Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.
IVZSector12 quartersMarket cap$12.71B$6.02BEnterprise value$13.42B$8.09BAvg daily $ volume$149.37M$69.62MDaily turnover1.2%0.9%
IVZSector12 quartersRevenue CAGR 3y6.3%9.3%Revenue CAGR 5y1.2%7.4%Revenue growth YoY20.5%10.7%Revenue acceleration+6.4 pp−0.5 ppFCF growth YoY66.1%13.9%FCF conversion—111.5%Forward growth (HoM est.)—10.6% IVZSector12 quartersP/E (trailing)—13.0×P/E (forward, HoM est.)—11.9×P/E vs. sector—1.0×PEG (HoM est.)—1.33EV/Sales1.9×2.7×FCF yield14.3%7.4%Dividend yield2.9%2.0%Shareholder yield4.3%4.6%
IVZSector12 quartersQuality checks passed33ROIC-2.9%15.0%Gross margin—61.0%Gross margin Δ 3y—+3.8 ppOperating margin-7.1%23.7%Operating margin Δ 3y−24.6 pp+2.0 ppShare count Δ 3y-1.6%-1.6%Stock compensation / revenue1.5%2.0%Accruals ratio-7.5%-0.5% IVZSector12 quartersEfficiency ratio—58.5%Net interest income / assets—3.2%Credit cost—0.2%Return on tangible equity-49.1%14.6%Equity / assets45.4%13.4%Price / tangible book76.6×1.8× IVZSector12 quartersDays to next report1213
IVZSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)-$7.23M-$161.4KInstitutional ownership96.2%85.8%Institutional Δ QoQ+1.1 pp+0.8 ppConviction funds net buying−0.3 pp+0.0 ppActive managers net buying−0.3 pp−0.0 ppActive funds net buying+0.0 pp+0.0 ppDays to cover3.114.49Short % of shares out3.6%4.4%Short interest Δ+0.7 pp+0.1 pp