NASDAQ·US·Asset Management

IVZIVZ

Banks, insurers and REITs need specialised metrics

Our model uses general-purpose pillars (FCF, EBITDA, debt ratios) that don't fully capture financial-sector economics like Tier-1 capital, NIM, or loan-loss reserves. Read the score directionally, not as gospel.

สรุป

ควรหลีกเลี่ยง

ความมั่นใจ 76%
$25.64

Today's session

Upside?
+50.0%
FV $41.5
P/E (TTM)?
Earnings yield
FCF yield?
Mcap $11.37B

ซื้อ

Fundamental neutral·Technical strong buy

What investors notice

Key signs

Plain-language read of the metrics that matter most for this stock.

Mixed
4 · 2 · 5

Strengths

4
  • Low ROE volatility — durable franchise4.2 pp
  • Strong free-cash-flow compounding41%
  • Recent growth re-accelerating
  • Trading well below consensus fair value50%

Risks

5
  • Capital efficiency is weak (low ROE)2%
  • Inconsistent profitability2/10
  • EPS shrinking on a 5-year basis-100%
  • Operating profit barely covers interest-1.4×
  • ROIC below WACC — destroying value-11%

Watchlist

2
  • Gross margins under pressure
  • Long-term debt rising — monitor leverage
$25.64+91.2%

1Y · period change vs 2025-04-29

Score history (10y)

How quality has trended through cycles.

+1 YoY

Verdict bands: 85+ Wonderful · 70 Solid · 55 Average · 40 Risky.

Fair value range

3 of 5 models · trimmed-mean consensus

Consensus FV
$41.50
Upside
+50.0%
Now $25.64
Our FV$41.50
Price$25.64
$0.61$81.62

Open the Fair Value tab to tweak WACC and growth, and to see all five model outputs side-by-side.

10-year financials

Annual revenue, profit, and free cash flow with year-over-year growth overlay.

YoY growth overlaid

Snapshot

At a glance

Top-line figures most investors check first.

Market cap
$11.37B
P/E (TTM)?
FCF yield?
Dividend
$0.63
2.5% yield
52w range
$13.37$29.20
Score confidence
76%
Data completeness

Last updated 4/30/2026, 5:19:50 AM · Data via Yahoo Finance, FMP, EDGAR. Disclaimer