Invesco Water Beta vs. Ten Year Return
| PHO Etf | USD 66.26 0.29 0.44% |
For Invesco Water profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Water to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Water Resources utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Water's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Water Resources over time as well as its relative position and ranking within its peers.
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The market value of Invesco Water Resources 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 Water's value that differs from its market value or its book value, called intrinsic value, which is Invesco Water'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 Water's market value can be influenced by many factors that don't directly affect Invesco Water'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 Water's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Water is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Water'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.
Invesco Water Resources Ten Year Return vs. Beta Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Water's current stock value. Our valuation model uses many indicators to compare Invesco Water value to that of its competitors to determine the firm's financial worth. Invesco Water Resources is regarded fifth largest ETF in beta as compared to similar ETFs. It is regarded third largest ETF in ten year return as compared to similar ETFs reporting about 9.55 of Ten Year Return per Beta. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Water's earnings, one of the primary drivers of an investment's value.Invesco Ten Year Return vs. Beta
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Invesco Water |
| = | 1.11 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Invesco Water |
| = | 10.60 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Invesco Ten Year Return Comparison
Invesco Water is currently under evaluation in ten year return as compared to similar ETFs.
Beta Analysis
Invesco Water returns are very sensitive to returns on the market. As the market goes up or down, Invesco Water is expected to follow.
Invesco Water Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Water, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Water will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Water's change in net profit over the period of time. It can combine multiple indicators of Invesco Water, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund generally will invest at least 90 percent of its total assets in securities that comprise the underlying index. Water Resources is traded on NASDAQ Exchange in the United States.
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco Water. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Invesco Water position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Invesco Water's important profitability drivers and their relationship over time.
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To fully project Invesco Water's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco Water Resources at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Invesco Water's income statement, its balance sheet, and the statement of cash flows.