Mulya.ai
Ticker
IVZ
Scenario
Key Inputs
Revenue est.?Analysttaper yr3
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?14.1%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.589
Beta (levered) ?2.384
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 · 2026-07-21

IVZ · Invesco Ltd.

$26.142026-07-21
Sector: Financial Services; Industry: Asset Management; Sub-Industry: Asset Management & Custody Banks

Intrinsic Value Range Comparison · Mulya.ai

Bull
$21
-20.7% vs market
Base · active
$0
-122.7% vs market
Bear
$0
-124.2% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-6
Base $-6
Bull $21
Market $26
Median $31
Market Price $26
Mulya.ai Base $-6
Analysts Median $31
Mulya.ai IV range ($-6 · $21)
Analysts Range ($26 · $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
2024.Q1$5.7B-7.6%37.2%−$273MM−$106MM−$379MM13.5%-1.3%$21.8B$-0.21
2024.Q4$5.7B0.0%-7.6%25.2%−$325MM$257MM−$69MM10.7%-1.6%$20.2B$-0.21
2025.Q1$6.1B6.1%13.7%24.5%$628MM$57MM$685MM11.2%3.7%$13.8B$1.71
2025.Q4$6.1B0.0%13.7%45.0%$458MM−$63MM$395MM11.7%2.7%$20.0B$1.71
2026.Q1$6.6B8.7%-9.7%45.0%−$352MM$265MM−$87MM14.1%-1.7%$22.0B$-0.54
italics below = DCF projection · 10yr Rev CAGR: 1.7%
2027.Q1$5.3B+-20.1%13.1%42.5%$398MM$0MM$398MM13.6%$350MM1.8%$22.0B$0.8829.7
2028.Q1$5.5B+4.8%14.3%40.0%$473MM−$22MM$451MM13.1%$351MM2.1%$22.0B$1.0425.1
2029.Q1$5.8B+4.7%15.0%37.5%$543MM−$26MM$517MM12.6%$358MM2.5%$22.0B$1.2021.8
2030.Q1$6.0B+4.6%15.0%35.0%$590MM−$30MM$560MM12.1%$346MM2.7%$22.1B$1.3020.1
2031.Q1$6.3B+4.5%15.0%32.5%$641MM−$36MM$605MM11.6%$335MM2.9%$22.1B$1.4118.5
Term. Yr+$8.1B4.1%20.5%20.0%$1.3B−$634MM$696MM8.6%$5.3B8.6%
Active scenario IV: $0 (-122.7% vs market)