Invesco Municipal Trust Stock Buy Hold or Sell Recommendation
| VKQ Stock | USD 9.31 0.07 0.76% |
Considering the 90-day investment horizon and your slightly conservative level of risk, our recommendation regarding Invesco Municipal Trust is 'Sell'. Macroaxis provides Invesco Municipal buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VKQ positions. The advice algorithm takes into account all of Invesco Municipal's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Invesco Municipal's buy or sell advice are summarized below:
Real Value 9 | Hype Value 9.31 | Market Value 9.31 | Naive Value 9.41 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Invesco Municipal Trust given historical horizon and risk tolerance towards Invesco Municipal. When Macroaxis issues a 'buy' or 'sell' recommendation for Invesco Municipal Trust, the advice is generated through an automated system that utilizes algorithms and statistical models.
Invesco |
Execute Invesco Municipal Buy or Sell Advice
The Invesco recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Invesco Municipal Trust. Macroaxis does not own or have any residual interests in Invesco Municipal Trust or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Municipal's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | High | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Invesco Municipal Trading Alerts and Improvement Suggestions
| Invesco Municipal has high likelihood to experience some financial distress in the next 2 years | |
| Reported Net Loss for the year was (90.42 M) with profit before taxes, overhead, and interest of 44.09 M. | |
| On 28th of March 2024 Invesco Municipal paid $ 0.0391 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Invesco California Value Municipal Income Trust Share Price Crosses Above 200 Day Moving Average of ... - Defense World |
Invesco Municipal Returns Distribution Density
The distribution of Invesco Municipal's historical returns is an attempt to chart the uncertainty of Invesco Municipal's future price movements. The chart of the probability distribution of Invesco Municipal daily returns describes the distribution of returns around its average expected value. We use Invesco Municipal Trust price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Municipal returns is essential to provide solid investment advice for Invesco Municipal.
| Mean Return | 0.02 | Value At Risk | -0.85 | Potential Upside | 0.86 | Standard Deviation | 0.59 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Invesco Municipal historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Invesco Municipal Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 227.0K | 2.3M | 162.5K | 11.2M | 10.0M | 10.5M | |
| Free Cash Flow | 8.3M | 63.6M | 40.0M | 124.2M | 142.9M | 150.0M | |
| Other Non Cash Items | (85.0M) | 57.4M | 41.8M | 212.2M | 244.0M | 256.2M | |
| Dividends Paid | 31.9M | 33.4M | 34.5M | 27.8M | 31.9M | 38.9M | |
| Net Income | 93.1M | 6.5M | (2.7M) | (90.4M) | (81.4M) | (77.3M) | |
| End Period Cash Flow | 227.0K | 2.5M | 2.6M | 13.8M | 12.4M | 13.0M | |
| Net Borrowings | (19.8M) | 25.4M | (28.0M) | (5.3M) | (4.8M) | (4.5M) | |
| Change To Netincome | 31.4M | (85.0M) | 57.4M | 41.8M | 48.0M | 50.4M |
Invesco Municipal Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Invesco Municipal or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Invesco Municipal's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Invesco stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.0004 | |
β | Beta against NYSE Composite | 0.15 | |
σ | Overall volatility | 0.60 | |
Ir | Information ratio | -0.11 |
Invesco Municipal Volatility Alert
Invesco Municipal Trust exhibits relatively low volatility with skewness of -0.63 and kurtosis of 2.34. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Municipal's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Invesco Municipal's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Invesco Municipal Fundamentals Vs Peers
Comparing Invesco Municipal's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Invesco Municipal's direct or indirect competition across all of the common fundamentals between Invesco Municipal and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Municipal or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Municipal's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Municipal by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Invesco Municipal to competition |
| Fundamentals | Invesco Municipal | Peer Average |
| Return On Equity | 0.0018 | -0.31 |
| Return On Asset | 0.0242 | -0.14 |
| Profit Margin | 0.02 % | (1.27) % |
| Operating Margin | 0.87 % | (5.51) % |
| Current Valuation | 836.57 M | 16.62 B |
| Shares Outstanding | 55.34 M | 571.82 M |
| Shares Owned By Institutions | 35.50 % | 39.21 % |
| Number Of Shares Shorted | 21.41 K | 4.71 M |
| Price To Earning | 33.59 X | 28.72 X |
| Price To Book | 0.88 X | 9.51 X |
| Price To Sales | 11.65 X | 11.42 X |
| Revenue | (90.02 M) | 9.43 B |
| Gross Profit | 44.09 M | 27.38 B |
| EBITDA | (128.3 M) | 3.9 B |
| Net Income | (90.42 M) | 570.98 M |
| Cash And Equivalents | 2.65 M | 2.7 B |
| Cash Per Share | 0.05 X | 5.01 X |
| Total Debt | 108.65 M | 5.32 B |
| Debt To Equity | 0.64 % | 48.70 % |
| Current Ratio | 1.72 X | 2.16 X |
| Book Value Per Share | 10.58 X | 1.93 K |
| Cash Flow From Operations | 124.25 M | 971.22 M |
| Short Ratio | 0.20 X | 4.00 X |
| Earnings Per Share | 0.02 X | 3.12 X |
| Beta | 0.5 | -0.15 |
| Market Capitalization | 515.17 M | 19.03 B |
| Total Asset | 976.06 M | 29.47 B |
| Retained Earnings | (107.84 M) | 9.33 B |
| Annual Yield | 0.05 % | |
| Five Year Return | 5.29 % | |
| Net Asset | 976.06 M | |
| Last Dividend Paid | 0.48 |
Note: Disposition of tradable shares by Martin Flanagan of Invesco Municipal subject to Rule 16b-3 [view details]
Invesco Municipal Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Invesco . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Invesco Municipal Buy or Sell Advice
When is the right time to buy or sell Invesco Municipal Trust? Buying financial instruments such as Invesco Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2020 | 2021 | 2023 | 2024 (projected) | Total Stockholder Equity | 708.8M | 588.8M | 529.9M | 594.3M | Total Current Liabilities | 10.0M | 15.6M | 14.0M | 13.3M |
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Check out Invesco Municipal Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
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Is Invesco Municipal'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 Municipal. 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 Municipal 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 (0.30) | Dividend Share 0.483 | Earnings Share 0.02 | Revenue Per Share 0.796 | Quarterly Revenue Growth 0.009 |
The market value of Invesco Municipal Trust 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 Municipal's value that differs from its market value or its book value, called intrinsic value, which is Invesco Municipal'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 Municipal's market value can be influenced by many factors that don't directly affect Invesco Municipal'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 Municipal's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Municipal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Municipal'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.