Invesco (IVZ) Return on Capital Employed (2009 - 2013)
Invesco's (IVZ) quarterly Return on Capital Employed came in at 6.42% in Q2 2013, down 594.0% YoY from 1.3% in Q2 2012, and up 7.07% on a QoQ basis from 6.0% in Q1 2013.
Invesco (IVZ) Return on Capital Employed (2009 - 2013) Analysis & Trends
Invesco (IVZ) has 5 years of Return on Capital Employed data on file, last reported at 6.42% in 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 improved to 6.42% in Q2 2013, from 6.0% in the prior quarter.
- In the past five years, Return on Capital Employed ranged from a high of 15.21% in Q4 2009 to a low of 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.
- The widest YoY moves for Return on Capital Employed: up 2510 bps in 2010, down 943 bps in 2010.
- Tracing IVZ's Return on Capital Employed over 5 years: stood at 15.21% in 2009, then plunged by 62 bps to 5.79% in 2010, then retreated by 8 bps to 5.32% in 2011, then advanced by 6 bps to 5.65% in 2012, then gained by 14 bps to 6.42% in 2013.
- The last three Return on Capital Employed figures came in at 6.42% (Q2 2013), 6.0% (Q1 2013), and 5.65% (Q4 2012), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | Invesco | 14.44 Bn | 13.53 Bn | 1.79 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |