Invesco Value Current Valuation vs. Return On Asset
| IIM Stock | USD 12.37 0.01 0.08% |
For Invesco Value profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Value to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Value Municipal utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Value's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Value Municipal over time as well as its relative position and ranking within its peers.
Invesco |
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.
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.
Invesco Value Municipal Return On Asset vs. Current Valuation Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Value's current stock value. Our valuation model uses many indicators to compare Invesco Value value to that of its competitors to determine the firm's financial worth. Invesco Value Municipal is considered the number one company in current valuation category among its peers. It is rated below average in return on asset category among its peers . The ratio of Current Valuation to Return On Asset for Invesco Value Municipal is about 33,062,547,302 . As of the 27th of November 2024, Return On Assets is likely to grow to 0.05. Comparative valuation analysis is a catch-all technique that is used if you cannot value Invesco Value 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.Invesco Current Valuation vs. Competition
Invesco Value Municipal is considered the number one company in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is currently estimated at about 9.75 Billion. Invesco Value holds roughly 833.18 Million in current valuation claiming about 9% of equities under Financials industry.
Invesco Return On Asset vs. Current Valuation
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Invesco Value |
| = | 833.18 M |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.
Invesco Value |
| = | 0.0252 |
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
Invesco Return On Asset Comparison
Invesco Value is currently under evaluation in return on asset category among its peers.
Invesco Value Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Value, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Value will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Value's change in net profit over the period of time. It can combine multiple indicators of Invesco Value, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Operating Income | 39 M | 40.2 M | |
| Net Income From Continuing Ops | 46.3 M | 48.6 M | |
| Income Before Tax | 46.3 M | 48.6 M | |
| Total Other Income Expense Net | 7.3 M | 7.7 M | |
| Net Income Applicable To Common Shares | 117.4 M | 123.3 M | |
| Net Income | 46.3 M | 48.6 M | |
| Income Tax Expense | 39 M | 41 M | |
| Interest Income | 44.6 M | 38 M | |
| Net Interest Income | 30.5 M | 31.2 M | |
| Change To Netincome | -94.2 M | -89.5 M | |
| Net Income Per Share | 0.98 | 0.54 | |
| Income Quality | 0.43 | 0.45 | |
| Net Income Per E B T | 0.90 | 0.80 |
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco Value. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Invesco Value position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Invesco Value's important profitability drivers and their relationship over time.
Use Invesco Value in pair-trading
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 Value 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 Value will appreciate offsetting losses from the drop in the long position's value.Invesco Value Pair Trading
Invesco Value Municipal Pair Trading Analysis
The ability to find closely correlated positions to Invesco Value 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 Value 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 Value - 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 Value Municipal to buy it.
The correlation of Invesco Value 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 Value moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Value Municipal 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 Value 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.Use Investing Themes to Complement your Invesco Value position
In addition to having Invesco Value in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Asset Allocation ETFs theme has 146 constituents at this time.
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Check out Risk vs Return Analysis. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
To fully project Invesco Value's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco Value Municipal at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Invesco Value's income statement, its balance sheet, and the statement of cash flows.