Invesco Bondome PlusLSE:BIPS 56 ROA % is 8.69% as of Dec. 2025, which is 22% above its 10-year median of 7.13. GuruFocus rates LSE:BIPS with a GF Score™ of 56/100 and a GF Value™ of £1.78 (Fairly Valued). The stock has 6 warning signs investors should review. Among 1,632 Asset Management companies, Invesco Bondome Plus ranks better than 64.52% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Invesco Bondome Plus's annualizedNet Income for the quarter that ended in Dec. 2025 was £38.26 Mil.
Invesco Bondome Plus's average Total Assets over the quarter that ended in Dec. 2025 was £440.28 Mil. Therefore, Invesco Bondome Plus's annualized ROA % for the quarter that ended in Dec. 2025 was 8.69%.
The historical rank and industry rank for Invesco Bondome Plus's ROA % or its related term are showing as below:
LSE:BIPS'
s ROA % Range Over the Past 10 Years
Min: -6.87 Med: 7.13 Max: 12.42
Current: 7.17
During the past 13 years, Invesco Bondome Plus's highest ROA % was 12.42%. The lowest was -6.87%. And the median was 7.13%.
LSE:BIPS's ROA % is ranked better than 64.52% of 1632
companies
in the Asset Management industry
Industry Median: 3.99
vs LSE:BIPS: 7.17
Invesco Bondome Plus (LSE:BIPS) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data.
* 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.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
* 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.
For the Asset Management subindustry, Invesco Bondome Plus's ROA %, along with its competitors' market caps and ROA % 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 Bondome Plus ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Invesco Bondome Plus's ROA % distribution charts can be found below:
* The bar in red indicates where Invesco Bondome Plus's ROA % falls into.
* 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.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is two times the semi-annual (Dec. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Invesco Bondome Plus (LSE:BIPS) has a ROA % of 8.69% as of Dec. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Invesco Bondome Plus and its competitors. This is 22% above median its historical median of 7.13. According to the industry distribution chart, Invesco Bondome Plus ranks #579 out of 1632 companies in the Asset Management industry, placing it in the top 35.5%.
Is Invesco Bondome Plus' ROA % too high?
Invesco Bondome Plus' current ROA % of 8.69% is 22% above median its 10-year median of 7.13. The Asset Management industry median ROA % is 3.99. Invesco Bondome Plus' value of 8.69% is 117.8% above this industry median. Based on the distribution chart, Invesco Bondome Plus ranks #579 out of 1632 companies in the Asset Management industry, which is above the industry midpoint. Overall, Invesco Bondome Plus has a GF Score™ of 56/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Invesco Bondome Plus' ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Invesco Bondome Plus ranks #579 out of 1632 companies for ROA %. This puts Invesco Bondome Plus in the upper half of its industry. The industry median ROA % is 3.99. Invesco Bondome Plus' value of 8.69% is 117.8% above this benchmark. While the company's 10-year median is 7.13 vs. the industry median of 3.99, Invesco Bondome Plus has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for an Asset Management company?
The median ROA % among Asset Management companies is 3.99, based on 1,632 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invesco Bondome Plus's current ROA % of 8.69% is 117.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Invesco Bondome Plus and its competitors. For the Asset Management industry, the median ROA % is 3.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invesco Bondome Plus's current ROA % is 8.69%, which is 22% above median its own 10-year median of 7.13. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invesco Bondome Plus stock overvalued right now?
Based on GuruFocus' analysis, Invesco Bondome Plus (LSE:BIPS) is currently considered Fairly Valued. The stock's GF Value™ is £1.78, compared to a current price of £1.75 — trading 2% below its estimated fair value. The current ROA % is 8.69%, which is 22% above median its 10-year median of 7.13 and 117.8% above the Asset Management industry median of 3.99. Invesco Bondome Plus' overall GF Score™ is 56/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Invesco Bondome Plus (LSE:BIPS), the current ROA % is 8.69% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Invesco Bondome Plus (LSE:BIPS) Overvalued in 2026?
Based on GuruFocus' analysis, Invesco Bondome Plus stock appears to be undervalued.
The current stock price of £1.75 is trading 2% below its estimated GF Value™ of £1.78.
GuruFocus considers Invesco Bondome Plus to be Fairly Valued.
Key valuation signals for LSE:BIPS:
ROA %: 8.69% (22% above median its 10-year median of 7.13)
GF Value™: £1.78 vs. price of £1.75 (2% below fair value)
Industry Position: 117.8% above the Asset Management median (#579 of 1632)
No single metric tells the full story. See the LSE:BIPS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Invesco Bond Income Plus Ltd is a closed-end investment company to achieves high income and capital growth from investment in fixed-interest securities. Its products include investment trusts, multi-asset funds, and UK equities. The company invests in bonds, along with other fixed-income securities, equities, and equity-like instruments. Its portfolio consists of investments made in oil and gas, basic materials, industrials, consumer goods, healthcare, consumer services, utility, telecommunications, financials, and technology sectors. The company operates in a single segment of the business of investing in debt and, to a significantly lesser extent, equity securities.
56GF Score
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