Invesco (IVZ) Return on Capital Employed (2009 - 2013)

Invesco (IVZ) posted Return on Capital Employed of 6.42% for Q2 2013, up 7.07% on a QoQ basis from 6.0% in Q1 2013, and down 594.0% year-over-year from 1.3% in Q2 2012.

Invesco (IVZ) Return on Capital Employed (2009 - 2013) Analysis & Trends

Invesco's Return on Capital Employed history runs 5 years deep, the most recent figure standing at 6.42% for Q2 2013.

  • Quarterly Return on Capital Employed fell 594.0% year-over-year to 6.42% in Q2 2013, while the trailing twelve-month figure through Jun 2013 was 6.42% (down 594.0% YoY) and the FY2012 annual result came in at 5.36%, up 15.0% from the prior year.
  • Return on Capital Employed was 6.42% for Q2 2013 at Invesco, up from 6.0% in the prior quarter.
  • Across five years, Return on Capital Employed topped out at 15.21% in Q4 2009 and bottomed at 16.34% in Q3 2009.
  • A 5-year average of 5.82% and a median of 5.89% in 2010 frame the typical range for Return on Capital Employed.
  • Peak annual rise in Return on Capital Employed reached 2510 bps in 2010, while the deepest fall reached 943 bps in 2010.
  • Invesco's Return on Capital Employed stood at 15.21% in 2009, then slumped by 62 bps to 5.79% in 2010, then slipped by 8 bps to 5.32% in 2011, then grew by 6 bps to 5.65% in 2012, then climbed by 14 bps to 6.42% in 2013.
  • Business Quant data shows IVZ's Return on Capital Employed at 6.42% in Q2 2013, 6.0% in Q1 2013, and 5.65% in Q4 2012.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - -
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Invesco 13.45 Bn 12.97 Bn 1.71 Bn -

Historic Data

Download Data
DateValue
Jun 30, 2013 6.42%
Mar 31, 2013 6.00%
Dec 31, 2012 5.65%
Sep 30, 2012 5.55%
Jun 30, 2012 12.36%
Mar 31, 2012 8.88%
Dec 31, 2011 5.32%
Sep 30, 2011 5.14%
Jun 30, 2011 4.76%
Mar 31, 2011 3.91%
Dec 31, 2010 5.79%
Sep 30, 2010 8.77%
Jun 30, 2010 8.82%
Mar 31, 2010 6.86%
Dec 31, 2009 15.21%
Sep 30, 2009 -16.34%