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Foundational Guru Report for IVZ

ProDentim

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Below is the fundamental report from the guru of Validea for INVESCO LTD. (IVZ). Of the 22 guru strategies we track, IVZ achieves the highest rates using our Shareholder Yield Investor model based on Meb Faber’s published strategy. This strategy looks for companies that return cash to shareholders through dividends, buyouts and debt repayments.

INVESCO LTD. (IVZ) is a mid-cap value stock in the investment services sector. The rating using this strategy is 85% based on the company’s underlying fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

UNIVERSE: PASS
NET YIELD: FAIL
QUALITY AND DEBT: PASS
ASSESSMENT: PASS
RELATIVE STRENGTH: PASS
SHAREHOLDER RETURN: PASS

Detailed analysis of INVESCO LTD.

IVZ Guru Analysis

IVZ fundamental analysis

More information about Meb Faber

Portfolio of Meb Faber

About Meb Faber: Meb Faber is the founder of Cambria Investments. His research has covered a wide range of the investment world, including topics such as shareholder return, trend tracking, global asset allocation and home country preference. Its shareholder yield strategy, which is based on its book “Shareholder Yield” and forms the basis of an ETF of the same name, seeks companies that focus on creating value for shareholders by returning cash to them under form of dividends, share buybacks and debt repayments. Meb is also the author of 4 other books and numerous white papers on investment related topics.

Additional Research Links

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Factor ETF Portfolios

Harry Browne Permanent Wallet

Ray Dalio All Weather Wallet

About Validea: Validea is an investment research service that tracks the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information on Validea, click here

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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