Invesco Plc has a performance score of 1 out of 100. The company's Market Volatility, or Beta, is 1.09, indicating a somewhat significant risk compared to the market. Invesco Plc's returns are highly sensitive to market fluctuations, meaning the company's performance is likely to mirror market trends. Currently, Invesco Plc carries a risk of 1.7%. It's advisable to examine Invesco Plc's downside variance and the correlation between the daily balance of power and period momentum indicator to determine if the company will continue its current trend.
Main Considerations
Given Invesco Plc's negative Jensen Alpha of
-0.01 and a profit margin indicating a loss of
2%, it might be prudent to exercise caution when considering this stock. Despite a potential upside of
2.49, the company's operating income stands at a significant loss of
$434.8 million, which could impact its long-term financial stability.
What is the right price you would pay to acquire a share of Invesco Plc? For most investors, it would be the price that gives them a wide margin of safety to have minimal downside risk. In other words, most investors are always looking for undervalued stocks. Even if the
future performance is not entirely as expected, the loss of holding it is minimized, and the downside risk is negated. Please read more on our
stock advisor page.
What is happening with Invesco Plc this year
Annual and quarterly reports issued by Invesco Plc are formal
financial statements that are published yearly and quarterly and sent to Invesco stockholders. The reports show and break down the current year's ongoing operations and discuss plans for the upcoming year. Annual reports have been a requirement from the
Securities and Exchange Commission (SEC) for businesses owned by the public since 1934.
Companies such as Invesco Plc often view their annual report as an effective marketing tool to disseminate their perspective on company
future earnings or innovations. With this in mind, many companies devote large sums of money to making their reports attractive and informative. In such instances, the annual report becomes a forum through which a company can communicate to the general public any number of topics that may or may not be directly related to the actual data published in the reports.
Invesco Plc Gross Profit
Invesco Plc Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing Invesco Plc previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show Invesco Plc Gross Profit growth over the last 10 years. Please check Invesco Plc's
gross profit and other
fundamental indicators for more details.
Is Invesco a risky opportunity?
Let's check the volatility. Invesco is looking slightly risky at this time. Whether you invest your money or manage your clients' funds, remember that it is easy to forget that behind Invesco (USA Stocks:IVZ) stock is an actual business venture. So, do not let stock picking become an abstract concept by ignoring the elementary risk calculations. acquiring a share of an Invesco Plc stock makes you a part-owner of that company.
Invesco Plc Current Consensus
Here is the current trade recommendation based on an ongoing consensus estimate among financial analysis covering Invesco Plc. The Invesco consensus assessment is calculated by taking the average estimates from all of the analysts covering Invesco Plc.
| Strong Buy | 2 | 13.33 |
| Buy | 0 | 0.0 |
| Hold | 13 | 86.67 |
| Sell | 0 | 0.0 |
| Strong Sell | 0 | 0.0 |
"Buy low, sell high" is a well-known investment adage that may apply to Invesco Plc. Despite a challenging year with a net income loss of $96.9M and operating income loss of $434.8M, the asset management firm has shown resilience with a current ratio of 5.65X, indicating a strong ability to meet short-term obligations. The firm's shares are currently trading around $15.72, below the 52-week high of $18.04, and analysts have set a target price of $16.69, suggesting potential upside. However, with a probability of bankruptcy at 43.79%, investors should tread carefully. The decision to follow the lead of Invesco's top analysts should be based on a thorough evaluation of the company's financial health and market conditions.
Another small slide for Invesco Plc
Invesco Plc is currently experiencing a slight downturn, despite a Sortino ratio of 0.0. This ratio, which measures risk-adjusted return, suggests that Invesco is neither outperforming nor underperforming the market when considering downside risk. This implies that the company's investment strategy isn't yielding significant excess returns. Therefore, investors should be cautious and consider other factors before deciding on Invesco Plc. As of May 23, Invesco Plc has a Downside Deviation of 2.13, a market risk adjusted performance of 0.0369, and a Risk Adjusted Performance of 0.0208. Using technical analysis, you can employ historical prices and volume momentum to predict the firm's future prices. We've analyzed nineteen technical drivers for Invesco Plc, which can be compared to its rivals. Please review Invesco Plc's information ratio and downside variance to determine if it's fairly priced at its current share price of 15.61. Given Invesco Plc's Jensen Alpha of -0.01, we strongly recommend confirming its regular market performance to ensure its future sustainability.
When is the right time to buy or sell Invesco Plc? Buying stocks such as Invesco Plc isn't very hard. However, what challenging for most investors is doing it at the right time. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities, deliver winning trades and diversify portfolios on a daily basis.
With a relatively neutral outlook on the current economy, it is better to hold off any trading of Invesco as the current risk-reward utility is not appealing enough. Please use our equity advice module to run different scenarios to ensure your current risk level and investment horizon are fully reflective of your current investing preferences in regards to Invesco Plc.
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Raphi Shpitalnik is a Junior Member of Macroaxis Editorial Board. Raphael is a young entrepreneur who joined Macroaxis on a part-time basis at the beginning of the pandemic and eventually acquired a real taste for investing and fintech. He likes to analyze different equity instruments across a wide range of industries, focusing primarily on consumer products, sports, fintech, cannabis, and AI.
View Profile This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Raphi Shpitalnik do not own shares of Invesco Plc. Please refer to our
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