--- title: "Invesco (IVZ) Valuation Check After Recent Pullback And Strong 1 Year Total Return" type: "News" locale: "en" url: "https://longbridge.com/en/news/277766213.md" description: "Invesco (IVZ) has experienced a recent decline in share price, with a 3.1% drop in one day and a 7.2% decrease over the past month, despite a strong 64.8% total return over the past year. Analysts estimate the fair value at $30.14, indicating a 15.9% undervaluation compared to the current price of $25.33. However, a discounted cash flow model suggests the stock may be overvalued at $25.33, estimating future cash flow value at $10.86. Investors are advised to consider both earnings and cash flow signals before making decisions." datetime: "2026-03-04T10:53:19.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/277766213.md) - [en](https://longbridge.com/en/news/277766213.md) - [zh-HK](https://longbridge.com/zh-HK/news/277766213.md) --- # Invesco (IVZ) Valuation Check After Recent Pullback And Strong 1 Year Total Return Recent trading in Invesco (IVZ) has drawn attention after a 3.1% one day decline and a 7.2% slide over the past month, even as the total return over the past year remains strongly positive. See our latest analysis for Invesco. The recent 1 day and 7 day share price declines sit alongside a 30 day share price return of negative 7.2%, yet the 1 year total shareholder return of 64.8% signals that momentum has cooled after a strong run. If Invesco’s recent swings have you thinking about where else capital could work, this is a good moment to widen the lens and check out 18 top founder-led companies. With a recent pullback, a 64.8% 1 year total return and a value score of 2, the key question is whether Invesco’s current price around $25.33 reflects a discount or if the market is already pricing in future growth. ## Most Popular Narrative: 15.9% Undervalued With Invesco’s fair value estimate sitting at about $30.14 against a last close of $25.33, the most followed narrative sees meaningful upside still on the table. _The updated analyst price target for Invesco edges higher to about $30.14, reflecting a mix of recent target cuts and increases across the Street as analysts factor in revised discount rates, profitability assumptions, and P/E expectations._ Read the complete narrative. Want to see what is driving that higher fair value line? The core of this narrative leans heavily on earnings power, margin rebuild, and a tighter share count. Curious which forecasts really move the needle on that $30.14 figure? In this narrative, the discount rate of about 8.15% is used to bring those future cash flows and earnings assumptions back to today’s dollars, which is why small shifts in growth, margins, or buybacks can have an outsized impact on the fair value. If you are weighing that implied 15.9% discount against Invesco’s recent share price swings, the key is deciding how comfortable you are with those long term revenue and profit expectations holding up. **Result: Fair Value of $30.14 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, there are clear watchpoints too, including the ongoing shift to lower fee products and rising competition that could pressure margins and earnings if these trends persist. Find out about the key risks to this Invesco narrative. ## Another Angle: Cash Flows Paint a Tougher Picture While the fair value narrative around $30.14 points to a 15.9% undervaluation, our DCF model tells a different story. On that view, Invesco’s current price of $25.33 sits well above an estimated future cash flow value of $10.86, which screens as overvalued. Which signal do you trust more: earnings or cash flows? Look into how the SWS DCF model arrives at its fair value. IVZ Discounted Cash Flow as at Mar 2026 Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Invesco for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 49 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. ## Next Steps With mixed signals on value and sentiment running both hot and cold, it helps to move quickly and look at the underlying data yourself. To weigh the upside against the watchpoints in a balanced way, take a moment to review the 1 key reward and 1 important warning sign before you decide where you stand. ## Looking for more investment ideas? If you are serious about putting your capital to work, do not stop with one ticker, use the Simply Wall St screener to spot opportunities others might miss. - Target steady compounding by reviewing 15 dividend fortresses that focus on income potential alongside business resilience and payout consistency. - Hunt for mispriced opportunities through screener containing 24 high quality undiscovered gems that highlight companies with strong fundamentals that many investors may be overlooking. - Prioritise sleep at night comfort with 75 resilient stocks with low risk scores that emphasise resilient balance sheets and lower overall risk profiles. _This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._ ### **New:** AI Stock Screener & Alerts Our new AI Stock Screener scans the market every day to uncover opportunities. • Dividend Powerhouses (3%+ Yield) • Undervalued Small Caps with Insider Buying • High growth Tech and AI Companies Or build your own from over 50 metrics. Explore Now for Free ### Related Stocks - [IAI.US](https://longbridge.com/en/quote/IAI.US.md) - [VFH.US](https://longbridge.com/en/quote/VFH.US.md) - [FNCL.US](https://longbridge.com/en/quote/FNCL.US.md) - [IVZ.US](https://longbridge.com/en/quote/IVZ.US.md) - [XLF.US](https://longbridge.com/en/quote/XLF.US.md) ## Related News & Research - [Invesco Ltd. 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