Invesco California Value Stock Beta
| VCV Stock | USD 10.56 0.02 0.19% |
Invesco California Value fundamentals help investors to digest information that contributes to Invesco California's financial success or failures. It also enables traders to predict the movement of Invesco Stock. The fundamental analysis module provides a way to measure Invesco California's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Invesco California stock.
Invesco | Beta |
Invesco California Value Company Beta Analysis
Invesco California's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Invesco California Beta | 0.68 |
Most of Invesco California's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Invesco California Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Invesco Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Invesco California is extremely important. It helps to project a fair market value of Invesco Stock properly, considering its historical fundamentals such as Beta. Since Invesco California's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Invesco California's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Invesco California's interrelated accounts and indicators.
Click cells to compare fundamentals
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Invesco California Value has a Beta of 0.683. This is 16.71% lower than that of the Capital Markets sector and 44.02% lower than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.
Invesco Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco California's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Invesco California could also be used in its relative valuation, which is a method of valuing Invesco California by comparing valuation metrics of similar companies.Invesco California is currently under evaluation in beta category among its peers.
As returns on the market increase, Invesco California's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco California is expected to be smaller as well.
Invesco Fundamentals
| Return On Equity | 0.0956 | ||||
| Return On Asset | 0.0235 | ||||
| Profit Margin | 1.32 % | ||||
| Operating Margin | 0.85 % | ||||
| Current Valuation | 750.83 M | ||||
| Shares Outstanding | 47.89 M | ||||
| Shares Owned By Institutions | 17.02 % | ||||
| Number Of Shares Shorted | 38.25 K | ||||
| Price To Earning | 21.65 X | ||||
| Price To Book | 0.93 X | ||||
| Price To Sales | 13.18 X | ||||
| Revenue | 38.82 M | ||||
| Gross Profit | 35.92 M | ||||
| EBITDA | 59.04 M | ||||
| Net Income | 44.03 M | ||||
| Cash And Equivalents | 2.61 M | ||||
| Cash Per Share | 0.05 X | ||||
| Total Debt | 329.48 M | ||||
| Debt To Equity | 0.61 % | ||||
| Current Ratio | 1.32 X | ||||
| Book Value Per Share | 11.35 X | ||||
| Cash Flow From Operations | 47.24 M | ||||
| Short Ratio | 0.19 X | ||||
| Earnings Per Share | 1.05 X | ||||
| Beta | 0.68 | ||||
| Market Capitalization | 504.77 M | ||||
| Total Asset | 874.94 M | ||||
| Retained Earnings | (33.81 M) | ||||
| Annual Yield | 0.07 % | ||||
| Five Year Return | 4.77 % | ||||
| Net Asset | 874.94 M | ||||
| Last Dividend Paid | 0.5 |
About Invesco California Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco California Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco California using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco California Value based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Thematic Opportunities
Explore Investment Opportunities
Additional Tools for Invesco Stock Analysis
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.