Invesco Plc Stock Performance
| IVZ Stock | USD 15.37 0.10 0.65% |
The company retains a Market Volatility (i.e., Beta) of 2.07, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Invesco Plc will likely underperform. Invesco Plc has an expected return of -0.15%. Please make sure to check out Invesco Plc maximum drawdown, daily balance of power, as well as the relationship between the Daily Balance Of Power and period momentum indicator , to decide if Invesco Plc performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Invesco Plc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest abnormal performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Actual Historical Performance (%)
One Day Return 0.65 | Five Day Return (0.84) | Year To Date Return (13.41) | Ten Year Return (56.51) | All Time Return 126.03 |
Forward Dividend Yield 0.0524 | Payout Ratio 0.5298 | Last Split Factor 25:10 | Forward Dividend Rate 0.8 | Dividend Date 2024-03-04 |
| Invesco Plc dividend paid on 4th of March 2024 | 03/04/2024 |
1 | Invesco Ltd Form 8.3 - DS Smith PLC | 03/22/2024 |
2 | Invesco Ltd Form 8.3 - International Paper Company Public dealing disclosure | 04/03/2024 |
3 | Follow Goldman With These Commodity ETFs | 04/08/2024 |
4 | Aussie Dollar Consolidating | 04/10/2024 |
5 | BlackRock Beats Q1 Earnings Estimates, Stock Gains | 04/12/2024 |
6 | 3 Invesco Mutual Funds for Solid Returns | 04/15/2024 |
7 | Invesco Ltd Form 8.3 - Mondi PLC | 04/17/2024 |
8 | IVZ or OWL Which Is the Better Value Stock Right Now | 04/19/2024 |
| Begin Period Cash Flow | 1.4 B |
Invesco |
Invesco Plc Relative Risk vs. Return Landscape
If you would invest 1,717 in Invesco Plc on January 21, 2024 and sell it today you would lose (180.00) from holding Invesco Plc or give up 10.48% of portfolio value over 90 days. Invesco Plc is generating negative expected returns assuming volatility of 2.0394% on return distribution over 90 days investment horizon. In other words, 18% of stocks are less volatile than Invesco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Plc Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Plc's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Invesco Plc, and traders can use it to determine the average amount a Invesco Plc's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0745
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| Negative Returns | IVZ |
Estimated Market Risk
| 2.04 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Plc is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco Plc by adding Invesco Plc to a well-diversified portfolio.
Invesco Plc Fundamentals Growth
Invesco Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco Plc, and Invesco Plc fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Stock performance.
| Return On Equity | -0.0103 | ||||
| Return On Asset | 0.0178 | ||||
| Profit Margin | (0.02) % | ||||
| Operating Margin | 0.12 % | ||||
| Current Valuation | 12.64 B | ||||
| Shares Outstanding | 449.58 M | ||||
| Price To Earning | 9.58 X | ||||
| Price To Book | 0.65 X | ||||
| Price To Sales | 1.21 X | ||||
| Revenue | 5.72 B | ||||
| Gross Profit | 1.9 B | ||||
| EBITDA | (434.8 M) | ||||
| Net Income | (96.9 M) | ||||
| Cash And Equivalents | 1.23 B | ||||
| Cash Per Share | 2.30 X | ||||
| Total Debt | 8.61 B | ||||
| Debt To Equity | 0.09 % | ||||
| Current Ratio | 5.65 X | ||||
| Book Value Per Share | 23.55 X | ||||
| Cash Flow From Operations | 1.3 B | ||||
| Earnings Per Share | (0.73) X | ||||
| Market Capitalization | 6.87 B | ||||
| Total Asset | 28.93 B | ||||
| Retained Earnings | 6.83 B | ||||
| Working Capital | 1.63 B | ||||
| Current Asset | 3.91 B | ||||
| Current Liabilities | 2.71 B | ||||
About Invesco Plc Performance
To evaluate Invesco Plc Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Invesco Plc generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Invesco Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Invesco Plc market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Invesco's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 386.28 | 405.59 | |
| Return On Tangible Assets | (0.01) | (0.01) | |
| Return On Capital Employed | (0.01) | (0.01) | |
| Return On Assets | (0) | (0) | |
| Return On Equity | (0.01) | (0.01) |
Things to note about Invesco Plc performance evaluation
Checking the ongoing alerts about Invesco Plc for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invesco Plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Plc generated a negative expected return over the last 90 days | |
| The company reported the last year's revenue of 5.72 B. Reported Net Loss for the year was (96.9 M) with profit before taxes, overhead, and interest of 1.9 B. | |
| Over 88.0% of the company shares are owned by institutional investors | |
| On 4th of March 2024 Invesco Plc paid $ 0.2 per share dividend to its current shareholders | |
| Latest headline from zacks.com: IVZ or OWL Which Is the Better Value Stock Right Now |
- Analyzing Invesco Plc's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Invesco Plc's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Plc's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Invesco Plc's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Plc's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Plc's stock. These opinions can provide insight into Invesco Plc's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Invesco Plc. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in real. For more information on how to buy Invesco Stock please use our How to Invest in Invesco Plc guide.You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
Complementary Tools for Invesco Stock analysis
When running Invesco Plc's price analysis, check to measure Invesco Plc'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 Plc is operating at the current time. Most of Invesco Plc's value examination focuses on studying past and present price action to predict the probability of Invesco Plc'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 Plc's price. Additionally, you may evaluate how the addition of Invesco Plc to your portfolios can decrease your overall portfolio volatility.
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Is Invesco Plc's industry 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 Plc. 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 Plc 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 0.8 | Earnings Share (0.73) | Revenue Per Share 12.569 | Quarterly Revenue Growth (0.02) |
The market value of Invesco Plc 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 Plc's value that differs from its market value or its book value, called intrinsic value, which is Invesco Plc'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 Plc's market value can be influenced by many factors that don't directly affect Invesco Plc'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 Plc's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Plc is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Plc'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.