Mulya.ai
Ticker
IVZ
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?14.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.645
Beta (levered) ?2.472
Terminal OM% ?20.5%
Segment conc. ?72% dominant
Terminal growth ?4.1%
Bond rating ?CCC · 9.18%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?20.0%
Pipeline validated · 2026-05-17

IVZ · Invesco Ltd.

$24.142026-05-17
Sector: Financial Services; Industry: Asset Management; Sub-Industry: Asset Management & Custody Banks

Intrinsic Value Range Comparison · Mulya.ai

Bull
$25
+5.1% vs market
Base · active
$0
-104.1% vs market
Bear
$0
-109.1% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-2
Base $-1
Market $24
Bull $25
Median $30
Market Price $24
Mulya.ai Base $-1
Analysts Median $30
Mulya.ai IV range ($-2 · $25)
Analysts Range ($27 · $35)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$6.9B25.9%21.2%$1.4B−$198MM$1.2B10.5%6.2%$22.8B$3.59
2022.Q4$6.0B-12.3%21.8%25.8%$977MM−$369MM$608MM10.5%4.4%$21.9B$2.03
2023.Q4$5.7B-5.5%-7.6%29.3%−$307MM−$194MM−$502MM12.2%-1.4%$21.3B$-0.21
2024.Q4$6.1B6.1%13.7%25.2%$623MM$257MM$879MM10.7%3.0%$20.2B$1.71
2025.Q4$6.4B5.1%-10.9%45.0%−$383MM−$63MM−$445MM11.7%-1.9%$20.0B$-0.62
italics below = DCF projection · 10yr Rev CAGR: 2.7%
2026.Q4$5.3B+-17.3%13.1%42.5%$398MM$0MM$399MM13.8%$350MM2.0%$20.0B$0.8827.4
2027.Q4$5.6B+6.3%14.3%40.0%$483MM−$32MM$451MM13.2%$350MM2.4%$20.1B$1.0622.8
2028.Q4$5.9B+5.9%15.0%37.5%$556MM−$35MM$520MM12.7%$358MM2.8%$20.1B$1.2219.8
2029.Q4$6.3B+6.3%15.0%35.0%$614MM−$46MM$568MM12.2%$349MM3.0%$20.1B$1.3517.9
2030.Q4$6.6B+5.3%15.0%32.5%$672MM−$48MM$624MM11.7%$343MM3.3%$20.2B$1.4816.3
Term. Yr+$8.7B4.1%20.5%20.0%$1.4B−$677MM$743MM8.6%$5.6B8.6%
Active scenario IV: $0 (-104.1% vs market)