Invesco (IVZ) Return on Invested Capital [ROIC] (2009 - 2013)
Invesco (IVZ) recorded Return on Invested Capital [ROIC] of 6.46% in Q2 2013, up 0.59 percentage points from 5.88% a year earlier and up 0.34 percentage points from the prior quarter.
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Analysis
Invesco (IVZ) Return on Invested Capital [ROIC] (2009 - 2013) Analysis & Trends
For FY2012, Invesco reported Return on Invested Capital [ROIC] of 5.59%, down 0.15 percentage points from FY2011.
- Annual Return on Invested Capital [ROIC] has a three-year change of +2.07 percentage points (FY2009 to FY2012).
- Across earlier years, Return on Invested Capital [ROIC] came in at 5.74% in FY2011 (+1.01 pp), 4.73% in FY2010 (+1.21 pp) and 3.52% in FY2009.
- The Q2 2013 figure is the highest quarterly Return on Invested Capital [ROIC] in data going back to Q3 2009.
- On a year-over-year basis, Return on Invested Capital [ROIC] rose in seven of the last eight quarters, with an average year-over-year change of +0.79 percentage points.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 2.89 percentage points in Q3 2010, against a drop of 0.33 percentage points in Q1 2011 at the low end.
- Per Business Quant, the preceding three quarters came in at 6.13% (Q1 2013), 5.58% (Q4 2012) and 5.83% (Q3 2012).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.40 Bn | 111.76 Bn | - | - |
| 2 | Spdr Gold Trust | 133.61 Bn | -424.39 Bn | - | - |
| 3 | Blackstone | 84.03 Bn | 78.95 Bn | - | 21.55% |
| 4 | Brookfield | 82.79 Bn | -82.59 Bn | 4.47 Bn | -21.34% |
| 5 | Kkr | 80.75 Bn | 47.23 Bn | - | - |
| 6 | Brookfield Asset Management | 71.44 Bn | 67.69 Bn | - | 26.84% |
| 7 | Apollo Global Management | 66.43 Bn | 4.11 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.87 Bn | 57.29 Bn | 687.86 Mn | 20.60% |
| 9 | Franco Nevada | 46.42 Bn | 43.78 Bn | 451.00 Mn | - |
| 10 | Invesco | 13.47 Bn | 10.37 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2013 | 6.46% |
| Mar 31, 2013 | 6.13% |
| Dec 31, 2012 | 5.58% |
| Sep 30, 2012 | 5.83% |
| Jun 30, 2012 | 5.88% |
| Mar 31, 2012 | 5.76% |
| Dec 31, 2011 | 5.83% |
| Sep 30, 2011 | 5.34% |
| Jun 30, 2011 | 4.78% |
| Mar 31, 2011 | 4.44% |
| Dec 31, 2010 | 4.31% |
| Sep 30, 2010 | 4.12% |
| Jun 30, 2010 | 4.36% |
| Mar 31, 2010 | 4.77% |
| Dec 31, 2009 | 3.37% |
| Sep 30, 2009 | 1.23% |
API Access
Invesco Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=IVZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "IVZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=IVZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();