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Screener Weekly Summary Pricing

Invesco Ltd. IVZ

Financial  —  Asset Management
30.92 0.24 0.78% as of 25 Sep
Market cap
$13.6B
P/E
0.0×
S&P 500 Member Dividend Champion (5y)
Indexes indicate stock being part of an index,
Growth Flags show if company had growth for consecutive years
Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios 10-Q 10-K

Invesco Ltd. (IVZ) Return on invested capital

Invesco Ltd.'s return on invested capital over the twelve months to 30 June 2026 was −1.34%, up 0.6 percentage points from fiscal 2025 (−1.92%). Over the past ten years it has ranged from −1.92% (fiscal 2025) to 6.07% (fiscal 2015) — the current reading is the lowest in ten years. That is below the Asset Management industry median of 3.04% and below the Financial sector median of 4.85%.

Return on invested capital, annual

Annual

Period Return on invested capital Change (points)
FY2025 −1.92% (4.30)
FY2024 2.38% 3.57
FY2023 −1.19% (4.85)
FY2022 3.66% (1.11)
FY2021 4.77% 2.14
FY2020 2.63% 0.22
FY2019 2.41% (2.69)
FY2018 5.10% (0.90)
FY2017 6.00% 0.02
FY2016 5.98% (0.09)

Against its own ten years

Low −1.92% High 6.07%
Ten-year median 3.66%
Current reading's percentile 9

Return on invested capital against peers

Company Return on invested capital
SEIC SEI Investments Company compare 19.3%
TPG TPG Inc. compare 7.97%
CRBG Corebridge Financial, Inc. compare 4.59%
CG Carlyle Group Inc. compare 4.40%
OWL Blue Owl Capital Inc. compare 3.63%
ARCC Ares Capital Corporation compare 3.24%
BEN Franklin Resources Inc compare 2.27%
EQH Equitable Holdings, Inc. compare 0.00%
IVZ Invesco Ltd. −1.34%
Asset Management industry median 3.04%
Financial sector median 4.85%
Market median 0.00%

What Return on invested capital is

Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.

TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)

The full definition of Return on invested capital →

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