 | 2020-03-31 | 2019-12-31 | 2019-09-30 | 2019-06-30 | 2019-03-31 | 2018-12-31 | 2018-09-30 | 2018-06-30 | 2018-03-31 | 2017-12-31 | 2017-09-30 | 2017-06-30 | 2017-03-31 | 2016-12-31 | 2016-09-30 | 2016-06-30 | 2016-03-31 | 2015-12-31 | 2015-09-30 | 2015-06-30 | 2015-03-31 | 2014-12-31 | 2014-09-30 | 2014-06-30 | 2014-03-31 | 2013-12-31 | 2013-09-30 | 2013-06-30 | 2013-03-31 | 2012-12-31 | 2012-09-30 | 2012-06-30 | 2012-03-31 | 2011-12-31 | 2011-09-30 | 2011-06-30 | 2011-03-31 | 2010-12-31 | 2010-09-30 | 2010-06-30 | 2010-03-31 | 2009-12-31 | 2009-09-30 | 2009-06-30 | 2009-03-31 |
4.91 | 5.80 | 6.89 | 5.01 | 5.10 | 5.15 | 4.88 | 4.44 | 4.43 | 4.31 | 4.21 | 3.73 | 3.30 | 2.71 | 2.06 | 1.82 | 1.76 | 1.76 | 1.71 | 1.62 | 1.57 | 1.45 | 1.52 | 1.58 | 1.55 | 1.51 | 1.54 | 1.50 | 1.50 | 1.54 | 1.63 | 1.70 | 1.69 | 1.67 | 1.69 | 2.09 | 2.13 | 2.47 | 2.69 | 3.15 | 3.05 | 2.82 | 2.55 | 2.84 | 2.59 | 1.46 | 1.49 | 2.84 | 1.31 | 1.35 | 1.19 | 1.29 | 1.28 | 1.33 | 1.32 | 1.31 | 1.26 | 1.32 | 1.35 | 1.36 | 1.30 | 1.27 | 1.13 |
0.33 | 0.33 | 0.36 | 0.36 | 0.35 | 0.35 | 0.34 | 0.34 | 0.34 | 0.35 | 0.36 | 0.37 | 0.37 | 0.36 | 0.37 | 0.37 | 0.38 | 0.38 | 0.39 | 0.37 | 0.36 | 0.34 | 0.46 | 0.46 | 0.45 | 0.47 | 0.42 | 0.43 | 0.43 | 0.42 | 0.45 | 0.46 | 0.43 | 0.42 | 0.39 | 0.46 | 0.45 | 0.44 | 0.44 | 0.42 | 0.41 | 0.39 | 0.42 | 0.39 | 0.37 | 0.38 | 0.39 | 0.36 | 0.34 | 0.40 | 0.40 | 0.42 | 0.44 | 0.45 | 0.45 | 0.43 | 0.44 | 0.44 | 0.42 | 0.09 | 0.09 | 0.09 | 0.12 |
0.49 | 0.50 | 0.57 | 0.57 | 0.53 | 0.53 | 0.52 | 0.51 | 0.52 | 0.53 | 0.57 | 0.58 | 0.59 | 0.57 | 0.58 | 0.59 | 0.61 | 0.62 | 0.63 | 0.58 | 0.56 | 0.51 | 0.86 | 0.85 | 0.82 | 0.87 | 0.72 | 0.77 | 0.75 | 0.73 | 0.81 | 0.85 | 0.76 | 0.72 | 0.64 | 0.86 | 0.83 | 0.77 | 0.80 | 0.74 | 0.69 | 0.63 | 0.71 | 0.64 | 0.59 | 0.63 | 0.65 | 0.56 | 0.56 | 0.70 | 0.73 | 0.74 | 0.81 | 0.86 | 0.81 | 0.77 | 0.80 | 0.77 | 0.73 | 0.10 | 0.14 | 0.14 | 0.18 |
67.03 | 66.60 | 65.84 | 67.50 | 68.92 | 67.94 | 67.91 | 69.01 | 68.78 | 68.96 | 68.54 | 69.35 | 68.78 | 68.65 | 68.50 | 68.85 | 67.90 | 68.71 | 67.78 | 69.70 | 68.32 | 68.61 | 69.70 | 70.36 | 69.59 | 69.95 | 69.09 | 71.58 | 71.56 | 70.83 | 70.71 | 70.75 | 69.87 | 70.71 | 69.77 | 69.73 | 69.20 | 68.64 | 69.10 | 69.10 | 67.95 | 68.17 | 68.07 | 67.66 | 67.49 | 67.77 | 68.88 | 65.79 | 67.83 | 67.86 | 69.32 | 66.33 | 68.49 | 68.06 | 68.41 | 68.09 | 69.39 | 69.72 | 72.80 | 68.04 | 74.00 | 73.40 | 72.99 |
