Invesco Competitors

IQI Stock  USD 9.35  0.06  0.65%   
Invesco Quality Municipal competes with MFS Municipal, Blackrock Muniyield, MFS High, MFS High, and Blackrock Muniholdings; as well as few others. The company runs under Capital Markets sector within Financials industry. Analyzing Invesco Quality competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Invesco Quality to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco Quality Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Invesco Quality competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco Quality's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
8.889.359.82
Details
Intrinsic
Valuation
LowRealHigh
8.849.319.78
Details
Naive
Forecast
LowNextHigh
8.989.459.93
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.179.439.69
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Invesco Quality. Your research has to be compared to or analyzed against Invesco Quality's peers to derive any actionable benefits. When done correctly, Invesco Quality's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Invesco Quality Municipal.

Invesco Quality Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Quality and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Invesco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Invesco Quality Municipal does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MHDMFM
MHDCXE
CXEMFM
EOTDTF
MYDMFM
MHDMYD
  
High negative correlations   
EOTCBH
JHSMYD
CBHDTF
JHSDTF
CBHCXH
CBHMHD

Risk-Adjusted Indicators

There is a big difference between Invesco Stock performing well and Invesco Quality Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Invesco Quality's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
MFM  0.52 (0.02)(0.11) 0.03  0.56 
 1.34 
 2.88 
MYD  0.49  0.01 (0.09) 0.13  0.52 
 1.02 
 3.15 
CXE  0.46 (0.02)(0.10) 0.02  0.58 
 0.86 
 3.07 
CMU  0.37 (0.03)(0.15) 0.00  0.41 
 0.92 
 2.16 
MHD  0.47 (0.04)(0.14)(0.01) 0.59 
 1.10 
 2.78 
DTF  0.34 (0.01)(0.17) 0.06  0.35 
 0.92 
 2.33 
JHS  0.40 (0.01)(0.11) 0.05  0.53 
 0.93 
 3.08 
CXH  0.37 (0.04) 0.00 (0.04) 0.00 
 0.67 
 2.42 
CBH  0.29  0.03 (0.10) 0.27  0.27 
 0.58 
 1.96 
EOT  0.37 (0.02)(0.13) 0.02  0.52 
 0.79 
 2.57 

Invesco Quality Competitive Analysis

The better you understand Invesco Quality competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Quality's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Invesco Quality's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
IQI MFM MYD CXE CMU MHD DTF JHS CXH CBH
 0.65 
 9.35 
Invesco
 0.20 
 5.11 
MFS
 0.28 
 10.64 
Blackrock
 0.29 
 3.50 
MFS
 0.31 
 3.24 
MFS
 0.35 
 11.52 
Blackrock
 0.94 
 10.74 
DTF
 0.45 
 10.98 
John
 0.54 
 7.38 
MFS
 0.34 
 8.87 
AllianzGI
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
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Trade Advice
(90 Days Macroaxis Advice)
Current Ratio
Net Asset
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EBITDA
Operating Margin
Current Valuation
Price To Book
Retained Earnings
Five Year Return
One Year Return
Beta
Number Of Employees
Shares Outstanding
Three Year Return
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Annual Yield
Total Debt
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Return On Asset
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Total Asset
Debt To Equity
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Last Dividend Paid
Shares Owned By Institutions
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Price To Sales
Net Income
Earnings Per Share
Shares Owned By Insiders
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Year To Date Return
Cash And Equivalents
Cash Per Share
Gross Profit
Day Typical Price
Accumulation Distribution
Market Facilitation Index
Daily Balance Of Power
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Relative Strength Index
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Invesco Quality Competition Performance Charts

Five steps to successful analysis of Invesco Quality Competition

Invesco Quality's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Invesco Quality Municipal in relation to its competition. Invesco Quality's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Invesco Quality in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Invesco Quality's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Quality Municipal, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Invesco Quality position

In addition to having Invesco Quality in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Compulsion
Compulsion Theme
Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 constituents at this time.
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When determining whether Invesco Quality Municipal offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Invesco Quality'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 Quality Municipal Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Invesco Quality Municipal Stock:
Check out Invesco Quality Correlation with its peers.
You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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Is Invesco Quality'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 Quality. 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 Quality listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Invesco Quality Municipal 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 Quality's value that differs from its market value or its book value, called intrinsic value, which is Invesco Quality'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 Quality's market value can be influenced by many factors that don't directly affect Invesco Quality'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 Quality's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Quality is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Quality'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.