Invesco Advantage EBITDA vs. Market Capitalization
| VKI Stock | USD 9.16 0.16 1.78% |
EBITDA | First Reported 2010-12-31 | Previous Quarter 45.5 M | Current Value 47.8 M | Quarterly Volatility 42.6 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Net Profit Margin | 0.82 | 1.4194 |
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| Pretax Profit Margin | 0.82 | 1.4194 |
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For Invesco Advantage profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Advantage to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Advantage MIT utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Advantage's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Advantage MIT 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 Advantage. 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 Advantage 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 (0.25) | Dividend Share 0.384 | Earnings Share 0.86 | Revenue Per Share 0.721 | Quarterly Revenue Growth 0.013 |
The market value of Invesco Advantage MIT 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 Advantage's value that differs from its market value or its book value, called intrinsic value, which is Invesco Advantage'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 Advantage's market value can be influenced by many factors that don't directly affect Invesco Advantage'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 Advantage's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Advantage is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Advantage'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 Advantage MIT Market Capitalization vs. EBITDA Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Advantage's current stock value. Our valuation model uses many indicators to compare Invesco Advantage value to that of its competitors to determine the firm's financial worth. Invesco Advantage MIT is rated below average in ebitda category among its peers. It is rated below average in market capitalization category among its peers creating about 8.93 of Market Capitalization per EBITDA. As of now, Invesco Advantage's EBITDA is decreasing as compared to previous years. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Advantage's earnings, one of the primary drivers of an investment's value.Invesco Market Capitalization vs. EBITDA
EBITDA stands for earnings before interest, taxes, depreciation, and amortization. It is a measure of a company operating cash flow based on data from the company income statement and is a very good way to compare companies within industries or across different sectors. However, unlike Operating Cash Flow, EBITDA does not include the effects of changes in working capital.
Invesco Advantage |
| = | 45.55 M |
In a nutshell, EBITDA is calculated by adding back each of the excluded items to the post-tax profit, and can be used to compare companies with very different capital structures.
Market Capitalization is the total market value of a company's equity. It is one of many ways to value a company and is calculated by multiplying the price of the stock by the number of shares issued. If a firm has one type of stock its market capitalization will be the current market share price multiplied by the number of shares. However, if a company has multiple types of equities then the market cap will be the total of the market caps of the different types of shares.
Invesco Advantage |
| = | 406.76 M |
In most publications or references market cap is broken down into the mega-cap, large-cap, mid-cap, small-cap, micro-cap, and nano-cap. Market Cap is a measurement of business as total market value of all of the outstanding shares at a given time, and can be used to compare different companies based on their size.
Invesco Market Capitalization vs Competition
Invesco Advantage MIT is rated below average in market capitalization category among its peers. Market capitalization of Financials industry is at this time estimated at about 5.92 Billion. Invesco Advantage holds roughly 406.76 Million in market capitalization claiming about 7% of equities under Financials industry.
Invesco Advantage Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Advantage, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Advantage will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Advantage's change in net profit over the period of time. It can combine multiple indicators of Invesco Advantage, 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 | ||
| Accumulated Other Comprehensive Income | 995.2 M | 859.8 M | |
| Operating Income | -35.1 M | -33.3 M | |
| Net Income From Continuing Ops | 34.1 M | 35.8 M | |
| Income Before Tax | 34.1 M | 25.1 M | |
| Total Other Income Expense Net | 69.2 M | 72.6 M | |
| Net Income Applicable To Common Shares | 73.8 M | 77.5 M | |
| Net Income | 34.1 M | 35.8 M | |
| Income Tax Expense | -167.9 K | -176.3 K | |
| Interest Income | 32 M | 27.4 M | |
| Net Interest Income | 20.5 M | 23.3 M | |
| Change To Netincome | -57.2 M | -54.3 M | |
| Net Income Per Share | 0.77 | 0.72 | |
| Income Quality | 0.47 | 0.72 |
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco Advantage. 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 Advantage 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 Advantage's important profitability drivers and their relationship over time.
Use Invesco Advantage 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 Advantage 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 Advantage will appreciate offsetting losses from the drop in the long position's value.Invesco Advantage Pair Trading
Invesco Advantage MIT Pair Trading Analysis
The ability to find closely correlated positions to Invesco Advantage 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 Advantage 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 Advantage - 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 Advantage MIT to buy it.
The correlation of Invesco Advantage 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 Advantage moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Advantage MIT 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 Advantage 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 Advantage position
In addition to having Invesco Advantage 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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To fully project Invesco Advantage's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco Advantage MIT 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 Advantage's income statement, its balance sheet, and the statement of cash flows.