iShares Trust - iShares S&P 500 Value ETF Past Earnings Performance
Past criteria checks 2/6
iShares Trust - iShares S&P 500 Value ETF has been growing earnings at an average annual rate of 10.8%, while the Capital Markets industry saw earnings growing at 9.7% annually. Revenues have been growing at an average rate of 7.6% per year. iShares Trust - iShares S&P 500 Value ETF's return on equity is 18.9%, and it has net margins of 886.5%.
Key information
10.8%
Earnings growth rate
9.2%
EPS growth rate
| Capital Markets Industry Growth | 10.3% |
| Revenue growth rate | 7.6% |
| Return on equity | 18.9% |
| Net Margin | 886.5% |
| Last Earnings Update | 30 Sep 2023 |
Recent past performance updates
No updates
Recent updates
No updates
Revenue & Expenses BreakdownBeta
How iShares Trust - iShares S&P 500 Value ETF makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Sep 23 | 511 | 4,533 | 45 | 0 |
| 30 Jun 23 | 529 | 2,132 | 44 | 0 |
| 31 Mar 23 | 547 | -269 | 44 | 0 |
| 31 Dec 22 | 537 | -1,370 | 44 | 0 |
| 30 Sep 22 | 528 | -2,471 | 43 | 0 |
| 30 Jun 22 | 507 | 86 | 43 | 0 |
| 31 Mar 22 | 486 | 2,644 | 42 | 0 |
| 31 Dec 21 | 471 | 3,895 | 39 | 0 |
| 30 Sep 21 | 455 | 5,147 | 37 | 0 |
| 30 Jun 21 | 445 | 5,989 | 34 | 0 |
| 31 Mar 21 | 436 | 6,830 | 31 | 0 |
| 31 Dec 20 | 438 | 3,240 | 30 | 0 |
| 30 Sep 20 | 440 | -351 | 29 | 0 |
| 30 Jun 20 | 427 | -1,102 | 29 | 0 |
| 31 Mar 20 | 414 | -1,854 | 29 | 0 |
| 31 Dec 19 | 404 | -531 | 28 | 0 |
| 30 Sep 19 | 393 | 792 | 27 | 0 |
| 30 Jun 19 | 394 | 799 | 27 | 0 |
| 31 Mar 19 | 394 | 805 | 27 | 0 |
| 31 Dec 18 | 386 | 1,110 | 27 | 0 |
| 30 Sep 18 | 378 | 1,415 | 27 | 0 |
| 30 Jun 18 | 368 | 1,220 | 26 | 0 |
| 31 Mar 18 | 357 | 1,024 | 26 | 0 |
| 31 Dec 17 | 344 | 1,455 | 24 | 0 |
| 30 Sep 17 | 330 | 1,885 | 23 | 0 |
| 30 Jun 17 | 310 | 1,899 | 22 | 0 |
| 31 Mar 17 | 289 | 1,914 | 20 | 0 |
| 31 Dec 16 | 274 | 1,643 | 19 | 0 |
| 30 Sep 16 | 258 | 1,372 | 17 | 0 |
| 30 Jun 16 | 244 | 685 | 16 | 0 |
| 31 Mar 16 | 229 | -3 | 15 | 0 |
| 31 Dec 15 | 219 | -178 | 15 | 0 |
| 30 Sep 15 | 210 | -353 | 15 | 0 |
| 30 Jun 15 | 205 | 170 | 15 | 0 |
| 31 Mar 15 | 200 | 692 | 15 | 0 |
| 31 Dec 14 | 187 | 885 | 14 | 0 |
| 30 Sep 14 | 174 | 1,077 | 13 | 0 |
| 30 Jun 14 | 163 | 1,111 | 12 | 0 |
| 31 Mar 14 | 152 | 1,145 | 11 | 0 |
| 31 Dec 13 | 148 | 1,113 | 11 | 0 |
| 30 Sep 13 | 143 | 1,080 | 10 | 0 |
| 30 Jun 13 | 133 | 917 | 9 | 0 |
Quality Earnings: IVE has a large one-off gain of $4.1B impacting its last 12 months of financial results to 30th September, 2023.
Growing Profit Margin: IVE became profitable in the past.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: IVE's earnings have grown by 10.8% per year over the past 5 years.
Accelerating Growth: IVE has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: IVE has become profitable in the last year, making it difficult to compare its past year earnings growth to the Capital Markets industry (3.3%).
Return on Equity
High ROE: IVE's Return on Equity (18.9%) is considered low.