Enterprise Value Summary (Quarterly)
According to Invesco's latest quarterly financial reports:
- The enterprise value (EV) is 14.02B, which includes the market capitalization, debt, and subtracts cash and cash equivalents. EV provides a more comprehensive measure of a company's total value.
- The market capitalization is 7.99B, which is calculated by multiplying the current share price by the total number of outstanding shares.
- The stock price is $17.48, with 455.95M shares outstanding.
- The company has 1.50B in cash and cash equivalents and 7.55B in total debt.
Enterprise Value (EV) Formula:
EV = Market Cap + Total Debt - Cash and Cash Equivalents
Enterprise value is often used instead of market cap because it provides a more accurate valuation of a company by including debt and subtracting cash, giving a fuller picture of the company's total value.
Enterprise Value
$14.02B
Market Cap
$7.97B
Total Debt
$7.55B
Cash and Equivalents
$1.50B
Historical Enterprise Value
Invesco Historical Enterprise Values
The table below shows various enterprise value metrics for each quarter, with the latest data available for 2024-12-31.
| Date | Enterprise Value | EV Change (%) | Stock Price | Number of Shares | Market Cap | Cash & Equivalents | Total Debt |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | $14.02B | 1.59% | $17.48 | 455.95M | $7.97B | $1.50B | $7.55B |
| September 30, 2024 | $13.80B | 7.96% | $17.56 | 454.90M | $7.99B | $1.64B | $7.45B |
| June 30, 2024 | $12.78B | -13.21% | $14.85 | 455.50M | $6.76B | $1.54B | $7.56B |
| March 31, 2024 | $14.73B | -0.06% | $16.49 | 456.45M | $7.53B | $1.43B | $8.63B |
| December 31, 2023 | $14.74B | 9.38% | $17.84 | 451.70M | $8.06B | $1.93B | $8.61B |
| September 30, 2023 | $13.47B | -8.86% | $14.52 | 451.70M | $6.56B | $1.56B | $8.47B |
| June 30, 2023 | $14.78B | 1.53% | $16.81 | 457.90M | $7.70B | $1.29B | $8.37B |
| March 31, 2023 | $14.56B | -5.33% | $16.4 | 458.10M | $7.51B | $1.21B | $8.26B |
| December 31, 2022 | $15.38B | 17.67% | $17.99 | 458.97M | $8.26B | $1.43B | $8.56B |
| September 30, 2022 | $13.07B | -10.68% | $13.7 | 457.00M | $6.26B | $1.23B | $8.04B |
| June 30, 2022 | $14.63B | -19.39% | $16.13 | 456.50M | $7.36B | $1.13B | $8.40B |
| March 31, 2022 | $18.15B | 1.19% | $23.06 | 459.50M | $10.60B | $1.61B | $9.17B |
| December 31, 2021 | $17.94B | -1.27% | $23.02 | 463.30M | $10.67B | $2.15B | $9.42B |
| September 30, 2021 | $18.17B | -6.67% | $24.11 | 463.30M | $11.17B | $2.31B | $9.31B |
| June 30, 2021 | $19.47B | 3.35% | $26.73 | 462.80M | $12.37B | $1.74B | $8.83B |
| March 31, 2021 | $18.84B | 24.57% | $25.22 | 461.60M | $11.64B | $1.59B | $8.78B |
| December 31, 2020 | $15.12B | 19.64% | $17.43 | 461.00M | $8.04B | $1.71B | $8.80B |
