Invesco Historical Balance Sheet
| VTN Stock | USD 10.47 0.09 0.87% |
Trend analysis of Invesco Trust For balance sheet accounts such as Total Assets of 359.1 M, Total Stockholder Equity of 234.3 M, Other Liabilities of 18.3 K or Net Tangible Assets of 243 M provides information on Invesco Trust's total assets, liabilities, and equity, which is the actual value of Invesco Trust For to its prevalent stockholders. By breaking down trends over time using Invesco Trust balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.
Financial Statement Analysis is much more than just reviewing and examining Invesco Trust For latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Invesco Trust For is a good buy for the upcoming year.
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About Invesco Balance Sheet Analysis
Balance Sheet is a snapshot of the financial position of Invesco Trust For at a specified time, usually calculated after every quarter, six months, or one year. Invesco Trust Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Invesco Trust and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Invesco currently owns. An asset can also be divided into two categories, current and non-current.
Invesco Trust Balance Sheet Chart
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Total Assets
Total assets refers to the total amount of Invesco Trust assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Invesco Trust For books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.Total Stockholder Equity
The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.Net Tangible Assets
The total assets of a company minus any intangible assets such as patents, copyrights, and goodwill; it represents the physical assets of a company.Retained Earnings
The cumulative amount of net income that a company retains for reinvestment in its operations, rather than distributing it to shareholders as dividends.Most accounts from Invesco Trust's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into Invesco Trust For current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco Trust For. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. At this time, Invesco Trust's Other Stockholder Equity is very stable compared to the past year. As of the 30th of January 2025, Cash And Short Term Investments is likely to grow to about 3.7 M, while Other Liabilities is likely to drop about 18.3 K.
| 2022 | 2023 | 2024 | 2025 (projected) | Total Stockholder Equity | 227.2M | 235.8M | 212.2M | 234.3M | Total Assets | 360.3M | 370.3M | 333.2M | 359.1M |
Invesco Trust balance sheet Correlations
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Invesco Trust Account Relationship Matchups
High Positive Relationship
High Negative Relationship
Pair Trading with Invesco Trust
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 Trust 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 Trust will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Stock
Moving against Invesco Stock
| 0.7 | GECC | Great Elm Capital | PairCorr |
| 0.7 | MAIN | Main Street Capital | PairCorr |
| 0.58 | ARCC | Ares Capital Earnings Call This Week | PairCorr |
| 0.54 | ARES | Ares Management LP Earnings Call This Week | PairCorr |
| 0.53 | GCMG | GCM Grosvenor | PairCorr |
The ability to find closely correlated positions to Invesco Trust 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 Trust 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 Trust - 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 Trust For to buy it.
The correlation of Invesco Trust 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 Trust moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Trust For 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 Trust 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 World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco Trust For. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
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 Trust. 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 Trust 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 1.022 | Dividend Share 0.521 | Earnings Share 0.97 | Revenue Per Share | Quarterly Revenue Growth 0.059 |
The market value of Invesco Trust For 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 Trust's value that differs from its market value or its book value, called intrinsic value, which is Invesco Trust'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 Trust's market value can be influenced by many factors that don't directly affect Invesco Trust'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 Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Trust'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.