Invesco Competitors

Stocks . USA . 
Stock . Invesco Value Municipal
IIM Stock  USD 12.37  0.01  0.08%   
Invesco Value Municipal competes with Aurora Innovation, HUMANA, Barloworld, Morningstar Unconstrained, and High-yield Municipal; as well as few others. The company runs under Capital Markets sector within Financials industry. Analyzing Invesco Value competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Invesco Value to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco Value Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Invesco Value competition on your existing holdings.
  
At this time, Invesco Value's Return On Tangible Assets are very stable compared to the past year. As of the 27th of November 2024, Return On Assets is likely to grow to 0.05, 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 27th of November 2024, Return On Tangible Assets is likely to grow to 0.05, though Other Assets are likely to grow to (124.6 M).
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
11.8712.3712.87
Details
Intrinsic
Valuation
LowRealHigh
11.9312.4212.93
Details

Invesco Value Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Value and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Invesco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Invesco Value Municipal does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MSTSX
+ 0.75
AUROW
LBHIX
+ 0.67
MSTSX
LBHIX
+ 0.58
AUROW
LBHIX
+ 0.53
ABHYX
SCAXF
+ 0.39
444859BR2
BRRAY
+ 0.35
444859BR2
  
High negative correlations   
VIASP
- 0.79
SCAXF
444859BR2
- 0.68
AUROW
LBHIX
- 0.58
444859BR2
MSTSX
- 0.54
444859BR2
MSTSX
- 0.47
BRRAY
BRRAY
- 0.47
AUROW

Risk-Adjusted Indicators

There is a big difference between Invesco Stock performing well and Invesco Value Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Invesco Value's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Cross Equities Net Income Analysis

Compare Invesco Value Municipal and related stocks such as Aurora Innovation, HUMANA INC, and Aquagold International Net Income Over Time
Select Fundamental
Price To Sales RatioDividend Yield
Ptb RatioDays Sales Outstanding
Book Value Per ShareFree Cash Flow Yield
Invested CapitalOperating Cash Flow Per Share
Average PayablesStock Based Compensation To Revenue
Capex To DepreciationPb Ratio
Ev To SalesFree Cash Flow Per Share
RoicInventory Turnover
Net Income Per ShareDays Of Inventory On Hand
Payables TurnoverSales General And Administrative To Revenue
Average InventoryResearch And Ddevelopement To Revenue
Capex To RevenueCash Per Share
PocfratioInterest Coverage
Payout RatioCapex To Operating Cash Flow
Pfcf RatioDays Payables Outstanding
Net Current Asset ValueIncome Quality
RoeTangible Asset Value
Ev To Operating Cash FlowPe Ratio
Return On Tangible AssetsEv To Free Cash Flow
Earnings YieldIntangibles To Total Assets
Net Debt To E B I T D ACurrent Ratio
Tangible Book Value Per ShareReceivables Turnover
Graham NumberShareholders Equity Per Share
Debt To EquityCapex Per Share
Graham Net NetAverage Receivables
Revenue Per ShareInterest Debt Per Share
Debt To AssetsEnterprise Value Over E B I T D A
Short Term Coverage RatiosPrice Earnings Ratio
Price Book Value RatioPrice Earnings To Growth Ratio
Days Of Payables OutstandingDividend Payout Ratio
Price To Operating Cash Flows RatioPrice To Free Cash Flows Ratio
Pretax Profit MarginEbt Per Ebit
Operating Profit MarginEffective Tax Rate
Company Equity MultiplierLong Term Debt To Capitalization
Total Debt To CapitalizationReturn On Capital Employed
Debt Equity RatioEbit Per Revenue
Quick RatioDividend Paid And Capex Coverage Ratio
Net Income Per E B TCash Ratio
Operating Cash Flow Sales RatioDays Of Inventory Outstanding
Days Of Sales OutstandingFree Cash Flow Operating Cash Flow Ratio
Cash Flow Coverage RatiosPrice To Book Ratio
Fixed Asset TurnoverCapital Expenditure Coverage Ratio
Price Cash Flow RatioEnterprise Value Multiple
Debt RatioCash Flow To Debt Ratio
Price Sales RatioReturn On Assets
Asset TurnoverNet Profit Margin
Gross Profit MarginPrice Fair Value
Return On EquityOperating Cycle
Cash Conversion Cycle
201020112012201320142015201620172018201920202021202220232024
AUROW(94.1 M)(94.1 M)(94.1 M)(94.1 M)(94.1 M)(94.1 M)(94.1 M)(94.1 M)(94.1 M)(94.1 M)(214.4 M)(755.5 M)(2.7 B)(796 M)(835.8 M)

Invesco Value Municipal and related stocks such as Aurora Innovation, HUMANA INC, and Aquagold International Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in Invesco Value Municipal financial statement analysis. It represents the amount of money remaining after all of Invesco Value Municipal operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.

