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InvescoFRA:3IW -0.27%71 3-Year ROIIC % is 50.48 as of Dec. 2025, which is 3844% above its 10-year median of 1.28. GuruFocus rates FRA:3IW with a GF Score™ of 71/100 and a GF Value™ of €15.70 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 657 Asset Management companies, Invesco ranks better than 81.89% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Invesco's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 50.48%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Invesco's 3-Year ROIIC % or its related term are showing as below:
FRA:3IW's 3-Year ROIIC % is ranked better than 81.89% of 657
companies
in the Asset Management industry
Industry Median: 1.89
vs FRA:3IW: 50.48
Invesco (FRA:3IW) 3-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Invesco 3-Year ROIIC % Related Terms
Invesco 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Invesco's 3-Year ROIIC % 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.
FRA:3IW vs EQH, ARCC, PS: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Invesco's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Invesco's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Invesco's 3-Year ROIIC % 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Invesco (FRA:3IW) has a 3-Year ROIIC % of 50.48 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Invesco and its competitors. This is 3844% above median its historical median of 1.28. According to the industry distribution chart, Invesco ranks #119 out of 657 companies in the Asset Management industry, placing it in the top 18.1%.
Is Invesco's 3-Year ROIIC % too high?
Invesco's current 3-Year ROIIC % of 50.48 is 3844% above median its 10-year median of 1.28. The Asset Management industry median 3-Year ROIIC % is 1.89. Invesco's value of 50.48 is 2570.9% above this industry median. Based on the distribution chart, Invesco ranks #119 out of 657 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Invesco has a GF Score™ of 71/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Invesco's 3-Year ROIIC % compare to EQH and ARCC?
According to the Asset Management industry distribution chart, Invesco ranks #119 out of 657 companies for 3-Year ROIIC %. This places Invesco in the top 18% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 1.89. Invesco's value of 50.48 is 2570.9% above this benchmark. While the company's 10-year median is 1.28 vs. the industry median of 1.89, Invesco 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 3-Year ROIIC % for an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 1.89, based on 657 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invesco's current 3-Year ROIIC % of 50.48 is 2570.9% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Invesco and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 1.89 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invesco's current 3-Year ROIIC % is 50.48, which is 3844% above median its own 10-year median of 1.28. 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 €15.70, compared to a current price of €26.21 — trading 66.9% above its estimated fair value. The current 3-Year ROIIC % is 50.48, which is 3844% above median its 10-year median of 1.28 and 2570.9% above the Asset Management industry median of 1.89. Invesco's overall GF Score™ is 71/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Invesco (FRA:3IW), the current 3-Year ROIIC % is 50.48 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 (FRA:3IW) Overvalued in 2026?
Based on GuruFocus' analysis, Invesco stock appears to be overvalued.
The current stock price of €26.21 is trading 66.9% above its estimated GF Value™ of €15.70.
GuruFocus considers Invesco to be Significantly Overvalued.
Key valuation signals for FRA:3IW:
3-Year ROIIC %: 50.48 (3844% above median its 10-year median of 1.28)
GF Value™: €15.70 vs. price of €26.21 (66.9% above fair value)
Industry Position: 2570.9% above the Asset Management median (#119 of 657)
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 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%).
71GF Score
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