Invesco (IVZ) Enterprise Value (2009 - 2026)
Invesco (IVZ) recorded Enterprise Value of $11.37 billion in Q2 2026, up 71.2% from $6.64 billion a year earlier and up 10.5% from the prior quarter.
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Analysis
Invesco (IVZ) Enterprise Value (2009 - 2026) Analysis & Trends
On a TTM basis, Invesco's Enterprise Value came in at $8.55 billion as of Jun 30, 2026, up 125.7% year-over-year; for FY2025, it came in at $11.32 billion, up 53.3% from FY2024.
- Annual Enterprise Value has a five-year compound annual growth rate of 10.7% (FY2020 to FY2025).
- Across earlier years, Enterprise Value came in at $7.39 billion in FY2024 (+1.3%), $7.3 billion in FY2023 (-8.2%), $7.95 billion in FY2022 (-13.9%) and $9.23 billion in FY2021 (+35.6%).
- The Q2 2026 figure is the highest quarterly Enterprise Value since Q1 2018.
- On a year-over-year basis, Enterprise Value has increased for five consecutive quarters, with growth averaging 29.1% over the last eight quarters.
- Peak year-over-year performance for Enterprise Value in the last five years was growth of 124.6% in Q3 2021, against a decline of 37.3% in Q3 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at $10.29 billion (Q1 2026), $11.32 billion (Q4 2025) and $9.87 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 165.40 Bn | 111.76 Bn | - |
| 2 | Spdr Gold Trust | 133.61 Bn | -424.39 Bn | - |
| 3 | Blackstone | 84.03 Bn | 78.95 Bn | - |
| 4 | Brookfield | 82.79 Bn | -82.59 Bn | 4.47 Bn |
| 5 | Kkr | 80.75 Bn | 47.23 Bn | - |
| 6 | Brookfield Asset Management | 71.44 Bn | 67.69 Bn | - |
| 7 | Apollo Global Management | 66.43 Bn | 4.11 Bn | 10.56 Bn |
| 8 | Wheaton Precious Metals | 61.87 Bn | 57.29 Bn | 687.86 Mn |
| 9 | Franco Nevada | 46.42 Bn | 43.78 Bn | 451.00 Mn |
| 10 | Invesco | 13.47 Bn | 10.37 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 11.37 Bn |
| Mar 31, 2026 | 10.29 Bn |
| Dec 31, 2025 | 11.32 Bn |
| Sep 30, 2025 | 9.87 Bn |
| Jun 30, 2025 | 6.64 Bn |
| Mar 31, 2025 | 6.51 Bn |
| Dec 31, 2024 | 7.39 Bn |
| Sep 30, 2024 | 7.43 Bn |
| Jun 30, 2024 | 6.42 Bn |
| Mar 31, 2024 | 7.23 Bn |
| Dec 31, 2023 | 7.30 Bn |
| Sep 30, 2023 | 6.04 Bn |
| Jun 30, 2023 | 7.37 Bn |
| Mar 31, 2023 | 7.51 Bn |
| Dec 31, 2022 | 7.95 Bn |
| Sep 30, 2022 | 6.20 Bn |
| Jun 30, 2022 | 7.29 Bn |
| Mar 31, 2022 | 9.98 Bn |
| Dec 31, 2021 | 9.23 Bn |
| Sep 30, 2021 | 9.89 Bn |
API Access
Invesco Enterprise Value API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=enterprise-value&ticker=IVZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "enterprise-value", "ticker": "IVZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=enterprise-value&ticker=IVZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();