(IVZ) Invesco - Ratings and Ratios

Invesco Plc is a global investment management firm that provides a wide range of financial services to diverse clients, including retail and institutional investors, pension funds, and sovereign wealth funds. The firms investment capabilities span multiple asset classes, including equities, fixed income, commodities, and alternative investments, allowing it to craft tailored portfolios that meet the unique needs of its clients.

Invescos investment approach is characterized by a blend of active management and quantitative analysis, enabling the firm to identify opportunities across various market environments. The firms equity investments encompass a broad spectrum of styles, including growth and value, and capitalization ranges, from large-cap to small-cap. In fixed income, Invesco invests across the credit spectrum, including government bonds, investment-grade and high-yield corporates, and securitized products.

With a presence in key financial centers around the world, including its headquarters in Atlanta, Georgia, and additional offices in locations such as Hamilton, Bermuda, Invesco is well-positioned to serve its global client base. The firm has a long history, dating back to its founding in 1935, and has evolved over the years through strategic acquisitions and rebranding, having been known at various times as AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd.

Analyzing the technical data, we observe that the stock is currently trading at $14.39, below its 20-day moving average of $14.81, but above its 50-day moving average of $14.09. The 200-day moving average stands at $16.19, indicating a longer-term downtrend. The Average True Range (ATR) is $0.36, representing a 2.54% daily volatility. The stock is trading between its 52-week high of $18.87 and low of $11.98. Considering the fundamental data, the Market Cap is approximately $6.435 billion, with a P/E ratio of 11.50 and a forward P/E of 8.36, indicating potential for earnings growth. The Return on Equity (RoE) is 5.49%, suggesting a relatively modest return on shareholders equity.

Based on the technical and fundamental analysis, a forecast for Invesco Plc (IVZ) could be constructed. Given the current technical indicators, the stock may continue to consolidate around its current levels, potentially testing the support around $14.00. A break above the 20-day moving average could signal a move towards the 200-day moving average at $16.19. Fundamentally, the relatively low P/E ratio and forward P/E suggest that the stock may be undervalued, providing a potential buying opportunity. However, the modest RoE and the competitive landscape in the asset management industry may cap the upside potential. Therefore, a reasonable forecast could be a gradual appreciation towards $16.00 in the medium term, contingent on the firm maintaining its assets under management and improving its profitability.