Invesco Bondome Plus (LSE:BIPS) ROE %: 9.85% (As of Dec. 2025) — 21% Above Median


LSE:BIPS Invesco Bond Income Plus Ltd LSE:BIPS
56 GF Score
Price £1.75
GF Value £1.78
Valuation Fairly Valued
! 6 Warning Signs
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What is Invesco Bondome Plus ROE %?

Invesco Bondome Plus LSE:BIPS 56 ROE % is 9.85% as of Dec. 2025, which is 21% above its 10-year median of 8.12. 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 1,609 Asset Management companies, Invesco Bondome Plus ranks better than 57.18% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Invesco Bondome Plus's annualized net income for the quarter that ended in Dec. 2025 was £38.26 Mil. Invesco Bondome Plus's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was £388.56 Mil. Therefore, Invesco Bondome Plus's annualized ROE % for the quarter that ended in Dec. 2025 was 9.85%.

The historical rank and industry rank for Invesco Bondome Plus's ROE % or its related term are showing as below:

LSE:BIPS' s ROE % Range Over the Past 10 Years
Min: -11.39   Med: 8.12   Max: 12.51
Current: 8.15

During the past 13 years, Invesco Bondome Plus's highest ROE % was 12.51%. The lowest was -11.39%. And the median was 8.12%.

LSE:BIPS's ROE % is ranked better than
57.18% of 1609 companies
in the Asset Management industry
Industry Median: 6.52 vs LSE:BIPS: 8.15

Invesco Bondome Plus  (LSE:BIPS) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Dec. 2025 )
=Net Income/Total Stockholders Equity
=38.264/388.5595
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(38.264 / 38.048)*(38.048 / 440.2845)*(440.2845 / 388.5595)
=Net Margin %*Asset Turnover*Equity Multiplier
=100.57 %*0.0864*1.1331
=ROA %*Equity Multiplier
=8.69 %*1.1331
=9.85 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Dec. 2025 )
=Net Income/Total Stockholders Equity
=38.264/388.5595
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (38.264 / 38.352) * (38.352 / 38.048) * (38.048 / 440.2845) * (440.2845 / 388.5595)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 0.9977 * 100.8 % * 0.0864 * 1.1331
=9.85 %

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. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Invesco Bondome Plus ROE % Related Terms


Invesco Bondome Plus ROE % Historical Data

* Premium members only.

The historical data trend for Invesco Bondome Plus's ROE % 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 Bondome Plus ROE % Chart

Invesco Bondome Plus Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.08 -11.39 10.87 8.17 8.07

Invesco Bondome Plus Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % 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 17.56 7.11 9.06 6.39 9.85

LSE:BIPS vs BLK, BX, KKR: ROE % Comparison

For the Asset Management subindustry, Invesco Bondome Plus's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Invesco Bondome Plus's ROE % distribution charts can be found below:

* The bar in red indicates where Invesco Bondome Plus's ROE % falls into.


LSE:BIPS
56GF Score
Invesco Bond Income Plus Ltd LSE:BIPS
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Invesco Bondome Plus ROE % Calculation

Invesco Bondome Plus's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=30.511/( (345.799+410.275)/ 2 )
=30.511/378.037
=8.07 %

Invesco Bondome Plus's annualized ROE % for the quarter that ended in Dec. 2025 is calculated as

ROE %=Net Income (Q: Dec. 2025 )/( (Total Stockholders Equity (Q: Jun. 2025 )+Total Stockholders Equity (Q: Dec. 2025 ))/ count )
=38.264/( (366.844+410.275)/ 2 )
=38.264/388.5595
=9.85 %

* 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 ROE %, the net income of the last fiscal year and the average total shareholder equity 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. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 9.85% mean?
Invesco Bondome Plus (LSE:BIPS) has a ROE % of 9.85% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Invesco Bondome Plus and its competitors. This is 21% above median its historical median of 8.12. According to the industry distribution chart, Invesco Bondome Plus ranks #689 out of 1609 companies in the Asset Management industry, placing it in the top 42.8%.
Is Invesco Bondome Plus' ROE % too high?
Invesco Bondome Plus' current ROE % of 9.85% is 21% above median its 10-year median of 8.12. The Asset Management industry median ROE % is 6.52. Invesco Bondome Plus' value of 9.85% is 51.1% above this industry median. Based on the distribution chart, Invesco Bondome Plus ranks #689 out of 1609 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' ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Invesco Bondome Plus ranks #689 out of 1609 companies for ROE %. This puts Invesco Bondome Plus in the upper half of its industry. The industry median ROE % is 6.52. Invesco Bondome Plus' value of 9.85% is 51.1% above this benchmark. While the company's 10-year median is 8.12 vs. the industry median of 6.52, 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.52, based on 1,609 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invesco Bondome Plus's current ROE % of 9.85% is 51.1% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Invesco Bondome Plus and its competitors. For the Asset Management industry, the median ROE % is 6.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invesco Bondome Plus's current ROE % is 9.85%, which is 21% above median its own 10-year median of 8.12. 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 ROE % is 9.85%, which is 21% above median its 10-year median of 8.12 and 51.1% above the Asset Management industry median of 6.52. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Invesco Bondome Plus (LSE:BIPS), the current ROE % is 9.85% 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:

  • ROE %: 9.85% (21% above median its 10-year median of 8.12)
  • GF Value™: £1.78 vs. price of £1.75 (2% below fair value)
  • GF Score™: 56/100 with 6 warning signs
  • Industry Position: 51.1% above the Asset Management median (#689 of 1609)

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 Bondome Plus Business Description

Address 28 Esplanade, P.O. Box 1075, JTC Fund Solutions (Jersey) Limited, Saint Helier, JEY, JE4 2QP
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

Get the complete analysis for LSE:BIPS

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

£1.75
Price
£1.78
GF Value