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

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

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

Invesco has reported Return on Capital Employed for 5 years, with the latest figure at 6.42% in Q2 2013.

  • For the quarter ending Q2 2013, Return on Capital Employed fell 594.0% year-over-year to 6.42%; the trailing twelve-month figure through Jun 2013 stood at 6.42% (down 594.0% YoY), and the FY2012 full-year result was 5.36%, up 15.0% from the prior year.
  • Return on Capital Employed for Q2 2013 stood at 6.42%, up from 6.0% in the prior quarter.
  • The five-year high for Return on Capital Employed was 15.21% in Q4 2009, with the low at 16.34% in Q3 2009.
  • Historically, Return on Capital Employed has averaged 5.82% across 5 years, with a median of 5.89% in 2010.
  • The largest YoY upside for Return on Capital Employed was 2510 bps in 2010 against a maximum downside of 943 bps in 2010.
  • Invesco's Return on Capital Employed 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 163.18 Bn 153.56 Bn - -
2 Blackstone 96.85 Bn 95.80 Bn - -
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - -
10 Invesco 12.69 Bn 12.21 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%