Invesco Balance Sheet - Annual (NYSE:IVZ)

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$24.99 $0.2 (0.81%) IVZ stock closing price Aug 14, 2018 (Closing)

The financial analysis of a company like Invesco involves checking the three financial statements of the company in detail, of which the balance sheet is one. Financial strength can be guaged by performing Invesco stock analysis and by analyzing the balance sheet. A company releases its balance sheet every year along with its annual results. The Invesco balance sheet for 2017 shows total assets of $31.67B. The company has a asset turnover ratio of 0.17. Also see: Invesco revenue and Invesco operating cash flow for the same year.

View latest 10 year balance sheet data to check Invesco financial performance.
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Quarterly
Annual
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Fiscal year is Jan - Dec2017201620152014201320122011201020092008
Cash2.52B2.07B2.21B1.92B1.91B1.12B1.11B1.38B790M658.2M
Marketable Securities----------
Receivables1.55B1.32B1.27B1.44B1.49B1.08B967.3M1.1B672.4M543M
Inventory----------
Raw Materials----------
Work In Progress----------
Finished Goods----------
Notes Receivable6.33B5.91B7.04B6.65B5.57B363.9M283.7M308.8M182.4M123.6M
Other Current Assets12.57B8.34B6.49B2.14B1.63B1.34B1.47B1.49B1.48B1.05B
Total Current Assets
22.97B17.65B17.01B12.14B10.61B3.91B3.83B4.27B3.12B2.38B
Property Plant & Equipment1.22B1.11B1.03B979.6M900.2M873.1M837.7M835.4M739.1M671.3M
Accumulated Depreciation728.9M641.1M603.1M577M549.4M523.5M524.9M563M518.4M466M
Net Property Plant & Equipment
490.7M464.7M426.9M402.6M350.8M349.6M312.8M272.4M220.7M205.3M
Investment & Advances-----4.8B6.83B7.37B842.4M965.1M
Other Non-Current Assets-----27.4M81.2M146.3M--
Deferred Charges-----47.7M40.5M42.2M89.6M61.7M
Intangibles8.15B7.53B7.53B7.83B8.13B8.34B8.23B8.32B6.61B6.11B
Deposits & Other Assets61.7M95M107M92M174.7M26.8M17.9M20.9M29.2M36.3M
Total Assets
31.67B25.73B25.07B20.46B19.27B17.49B19.35B20.44B10.91B9.76B
Notes Payable----------
Accounts Payable14.12B9.7B7.48B3.19B3.06B1.71B1.68B1.8B1.65B1.13B
Current Portion Long-Term Debt------215.1M--297.2M
Current Portion Capital Leases----------
Accrued Expenses696.1M654.3M661.3M667.3M676.4M-----
Income Taxes Payable-----77.9M59.6M72.2M82.8M37.9M
Other Current Liabilities----461.8M929M1.02B1.39B564.7M639.8M
Total Current Liabilities
14.82B10.35B8.14B3.85B4.2B2.71B2.97B3.26B2.3B2.1B
Mortgages----------
Deferred Taxes/Income275.5M309.7M288.9M304.8M323.6M311.4M274M229M--
Convertible Debt----------
Long-Term Debt6.88B6.51B7.51B6.74B5.77B5.09B6.58B7.18B745.7M862M
Non-Current Capital Leases----------
Other Long-Term Liabilities498.8M673.4M273.7M280.9M-333.6M378.5M408.6M244.7M195.3M
Total Liabilities
22.71B18.12B16.38B11.34B10.29B8.44B10.21B11.08B3.29B4.07B
Minority Interest243.2M283.7M167.3M165.5M-----906.7M
Preferred Stock----------
Common Stock Net98.1M98.1M98.1M98.1M98.1M98.1M98.1M98.1M91.9M85.3M
Capital Surplus6.28B6.23B6.2B6.13B6.1B6.14B6.18B6.26B5.69B5.35B
Retained Earnings5.49B4.83B4.44B3.94B3.47B2.93B2.75B2.4B1.63B1.48B
Treasury Stock2.78B2.85B2.4B1.9B1.7B1.38B1.28B991.5M892.4M1.13B
Other Liabilities-131.7M-701.3M364.4M842.6M1.01B1.26B1.39B1.59B1.1B-95.8M
Shareholders Equity8.96B7.61B8.7B9.12B8.98B9.05B9.14B9.36B7.62B5.69B
Total Liabilities & Shareholders Equity31.67B25.73B25.07B20.46B19.27B17.49B19.35B20.44B10.91B9.76B
All figures in USD. M: Millions of USD, B: Billions of USD.
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Most investors just check the Invesco stock price, and Invesco historical stock prices before investing. While share price is an important factor, one should also look at financials and valuation metrics like the Invesco PE ratio chart. Below is a brief explanation of common balance sheet terms:

  • Assets: IVZ total assets, which was at $31.67B for 2017 is a balance sheet item representing value of what Invesco owns. Assets are brought to aid a firms operations, or to increase its economic value. It must be noted that tech stocks may not have a lot of assets, as the value for these companies is often derived from future earning potential.
  • Liabilities: The total liabilities of Invesco for the year 2017 total to $22.71B. Liabilities for a company like Invesco include bank loans, services which have been availed for which a settlement in the form of cash/ asset transfer needs to be done in future etc. A firm takes on such obligations to grow its business which in turn will generate future economic benefits for its business.

Invesco Balance Sheet - Key Ratios

Current ratio
1.51
Debt to equity ratio
0.87
Asset turnover ratio
0.17
Receivables turnover
3.43
Price to book ratio
1.18