6.63 | 13.94 | 14.44 | -76.11 | 15.79 | 14.13 | 14.77 | 16.98 | 24.22 | 22.52 | 23.18 | 28.88 | 26.50 | 27.36 | 20.74 | 13.36 | 17.93 | 8.25 | 19.83 | 18.05 | 15.99 | 1.27 | 16.48 | 18.35 | 24.01 | 24.35 | 23.68 | 24.91 | 26.93 | 25.37 | 21.63 | 22.62 | 25.49 | 25.35 | 23.89 | 24.49 | 27.70 | 27.62 | 26.18 | 27.27 | 25.14 | 27.51 | 19.24 | 23.94 | 24.41 | 24.12 | 24.01 | 19.79 | 20.80 | 20.35 | 22.23 | 22.05 | 22.83 | 21.78 | 21.97 | 19.32 | 19.19 | 9.07 | 19.04 | 21.46 | 21.48 | 17.66 | 11.27 |
6.63 | 13.94 | 14.44 | -76.11 | 15.79 | 14.13 | 14.77 | 16.98 | 24.22 | 22.52 | 23.18 | 28.88 | 26.50 | 27.36 | 20.74 | 13.36 | 17.93 | 8.25 | 19.83 | 18.05 | 15.99 | 1.27 | 16.48 | 18.35 | 24.01 | 24.35 | 23.68 | 24.91 | 26.93 | 25.37 | 21.63 | 22.62 | 25.49 | 25.35 | 23.89 | 24.49 | 27.70 | 27.62 | 26.18 | 27.27 | 25.14 | 27.51 | 19.24 | 23.94 | 24.41 | 24.12 | 24.01 | 19.79 | 20.80 | 20.35 | 22.23 | 22.05 | 22.83 | 21.78 | 21.97 | 19.32 | 19.19 | 9.07 | 19.04 | 21.46 | 21.48 | 17.66 | 11.27 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
9.58 | 17.52 | 19.18 | -66.05 | 15.95 | 15.93 | 16.62 | 27.05 | 17.65 | 18.42 | 19.66 | 39.00 | 39.16 | 37.72 | 28.81 | 24.52 | 25.81 | 7.43 | 11.10 | 18.53 | 18.40 | 5.31 | 21.14 | 11.78 | 25.51 | 23.09 | 24.61 | 29.03 | 29.73 | 27.28 | 24.31 | 26.03 | 28.77 | 26.92 | 20.00 | 22.72 | 26.83 | 26.81 | 29.83 | 25.58 | 26.48 | 32.84 | 23.46 | 27.64 | 29.27 | 25.70 | 25.34 | 16.59 | 22.29 | 29.21 | 14.36 | 41.69 | 14.28 | 19.14 | 17.03 | 20.65 | 8.59 | 34.93 | 36.80 | 24.39 | 21.03 | 10.27 | -6.84 |
3.63 | 8.91 | 9.59 | -52.52 | 9.11 | 9.16 | 10.22 | 13.01 | 12.27 | 7.91 | 12.13 | 24.20 | 18.86 | 21.40 | 16.14 | 12.95 | 12.80 | 2.85 | 5.10 | 10.32 | 9.71 | 2.79 | 14.63 | 9.09 | 20.09 | 18.01 | 18.73 | 30.66 | 20.00 | 18.53 | 17.24 | 18.41 | 19.47 | 18.40 | 13.65 | 15.88 | 19.08 | 19.02 | 19.58 | 20.06 | 19.00 | 20.69 | 14.79 | 20.84 | 19.47 | 17.84 | 19.98 | 15.54 | 16.83 | 15.68 | 18.76 | 22.80 | 16.73 | 17.10 | 17.28 | 17.03 | 16.23 | 5.18 | 13.21 | 14.83 | 14.91 | 12.11 | 5.60 |
