Is Invesco Advantage Stock a Good Investment?
Invesco Advantage Investment Advice | VKI |
- Examine Invesco Advantage's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Invesco Advantage's leadership team and their track record. Good management can help Invesco Advantage navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Invesco Advantage's business and its evolving consumer preferences.
- Compare Invesco Advantage's performance and market position to its competitors. Analyze how Invesco Advantage is positioned in terms of product offerings, innovation, and market share.
- Check if Invesco Advantage pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Invesco Advantage's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Invesco Advantage MIT stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Invesco Advantage MIT is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Invesco Advantage Stock
Researching Invesco Advantage's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 26.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 0.91. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Invesco Advantage MIT last dividend was issued on the 18th of February 2025.
To determine if Invesco Advantage is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Invesco Advantage's research are outlined below:
| Latest headline from seekingalpha.com: Invesco Advantage Municipal Income Trust II declares 0.0559 dividend |
Invesco Advantage Quarterly Accounts Payable |
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Invesco Advantage's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 399.21 M.Market Cap |
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Invesco Advantage's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.06 | 0.03 | |
| Return On Capital Employed | (0.06) | (0.05) | |
| Return On Assets | 0.06 | 0.03 | |
| Return On Equity | 0.09 | 0.06 |
Determining Invesco Advantage's profitability involves analyzing its financial statements and using various financial metrics to determine if Invesco Advantage is a good buy. For example, gross profit margin measures Invesco Advantage's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Invesco Advantage's profitability and make more informed investment decisions.
Evaluate Invesco Advantage's management efficiency
Invesco Advantage MIT has Return on Asset of 0.0246 % which means that on every $100 spent on assets, it made $0.0246 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0793 %, implying that it generated $0.0793 on every 100 dollars invested. Invesco Advantage's management efficiency ratios could be used to measure how well Invesco Advantage manages its routine affairs as well as how well it operates its assets and liabilities. The current Return On Tangible Assets is estimated to decrease to 0.03. The Invesco Advantage's current Return On Capital Employed is estimated to increase to -0.05. As of now, Invesco Advantage's Non Current Assets Total are decreasing as compared to previous years. The Invesco Advantage's current Total Current Assets is estimated to increase to about 14.5 M, while Non Currrent Assets Other are projected to decrease to (837.7 M).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 11.34 | 13.08 | |
| Tangible Book Value Per Share | 11.34 | 13.08 | |
| Enterprise Value Over EBITDA | 12.55 | 13.18 | |
| Price Book Value Ratio | 0.99 | 1.03 | |
| Enterprise Value Multiple | 12.55 | 13.18 | |
| Price Fair Value | 0.99 | 1.03 | |
| Enterprise Value | 730.5 M | 679 M |
Understanding the management dynamics of Invesco Advantage MIT allows us to gauge its ability to sustain growth and profitability. This comprehensive analysis aids in determining the stock's value.
Basic technical analysis of Invesco Stock
As of the 18th of February 2025, Invesco Advantage retains the Market Risk Adjusted Performance of 0.016, downside deviation of 0.8688, and Risk Adjusted Performance of 0.0108. Concerning fundamental indicators, the technical analysis model lets you check existing technical drivers of Invesco Advantage MIT, as well as the relationship between them.Invesco Advantage's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Invesco Advantage insiders, such as employees or executives, is commonly permitted as long as it does not rely on Invesco Advantage's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Invesco Advantage insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Invesco Advantage's Outstanding Corporate Bonds
Invesco Advantage issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Invesco Advantage MIT uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Invesco bonds can be classified according to their maturity, which is the date when Invesco Advantage MIT has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Invesco Advantage's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Invesco Advantage's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0108 | |||
| Market Risk Adjusted Performance | 0.016 | |||
| Mean Deviation | 0.5445 | |||
| Semi Deviation | 0.777 | |||
| Downside Deviation | 0.8688 | |||
| Coefficient Of Variation | 6408.7 | |||
| Standard Deviation | 0.6934 | |||
| Variance | 0.4808 | |||
| Information Ratio | (0.0004) | |||
| Jensen Alpha | 7.0E-4 | |||
| Total Risk Alpha | (0.0003) | |||
| Sortino Ratio | (0.0003) | |||
| Treynor Ratio | 0.006 | |||
| Maximum Drawdown | 3.42 | |||
| Value At Risk | (1.02) | |||
| Potential Upside | 1.17 | |||
| Downside Variance | 0.7548 | |||
| Semi Variance | 0.6038 | |||
| Expected Short fall | (0.48) | |||
| Skewness | (0.15) | |||
| Kurtosis | 0.0213 |
| Risk Adjusted Performance | 0.0108 | |||
| Market Risk Adjusted Performance | 0.016 | |||
| Mean Deviation | 0.5445 | |||
| Semi Deviation | 0.777 | |||
| Downside Deviation | 0.8688 | |||
| Coefficient Of Variation | 6408.7 | |||
| Standard Deviation | 0.6934 | |||
| Variance | 0.4808 | |||
| Information Ratio | (0.0004) | |||
| Jensen Alpha | 7.0E-4 | |||
| Total Risk Alpha | (0.0003) | |||
| Sortino Ratio | (0.0003) | |||
| Treynor Ratio | 0.006 | |||
| Maximum Drawdown | 3.42 | |||
| Value At Risk | (1.02) | |||
| Potential Upside | 1.17 | |||
| Downside Variance | 0.7548 | |||
| Semi Variance | 0.6038 | |||
| Expected Short fall | (0.48) | |||
| Skewness | (0.15) | |||
| Kurtosis | 0.0213 |
Consider Invesco Advantage's intraday indicators
Invesco Advantage intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Invesco Advantage stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Invesco Advantage Corporate Filings
| 29th of January 2025 Other Reports | ViewVerify | |
F3 | 10th of January 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
F3 | 13th of December 2024 An amendment to the original Schedule 13D filing | ViewVerify |
| 1st of November 2024 Other Reports | ViewVerify |
Invesco Stock media impact
Far too much social signal, news, headlines, and media speculation about Invesco Advantage that are available to investors today. That information is available publicly through Invesco media outlets and privately through word of mouth or via Invesco internal channels. However, regardless of the origin, that massive amount of Invesco data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Invesco Advantage news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Invesco Advantage relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Invesco Advantage's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Invesco Advantage alpha.
Invesco Advantage Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Invesco Advantage can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Invesco Advantage Corporate Management
| Anthony LaCava | Independent Trustee | Profile | |
| Todd Kuehl | Chief Compliance Officer | Profile | |
| Teresa Ressel | Independent Trustee | Profile | |
| Tim OReilly | Portfolio Manager | Profile | |
| Robert Troccoli | Independent Trustee | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco Advantage MIT. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
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 Advantage. 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 Advantage 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 (0.25) | Dividend Share 0.384 | Earnings Share 0.86 | Revenue Per Share | Quarterly Revenue Growth 0.013 |
The market value of Invesco Advantage MIT 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 Advantage's value that differs from its market value or its book value, called intrinsic value, which is Invesco Advantage'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 Advantage's market value can be influenced by many factors that don't directly affect Invesco Advantage's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Invesco Advantage's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Invesco Advantage is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Advantage'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.