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Invesco IVZ Return on invested capital

Return on invested capital at other companies

BEN
Franklin ResourcesBEN
4%+1.4pp
State Street logo
State StreetSTT
20.6%-2.4pp
WisdomTree logo
WisdomTreeWT
68.9%+37.6pp
Virtus Investment Partners logo
Virtus Investment PartnersVRTS
9.8%-4.5pp
Affiliated Managers Group logo
Affiliated Managers GroupAMG
19.9%+5.3pp
T Rowe Price Group logo
T Rowe Price GroupTROW
22.7%0.0pp

Other financials

Income statement

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Revenue$1.8B+20.5%
Operating income$364.2M+70.0%
Net income$345.3M+74.9%
EPS (diluted)$0.76+2,633%

Balance sheet

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Cash & equivalents$915.4M-38.6%
Total debt$1.6B-13.8%
Total equity$12.5B-10.1%
Total assets$27.5B-3.6%

Cash flow

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Operating cash flow$734.2M+34.0%
CapEx$14.2M-39.3%
Free cash flow$198.4M+284%

Valuation

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Market cap$14.13B+50.2%
Enterprise value$14.84B+51.4%
P/S2.1×+0.5×

Profitability

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Operating margin-7.1%-21.8pp
Net margin-1.1%-11.4pp
FCF margin26.5%+8.7pp

Returns & leverage

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Return on equity-0.6%-5.0pp
Debt / equity0.1×0.0×

Where this comes from

Calculated from Invesco’s reported figures.

Based on trailing twelve months.

The source filing: Invesco’s 8-K, filed July 28, 2026. Open the filing →

Filed
Jul 28, 2026, 6:58 AM EDT
Accession
0000914208-26-000229

FAQ

What is Invesco's return on invested capital?
Invesco (IVZ) reported return on invested capital of -3.6% in Q2 2026.
How has Invesco's return on invested capital changed year-over-year?
Invesco's return on invested capital decreased by 174.6% year-over-year, from 4.8% to -3.6%.
What is the long-term trend for Invesco's return on invested capital?
Over 5 years (2020 to 2025), Invesco's return on invested capital has grown at a 2.4% compound annual growth rate (CAGR), from 4.6% to -5.2%.
What does return on invested capital mean?
Net operating profit after tax (operating income taxed at the effective rate) divided by average invested capital (debt plus equity minus cash). Measures the after-tax return on all capital put to work in the business, independent of capital structure.

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