I1VZ34 (Brazil) Performance
| I1VZ34 Stock | BRL 107.91 0.77 0.71% |
On a scale of 0 to 100, I1VZ34 holds a performance score of 8. The firm retains a Market Volatility (i.e., Beta) of -0.51, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning I1VZ34 are expected to decrease at a much lower rate. During the bear market, I1VZ34 is likely to outperform the market. Please check I1VZ34's treynor ratio, downside variance, kurtosis, as well as the relationship between the value at risk and expected short fall , to make a quick decision on whether I1VZ34's current trending patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in I1VZ34 are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, I1VZ34 sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Quick Ratio | 1.07 | |
| Fifty Two Week Low | 73.36 | |
| Payout Ratio | 28.06% | |
| Fifty Two Week High | 152.06 | |
| Trailing Annual Dividend Yield | 0.46% |
I1VZ34 |
I1VZ34 Relative Risk vs. Return Landscape
If you would invest 9,526 in I1VZ34 on September 28, 2024 and sell it today you would earn a total of 1,265 from holding I1VZ34 or generate 13.28% return on investment over 90 days. I1VZ34 is generating 0.2336% of daily returns and assumes 2.2873% volatility on return distribution over the 90 days horizon. Simply put, 20% of stocks are less volatile than I1VZ34, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
I1VZ34 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for I1VZ34's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as I1VZ34, and traders can use it to determine the average amount a I1VZ34's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1021
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.29 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average I1VZ34 is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of I1VZ34 by adding it to a well-diversified portfolio.
I1VZ34 Fundamentals Growth
I1VZ34 Stock prices reflect investors' perceptions of the future prospects and financial health of I1VZ34, and I1VZ34 fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on I1VZ34 Stock performance.
| Return On Equity | 9.96 | |||
| Return On Asset | 2.87 | |||
| Profit Margin | 19.60 % | |||
| Operating Margin | 24.24 % | |||
| Current Valuation | 64 B | |||
| Shares Outstanding | 461.45 M | |||
| Price To Earning | 18.08 X | |||
| Price To Book | 6.01 X | |||
| Price To Sales | 9.76 X | |||
| Revenue | 6.51 B | |||
| EBITDA | 1.79 B | |||
| Cash And Equivalents | 1.36 B | |||
| Cash Per Share | 2.95 X | |||
| Total Debt | 2.08 B | |||
| Debt To Equity | 0.13 % | |||
| Book Value Per Share | 22.83 X | |||
| Cash Flow From Operations | 1.45 B | |||
| Earnings Per Share | 7.59 X | |||
About I1VZ34 Performance
By analyzing I1VZ34's fundamental ratios, stakeholders can gain valuable insights into I1VZ34's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if I1VZ34 has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if I1VZ34 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda. INVESCO operates under Asset Management classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 8483 people.Things to note about I1VZ34 performance evaluation
Checking the ongoing alerts about I1VZ34 for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for I1VZ34 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating I1VZ34's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate I1VZ34's stock performance include:- Analyzing I1VZ34's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether I1VZ34's stock is overvalued or undervalued compared to its peers.
- Examining I1VZ34's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating I1VZ34's management team can have a significant impact on its success or failure. Reviewing the track record and experience of I1VZ34's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of I1VZ34's stock. These opinions can provide insight into I1VZ34's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for I1VZ34 Stock analysis
When running I1VZ34's price analysis, check to measure I1VZ34's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy I1VZ34 is operating at the current time. Most of I1VZ34's value examination focuses on studying past and present price action to predict the probability of I1VZ34's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move I1VZ34's price. Additionally, you may evaluate how the addition of I1VZ34 to your portfolios can decrease your overall portfolio volatility.
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