Fundamental Analysis (FA)
Framework: DCF Benchmarked
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For IVZ
Valuation Somewhat Positive
56%
Profitability n.A.
Fin. Growth Balanced
50%
Leverage & Liquidity Weak
17%
Per Share Metrics Weak
33%
Fin. Health n.A.
Fundamental Analysis (FA)
Benchmarked
1 Financial Health
Metric Q4 Q1 Δ in %
Current Ratio -22.57 1.78 2.30
Debt/Assets n.A. n.A. n.A.
Debt/Equity n.A. n.A. n.A.
Net Debt/EBITDA 65.10 32.10 19.44
Naive Interpretation member
2 Per Share
Metric Q4 Q1 Δ in %
Book Value -1.33 31.89 32.32
Cash -26.97 3.12 4.28
Capex 48.43 -0.05 -0.09
Free Cash Flow -72.53 -0.18 0.65
Revenue 3.29 3.23 3.13
Naive Interpretation member
3 Profitability
Metric Q4 Q1 Δ in %
Gross Margin -61.74 0.26 0.67
Operating Margin -81.02 0.14 -0.76
ROA -78.65 < 0.005 -0.02
ROE -79.22 < 0.005 -0.05
ROIC -78.45 < 0.005 -0.03
Naive Interpretation member
4 Valuation
The "Valuation Entry" for the Focus of IVZ is permitted for members.
5 Growth
The "Growth Entry" for the Focus of IVZ is permitted for members.
6 Leverage & Liquidity
The "Leverage & Liquidity Entry" for the Focus of IVZ is permitted for members.