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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
T Rowe Price Group logo
T Rowe Price GroupTROW
22.7%0.0pp
Blackrock logo
BlackrockBLK
10.9%
Evercore logo
EvercoreEVR
45.3%+17.1pp
SEI Investments logo
SEI InvestmentsSEIC
27.6%-2.5pp

Other financials

Income statement

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Revenue$1.7B+14.1%
Operating income$333.2M+20.2%
Net income$219.1M+28.1%
EPS (diluted)$0.51+34.2%

Balance sheet

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Cash & equivalents$1.7B-8.9%
Total debt$2.0B+104%
Total equity$12.3B-16.6%
Total assets$26.8B-4.7%

Cash flow

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Operating cash flow$212.6M+351%
CapEx$14.2M-39.3%
Free cash flow$198.4M+284%

Valuation

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Market cap$12.47B+58.6%
Enterprise value$12.73B+87.5%
P/S1.9×+0.6×

Profitability

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Operating margin-9.7%-24.3pp
Net margin-3.4%-12.7pp
FCF margin26.5%+8.7pp

Returns & leverage

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Return on equity-1.7%-5.5pp
Debt / equity0.2×+0.1×

Where this comes from

Calculated from Invesco’s reported figures.

Based on trailing twelve months.

The official record: Invesco’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Invesco's return on invested capital?
Invesco (IVZ) reported return on invested capital of -4.9% in Q1 2026.
How has Invesco's return on invested capital changed year-over-year?
Invesco's return on invested capital decreased by 201.3% year-over-year, from 4.8% to -4.9%.
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?
The after-tax return the business earns on all the capital — debt and equity — invested in it.
How do you interpret return on invested capital?
The cleanest measure of business quality: ROIC sustained above the cost of capital creates value, below it destroys value. Compare against WACC, not against zero.
How does return on invested capital compare across companies?
Highly comparable across companies as a quality screen. Sector-sensitive definitions of invested capital mean banks/insurers are best excluded.