Invesco Value Competitive Analysis

The better you understand Invesco Value competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Value's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Invesco Value's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
IIM AUROW 444859BR2 AQUI BRRAY MSTSX ABHYX LBHIX SCAXF VIASP
 0.08 
 12.37 
Invesco
 6.93 
 0.94 
Aurora
 1.70 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 1.28 
 11.88 
Morningstar
 0.33 
 8.96 
High-yield
 0.23 
 4.25 
Thrivent
 0.00 
 0.01 
Sparta
 0.32 
 22.05 
Via
Market Volatility
(90 Days Market Risk)
Very steady
Out of control
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Very steady
Market Performance
(90 Days Performance)
Very Weak
Good
Very Weak
Very Weak
Very Weak
Modest
Insignificant
Good
Very Weak
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Very Low
Quite High
Below Average
Average
Low
Low
Low
Low
Low
Above Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Strong Buy
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Cautious Hold
Strong Sell
Strong Sell
Strong Sell
Cautious Hold
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Current Ratio
1.21
11.17
N/A
N/A
1.49
N/A
N/A
N/A
0.62
3.49
Net Asset
956.19 M
2.23 B
N/A
3.19 K
54.41 B
116.1 M
672.37 M
674.44 M
3.06 M
355.28 M
EBITDA
21.42 M
(748 M)
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
33.09 M
Operating Margin
0.87
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
-0.14
Five Year Return
4.96
N/A
N/A
N/A
3.98
8.6
1.69
3.31
N/A
8.97
One Year Return
N/A
N/A
N/A
N/A
N/A
19.87
11.13
11.68
N/A
N/A
Beta
0.64
2.84
N/A
7.05
0.63
N/A
N/A
N/A
1.75
1.16
Number Of Employees
N/A
1.8 K
N/A
7
36
1
1
1
8
169
Three Year Return
N/A
N/A
N/A
N/A
N/A
7.0
-0.63
2.59
N/A
N/A
Cash Flow From Operations
19.88 M
(598 M)
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
12.7 M
Total Debt
310.54 M
122 M
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
135 M
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
22.72
2.0
92.23
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
Return On Asset
0.0252
-0.21
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
-0.11
Current Liabilities
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
Debt To Equity
0.62
0.054
N/A
N/A
0.68
N/A
N/A
N/A
101.0
0.69
Short Ratio
0.29
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
Shares Owned By Institutions
23.58
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
581.77 M
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
N/A
Price To Earning
28.92
N/A
N/A
-0.22
9.18
N/A
N/A
35.48
19.55
26.83
Price To Sales
13.14
N/A
N/A
N/A
0.0285
N/A
N/A
1.23
0.63
N/A
Net Income
46.32 M
(796 M)
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
5.2 M
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
Revenue
44.6 M
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
393.49 M
Year To Date Return
N/A
N/A
N/A
N/A
N/A
13.69
6.09
6.69
N/A
N/A
Working Capital
N/A
1.11 B
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
Profit Margin
1.24
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
0.0094
Current Valuation
833.18 M
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
535.95 M
Price To Book
0.91
N/A
N/A
N/A
0.99
N/A
N/A
1.58
34.42
N/A
Retained Earnings
(39.49 M)
(3.61 B)
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
Cash Position Weight
N/A
N/A
N/A
N/A
N/A
14.28
0.1
6.56
N/A
N/A
Equity Positions Weight
N/A
N/A
N/A
N/A
N/A
61.63
N/A
0.07
N/A
N/A
Shares Outstanding
47.07 M
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
N/A
Annual Yield
0.0749
N/A
N/A
N/A
0.0543
0.021
0.0041
0.0617
N/A
0.0972
Return On Equity
0.0879
-0.36
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
0.017
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
Number Of Shares Shorted
47.46 K
1.03 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
Book Value Per Share
13.54
1.18
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
3.66
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
Total Asset
956.19 M
2.23 B
N/A
3.19 K
54.41 B
215.11 M
243.16 M
347.66 M
3.06 M
355.28 M
Last Dividend Paid
0.65
N/A
N/A
N/A
4.6
N/A
0.03
0.02
N/A
0.73
Target Price
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
Earnings Per Share
