IVZ
US EQUITY
Financials
Asset Management & Custody Banks
CIK: 914208
Invesco (IVZ) Quant Factor Diagnostic & Fair Value Model
Invesco (Ticker: IVZ) is listed in the Financials sector (Asset Management & Custody Banks). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.
$28.06
-2.54%
Latest Close (2026-10-23)
Market Cap: $12.39B
P/E Ratio: 9.2
Momentum Strength
3M / 12M
-6.81%
1M: -8.54%
12M: +23.18%
Quality (ROE)
Point-in-Time
-
Trailing Return on Equity
Technical Trend
RSI 14
31.3
SMA50: $30.91
SMA200: $27.98
Valuation Multiplier
Trailing
9.2
Deep Value (Under 15x P/E)
📊
Valuation & Multi-Factor Diagnostic
Deep Value (Under 15x P/E)
IVZ trades at an attractive earnings multiple of 9.2x, significantly lower than the broader S&P 500 average.
⚡
Benchmark Factor Strategy
S&P 500 Momentum Alpha Strategy
This strategy applies cross-sectional momentum and quality factor filters across large-cap US equities.
📈 Daily Candlestick & Volume Quant Chart
Interactive lightweight price action & volume breakdown over recent 90 trading days.
均线多头 (MA20/50)
Piotroski F-Score: 4/9 (Moderate Financial Health)
Official Point-in-Time Financial Filing History
Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.
备案 CIK: 914208 · 10-K 年报 / 10-Q 季报
| Form | Period End | Filing Timestamp (Point-in-Time) | Revenue | Net Income | Operating CF | EPS (Diluted) |
|---|---|---|---|---|---|---|
| 10-Q | 2026-06-30 | 2026-08-04 | - | - | $946.80M | $0.76 |
| 10-Q | 2025-12-31 | 2026-08-04 | - | - | - | - |
| 10-Q | 2025-06-30 | 2026-08-04 | - | - | $463.30M | $-0.03 |
| 10-Q | 2026-03-31 | 2026-05-05 | - | - | $212.60M | $0.51 |
| 10-Q | 2025-03-31 | 2026-05-05 | - | $171.10M | -$84.60M | $0.38 |
| 10-K | 2025-12-31 | 2026-02-24 | - | - | $1.53B | $-1.60 |
| 10-K | 2024-12-31 | 2026-02-24 | - | $538.00M | $1.19B | $1.18 |
| 10-K | 2023-12-31 | 2026-02-24 | - | -$333.70M | $1.30B | $-0.73 |
💡 Methodology & Frequently Asked Questions
Key reference details regarding Invesco (IVZ) valuation multiples, momentum factors, and point-in-time filing conventions.
How should IVZ's current valuation multiple be interpreted? ↓
IVZ trades at a trailing P/E of 9.2x within the Financials sector (deep value (under 15x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.
What are IVZ's key momentum and technical factor indicators? ↓
As of the latest close, IVZ shows a 1-month return of -8.54%, 3-month return of -6.81%, and 12-month return of +23.18%, with a 14-day RSI of 31.3. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.
What is Point-in-Time (PIT) financial data and why does it matter for IVZ? ↓
Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.
How can IVZ be incorporated into systematic factor models? ↓
IVZ can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.