| September 30, 2020 | $12.64B | 2.47% | $11.41 | 461.10M | $5.26B | $1.32B | $8.70B |
| June 30, 2020 | $12.33B | 5.69% | $10.76 | 460.10M | $4.95B | $1.27B | $8.65B |
| March 31, 2020 | $11.67B | -21.04% | $9.08 | 455.70M | $4.14B | $1.23B | $8.76B |
| December 31, 2019 | $14.78B | 4.91% | $17.98 | 454.10M | $8.16B | $1.70B | $8.31B |
| September 30, 2019 | $14.09B | -4.17% | $16.94 | 462.80M | $7.84B | $1.53B | $7.78B |
| June 30, 2019 | $14.70B | 1.53% | $20.54 | 431.60M | $8.87B | $1.44B | $7.27B |
| March 31, 2019 | $14.48B | 15.35% | $19.97 | 401.60M | $8.02B | $1.27B | $7.73B |
| December 31, 2018 | $12.55B | -17.71% | $16.74 | 401.60M | $6.72B | $1.81B | $7.63B |
| September 30, 2018 | $15.25B | -10.95% | $23.01 | 414.30M | $9.53B | $1.91B | $7.64B |
| June 30, 2018 | $17.13B | -2.80% | $26.56 | 413.90M | $10.99B | $1.83B | $7.97B |
| March 31, 2018 | $17.62B | -8.88% | $32.01 | 411.30M | $13.17B | $2.12B | $6.58B |
| December 31, 2017 | $19.34B | 4.18% | $36.54 | 410.00M | $14.98B | $2.52B | $6.88B |
| September 30, 2017 | $18.56B | 3.02% | $35.04 | 410.00M | $14.37B | $2.20B | $6.40B |
| June 30, 2017 | $18.02B | 8.88% | $35.19 | 397.50M | $13.99B | $1.97B | $6.00B |
| March 31, 2017 | $16.55B | -1.69% | $30.63 | 395.50M | $12.11B | $1.93B | $6.37B |
| December 31, 2016 | $16.83B | 1.70% | $30.34 | 408.60M | $12.40B | $2.07B | $6.51B |
| September 30, 2016 | $16.55B | 15.92% | $31.27 | 400.20M | $12.51B | $1.90B | $5.93B |
| June 30, 2016 | $14.28B | -11.08% | $25.54 | 406.40M | $10.38B | $1.70B | $5.60B |
| March 31, 2016 | $16.06B | -17.46% | $30.77 | 407.70M | $12.54B | $1.62B | $5.13B |
| December 31, 2015 | $19.45B | 6.68% | $33.48 | 422.90M | $14.16B | $2.21B | $7.51B |
| September 30, 2015 | $18.23B | -13.29% | $31.23 | 418.00M | $13.05B | $2.18B | $7.36B |
| June 30, 2015 | $21.03B | -5.16% | $37.49 | 420.90M | $15.78B | $1.78B | $7.03B |
| March 31, 2015 | $22.17B | 1.05% | $39.69 | 420.90M | $16.71B | $1.61B | $7.08B |
| December 31, 2014 | $21.94B | 2.56% | $39.52 | 433.20M | $17.12B | $1.92B | $6.74B |
| September 30, 2014 | $21.39B | 4.88% | $39.48 | 422.60M | $16.68B | $1.59B | $6.30B |
| June 30, 2014 | $20.40B | 0.66% | $37.75 | 423.70M | $15.99B | $1.49B | $5.89B |
| March 31, 2014 | $20.26B | 1.04% | $37 | 423.50M | $15.67B | $1.76B | $6.35B |
| December 31, 2013 | $20.05B | 11.04% | $36.4 | 445.00M | $16.20B | $1.91B | $5.77B |
| September 30, 2013 | $18.06B | -2.23% | $31.9 | 447.90M | $14.29B | $1.62B | $5.39B |
| June 30, 2013 | $18.47B | 10.01% | $31.75 | 449.10M | $14.26B | $1.28B | $5.49B |
| March 31, 2013 | $16.79B | 7.32% | $28.37 | 447.80M | $12.70B | $1.65B | $5.74B |
| December 31, 2012 | $15.65B | 4.03% | $26.09 | 447.80M | $11.68B | $1.12B | $5.09B |
