Is Invesco Value Stock a Good Investment?
Invesco Value Investment Advice | IIM |
- Examine Invesco Value'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 Value's leadership team and their track record. Good management can help Invesco Value 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 Value's business and its evolving consumer preferences.
- Compare Invesco Value's performance and market position to its competitors. Analyze how Invesco Value is positioned in terms of product offerings, innovation, and market share.
- Check if Invesco Value pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Invesco Value'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 Value Municipal 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 Value Municipal is a good investment.
Sell | Buy |
Strong Hold
Market Performance | OK | 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 | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Invesco Value Stock
Researching Invesco Value'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 23.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.89. Some equities with similar Price to Book (P/B) outperform the market in the long run. Invesco Value Municipal last dividend was issued on the 16th of April 2025.
To determine if Invesco Value 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 Value's research are outlined below:
| On 28th of February 2025 Invesco Value paid $ 0.0771 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Learn to Evaluate using the Charts - Stock Traders Daily |
Invesco Value Quarterly Long Term Debt |
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Invesco Value's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 569.06 M.Market Cap |
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Invesco Value's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.06 | 0.06 | |
| Return On Capital Employed | 0.04 | 0.03 | |
| Return On Assets | 0.06 | 0.06 | |
| Return On Equity | 0.08 | 0.09 |
Determining Invesco Value's profitability involves analyzing its financial statements and using various financial metrics to determine if Invesco Value is a good buy. For example, gross profit margin measures Invesco Value'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 Value's profitability and make more informed investment decisions.
Evaluate Invesco Value's management efficiency
Invesco Value Municipal has Return on Asset of 0.0252 % which means that on every $100 spent on assets, it made $0.0252 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0879 %, implying that it generated $0.0879 on every 100 dollars invested. Invesco Value's management efficiency ratios could be used to measure how well Invesco Value manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Invesco Value's Return On Tangible Assets are very stable compared to the past year. As of the 26th of March 2025, Return On Assets is likely to grow to 0.06, while Return On Capital Employed is likely to drop 0.03. At this time, Invesco Value's Total Assets are very stable compared to the past year. As of the 26th of March 2025, Total Current Assets is likely to grow to about 32.3 M, though Other Assets are likely to grow to (143.3 M).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 15.60 | 17.33 | |
| Tangible Book Value Per Share | 15.60 | 17.33 | |
| Enterprise Value Over EBITDA | 46.50 | 48.82 | |
| Price Book Value Ratio | 1.00 | 1.03 | |
| Enterprise Value Multiple | 46.50 | 48.82 | |
| Price Fair Value | 1.00 | 1.03 | |
| Enterprise Value | 995.8 M | 1.1 B |
The operational strategies employed by Invesco Value management play a crucial role in its market positioning. Assessing these strategies alongside financial data helps us evaluate the stock's investment potential.
Basic technical analysis of Invesco Stock
As of the 26th of March, Invesco Value retains the Market Risk Adjusted Performance of 0.7561, downside deviation of 0.6058, and Risk Adjusted Performance of 0.0339. Invesco Value technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out Invesco Value Municipal information ratio, potential upside, as well as the relationship between the Potential Upside and kurtosis to decide if Invesco Value is priced fairly, providing market reflects its last-minute price of 12.08 per share. Given that Invesco Value Municipal has jensen alpha of 0.017, we strongly advise you to confirm Invesco Value Municipal's regular market performance to make sure the company can sustain itself at a future point.Invesco Value'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 Value insiders, such as employees or executives, is commonly permitted as long as it does not rely on Invesco Value'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 Value 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 Value's Outstanding Corporate Bonds
Invesco Value 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 Value Municipal 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 Value Municipal 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 Value's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Invesco Value'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 | 0.0339 | |||
| Market Risk Adjusted Performance | 0.7561 | |||
| Mean Deviation | 0.4585 | |||
| Semi Deviation | 0.5324 | |||
| Downside Deviation | 0.6058 | |||
| Coefficient Of Variation | 2225.87 | |||
| Standard Deviation | 0.6029 | |||
| Variance | 0.3635 | |||
| Information Ratio | 0.0237 | |||
| Jensen Alpha | 0.017 | |||
| Total Risk Alpha | 0.0151 | |||
| Sortino Ratio | 0.0236 | |||
| Treynor Ratio | 0.7461 | |||
| Maximum Drawdown | 2.74 | |||
| Value At Risk | (0.84) | |||
| Potential Upside | 1.04 | |||
| Downside Variance | 0.3669 | |||
| Semi Variance | 0.2834 | |||
| Expected Short fall | (0.50) | |||
| Skewness | 0.3024 | |||
| Kurtosis | 1.2 |
| Risk Adjusted Performance | 0.0339 | |||
| Market Risk Adjusted Performance | 0.7561 | |||
| Mean Deviation | 0.4585 | |||
| Semi Deviation | 0.5324 | |||
| Downside Deviation | 0.6058 | |||
| Coefficient Of Variation | 2225.87 | |||
| Standard Deviation | 0.6029 | |||
| Variance | 0.3635 | |||
| Information Ratio | 0.0237 | |||
| Jensen Alpha | 0.017 | |||
| Total Risk Alpha | 0.0151 | |||
| Sortino Ratio | 0.0236 | |||
| Treynor Ratio | 0.7461 | |||
| Maximum Drawdown | 2.74 | |||
| Value At Risk | (0.84) | |||
| Potential Upside | 1.04 | |||
| Downside Variance | 0.3669 | |||
| Semi Variance | 0.2834 | |||
| Expected Short fall | (0.50) | |||
| Skewness | 0.3024 | |||
| Kurtosis | 1.2 |
Consider Invesco Value's intraday indicators
Invesco Value 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 Value 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.
| Accumulation Distribution | 325.58 | |||
| Daily Balance Of Power | (0.17) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 12.09 | |||
| Day Typical Price | 12.09 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.01) |
Invesco Value 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 |
| 1st of November 2024 Other Reports | ViewVerify | |
| 20th of September 2024 Other Reports | ViewVerify |
Invesco Stock media impact
Far too much social signal, news, headlines, and media speculation about Invesco Value 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 Value 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 Value 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 Value's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Invesco Value alpha.
Invesco Value Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Invesco Value 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 Value Corporate Management
| Anthony LaCava | Independent Trustee | Profile | |
| Teresa Ressel | Independent Trustee | Profile | |
| Tim OReilly | Portfolio Manager | Profile | |
| Robert Troccoli | Independent Trustee | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Invesco Value Municipal. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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 Value. 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 Value 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 1.102 | Dividend Share 0.649 | Earnings Share 1.17 | Revenue Per Share | Quarterly Revenue Growth (0.01) |
The market value of Invesco Value Municipal 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 Value's value that differs from its market value or its book value, called intrinsic value, which is Invesco Value'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 Value's market value can be influenced by many factors that don't directly affect Invesco Value'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 Value's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Invesco Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Value'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.