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| 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% |