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Invesco Ltd
LSE:0UAN

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Invesco Ltd
LSE:0UAN
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Price: 26.0361 USD 1.39% Market Closed
Market Cap: $1.2T

P/FCFE

3.1
Current
46%
Cheaper
vs 3-y average of 5.8

Price to Free Cash Flow to Equity (P/FCFE) ratio compares a company`s market value to the free cash flow available to its shareholders. It`s similar to the P/OCF ratio but more precise, since it accounts for capital expenditures deducted from operating cash flow.

P/FCFE
3.1
=
Market Cap
$11.4B
/
Free Cash Flow to Equity
$3.7B

Price to Free Cash Flow to Equity (P/FCFE) ratio compares a company`s market value to the free cash flow available to its shareholders. It`s similar to the P/OCF ratio but more precise, since it accounts for capital expenditures deducted from operating cash flow.

P/FCFE
3.1
=
Market Cap
$11.4B
/
Free Cash Flow to Equity
$3.7B

Valuation Scenarios

Invesco Ltd is trading below its 3-year average

If P/FCFE returns to its 3-Year Average (5.8), the stock would be worth $48.31 (86% upside from current price).

Statistics
Positive Scenarios
4/4
Maximum Downside
No Downside Scenarios
Maximum Upside
+600%
Average Upside
290%
Scenario P/FCFE Value Implied Price Upside/Downside
Current Multiple 3.1 $26.04
0%
3-Year Average 5.8 $48.31
+86%
5-Year Average 5.7 $47.48
+82%
Industry Average 15.4 $128.38
+393%
Country Average 21.9 $182.29
+600%

Forward P/FCFE
Today’s price vs future free cash flow to equity

Not enough data available to calculate forward P/FCFE

Peer Comparison

All Multiples
P/FCFE
P/E
All Countries
Close
Market Cap P/FCFE P/E
US
Invesco Ltd
LSE:0UAN
11.5B USD 3.1 -17.2
US
BlackRock Inc
NYSE:BLK
164.6B USD 49.1 26.3
US
Blackstone Inc
NYSE:BX
150.1B USD 29.1 49.1
CA
Brookfield Corp
NYSE:BN
101.5B USD 21.9 89.1
US
KKR & Co Inc
NYSE:KKR
92.4B USD -2 617 41.3
US
Bank of New York Mellon Corp
NYSE:BK
92.1B USD 0 17.4
ZA
Ninety One Ltd
JSE:NY1
82.3B ZAR 19.6 24.2
CA
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
106.9B CAD 17.2 31.2
CA
Brookfield Asset Management Inc
NYSE:BAM
78.6B USD 17.5 31.6
US
BROOKFIELD ASSET MANAGEMENT LTD
F:RW5
64.3B EUR 16.4 29.8
US
Ameriprise Financial Inc
NYSE:AMP
42.1B USD 8.5 10.8

Market Distribution

Lower than 96% of companies in the United States of America
Percentile
4th
Based on 7 576 companies
4th percentile
3.1
Low
0 — 13.1
Typical Range
13.1 — 36.5
High
36.5 —
Distribution Statistics
the United States of America
Min 0
30th Percentile 13.1
Median 21.9
70th Percentile 36.5
Max 3 188 432.5

Invesco Ltd
Glance View

Invesco Ltd., a formidable player in the global financial landscape, centers its operations around a clear mission: helping investors worldwide achieve their financial objectives. Founded in 1935 and headquartered in Atlanta, Georgia, Invesco navigates the complex world of asset management with a diversified portfolio of investment strategies. The company's expansive reach covers continents, serving clients with a personalized approach. Invesco leverages its expertise in active, passive, and alternative management styles to craft tailored investment solutions. By tapping into a wealth of knowledge and sophisticated research tools, Invesco stands out in a crowded field, meeting the diverse needs of its clientele with precision and adaptability. Revenue at Invesco flows primarily from the management fees it charges for overseeing a vast array of investment products, including mutual funds, exchange-traded funds (ETFs), and institutional accounts. These fees are typically calculated as a percentage of the assets under management (AUM), providing a stable income stream that scales with the company's growth. The performance fees garnered from actively managing client portfolios further enhance its financial standing, aligning the firm's success with that of its customers. Additionally, Invesco's strategic acquisitions over the years, such as the 2018 purchase of OppenheimerFunds, have expanded its market share and product offerings. Through these endeavors, Invesco continues to capitalize on its core strengths, driving innovation and delivering value to investors worldwide.

0UAN Intrinsic Value
43.1075 USD
Undervaluation 40%
Intrinsic Value
Price $26.0361
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