IVZNEUTRAL

IVZ Return on Equity (ROE) Analysis

-0.6%

Updated 273h ago·SEC filings & market data

Key Takeaway

Return on equity (ROE) measures net income relative to shareholders’ equity, and a -0.6% value means the company is currently generating a small net loss on its equity base.

Sector Performance

17th percentile

IVZ

-0.6%

Sector Median

13.3%

Sector Avg

16.9%

Prior Period

-1.5%(Jul 2026)

↑ Improving

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Deep Analysis

Return on equity (ROE) measures net income relative to shareholders’ equity, and a -0.6% value means the company is currently generating a small net loss on its equity base.

This sits far below the sector median of 13.5%, placing the company at the 16th percentile among peers. The year-over-year change is N/A, but quarter over quarter the ROE improved by +60.0% (from -1.5% to -0.6%). The combination of a negative level with a positive quarterly trend suggests the company is still underperforming, but the direction of change may reduce some near-term downside risk. For investors, the low percentile rank indicates limited

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about IVZ?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

Who are IVZ's closest peers by Return on Equity (ROE)?

The closest peers by Return on Equity (ROE) include: LOW (-67.1%), MAR (-69.0%), BMBL (-76.9%), WBA (-82.7%), NIO (-84.0%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.