Invesco Ltd. (IVZ) DCF Valuation

Invesco Ltd. (IVZ) DCF Valuation
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Invesco Ltd. (IVZ) Bundle

DCF model
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Explore Invesco Ltd. (IVZ) financial future with our user-friendly DCF Calculator! Enter your assumptions for growth, margins, and costs to determine Invesco Ltd. (IVZ) intrinsic value and refine your investment strategy.


Discounted Cash Flow (DCF) - (USD MM)

Year AY1
2019
AY2
2020
AY3
2021
AY4
2022
AY5
2023
FY1
2024
FY2
2025
FY3
2026
FY4
2027
FY5
2028
Revenue 6,117.4 6,145.6 6,894.5 6,048.9 5,716.4 5,643.3 5,571.1 5,499.9 5,429.6 5,360.2
Revenue Growth, % 0 0.46098 12.19 -12.26 -5.5 -1.28 -1.28 -1.28 -1.28 -1.28
EBITDA 1,781.6 1,591.7 1,927.6 1,315.1 1,018.5 1,383.1 1,365.4 1,347.9 1,330.7 1,313.7
EBITDA, % 29.12 25.9 27.96 21.74 17.82 24.51 24.51 24.51 24.51 24.51
Depreciation 4,581.4 4,801.3 5,063.4 4,802.2 182.8 3,488.1 3,443.5 3,399.4 3,356.0 3,313.1
Depreciation, % 74.89 78.13 73.44 79.39 3.2 61.81 61.81 61.81 61.81 61.81
EBIT -2,799.8 -3,209.6 -3,135.8 -3,487.1 835.7 -2,105.0 -2,078.1 -2,051.5 -2,025.3 -1,999.4
EBIT, % -45.77 -52.23 -45.48 -57.65 14.62 -37.3 -37.3 -37.3 -37.3 -37.3
Total Cash 10,511.6 1,710.1 2,147.1 1,434.1 1,931.6 2,443.2 2,411.9 2,381.1 2,350.7 2,320.6
Total Cash, percent .0 .0 .0 .0 .0 .0 .0 .0 .0 .0
Account Receivables 1,018.3 850.5 785.0 801.8 701.5
Account Receivables, % 16.65 13.84 11.39 13.26 12.27
Inventories .0 .0 3,055.3 .0 .0 500.2 493.8 487.5 481.2 475.1
Inventories, % 0 0.0000000163 44.32 0.0000000165 0 8.86 8.86 8.86 8.86 8.86
Accounts Payable 414.6 348.9 39.2 59.6 31.5 164.3 162.2 160.2 158.1 156.1
Accounts Payable, % 6.78 5.68 0.56857 0.9853 0.55105 2.91 2.91 2.91 2.91 2.91
Capital Expenditure -124.3 -115.0 -108.8 -192.9 -164.3 -130.3 -128.6 -127.0 -125.4 -123.8
Capital Expenditure, % -2.03 -1.87 -1.58 -3.19 -2.87 -2.31 -2.31 -2.31 -2.31 -2.31
Tax Rate, % 59.27 59.27 59.27 59.27 59.27 59.27 59.27 59.27 59.27 59.27
EBITAT -1,980.8 -2,286.4 -2,043.9 -2,573.2 340.4 -1,354.3 -1,337.0 -1,319.9 -1,303.0 -1,286.4
Depreciation
Changes in Account Receivables
Changes in Inventories
Changes in Accounts Payable
Capital Expenditure
UFCF 1,872.6 2,502.0 -388.8 5,095.0 431.1 1,576.9 1,991.9 1,966.4 1,941.3 1,916.4
WACC, % 6.92 6.94 6.79 7 6.22 6.77 6.77 6.77 6.77 6.77
PV UFCF
SUM PV UFCF 7,714.1
Long Term Growth Rate, % 2.00
Free cash flow (T + 1) 1,955
Terminal Value 40,955
Present Terminal Value 29,512
Enterprise Value 37,226
Net Debt 7,113
Equity Value 30,112
Diluted Shares Outstanding, MM 455
Equity Value Per Share 66.21

What You Will Receive

  • Pre-Filled Financial Model: Invesco Ltd.’s actual data allows for an accurate DCF valuation.
  • Comprehensive Forecast Control: Modify revenue growth, profit margins, WACC, and other essential metrics.
  • Real-Time Calculations: Automatic updates provide immediate feedback as adjustments are made.
  • Professional-Grade Template: A polished Excel file crafted for high-quality valuation presentations.
  • Flexible and Reusable: Designed for adaptability, enabling repeated application for in-depth forecasts.

Key Features

  • Comprehensive IVZ Data: Pre-loaded with Invesco's historical performance metrics and future projections.
  • Customizable Parameters: Modify assumptions for asset growth, expense ratios, discount rates, tax implications, and capital investments.
  • Interactive Valuation Model: Real-time adjustments to Net Present Value (NPV) and intrinsic value based on user-defined inputs.
  • Scenario Analysis: Develop various forecasting scenarios to evaluate different valuation possibilities.
  • Intuitive Interface: Clean, organized design suitable for both industry professionals and novices.

How It Works

  1. Step 1: Download the Excel file.
  2. Step 2: Review Invesco Ltd.'s (IVZ) pre-filled financial data and forecasts.
  3. Step 3: Modify key inputs such as revenue growth, WACC, and tax rates (highlighted cells).
  4. Step 4: Observe the DCF model update in real-time as you adjust your assumptions.
  5. Step 5: Analyze the results and utilize the outputs for your investment decisions.

Why Choose This Calculator for Invesco Ltd. (IVZ)?

  • User-Friendly Interface: Tailored for both novice and seasoned users.
  • Customizable Inputs: Adjust parameters easily to suit your financial analysis.
  • Real-Time Adjustments: Observe immediate changes to Invesco's valuation as you modify inputs.
  • Preloaded Data: Comes equipped with Invesco's current financial metrics for swift evaluations.
  • Relied Upon by Experts: A go-to tool for investors and analysts seeking to make well-informed choices.

Who Should Use This Product?

  • Institutional Investors: Develop comprehensive investment strategies utilizing Invesco Ltd. (IVZ) insights.
  • Financial Advisors: Offer clients tailored investment solutions based on Invesco Ltd. (IVZ) performance analysis.
  • Wealth Management Firms: Enhance portfolio management with accurate data from Invesco Ltd. (IVZ).
  • Students and Educators: Engage with real-time market data to learn about investment management.
  • Market Analysts: Gain a deeper understanding of asset management trends through Invesco Ltd. (IVZ) reports.

What the Template Contains

  • Comprehensive DCF Model: Editable template featuring detailed valuation calculations.
  • Real-World Data: Invesco Ltd.'s (IVZ) historical and projected financials preloaded for analysis.
  • Customizable Parameters: Modify WACC, growth rates, and tax assumptions to explore different scenarios.
  • Financial Statements: Complete annual and quarterly breakdowns for enhanced insights.
  • Key Ratios: Integrated analysis for profitability, efficiency, and leverage metrics.
  • Dashboard with Visual Outputs: Charts and tables providing clear, actionable results.