Invesco (FRA:3IW) ROCE %: 5.07% (As of Mar. 2026)

What is Invesco ROCE %?

Invesco FRA:3IW -1.75% 69 ROCE % is 5.07% as of Mar. 2026. GuruFocus rates FRA:3IW with a GF Score™ of 69/100 and a GF Value™ of €15.34 (Significantly Overvalued). The stock has 5 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Invesco's annualized ROCE % for the quarter that ended in Mar. 2026 was 5.07%.

Invesco (FRA:3IW) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Invesco ROCE % Related Terms

Invesco ROCE % Historical Data

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The historical data trend for Invesco's ROCE % 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.

Invesco ROCE % Chart

Invesco Annual Data

Trend

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Dec25

ROCE %

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9.32

4.73

-0.59

4.03

-1.07

Invesco Quarterly Data
	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23	Mar24	Jun24	Sep24	Dec24	Mar25	Jun25	Sep25	Dec25	Mar26
ROCE %	Get a 7-Day Free Trial															5.33	4.25	5.47	-19.93	5.07

69GF Score

Invesco Ltd FRA:3IW

ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.

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Invesco ROCE % Calculation

Invesco's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	-253.553	/	( ( (25793.5 - 793.032)	+	(23138.276 - 766.038) )	/ 2 )
	=	-253.553	/	( (25000.468	+	22372.238)	/ 2 )
	=	-253.553	/	23686.353
	=	-1.07 %

Invesco's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Mar. 2026 )		(Q: Dec. 2025 )		(Q: Mar. 2026 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Mar. 2026 )		(Q: Dec. 2025 )		(Q: Mar. 2026 )
	=	1122.768	/	( ( (23138.276 - 766.038)	+	(23211.929 - 1306.842) )	/ 2 )
	=	1122.768	/	( ( 22372.238	+	21905.087 )	/ 2 )
	=	1122.768	/	22138.6625
	=	5.07 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of 5.07% mean?

Invesco (FRA:3IW) has a ROCE % of 5.07% as of Mar. 2026.

Is Invesco's ROCE % too high?

Invesco's current ROCE % is 5.07%. The Asset Management industry median ROCE % is 4.39. Invesco's value of 5.07% is 15.5% above this industry median. Overall, Invesco has a GF Score™ of 69/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.

How does Invesco's ROCE % compare to CRBG and EQH?

Invesco's ROCE % of 5.07% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.39. Invesco's value of 5.07% is 15.5% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.

What is a good ROCE % for an Asset Management company?

The median ROCE % among Asset Management companies is 4.39, based on 705 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invesco's current ROCE % of 5.07% is 15.5% 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 ROCE % mean?

A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invesco's current ROCE % is 5.07%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is Invesco stock overvalued right now?

Based on GuruFocus' analysis, Invesco (FRA:3IW) is currently considered Significantly Overvalued. The stock's GF Value™ is €15.34, compared to a current price of €22.41 — trading 46.1% above its estimated fair value. The current ROCE % is 5.07% and 15.5% above the Asset Management industry median of 4.39. Invesco's overall GF Score™ is 69/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.

How is ROCE % calculated?

ROCE % is calculated from a company's financial statements. For Invesco (FRA:3IW), the current ROCE % is 5.07% as of Mar. 2026. 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 (FRA:3IW) Overvalued in 2026?

Based on GuruFocus' analysis, Invesco stock appears to be overvalued. The current stock price of €22.41 is trading 46.1% above its estimated GF Value™ of €15.34. GuruFocus considers Invesco to be Significantly Overvalued.

Key valuation signals for FRA:3IW:

ROCE %: 5.07%
GF Value™: €15.34 vs. price of €22.41 (46.1% above fair value)
GF Score™: 69/100 with 5 warning signs
Industry Position: 15.5% above the Asset Management median

No single metric tells the full story. See the FRA:3IW stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Invesco Business Description

Industry Financial Services Asset Management

Comparable Companies CRBG EQH ARCC SEIC PSLV PS BEN CG AMG JHG BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT OSTO:EQT AMP

Other Exchanges IVZ:USA 1IVZ:Italy 0UAN:UK 3IW:Germany I1VZ34:Brazil

Address 1331 Spring Street NW, Suite 2500, Atlanta, GA, USA, 30309

Website https://www.invesco.com

Invesco provides investment management services to retail (69% of managed assets) and institutional (31%) clients. At the end of May 2026, the firm had $2.454 trillion in assets under management spread among its equity (61% of AUM), balanced (3%), fixed-income (21%), alternative investment (6%), and money market (9%) operations. Passive products account for close to half of Invesco's total AUM. Invesco's US 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 32% of its AUM sourced from Europe, Africa, and the Middle East (17%) and Asia (15%).

69GF Score

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ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€22.41

Price

€15.34

GF Value

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