A company still losing money with growing sales.
Facts from SEC filings, not a recommendation.
From IVZ's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
Last 12 months: $6.9B, up 12% from the 12 months before. Over 5 years, sales grew about 0.7% a year.
Move the sliders to your own view of IVZ. Starting points are the company's recent numbers (it isn't profitable yet, so the margin starts at a 10% guess).
What today's price needs: with a 10% margin and a 15x P/E, sales would have to grow about 4.0% a year for 5 years just to match today's price.
Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.
Price chart by TradingView.
From annual reports filed with the SEC. Gross margin doesn't apply to banks and insurers, so it isn't scored. A checklist is a starting point for research, not a verdict.
Revenue and EPS as the company states them. Margins, cash flow and share count fill in with the 10-Q.
No open-market insider buys or sells in the last 90 days.
No trades to chart yet.
SEC filings of any kind. 50 means a normal week.
Institutions added 1.6% to their holdings. 354 bought, 282 sold. 3 quarters of net buying in a row.
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
28,249 shares
16,176 shares at $28.49 · $461K
3,000 shares at $32.44 · $97K
45,095 shares at $32.28 · $1.5M
143,370 shares at $32.39 avg ($32.20 to $32.85) · $4.6M
31,075 shares at $33.16 · $1.0M
Source: SEC EDGAR filings. For informational purposes. Not investment advice.
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