Invesco KBW Financials
| KBWD Etf | USD 13.80 0.01 0.07% |
Net Expense Ratio 0.0202 | 3 y Sharp Ratio 0.11 |
The data published in Invesco KBW's official financial statements typically reflect Invesco KBW's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving Invesco KBW's quantitative information. For example, before you start analyzing numbers published by Invesco accountants, it's essential to understand Invesco KBW's liquidity, profitability, and earnings quality within the context of the Invesco space in which it operates.
Please note, the presentation of Invesco KBW's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Invesco KBW's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Invesco KBW's management manipulating its earnings.
Invesco KBW Etf Summary
Invesco KBW competes with Invesco KBW, Vanguard Multifactor, IShares MSCI, Invesco SP, and WisdomTree Dynamic. The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. KBW High is traded on NASDAQ Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NASDAQ Exchange |
| ISIN | US46138E6106 |
| Region | North America |
| Investment Issuer | Invesco |
| Etf Family | Invesco |
| Fund Category | Sector |
| Portfolio Concentration | Financials |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
Invesco KBW Key Financial Ratios
Invesco Financial Ratios 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 High is considered the top ETF in price to earning as compared to similar ETFs. It also is considered the top 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 High is roughly 12.58 . 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 Financials
What exactly are Invesco KBW Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Invesco KBW's income statement, its balance sheet, and the statement of cash flows. Potential Invesco KBW investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Invesco KBW investors may use each financial statement separately, they are all related. The changes in Invesco KBW's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Invesco KBW's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.Invesco KBW Thematic Clasifications
Invesco KBW High is part of several thematic ideas from Sector ETFs to Financials ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasInvesco KBW February 14, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco KBW help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco KBW High. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco KBW High based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco KBW's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8829 | |||
| Information Ratio | 0.013 | |||
| Maximum Drawdown | 4.92 | |||
| Value At Risk | (1.24) | |||
| Potential Upside | 1.61 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Invesco KBW High. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Investors evaluate Invesco KBW High using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Invesco KBW's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Invesco KBW's market price to deviate significantly from intrinsic value.
Understanding that Invesco KBW's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Invesco KBW represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, Invesco KBW's market price signifies the transaction level at which participants voluntarily complete trades.