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Invesco (Invesco) 3-Year ROIIC % : 16.16% (As of Dec. 2023)


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What is Invesco 3-Year ROIIC %?

3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year. Invesco's 3-Year ROIIC % for the quarter that ended in Dec. 2023 was 16.16%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Invesco's 3-Year ROIIC % or its related term are showing as below:

IVZ's 3-Year ROIIC % is ranked better than
72.37% of 608 companies
in the Asset Management industry
Industry Median: 2.26 vs IVZ: 16.16

Invesco 3-Year ROIIC % Historical Data

The historical data trend for Invesco's 3-Year ROIIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Invesco 3-Year ROIIC % Chart

Invesco Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.94 -3.25 72.57 0.99 16.16

Invesco Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
3-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - - - 16.16 -

Competitive Comparison of Invesco's 3-Year ROIIC %

For the Asset Management subindustry, Invesco's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Invesco's 3-Year ROIIC % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Invesco's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Invesco's 3-Year ROIIC % falls into.



Invesco 3-Year ROIIC % Calculation

Invesco's 3-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( -277.9924 (Dec. 2023) - 945.03136 (Dec. 2020) )/( 26050.6 (Dec. 2023) - 33618.8 (Dec. 2020) )
=-1223.02376/-7568.2
=16.16%***

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.


Invesco  (NYSE:IVZ) 3-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Invesco 3-Year ROIIC % Related Terms

Thank you for viewing the detailed overview of Invesco's 3-Year ROIIC % provided by GuruFocus.com. Please click on the following links to see related term pages.


Invesco (Invesco) Business Description

Traded in Other Exchanges
Address
1555 Peachtree Street, N.E., Suite 1800, Two Peachtree Pointe, Atlanta, GA, USA, 30309
Invesco provides investment-management services to retail (63% of managed assets) and institutional (37%) clients. At the end of October 2023, the firm had $1.451 trillion in assets under management spread among its equity (49% of AUM), balanced (4%), fixed-income (21%), alternative investment (12%), and money market (14%) operations. Passive products account for 35% of Invesco's total AUM, including 62% of the company's equity operations and 15% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 28% of its AUM sourced from Europe, Africa, and the Middle East (13%) and Asia (15%).
Executives
Thomas P Gibbons director THE BANK OF NEW YORK MELLON CORPORATION, 225 LIBERTY STREET, NEW YORK NY 10286
Martin L Flanagan director, officer: President & CEO 1555 PEACHTREE STREET, SUITE 100, ATLANTA GA 30309
Elizabeth S. Johnson director CITIZENS FINANCIAL GROUP, INC., 600 WASHINGTON BLVD., STAMFORD CT 06901
Stephanie Butcher officer: Senior Managing Director 1555 PEACHTREE ST. NE, ATLANTA GA 30309
Tony Wong officer: Senior Managing Director 1331 SPRING STREET NW, SUITE 2500, ATLANTA GA 30309
Trian Fund Management, L.p. director 280 PARK AVENUE, 41ST FLOOR, NEW YORK NY 10017
Jeffrey H Kupor officer: Senior Managing Director 1331 SPRING STREET NW, SUITE 2500, ATLANTA GA 30309
Mm Asset Management Holding Llc 10 percent owner 1295 STATE STREET, SPRINGFIELD MA 01111
Terry Vacheron officer: Chief Accounting Officer 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA GA 30309
Massmutual Holding Llc 10 percent owner 1295 STATE STREET, SPRINGFIELD MA 01111
Massachusetts Mutual Life Insurance Co 10 percent owner 1295 STATE STREET, SPRINGFIELD MA 01111
Gregory Mcgreevey officer: Senior Managing Director 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA GA 30309
Jennifer Krevitt officer: SMD & Chief HR Officer 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA GA 30309
Meadows Colin officer: Senior Managing Director 1360 PEACHTREE STREET, ATLANTA GA 30309
Christopher C Womack director

Invesco (Invesco) Headlines

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