Invesco Plc Stock Performance
| IVZ Stock | USD 18.04 0.11 0.61% |
Invesco Plc has a performance score of 7 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 1.64, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Invesco Plc will likely underperform. Invesco Plc right now retains a risk of 1.72%. Please check out Invesco Plc downside variance, as well as the relationship between the daily balance of power and period momentum indicator , to decide if Invesco Plc will be following its current trending patterns.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Plc are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, Invesco Plc may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return (0.61) | Five Day Return 2.15 | Year To Date Return 1.63 | Ten Year Return (55.22) | All Time Return 165.29 |
Forward Dividend Yield 0.0455 | Payout Ratio 0.488 | Last Split Factor 25:10 | Forward Dividend Rate 0.82 | Dividend Date 2024-12-03 |
1 | ChargeScape Powers Up Ford, BMW, Honda Launch Vehicle-Grid Joint Venture | 09/18/2024 |
2 | Invesco BulletShares 2024 High Yield Corporate Bond ETF Sees Strong Trading Volume Time to Buy | 10/10/2024 |
3 | Grimes Company Inc. Has 199.53 Million Stake in Invesco Senior Loan ETF | 10/24/2024 |
4 | Invesco Mortgage Capital Q3 Earnings and Revenues Lag Estimates | 11/05/2024 |
5 | Invesco Ltd.s Strategic Reduction in DXC Technology Co Holdings | 11/07/2024 |
6 | IVZ or OWL Which Is the Better Value Stock Right Now | 11/12/2024 |
7 | Market Clubhouse Morning Memo - November 15th, 2024 | 11/15/2024 |
8 | Invesco SP Global Water Index ETF declares 0.52 dividend | 11/19/2024 |
9 | Invesco BuyBack Achievers ETF Hits New 52-Week High Time to Buy | 11/21/2024 |
10 | Invesco BulletShares 2026 High Yield Corporate Bond ETF Sees Strong Trading Volume Should You Buy | 11/27/2024 |
| Begin Period Cash Flow | 1.4 B |
Invesco |
Invesco Plc Relative Risk vs. Return Landscape
If you would invest 1,633 in Invesco Plc on August 31, 2024 and sell it today you would earn a total of 171.00 from holding Invesco Plc or generate 10.47% return on investment over 90 days. Invesco Plc is generating 0.1728% of daily returns assuming volatility of 1.723% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than Invesco, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Plc Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Plc's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Invesco Plc, and traders can use it to determine the average amount a Invesco Plc'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 = 0.1003
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | IVZ | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.72 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Invesco Plc is performing at about 7% 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 Invesco Plc by adding it to a well-diversified portfolio.
Invesco Plc Fundamentals Growth
Invesco Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco Plc, and Invesco Plc 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 Invesco Stock performance.
| Return On Equity | -0.0094 | |||
| Return On Asset | 0.0191 | |||
| Profit Margin | (0.03) % | |||
| Operating Margin | 0.20 % | |||
| Current Valuation | 17.93 B | |||
| Shares Outstanding | 449.44 M | |||
| Price To Earning | 9.58 X | |||
| Price To Book | 0.75 X | |||
| Price To Sales | 1.38 X | |||
| Revenue | 5.72 B | |||
| Gross Profit | 1.9 B | |||
| EBITDA | (434.8 M) | |||
| Net Income | (96.9 M) | |||
| Cash And Equivalents | 1.23 B | |||
| Cash Per Share | 2.30 X | |||
| Total Debt | 9.04 B | |||
| Debt To Equity | 0.09 % | |||
| Current Ratio | 5.65 X | |||
| Book Value Per Share | 23.91 X | |||
| Cash Flow From Operations | 1.3 B | |||
| Earnings Per Share | (0.91) X | |||
| Market Capitalization | 8.11 B | |||
| Total Asset | 28.93 B | |||
| Retained Earnings | 6.83 B | |||
| Working Capital | 1.63 B | |||
| Current Asset | 3.91 B | |||
| Current Liabilities | 2.71 B | |||
About Invesco Plc Performance
Evaluating Invesco Plc's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Plc 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 Invesco Plc has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.01) | (0.01) | |
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Equity | (0.01) | (0.01) |
Things to note about Invesco Plc performance evaluation
Checking the ongoing alerts about Invesco Plc for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invesco Plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company reported the last year's revenue of 5.72 B. Reported Net Loss for the year was (96.9 M) with profit before taxes, overhead, and interest of 1.9 B. | |
| Invesco Plc has a strong financial position based on the latest SEC filings | |
| Over 90.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Invesco BulletShares 2026 High Yield Corporate Bond ETF Sees Strong Trading Volume Should You Buy |
- Analyzing Invesco Plc'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 Invesco Plc's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Plc'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 Invesco Plc's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Plc's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Plc's stock. These opinions can provide insight into Invesco Plc's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Invesco Stock Analysis
When running Invesco Plc's price analysis, check to measure Invesco Plc'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 Invesco Plc is operating at the current time. Most of Invesco Plc's value examination focuses on studying past and present price action to predict the probability of Invesco Plc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Plc's price. Additionally, you may evaluate how the addition of Invesco Plc to your portfolios can decrease your overall portfolio volatility.