0.06 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.05 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.06 | 0.06 | 0.06 | 0.07 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.04 | 0.04 | 0.07 | 0.06 | 0.06 | 0.06 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
1.48 | 1.46 | 1.59 | 1.49 | 1.60 | 1.60 | 1.35 | 1.44 | 1.64 | 1.48 | 1.40 | 1.34 | 1.42 | 1.14 | 1.21 | 1.59 | 1.27 | 1.32 | 1.26 | 1.46 | 1.44 | 1.24 | 1.00 | 1.39 | 0.92 | 0.81 | 0.85 | 0.89 | 0.92 | 0.76 | 0.74 | 0.90 | 0.95 | 0.63 | 0.71 | 0.98 | 0.77 | 0.75 | 0.64 | 0.89 | 0.79 | 0.69 | 0.57 | 0.82 | 0.76 | 0.69 | 0.73 | 0.94 | 0.96 | 0.98 | 0.81 | 0.92 | 0.89 | 0.84 | 0.68 | 0.94 | 0.60 | 0.71 | 0.64 | 1.11 | 0.88 | 0.78 | 0.82 |
60.79 | 61.85 | 56.47 | 60.59 | 56.38 | 56.19 | 66.60 | 62.70 | 54.77 | 60.88 | 64.07 | 67.25 | 63.33 | 79.05 | 74.68 | 56.65 | 71.00 | 68.11 | 71.71 | 61.51 | 62.31 | 72.56 | 90.04 | 64.93 | 98.32 | 111 | 106 | 101 | 97.42 | 119 | 122 | 99.69 | 94.62 | 144 | 126 | 92.05 | 116 | 120 | 140 | 101 | 113 | 130 | 158 | 110 | 118 | 131 | 123 | 95.52 | 94.13 | 91.69 | 111 | 98.13 | 102 | 107 | 133 | 95.99 | 151 | 127 | 141 | 80.93 | 103 | 115 | 110 |
0.92 | 1.75 | 1.92 | -5.98 | 1.43 | 1.39 | 1.39 | 2.54 | 1.46 | 1.86 | 1.98 | 4.58 | 4.65 | 4.34 | 3.37 | 3.06 | 2.85 | 0.62 | 1.21 | 2.35 | 2.44 | 0.60 | 2.12 | 1.06 | 3.02 | 2.65 | 2.89 | 4.72 | 3.21 | 3.05 | 2.73 | 2.87 | 3.27 | 3.06 | 1.98 | 2.24 | 2.72 | 2.69 | 3.20 | 2.49 | 2.76 | 3.40 | 2.34 | 2.95 | 2.74 | 2.38 | 2.21 | 1.27 | 1.67 | 2.47 | 0.82 | 3.28 | 0.93 | 1.41 | 1.05 | 1.67 | 0.31 | 2.70 | 2.68 | 1.76 | 1.41 | 0.39 | -0.91 |
13.30 | 25.38 | 29.28 | -105.77 | 100 | 223 | 84.46 | 208 | -434.89 | -848.42 | -352.38 | 969 | -138.90 | -61.70 | -31.35 | -23.41 | -17.40 | -3.16 | -6.23 | -15.66 | -14.20 | -4.23 | -51.56 | -23.88 | -188.47 | -73.35 | 25.84 | 52.42 | 66.30 | 49.18 | 80.98 | 262 | 147 | 2,210 | 51.08 | 16.71 | 19.64 | 19.13 | 24.14 | 17.54 | 21.61 | 27.66 | 25.02 | 31.24 | 26.27 | 28.00 | 29.22 | 16.14 | 17.84 | 25.06 | 9.08 | 33.08 | 10.34 | 16.41 | 9.83 | 15.02 | 4.38 | 29.47 | 14.90 | 13.23 | 11.59 | 3.59 | -18.10 |
