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NYSE-IVZ
Mar '15
Dec '16
Sep '18
Jun '20
Mar '22
Dec '23
Sep '25
Trailing Valuation
Stock Price
22.9
15.8
15.2
17.5
17.6
15
Total Shares Outstanding
445.1
446
447.6
448
449.4
450
Market Cap
10,210.4
7,032.8
6,789.4
7,831
7,892.2
6,732.5
Total Enterprise Value (TEV)
22,973.1
20,282.8
20,136.1
19,707.6
18,868.5
17,943.3
Dividend Yield
1%
1.3%
1.2%
1.4%
Buyback Yield
1.8%
1.5%
0.7%
0.5%
Debt Paydown Yield
—
4.3%
7.7%
Shareholder Yield
2.1%
6.2%
8.9%
0.8%
P/S
2.2
1.6
1.5
1.3
1.9
1.2
P/Gross Profit
3.9
3.3
P/E
19.8
14
10.5
14.8
-24.4
-19.9
Earnings Yield
5.1%
7.2%
9.6%
6.8%
-4.1%
-5%
P/OCF
7.4
20.4
23.7
6.6
11
4.5
P/FCF
7.7
24.8
31.5
7
13.2
4.9
FCF Yield
13.1%
4%
3.2%
14.3%
7.6%
20.4%
P/B
0.7
0.5
EV/Sales
5
3.2
4.4
3.1
EV/Gross Profit
9.7
8.8
EV/EBITDA
19.5
6
-72.3
EV/EBIT
5.1
4.6
6.4
-41.9
EV/OCF
16.6
58.7
70.2
26.4
11.9
EV/FCF
17.2
71.6
93.6
31.6
13
Dividends
DPS
0.2
Payout Ratio
31.5%
-761.6%
54.1%
44.3%
173.3%
70.5%
Margins
Gross Profit Margin
34.2%
33.3%
36.3%
37.8%
25.8%
36.1%
Operating Margin
16.5%
14.1%
18.1%
19.6%
6.6%
13.9%
EBITDA Margin
18.8%
16.8%
20.8%
22.3%
9.5%
17.1%
Net Profit Margin
21.7%
13%
17.5%
15%
13.2%
Effective Tax Rate
-2.8%
28.1%
22.5%
24.8%
28.6%
24.6%
Pre-Tax Profit Margin
21.1%
22.6%
19.9%
Free Cash Flow Margin
35.7%
35%
-7.1%
20.3%
-30.6%
31.2%
OCF / Sales
37%
36.2%
-5.5%
-28.7%
33%
OCF / Net Income
170.1%
277.6%
-31.6%
132.8%
-419.6%
249.7%
FCF / OCF
96.7%
96.8%
127.7%
102.2%
106.5%
94.5%
FCF / Net Income
164.5%
268.7%
-40.4%
135.7%
-447%
236%
FCF / EBITDA
189.7%
208.6%
-33.9%
91%
-320.5%
182.6%
Capital Efficiency
Return on Invested Capital
1.1%
0.6%
0.9%
0.3%
Return on Assets
Return on Equity
2.3%
1.7%
Return on Total Capital
Return on Capital Employed
0.4%
Return on Tangible Assets
2.6%
1.9%
Payables Turnover
0.8
Days Payables Outstanding
498.8
504.4
513
547.9
445.7
524.5
Cash Conversion Cycle
-498.8
-504.4
-513
-547.9
-445.7
-524.5
Asset Turnover
0.1
Fixed Asset Turnover
3.4
2.9
3
2.6
CapEx to OCF
0
-0.3
-0
-0.1
CapEx to Revenue
CapEx to Depreciation
0.4
0.6
-0.2
Financial Health
Total Debt
9,938.6
10,076.4
9,069.2
7,743.7
7,452.9
7,561.2
Net Debt
8,965.5
9,153.7
8,247.5
6,757.2
5,813.5
6,019.9
Current Ratio
1.1
Quick Ratio
Cash Ratio
Debt Ratio
0.3
Assets to Equity
1.8
1.7
Cash Flow to Debt Ratio
Long-term Debt to Assets
Intangibles to Total Assets
Net Current Asset Value
-15,660.2
-15,964.5
-15,839.1
-14,732.2
-14,095.8
-14,032.5
Goodwill / Assets
Debt / Equity
Total Debt / Capitalization
Long Term Debt / Capitalization
Long-Term Debt / Equity
Net Debt / EBITDA
29
36
25.9
19
40.2
23.8
EBIT / Interest Expense
10.3
21.2
25.1
7.5
12.7
EBITDA / Interest Expense
12
12.3
24.3
28.7
10.8
15.5
(EBITDA - Capex) / Interest Expense
11.3
11.4
22.5
29.3
8.7
13.9
Per Share
Revenue per Share
3.8
3.5
Basic EPS
Diluted EPS
Book Value per Share
32.3
30.5
32.4
32.1
33.7
32
Tangible Book Value per Share
-0.4
-1
Cash per Share
2
3.7
Operating Cash Flow per Share
1.4
Free Cash Flow per Share
-1.1
1
CapEx per Share
Weighted Avg. Shares Outstanding
430.5
453.8
452.9
453.3
435.1
455.5
Weighted Avg. Shares Outstanding Diluted
433
455.2
454
454.1
438
456.1
Common Size
SG&A to Revenue
18.5%
17.6%
18.4%
21.4%
Stock-based Comp to Revenue
1.6%
3.4%