1.17
-2.27
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
1.17
Ten Year Return
N/A
N/A
N/A
N/A
N/A
N/A
4.84
6.0
N/A
N/A
Cash And Equivalents
3.47 M
784.81 M
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
51.31 M
Cash Per Share
0.07
3.15
N/A
N/A
25.52
N/A
N/A
N/A
N/A
3.23
Gross Profit
46.78 M
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
74.67 M
Day Typical Price
12.34
0.95
80.35
0.006
4.23
11.88
8.96
4.25
0.015
22.1
Accumulation Distribution
1205.88
1120.42
N/A
N/A
N/A
N/A
N/A
N/A
N/A
234.5
Daily Balance Of Power
0.1
(1.17)
(9,223,372,036,855)
0.0
0.0
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
0.0
(0.29)
Period Momentum Indicator
0.01
(0.07)
(1.39)
N/A
N/A
0.15
(0.03)
(0.01)
N/A
(0.07)
Rate Of Daily Change
1.0
0.93
0.98
1.0
1.0
1.01
1.0
1.0
1.0
1.0
Day Median Price
12.33
0.96
80.35
0.006
4.23
11.88
8.96
4.25
0.015
22.12
Price Action Indicator
0.045
(0.06)
(0.70)
N/A
N/A
0.075
(0.01)
(0.01)
N/A
(0.10)
Coefficient Of Variation
(2,934)
571.16
(5,956)
N/A
25169.77
1873.74
2046.85
584.89
(812.40)
1382.31
Mean Deviation
0.3896
8.51
1.31
N/A
1.27
0.4801
0.1662
0.1098
0.7004
0.7409
Jensen Alpha
(0.04)
1.53
0.0322
N/A
(0.13)
(0.05)
(0)
0.014
(0.41)
0.0779
Total Risk Alpha
(0.10)
0.2511
(0.45)
N/A
(0.65)
(0.07)
(0.04)
(0.01)
(0.81)
(0.11)
Sortino Ratio
N/A
0.2249
N/A
N/A
N/A
(0.15)
(0.25)
(0.40)
N/A
(0.03)
Downside Variance
N/A
93.35
N/A
N/A
N/A
0.4204
0.2181
0.0625
N/A
1.65
Standard Deviation
0.5001
13.14
2.57
N/A
4.2
0.6193
0.2865
0.1688
2.89
1.16
Kurtosis
0.4218
7.61
5.86
N/A
11.15
0.0373
8.65
3.71
66.0
5.37
Potential Upside
0.7365
24.32
5.93
N/A
N/A
1.03
0.3382
0.2375
N/A
2.28
Treynor Ratio
(0.28)
0.3579
0.0739
N/A
0.0057
0.0382
0.0836
0.4625
(0.99)
(2.22)
Maximum Drawdown
2.5
99.11
16.62
N/A
34.02
2.8
1.91
0.9552
23.47
7.18
Variance
0.2501
172.78
6.61
N/A
17.65
0.3836
0.0821
0.0285
8.35
1.35
Market Risk Adjusted Performance
(0.27)
0.3679
0.0839
N/A
0.0157
0.0482
0.0936
0.4725
(0.98)
(2.21)
Risk Adjusted Performance
(0.03)
0.1432
(0.01)
N/A
0.0112
0.0384
0.0207
0.0954
(0.09)
0.0587
Skewness
(0.38)
1.65
1.06
N/A
0.4951
0.0305
(1.72)
1.16
(8.12)
(0.88)
Semi Deviation
N/A
7.95
N/A
N/A
N/A
0.5304
0.2597
0.0
N/A
1.13
Information Ratio
(0.29)
0.1653
(0.07)
N/A
(0.03)
(0.15)
(0.40)
(0.59)
(0.17)
(0.04)
Value At Risk
(0.95)
(11.84)
(4.56)
N/A
(2.98)
(1.02)
(0.33)
(0.24)
N/A
(1.20)
Expected Short fall
N/A
(11.88)
N/A
N/A
N/A
(0.58)
(0.23)
(0.29)
N/A
(0.80)
Downside Deviation
N/A
9.66
N/A
N/A
N/A
0.6484
0.467
0.25
N/A
1.29
Semi Variance
N/A
63.23
N/A
N/A
N/A
0.2813
0.0674
(0.02)
N/A
1.27

Invesco Value Competition Performance Charts

Five steps to successful analysis of Invesco Value Competition

Invesco Value's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Invesco Value Municipal in relation to its competition. Invesco Value's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Invesco Value in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Invesco Value's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Value Municipal, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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When determining whether Invesco Value Municipal is a strong investment it is important to analyze Invesco Value's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Invesco Value's future performance. For an informed investment choice regarding Invesco Stock, refer to the following important reports:
How To Invest In Invesco
Details
Is Invesco Stock a good investment?
Details
What is Invesco Value's Net Worth?
Details
Largest Asset Management & Custody Banks Companies
View
Largest Financial Services Companies
View
Check out Invesco Value Correlation with its peers.
You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
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
0.941
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.
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Z Score
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Please note, there is a significant difference between Invesco Value's value and its price as these two are different measures arrived at by different 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.
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