0.38 | 0.72 | 0.76 | -2.31 | 0.57 | 0.56 | 0.56 | 1.01 | 0.58 | 0.73 | 0.75 | 1.70 | 1.66 | 1.49 | 1.07 | 0.91 | 0.82 | 0.17 | 0.32 | 0.62 | 0.64 | 0.16 | 0.59 | 0.31 | 0.87 | 0.75 | 0.84 | 1.33 | 0.90 | 0.88 | 0.81 | 0.85 | 1.06 | 1.01 | 0.70 | 0.78 | 0.97 | 1.07 | 1.29 | 1.11 | 1.26 | 1.59 | 1.03 | 1.37 | 1.33 | 1.15 | 1.05 | 0.66 | 0.86 | 1.21 | 0.39 | 1.55 | 0.42 | 0.62 | 0.47 | 0.77 | 0.14 | 1.26 | 1.28 | 1.23 | 0.96 | 0.27 | -0.62 |
0.45 | 0.86 | 0.90 | -2.81 | 0.69 | 0.68 | 0.69 | 1.26 | 0.71 | 0.90 | 0.94 | 2.18 | 2.18 | 2.04 | 1.56 | 1.40 | 1.28 | 0.27 | 0.53 | 1.07 | 1.12 | 0.29 | 1.14 | 0.57 | 1.66 | 1.41 | 1.68 | 2.67 | 1.84 | 1.76 | 1.51 | 1.54 | 1.86 | 1.77 | 1.20 | 1.20 | 1.49 | 1.51 | 1.78 | 1.43 | 1.63 | 2.08 | 1.37 | 1.79 | 1.72 | 1.48 | 1.34 | 0.81 | 1.10 | 1.48 | 0.49 | 1.91 | 0.52 | 0.77 | 0.58 | 0.95 | 0.17 | 1.52 | 1.55 | 1.60 | 1.28 | 0.35 | -0.80 |
34.10 | 33.77 | 33.76 | 33.75 | 35.23 | 35.37 | 34.77 | 34.84 | 34.11 | 34.72 | 35.13 | 35.06 | 34.11 | 33.43 | 32.57 | 32.26 | 31.24 | 30.42 | 30.38 | 31.59 | 30.76 | 30.44 | 22.48 | 22.50 | 22.66 | 22.24 | 22.37 | 22.00 | 21.00 | 20.09 | 19.26 | 18.85 | 19.15 | 18.86 | 19.08 | 20.83 | 20.89 | 21.19 | 20.60 | 21.21 | 21.21 | 21.60 | 20.58 | 20.73 | 20.58 | 19.77 | 19.88 | 20.50 | 20.71 | 20.48 | 20.38 | 20.49 | 19.88 | 20.40 | 20.37 | 20.35 | 19.15 | 18.84 | 18.34 | 17.67 | 17.31 | 15.68 | 14.92 |
1.92 | 0.95 | -0.12 | 2.85 | 1.29 | 0.51 | -0.22 | 1.53 | 0.52 | -0.55 | -0.81 | 2.32 | 2.32 | 1.03 | -0.06 | 2.66 | 1.43 | 0.56 | -0.17 | 2.53 | 1.43 | 0.80 | -0.30 | 2.01 | 1.60 | 0.96 | -0.13 | 2.82 | 1.88 | 0.96 | 0.32 | 1.62 | 1.45 | 0.53 | -0.08 | 2.70 | 1.33 | 1.09 | -0.13 | 2.84 | 2.40 | 1.30 | -0.50 | 1.80 | 1.31 | 0.57 | -1.08 | 1.81 | 0.70 | 0.54 | -0.35 | 2.08 | 1.39 | 0.31 | -0.22 | 0.82 | 0.78 | -0.14 | -0.40 | 0.86 | 0.37 | -0.01 | -0.45 |
1.75 | 0.85 | -0.17 | 2.49 | 1.02 | 0.32 | -0.30 | 1.11 | 0.26 | -0.67 | -0.86 | 2.08 | 2.16 | 0.93 | -0.10 | 2.41 | 1.27 | 0.46 | -0.21 | 2.25 | 1.27 | 0.69 | -0.35 | 1.76 | 1.43 | 0.85 | -0.18 | 2.55 | 1.68 | 0.81 | 0.25 | 1.26 | 1.20 | 0.36 | -0.14 | 2.40 | 1.12 | 0.97 | -0.19 | 2.52 | 2.20 | 1.18 | -0.55 | 1.60 | 1.17 | 0.48 | -1.12 | 1.59 | 0.55 | 0.46 | -0.39 | 1.87 | 1.29 | 0.23 | -0.27 | 0.63 | 0.66 | -0.22 | -0.44 | 0.78 | 0.33 | -0.05 | -0.46 |