Invesco Trust For Stock Buy Hold or Sell Recommendation
| VGM Stock | USD 10.38 0.14 1.37% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Invesco Trust For is 'Cautious Hold'. The recommendation algorithm takes into account all of Invesco Trust's available fundamental, technical, and predictive indicators you will find on this site.
Check out Invesco Trust Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Invesco and provide practical buy, sell, or hold advice based on investors' constraints. Invesco Trust For. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.
Invesco |
Execute Invesco Trust Buy or Sell Advice
The Invesco recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Invesco Trust For. Macroaxis does not own or have any residual interests in Invesco Trust For or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Trust's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Invesco Trust Trading Alerts and Improvement Suggestions
| On 31st of October 2024 Invesco Trust paid $ 0.0646 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Smithfield Trust Co Purchases 11,161 Shares of Invesco QQQ - MarketBeat |
Invesco Trust Returns Distribution Density
The distribution of Invesco Trust's historical returns is an attempt to chart the uncertainty of Invesco Trust's future price movements. The chart of the probability distribution of Invesco Trust daily returns describes the distribution of returns around its average expected value. We use Invesco Trust For price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Trust returns is essential to provide solid investment advice for Invesco Trust.
| Mean Return | 0.03 | Value At Risk | -0.78 | Potential Upside | 0.87 | Standard Deviation | 0.52 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Invesco Trust historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Invesco Trust Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 29.9M | 40.9M | 4.3M | 28.2M | (30.9M) | (29.4M) | |
| End Period Cash Flow | 29.9M | 40.9M | 4.3M | 32.5M | 1.5M | 1.5M |
Invesco Trust Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Invesco Trust or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Invesco Trust's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Invesco stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | -0.01 | |
σ | Overall volatility | 0.53 | |
Ir | Information ratio | -0.19 |
Invesco Trust Volatility Alert
Invesco Trust For exhibits very low volatility with skewness of 0.29 and kurtosis of 1.01. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Trust's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Invesco Trust's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Invesco Trust Fundamentals Vs Peers
Comparing Invesco Trust's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Invesco Trust's direct or indirect competition across all of the common fundamentals between Invesco Trust and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Trust or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Trust's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Trust by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Invesco Trust to competition |
| Fundamentals | Invesco Trust | Peer Average |
| Return On Equity | 0.0884 | -0.31 |
| Return On Asset | 0.0248 | -0.14 |
| Profit Margin | 1.24 % | (1.27) % |
| Operating Margin | 0.86 % | (5.51) % |
| Current Valuation | 875.21 M | 16.62 B |
| Shares Outstanding | 54.23 M | 571.82 M |
| Shares Owned By Institutions | 37.76 % | 39.21 % |
| Number Of Shares Shorted | 102.39 K | 4.71 M |
| Price To Earning | 31.85 X | 28.72 X |
| Price To Book | 0.91 X | 9.51 X |
| Price To Sales | 13.05 X | 11.42 X |
| Revenue | 43.42 M | 9.43 B |
| Gross Profit | 44.16 M | 27.38 B |
| EBITDA | 62.45 M | 3.9 B |
| Net Income | 47.19 M | 570.98 M |
| Cash And Equivalents | 4.27 M | 2.7 B |
| Cash Per Share | 0.08 X | 5.01 X |
| Total Debt | 319.78 M | 5.32 B |
| Debt To Equity | 0.66 % | 48.70 % |
| Current Ratio | 1.58 X | 2.16 X |
| Book Value Per Share | 11.35 X | 1.93 K |
| Cash Flow From Operations | 53.49 M | 971.22 M |
| Short Ratio | 0.56 X | 4.00 X |
| Earnings Per Share | 0.98 X | 3.12 X |
| Beta | 0.56 | -0.15 |
| Market Capitalization | 562.93 M | 19.03 B |
| Total Asset | 947.06 M | 29.47 B |
| Retained Earnings | (83.5 M) | 9.33 B |
| Annual Yield | 0.07 % | |
| Five Year Return | 5.28 % | |
| Net Asset | 947.06 M | |
| Last Dividend Paid | 0.52 |
Note: Disposition of 104 shares by Bank Of America Corp de of Invesco Trust subject to Rule 16b-3 [view details]
Invesco Trust Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Invesco . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Invesco Trust Buy or Sell Advice
When is the right time to buy or sell Invesco Trust For? Buying financial instruments such as Invesco Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Invesco Trust Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Invesco Trust. If investors know Invesco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Invesco Trust listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.675 | Dividend Share 0.521 | Earnings Share 0.98 | Revenue Per Share 0.795 | Quarterly Revenue Growth (0.01) |
The market value of Invesco Trust For is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Trust's value that differs from its market value or its book value, called intrinsic value, which is Invesco Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Trust's market value can be influenced by many factors that don't directly affect Invesco Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.