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 $29.21. 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 | $30.52 | 15.0 | 2.03 | Mgmt | high |
| Peer P/B | 12M | $53.59 | 1.9 | 28.51 | TTM | high |
| Peer P/FCF | 12M | $51.99 | 13.5 | 3.84 | TTM | high |
| Peer P/E | 12M | $26.61 | 15.0 | 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.
| $46.50 |
| 3.4 |
| 13.84 |
| TTM |
| high |
| PEG | 12M | $70.72 | 40.0 | 1.77 | TTM | high |
| Own P/E history | 12M | $19.47 | 11.0 | 1.77 | TTM | high |
| triangulated | 12M | $26.79 | 15.0 | 1.78 | Triangulated | high |
| Mgmt guidance | 3Y | $84.58 | 15.0 | 5.63 | Mgmt(prov.) | medium |
| Peer P/B | 3Y | $43.52 | 1.9 | 23.16 | Hist. CAGR(prov.) | medium |
| Peer P/FCF | 3Y | $117.18 | 13.5 | 8.65 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $73.75 | 15.0 | 4.90 | Analyst | medium |
| Peer P/S | 3Y | $35.85 | 3.4 | 10.67 | Analyst | medium |
| PEG | 3Y | $195.97 | 40.0 | 4.90 | Analyst | medium |
| Own P/E history | 3Y | $53.96 | 11.0 | 4.90 | Analyst | medium |
| Mgmt guidance | 5Y | $166.86 | 15.0 | 11.10 | Mgmt(prov.) | medium |
| Peer P/B | 5Y | $37.88 | 1.9 | 20.16 | Hist. CAGR(prov.) | medium |
| Peer P/FCF | 5Y | $201.45 | 13.5 | 14.87 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $145.48 | 15.0 | 9.68 | Analyst | medium |
| Peer P/S | 5Y | $30.14 | 3.4 | 8.97 | Analyst | medium |
| Own P/E history | 5Y | $106.46 | 11.0 | 9.68 | Analyst | medium |