Invesco IVZ
NYSE IVZ
$32.02 +0.66 (+2.10%)
At close: Aug 21, 2026 · 4:00 PM EDT

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
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%