Invesco Balance Sheet - Quarterly (NYSE:IVZ)

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$24.48 $0.11 (0.45%) IVZ stock closing price Aug 17, 2018 (Closing)

The financial analysis of a company involves interpreting the income statement, balance sheet and cash flow statements of the company to draw insights like we've done in our Invesco stock analysis. Balance sheet items like cash at hand, total assets and liabilities helps one analyze a company and summarize the financial performance of the company like we have in our Invesco stock analysis. A company releases its balance sheet every quarter along with its quarterly results. Invesco balance sheet as at the end of 2018 Q2 indicates an asset turnover ratio of 0.17 and debt to equity ratio of 0.87. Also check Invesco revenue and Invesco operating cash flow for the same period.

View and download Invesco quarterly results to get the balance sheet details for the latest 40 quarters data.
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Quarterly
Annual
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Fiscal year is Jan - Dec2018 Q22018 Q12017 Q42017 Q32017 Q22017 Q12016 Q42016 Q32016 Q22016 Q1
Cash1.83B2.12B2.52B2.2B1.97B1.93B2.07B1.9B1.7B1.62B
Marketable Securities----------
Receivables1.68B1.59B1.55B1.45B1.66B1.61B1.32B1.26B1.9B1.61B
Inventory----------
Raw Materials----------
Work In Progress----------
Finished Goods----------
Notes Receivable5.89B6.17B6.33B5.82B5.56B5.58B5.91B5.28B4.93B4.56B
Other Current Assets12.32B13.03B12.57B12.23B10.84B9.35B8.34B7.52B6.75B6.71B
Total Current Assets
21.73B22.91B22.97B21.69B20.02B18.47B17.65B15.96B15.28B14.5B
Property Plant & Equipment--1.22B---1.11B---
Accumulated Depreciation--728.9M---641.1M---
Net Property Plant & Equipment
475.7M484.4M490.7M483M482.2M467.9M464.7M444.6M432.1M428.9M
Investment & Advances732.8M---------
Other Non-Current Assets----------
Deferred Charges----------
Intangibles9.47B8.16B8.15B8.13B7.67B7.57B7.53B7.65B7.72B7.65B
Deposits & Other Assets52.8M64.5M61.7M64.1M75.7M88M95M83.5M68.8M78M
Total Assets
32.46B31.62B31.67B30.37B28.25B26.6B25.73B24.14B23.5B22.66B
Notes Payable----------
Accounts Payable13.95B14.53B14.12B13.82B12.51B10.92B9.7B8.92B8.74B8.27B
Current Portion Long-Term Debt----------
Current Portion Capital Leases----------
Accrued Expenses446.1M371.6M696.1M608.5M475.1M390.5M654.3M505.7M412.1M331M
Income Taxes Payable----------
Other Current Liabilities----------
Total Current Liabilities
14.4B14.91B14.82B14.42B12.98B11.31B10.35B9.42B9.15B8.6B
Mortgages----------
Deferred Taxes/Income303.5M313.4M275.5M351.5M366.5M390.3M309.7M341M390.1M374.4M
Convertible Debt----------
Long-Term Debt7.97B6.58B6.88B6.4B6B6.37B6.51B5.93B5.6B5.13B
Non-Current Capital Leases----------
Other Long-Term Liabilities352.3M349.5M498.8M339.9M393.2M490.9M673.4M268.1M314M181.5M
Total Liabilities
23.32B22.43B22.71B21.82B20.07B18.77B18.12B16.31B15.77B14.7B
Minority Interest297M281M243.2M309.6M328.3M207.7M283.7M347M312.6M407.3M
Preferred Stock----------
Common Stock Net98.1M98.1M98.1M98.1M98.1M98.1M98.1M98.1M98.1M98.1M
Capital Surplus6.26B6.22B6.28B6.25B6.21B6.17B6.23B6.21B6.15B6.14B
Retained Earnings5.75B5.63B5.49B5.2B5.05B4.93B4.83B4.72B4.6B4.49B
Treasury Stock2.72B2.72B2.78B2.78B2.79B2.79B2.85B2.72B2.67B2.47B
Other Liabilities-244.8M-36.69M-131.7M-213.7M-392.7M-573.8M-701.3M-486.1M-439.7M-290.2M
Shareholders Equity9.14B9.19B8.96B8.55B8.17B7.83B7.61B7.82B7.73B7.96B
Total Liabilities & Shareholders Equity32.46B31.62B31.67B30.37B28.25B26.6B25.73B24.14B23.5B22.66B
All figures in USD. M: Millions of USD, B: Billions of USD.
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Looking at Invesco historical stock prices and the current Invesco stock price can tell you how the stock price has moved, whereas the Invesco PE ratio chart shows if its shares are overpriced in comparison to peers. The important things to look for in a balance sheet are:

  • Assets: An asset is a resource that a corporation like Invesco owns and has economic value. The two major types of assets are: fixed assets like real estate, plant and machinery and current assets like cash, marketable securities and inventory. The total asset value for IVZ stock as of 2018 Q2 is $32.46B. Its easy to associate the term with manufacturing companies, which invest a lot in factories and equipment. However, the same cannot be said about tech stocks.
  • Liabilities: This item on the balance sheet implies the firm's, in this case Invesco's, legal obligations including loans, accounts payable, deferred revenue, accrued expenses and mortgages. The total liabilities for IVZ stock stand at $23.32B.

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
1.15