Invesco IVZ
NYSE IVZ
$30.50 -0.16 (-0.54%)
As of: Oct 5, 2026 · 3:59 PM EDT

Invesco (IVZ) Return on Capital Employed [ROCE] (2009 - 2013)

Updated

Invesco (IVZ) posted Return on Capital Employed [ROCE] of 6.42% for Q2 2013, up 1.17 percentage points from 5.25% a year earlier and up 0.42 percentage points from the prior quarter.

Analysis

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

For FY2012, Invesco's Return on Capital Employed [ROCE] came in at 5.36%, up 0.15 percentage points from FY2011.

  • Annual Return on Capital Employed [ROCE] shows a three-year change of -0.66 percentage points (FY2009 to FY2012).
  • In prior years, Invesco's Return on Capital Employed [ROCE] was 5.21% in FY2011 (+0.46 pp), 4.75% in FY2010 (-1.27 pp) and 6.03% in FY2009.
  • The Q2 2013 figure stands as the highest quarterly Return on Capital Employed [ROCE] in data going back to Q3 2009.
  • On a year-over-year basis, Return on Capital Employed [ROCE] has increased in each of the last nine quarters, with an average year-over-year change of +1.00 percentage points over the last eight quarters.
  • The strongest year-over-year quarter for Return on Capital Employed [ROCE] in the past five years was Q4 2011, with a gain of 1.84 percentage points; the weakest was Q4 2010, with a drop of 2.13 percentage points.
  • According to Business Quant data, Return on Capital Employed [ROCE] for the three prior quarters was 6.00% (Q1 2013), 5.65% (Q4 2012) and 5.55% (Q3 2012).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 BlackRock 164.13 Bn 110.49 Bn - -
2 Spdr Gold Trust 133.82 Bn -424.18 Bn - -
3 Blackstone 84.08 Bn 79.01 Bn - -
4 Brookfield 82.97 Bn -82.41 Bn 4.47 Bn -
5 Kkr 81.05 Bn 47.53 Bn - -
6 Brookfield Asset Management 71.64 Bn 67.88 Bn - -
7 Apollo Global Management 65.67 Bn 3.35 Bn 10.56 Bn -
8 Wheaton Precious Metals 61.89 Bn 57.32 Bn 687.86 Mn 21.24%
9 Franco Nevada 46.13 Bn 43.49 Bn 451.00 Mn 20.87%
10 Invesco 13.54 Bn 10.44 Bn - -
Historic Data

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 5.25%
Mar 31, 2012 5.55%
Dec 31, 2011 5.32%
Sep 30, 2011 5.14%
Jun 30, 2011 4.76%
Mar 31, 2011 3.91%
Dec 31, 2010 3.48%
Sep 30, 2010 3.48%
Jun 30, 2010 3.45%
Mar 31, 2010 5.02%
Dec 31, 2009 5.61%
Sep 30, 2009 4.97%
API Access

Invesco Return on Capital Employed [ROCE] API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=return-on-capital-employed-%5Broce%5D&ticker=IVZ&period=max&api_key=YOUR_API_KEY