| September 30, 2012 | $15.04B | -3.40% | $25.11 | 451.30M | $11.33B | $1.43B | $5.14B |
| June 30, 2012 | $15.57B | -12.13% | $22.6 | 453.80M | $10.26B | $1.10B | $6.41B |
| March 31, 2012 | $17.72B | 19.60% | $26.67 | 454.30M | $12.12B | $1.07B | $6.67B |
| December 31, 2011 | $14.81B | 11.65% | $20.09 | 454.30M | $9.13B | $1.11B | $6.80B |
| September 30, 2011 | $13.27B | -24.29% | $15.51 | 459.50M | $7.13B | $1.11B | $7.26B |
| June 30, 2011 | $17.53B | -5.30% | $23.4 | 465.50M | $10.89B | $1.24B | $7.88B |
| March 31, 2011 | $18.51B | 8.16% | $25.56 | 469.90M | $12.01B | $1.13B | $7.62B |
| December 31, 2010 | $17.11B | 5.78% | $24.06 | 469.90M | $11.31B | $1.38B | $7.18B |
| September 30, 2010 | $16.17B | 16.34% | $21.23 | 476.60M | $10.12B | $982.00M | $7.04B |
| June 30, 2010 | $13.90B | 42.34% | $16.83 | 455.00M | $7.66B | $555.60M | $6.80B |
| March 31, 2010 | $9.77B | -4.11% | $21.91 | 439.00M | $9.62B | $597.00M | $745.70M |
| December 31, 2009 | $10.19B | 2.48% | $23.49 | 434.30M | $10.20B | $762.00M | $745.70M |
| September 30, 2009 | $9.94B | 31.84% | $22.76 | 431.60M | $9.82B | $923.80M | $1.04B |
| June 30, 2009 | $7.54B | 20.03% | $17.82 | 410.60M | $7.32B | $817.70M | $1.04B |
| March 31, 2009 | $6.28B | 3.32% | $13.86 | 394.10M | $5.46B | $333.10M | $1.15B |
| December 31, 2008 | $6.08B | -29.63% | $14.44 | 386.30M | $5.58B | $658.20M | $1.16B |
| September 30, 2008 | $8.64B | -13.59% | $20.98 | 388.40M | $8.15B | $831.60M | $1.32B |
| June 30, 2008 | $10.00B | -1.85% | $23.98 | 390.10M | $9.35B | $693.90M | $1.34B |
| March 31, 2008 | $10.19B | -18.51% | $24.36 | 390.00M | $9.50B | $851.40M | $1.54B |
| December 31, 2007 | $12.50B | 15.73% | $31.38 | 388.00M | $12.18B | $952.40M | $1.28B |
| September 30, 2007 | $10.80B | 96.64% | $26.9 | 400.00M | $10.76B | $1.10B | $1.14B |
| June 30, 2007 | $5.49B | 7.37% | $6.47 | 797.80M | $5.16B | $812.00M | $1.14B |
| March 31, 2007 | $5.12B | -4.55% | $5.53 | 831.89M | $4.60B | $779.00M | $1.29B |
| December 31, 2006 | $5.36B | 8.57% | $6.17 | 790.30M | $4.88B | $789.60M | $1.27B |
| September 30, 2006 | $4.94B | 89.19% | $5.48 | 790.30M | $4.33B | $664.20M | $1.27B |
| June 30, 2006 | $2.61B | -36.55% | $4.62 | 391.62M | $1.81B | $487.14M | $1.29B |
| March 31, 2006 | $4.11B | 16.68% | $4.72 | 790.85M | $3.73B | $493.53M | $873.04M |
| December 31, 2005 | $3.52B | 16.55% | $3.85 | 794.05M | $3.06B | $754.75M | $1.22B |
| September 30, 2005 | $3.02B | -3.22% | $3.26 | 794.10M | $2.59B | $717.86M | $1.15B |
| June 30, 2005 | $3.12B | -6.84% | $3.01 | 793.82M | $2.39B | $428.66M | $1.16B |
| March 31, 2005 | $3.35B | - | $3.17 | 793.43M | $2.52B | $458.45M | $1.30B |
Related Metrics
Explore detailed financial metrics and analysis for IVZ.