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Financial statements

Invesco DB Commodity Index Tracking Fund financial statements

Income statement, balance sheet and cash flow statement for the last 10 fiscal years, taken from the XBRL data Invesco DB Commodity Index Tracking Fund files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Operating expenses20.118.523.714.49.0520.232.219.114.311.3
Operating income-13.6-1.4625.122.3-2.16-19.119.490.269.141.4
Interest expense0.140.070.780.310.040.040.350.51
Net income36671.2-290206-128659552-15222.492.5
EBITDA-19.9-15.5-16.3-6.31-5.45-19.50.7644.432.734.2
EPS, basic2.48
EPS, diluted2.48

Balance sheet

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Cash and equivalents5.025.94007.540009.310
Total assets2,5592,2642,0101,4401,3422,6652,7321,7011,2921,227
Total liabilities1.781.5977.211.50.8335.694.517.77.623.32
Shareholders' equity2,5572,2621,9331,4291,3412,6302,6371,6831,2841,223
Total equity2,5572,2621,9331,4291,3412,6302,6371,6831,2841,223
Total liabilities and equity2,5592,2642,0101,4401,3422,6652,7321,7011,2921,227

Cash flow statement

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Net income36671.2-290206-128659552-15222.492.5
Depreciation and amortization-6.31-14-41.4-28.6-3.29-0.43-18.6-45.8-36.4-7.17
Cash from operations-291427-45.4729-33.5-637536809432142
Purchases of investments-1,363-4,199-3,917
Sales and maturities of investments1,2324,0123,840
Stock issued8536411,2881204831,7992,336370208253
Share buybacks-649-1,067-1,243-807-442-1,169-2,857-1,095-562-364
Dividends paid-24.6-22.7-16.2-84.2-68.1-40.6
Cash from financing204-42639.5-72941.1630-536-809-422-151
Net change in cash-5.947.54-7.54009.31-9.31
Interest paid0.140.070.780.310.040.040.350.510.430.08

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $32.62 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Return on equity (ROE)18.7%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)18.6%Net income / average total assets.
Return on invested capital (ROIC)2.1%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.

Growth

MetricValueHow it is calculated
Operating income growth, 1y-40.2%Operating income vs the same period a year earlier. Only from a positive base.
Operating income CAGR, 3y28.8%Compound annual growth of operating income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EBITDA growth, 1y4.4%EBITDA vs the same period a year earlier. Only from a positive base.
EBITDA CAGR, 3y255.9%Compound annual growth of ebitda over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Net income growth, 1y313.1%Net income vs the same period a year earlier. Only from a positive base.
Net income CAGR, 3y-44.9%Compound annual growth of net income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Operating cash flow growth, 1y-67.1%Operating cash flow vs the same period a year earlier. Only from a positive base.
Operating cash flow CAGR, 3y-35.8%Compound annual growth of operating cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value growth, 1y-4.7%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y-22.6%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value CAGR, 5y-1.8%Compound annual growth of book value over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Total assets growth, 1y-5.1%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y-23.4%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y-1.8%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.

Balance sheet health

MetricValueHow it is calculated
Liabilities / assets0.6%Total liabilities / total assets.
Tangible book value$1.58BShareholders' equity - goodwill - intangible assets.

Valuation

MetricValueHow it is calculated
Market cap$1.93BShare price x shares outstanding.
Enterprise value$1.93BMarket cap + total debt - cash - short-term investments.
P/E6.57xMarket cap / net income. Only when net income is positive.
P/B1.23xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book1.23xMarket cap / tangible book value, when positive.
EV/EBIT46.1xEnterprise value / operating income, when both are positive.
Earnings yield15.2%Net income / market cap (the inverse of P/E).
Shareholder yield25.2%(Dividends paid + share buybacks) / market cap.
Was Invesco DB Commodity Index Tracking Fund profitable in fiscal 2025?

Yes. Net income was $92.5M, a net margin of -.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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