Invesco California Value Stock Analysis

Invesco Stock Analysis Notes

About 15.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.15. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Invesco California Value recorded a loss per share of 0.79. The entity last dividend was issued on the 17th of February 2026. The firm had 1:8 split on the September 30, 2013. Invesco California Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. Invesco California Value Municipal Income Trust was formed on April 30, 1993 and is domiciled in the United States. Invesco California operates under Asset Management classification in the United States and is traded on New York Stock Exchange. For more information please call Philip Taylor at 404- 892-0896 or visit https://www.invesco.com/portal/site/us/investors/c.

Invesco California Value Investment Alerts

Invesco Market Capitalization

The company currently falls under 'Small-Cap' category with a total capitalization of 541.2 M.

Invesco Profitablity

The company has Net Profit Margin of (0.99) %, which means that it does not effectively control expenditures or properly executes on its pricing strategies. This is way below average. In the same way, it shows Net Operating Margin of 0.87 %, which entails that for every 100 dollars of revenue, it generated $0.87 of operating income.

Management Efficiency

Invesco California Value has Return on Asset of 0.025 % which means that on every $100 spent on assets, it made $0.025 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (0.0753) %, meaning that it generated no profit with money invested by stockholders. Invesco California's management efficiency ratios could be used to measure how well Invesco California manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is likely to climb to 0.03 in 2026, whereas Return On Tangible Assets are likely to drop 0.02 in 2026. At this time, Invesco California's Total Assets are fairly stable compared to the past year. Non Currrent Assets Other is likely to climb to about 186.8 M in 2026, despite the fact that Other Assets are likely to grow to (202.9 M).

Technical Drivers

As of the 13th of February 2026, Invesco California retains the Risk Adjusted Performance of 0.0424, downside deviation of 0.8531, and Market Risk Adjusted Performance of 0.4796. Concerning fundamental indicators, the technical analysis model lets you check existing technical drivers of Invesco California Value, as well as the relationship between them. Please check out Invesco California Value standard deviation, as well as the relationship between the value at risk and kurtosis to decide if Invesco California is priced fairly, providing market reflects its last-minute price of 11.28 per share. Given that Invesco California Value has jensen alpha of 0.0264, we strongly advise you to confirm Invesco California Value's regular market performance to make sure the company can sustain itself at a future point.

Invesco California Value Price Movement Analysis

Invesco California Value Insider Trading Activities

Invesco California Outstanding Bonds

Invesco California Predictive Daily Indicators

Invesco California Corporate Filings

Invesco California Forecast Models

Invesco California's time-series forecasting models are one of many Invesco California's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Invesco California's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Invesco California Bond Ratings

Invesco California Value financial ratings play a critical role in determining how much Invesco California have to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for Invesco California's borrowing costs.

Invesco California Value Debt to Cash Allocation

Invesco California Value has 146.22 M in debt with debt to equity (D/E) ratio of 0.61, which is OK given its current industry classification. Invesco California Value has a current ratio of 1.29, demonstrating that it may not have the ability to pay its financial commitments when the payables are due. Note however, debt could still be an excellent tool for Invesco to invest in growth at high rates of return.

Invesco California Total Assets Over Time

Invesco California Assets Financed by Debt

The debt-to-assets ratio shows the degree to which Invesco California uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.

Invesco California Debt Ratio

29.0

It appears most of the Invesco California's assets are financed through equity. Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Invesco California's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Invesco California, which in turn will lower the firm's financial flexibility.

Invesco California Corporate Bonds Issued

Invesco Long Term Debt

Stock analysis is the technique used by a trader or investor to examine and evaluate how Invesco California prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Invesco shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Invesco California. By using and applying Invesco Stock analysis, traders can create a robust methodology for identifying Invesco entry and exit points for their positions.

When running Invesco California's price analysis, check to measure Invesco California'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 California is operating at the current time. Most of Invesco California's value examination focuses on studying past and present price action to predict the probability of Invesco California'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 California's price. Additionally, you may evaluate how the addition of Invesco California to your portfolios can decrease your overall portfolio volatility.