Invesco Trust Valuation

VGM Stock  USD 10.54  0.03  0.29%   
At this time, the firm appears to be fairly valued. Invesco Trust For retains a regular Real Value of $10.37 per share. The prevalent price of the firm is $10.54. Our model calculates the value of Invesco Trust For from evaluating the firm fundamentals such as Return On Equity of -0.0538, current valuation of 876.2 M, and Return On Asset of 0.0253 as well as inspecting its technical indicators and probability of bankruptcy. Key fundamental drivers impacting Invesco Trust's valuation include:
Price Book
1.062
Enterprise Value
876.2 M
Price Sales
13.4175
Enterprise Value Revenue
28.8549
Fairly Valued
Today
10.54
Please note that Invesco Trust's price fluctuation is very steady at this time. Calculation of the real value of Invesco Trust For is based on 3 months time horizon. Increasing Invesco Trust's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
The fair value of the Invesco stock is determined by what a typical buyer is willing to pay for full or partial control of Invesco Trust For. Since Invesco Trust is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Stock. However, Invesco Trust's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  10.54 Real  10.37 Hype  10.51 Naive  10.73
The intrinsic value of Invesco Trust's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Invesco Trust's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
10.37
Real Value
10.82
Upside
Estimating the potential upside or downside of Invesco Trust For helps investors to forecast how Invesco stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Invesco Trust more accurately as focusing exclusively on Invesco Trust's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.3110.4712.62
Details
Hype
Prediction
LowEstimatedHigh
10.0610.5110.96
Details
Potential
Annual Dividend
LowForecastedHigh
0.510.530.54
Details
Traditionally, analysts and sophisticated investors use multiple methods for valuing a cash-flow-generating entity or its stock. For example, some money managers use Invesco Trust's intrinsic value based on its ongoing forecasts of Invesco Trust's financial statements. In contrast, other private, professional wealth advisors use a multiplier approach by looking to relative value analysis against Invesco Trust's closest peers.

Invesco Trust Cash

1.46 Million

About Invesco Trust Valuation

We use absolute and relative valuation methodologies to arrive at the intrinsic value of Invesco Trust For. In general, an absolute valuation paradigm, as applied to this company, attempts to find the value of Invesco Trust For based exclusively on its fundamental and basic technical indicators. By analyzing Invesco Trust's financials, quarterly and monthly indicators, and their related drivers, we attempt to find the most accurate representation of Invesco Trust's intrinsic value. As compared to an absolute model, our relative valuation model uses a comparative analysis of Invesco Trust. We calculate exposure to Invesco Trust's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of Invesco Trust's related companies.
Last ReportedProjected for Next Year
Gross Profit43.4 M29.5 M
Pretax Profit Margin 0.53  0.67 
Operating Profit Margin 0.68  0.71 
Net Profit Margin 0.53  0.67 
Gross Profit Margin 0.55  0.52 
Invesco Trust's stock price is the clearest measure of market expectations about its performance. Without stock valuation, investors cannot independently discern whether Invesco Trust's value is low or high relative to the company's performance and growth projections. Determining the market value of Invesco Trust can be done in different ways, such as multiplying its stock price by its outstanding shares.
A single share of Invesco Trust represents a small ownership stake in the entity. As a stockholder of Invesco, your percentage of company ownership is determined by dividing the number of shares you own by the total number of shares outstanding and then multiplying that amount by 100. Owning stock in a company generally confers both corporate voting rights and income from any dividends paid to the stock owner.

Invesco Trust Dividends Analysis For Valuation

As of the 20th of February 2026, Dividends Paid is likely to grow to about 31.2 M. Also, Dividend Yield is likely to grow to 0.06. As of the 20th of February 2026, Price Earnings Ratio is likely to grow to 33.09, though Retained Earnings are likely to grow to (79.3 M).
Last ReportedProjected for Next Year
Dividends Paid22.6 M31.2 M
Dividend Yield 0.05  0.06 
Dividend Payout Ratio 1.30  1.36 
Dividend Paid And Capex Coverage Ratio 2.96  3.11 
There are various types of dividends Invesco Trust can pay to its shareholders, and the actual value of the dividend is determined on a per-share basis. It is to be paid equally to all of Invesco shareholders on a specific date, known as the payable date. The cash dividend is the most common type of dividend payment - it is the payment of actual cash from Invesco Trust For directly to its shareholders. There are other types of dividends that companies can issue, such as stock dividends or asset dividends. When Invesco pays a dividend, it has no impact on its enterprise value. It does, however, lowers the Equity Value of Invesco Trust by the value of the dividends paid out.

Invesco Trust Growth Indicators

Investing in growth stocks can be very risky. If the company such as Invesco Trust does not do well, investors take a loss on the stock when it is time to sell. Also, because growth stocks typically do not pay dividends, the only opportunity an investor has to make money on their investment is when they eventually sell their shares.
Common Stock Shares Outstanding54.2 M
Quarterly Earnings Growth Y O Y-0.866

Invesco Trust Current Valuation Indicators

Invesco Trust's valuation analysis is a process of estimating the intrinsic value of all assets and outstanding equities. There are different methodologies and models we use to develop the final Invesco Trust's valuation. The techniques such as discounted cash flow and fundamental indicators such as book value per share or market capitalization are well known and widely used across most financial advisers and money managers.
Valuations are an essential part of business, for companies themselves, but also for investors. For companies, such as Invesco Trust, valuations can help measure their progress and success and can help them track their performance in the market compared to others. In addition, investors can use Invesco Trust's valuations to help determine the worth of potential investments. They can do this by using data and information made public by a company. Regardless of who the valuation is for, it essentially describes Invesco Trust's worth.
When determining whether Invesco Trust For offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Invesco Trust's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Invesco Trust For Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Invesco Trust For Stock:
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 census.
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Will Asset Management & Custody Banks sector continue expanding? Could Invesco diversify its offerings? 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. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Invesco Trust data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth
(0.87)
Dividend Share
0.775
Earnings Share
(0.57)
Revenue Per Share
0.783
Quarterly Revenue Growth
0.008
Investors evaluate Invesco Trust For using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Invesco Trust's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Invesco Trust's market price to deviate significantly 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. Conversely, Invesco Trust's market price signifies the transaction level at which participants voluntarily complete trades.