InvescoIVZ.NValuation Analysis
Based on the blended 10-year P/E and P/B percentiles, the stock currently sits in the “Richly Valued” zone.
As of Oct 16, 2026, Invesco (IVZ.N) trades at a negative P/E (-40.27x, due to a recent net loss), P/B of 1.00x, P/S of 1.80x, and a dividend yield of 2.26%.
Longitudinal percentile comparison: P/E historical percentile is still accumulating data over the trailing long-term window (vs. the short-term percentile still accumulating data); P/B sits at the 76th percentile over the trailing 10Y window (vs. 89th percentile over 3Y); P/S sits at the 70th percentile over the trailing 10Y window (vs. 78th percentile over 3Y).
Cross-sectional valuation: its P/B ranks at the 26th percentile within its industry and the 30th percentile across the broader market.
Shareholder return highlight: Total Shareholder Yield is 17.23%, ranking at the 96th percentile over the trailing 20Y window.
Its P/B percentile is roughly the same whether measured against the industry or the broader market. Of the 17.23% total shareholder yield, 2.26% is paid out as dividends and roughly 14.97% is implied to come from buybacks — both channels are meaningfully in play. Invesco operates in the Finance, Insurance, And Real Estate sector. Data refreshes weekly and is for reference only, not investment advice.
Also listed as: NYSE: IVZ · IVZ
Want the full picture on whether Invesco (IVZ.N) is under- or over-valued? See the full 3Y / 5Y / 10Y / 20Y P/E, P/B, P/S, Dividend Yield & Total Shareholder Yield percentile matrix and the interactive ECharts trend chart on this page.
Historical Percentiles by Metric
| Metric | Current | Market Percentile | Industry Percentile | 3Y Pctl | 5Y Pctl | 10Y Pctl | 20Y Pctl |
|---|---|---|---|---|---|---|---|
| P/E (TTM) | -40.27 | Negative | Negative | Negative | Negative | Negative | Negative |
| P/B (MRQ) | 1.00 | ||||||
| P/S (TTM) | 1.80 | ||||||
| Dividend Yield | 2.26% | ||||||
| Buyback + Div Yield | 17.23% |