Invesco KBW Financial Statements From 2010 to 2025
| KBWR Etf | USD 62.07 0.74 1.21% |
Check Invesco KBW financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Invesco KBW's main balance sheet or income statement drivers, such as , as well as many indicators such as . Invesco financial statements analysis is a perfect complement when working with Invesco KBW Valuation or Volatility modules.
Invesco |
Invesco KBW Regional ETF Price To Book Analysis
Invesco KBW's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Current Invesco KBW Price To Book | 1.65 X |
Most of Invesco KBW's fundamental indicators, such as Price To Book, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Invesco KBW Regional is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
| Competition |
Based on the latest financial disclosure, Invesco KBW Regional has a Price To Book of 1.65 times. This is 54.21% higher than that of the Invesco family and significantly higher than that of the Financial category. The price to book for all United States etfs is notably lower than that of the firm.
Invesco KBW Regional Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco KBW's current stock value. Our valuation model uses many indicators to compare Invesco KBW value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco KBW competition to find correlations between indicators driving Invesco KBW's intrinsic value. More Info.Invesco KBW Regional is rated second overall ETF in price to earning as compared to similar ETFs. It also is rated second overall ETF in price to book as compared to similar ETFs fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco KBW Regional is roughly 11.81 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Invesco KBW by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.About Invesco KBW Financial Statements
Invesco KBW shareholders use historical fundamental indicators, such as revenue or net income, to determine how well the company is positioned to perform in the future. Although Invesco KBW investors may analyze each financial statement separately, they are all interrelated. The changes in Invesco KBW's assets and liabilities, for example, are also reflected in the revenues and expenses on on Invesco KBW's income statement. Understanding these patterns can help investors time the market effectively. Please read more on our fundamental analysis page.
The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. KBW Regional is traded on NASDAQ Exchange in the United States.
Pair Trading with Invesco KBW
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco KBW position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco KBW will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Etf
| 0.92 | XLF | Financial Select Sector Aggressive Push | PairCorr |
| 0.93 | VFH | Vanguard Financials Index | PairCorr |
| 1.0 | KRE | SPDR SP Regional Aggressive Push | PairCorr |
| 1.0 | KBE | SPDR SP Bank | PairCorr |
| 0.94 | IYF | iShares Financials ETF | PairCorr |
Moving against Invesco Etf
The ability to find closely correlated positions to Invesco KBW could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco KBW when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Invesco KBW - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Invesco KBW Regional to buy it.
The correlation of Invesco KBW is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Invesco KBW moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco KBW Regional moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Invesco KBW can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Invesco KBW Correlation against competitors. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
The market value of Invesco KBW Regional 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 KBW's value that differs from its market value or its book value, called intrinsic value, which is Invesco KBW'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 KBW's market value can be influenced by many factors that don't directly affect Invesco KBW'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 KBW's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco KBW is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco KBW'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.