Reading IVZ? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track IVZ free→Reading IVZ? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track IVZ free→QuarterlyIQ Insights · IVZ
Price, valuation, and the composite score on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 8 valuation methods, at three horizons. Current price $28.92. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| Mgmt guidance | 12M | $30.29 | 14.9 | 2.03 | Mgmt | high |
| Peer P/B | 12M | $57.38 | 1.7 | 33.57 | TTM | high |
| Peer P/FCF | 12M | $44.56 | 13.1 | 3.40 | TTM | high |
| Peer P/E | 12M | $26.41 | 14.9 | 1.77 | TTM | high |
| Peer P/S | 12M |
Monthly trailing P/E with quartile reference lines.
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
| $49.68 |
| 3.4 |
| 14.45 |
| TTM |
| high |
| PEG | 12M | $66.28 | 37.4 | 1.77 | TTM | high |
| Own P/E history | 12M | $19.25 | 10.9 | 1.77 | TTM | high |
| triangulated | 12M | $26.62 | 14.9 | 1.78 | Triangulated | high |
| Mgmt guidance | 3Y | $83.33 | 14.9 | 5.58 | Mgmt(prov.) | medium |
| Peer P/B | 3Y | $54.90 | 1.7 | 32.12 | Hist. CAGR(prov.) | medium |
| Peer P/FCF | 3Y | $89.01 | 13.1 | 6.79 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $72.66 | 14.9 | 4.87 | Analyst | medium |
| Peer P/S | 3Y | $35.28 | 3.4 | 10.26 | Analyst | medium |
| PEG | 3Y | $182.34 | 37.4 | 4.87 | Analyst | medium |
| Own P/E history | 3Y | $52.97 | 10.9 | 4.87 | Analyst | medium |
| Mgmt guidance | 5Y | $163.60 | 14.9 | 10.96 | Mgmt(prov.) | medium |
| Peer P/B | 5Y | $53.31 | 1.7 | 31.19 | Hist. CAGR(prov.) | medium |
| Peer P/FCF | 5Y | $141.16 | 13.1 | 10.77 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $142.65 | 14.9 | 9.56 | Analyst | medium |
| Peer P/S | 5Y | $28.08 | 3.4 | 8.17 | Analyst | medium |
| Own P/E history | 5Y | $104.00 | 10.9 | 9.56 | Analyst | medium |