Invesco Quality Municipal Stock Buy Hold or Sell Recommendation
| IQI Stock | USD 9.35 0.06 0.65% |
Considering the 90-day investment horizon and your conservative risk appetite, our recommendation regarding Invesco Quality Municipal is 'Cautious Hold'. Macroaxis provides Invesco Quality buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IQI positions. The advice algorithm takes into account all of Invesco Quality's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Invesco Quality's buy or sell advice are summarized below:
Real Value 9.39 | Hype Value 9.35 | Market Value 9.35 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Invesco Quality Municipal given historical horizon and risk tolerance towards Invesco Quality. When Macroaxis issues a 'buy' or 'sell' recommendation for Invesco Quality Municipal, the advice is generated through an automated system that utilizes algorithms and statistical models.
Invesco |
Execute Invesco Quality 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 Quality Municipal. Macroaxis does not own or have any residual interests in Invesco Quality Municipal or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Quality's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | About Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Invesco Quality Trading Alerts and Improvement Suggestions
| Reported Net Loss for the year was (87.81 M) with profit before taxes, overhead, and interest of 41.38 M. | |
| Invesco Quality has a strong financial position based on the latest SEC filings | |
| On 28th of March 2024 Invesco Quality paid $ 0.0403 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Invesco Quality Municipal Income Trust Shares Bought by Allspring Global Investments Holdings LLC - Defense World |
Invesco Quality Returns Distribution Density
The distribution of Invesco Quality's historical returns is an attempt to chart the uncertainty of Invesco Quality's future price movements. The chart of the probability distribution of Invesco Quality daily returns describes the distribution of returns around its average expected value. We use Invesco Quality Municipal price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Quality returns is essential to provide solid investment advice for Invesco Quality.
| Mean Return | 0.01 | Value At Risk | -0.76 | Potential Upside | 0.75 | Standard Deviation | 0.47 |
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 Quality 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 Quality 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 Quality 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 Quality'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 | -0.02 | |
β | Beta against NYSE Composite | 0.31 | |
σ | Overall volatility | 0.48 | |
Ir | Information ratio | -0.16 |
Invesco Quality Volatility Alert
Invesco Quality Municipal exhibits very low volatility with skewness of -0.39 and kurtosis of 0.55. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Quality'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 Quality'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 Quality Fundamentals Vs Peers
Comparing Invesco Quality'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 Quality's direct or indirect competition across all of the common fundamentals between Invesco Quality and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Quality or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Quality's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Quality by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Invesco Quality to competition |
| Fundamentals | Invesco Quality | Peer Average |
| Return On Equity | -0.0011 | -0.31 |
| Return On Asset | 0.0242 | -0.14 |
| Profit Margin | (0.02) % | (1.27) % |
| Operating Margin | 0.87 % | (5.51) % |
| Current Valuation | 742.71 M | 16.62 B |
| Shares Outstanding | 52.88 M | 571.82 M |
| Shares Owned By Insiders | 0.01 % | 10.09 % |
| Shares Owned By Institutions | 33.55 % | 39.21 % |
| Number Of Shares Shorted | 49.61 K | 4.71 M |
| Price To Earning | 27.68 X | 28.72 X |
| Price To Book | 0.88 X | 9.51 X |
| Price To Sales | 12.05 X | 11.42 X |
| Revenue | (87.4 M) | 9.43 B |
| Gross Profit | 41.38 M | 27.38 B |
| EBITDA | (123.6 M) | 3.9 B |
| Net Income | (87.81 M) | 570.98 M |
| Cash And Equivalents | 247.64 K | 2.7 B |
| Total Debt | 97.16 M | 5.32 B |
| Debt To Equity | 0.58 % | 48.70 % |
| Current Ratio | 1.38 X | 2.16 X |
| Book Value Per Share | 10.63 X | 1.93 K |
| Cash Flow From Operations | 94.38 M | 971.22 M |
| Short Ratio | 0.45 X | 4.00 X |
| Earnings Per Share | (0.01) X | 3.12 X |
| Beta | 0.56 | -0.15 |
| Market Capitalization | 491.29 M | 19.03 B |
| Total Asset | 886.11 M | 29.47 B |
| Retained Earnings | (81.14 M) | 9.33 B |
| Annual Yield | 0.05 % | |
| Five Year Return | 5.20 % | |
| Net Asset | 886.11 M | |
| Last Dividend Paid | 0.47 |
Note: Disposition of tradable shares by Carome Kevin M of Invesco Quality subject to Rule 16b-3 [view details]
Invesco Quality 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.
| Accumulation Distribution | 456.96 | |||
| Daily Balance Of Power | 1.2 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 9.32 | |||
| Day Typical Price | 9.33 | |||
| Price Action Indicator | 0.055 | |||
| Period Momentum Indicator | 0.06 |
About Invesco Quality Buy or Sell Advice
When is the right time to buy or sell Invesco Quality Municipal? 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 | 681.7M | 566.0M | 650.9M | 729.5M | Total Assets | 1.1B | 886.1M | 1.0B | 1.1B |
Use Investing Ideas to Build Portfolios
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.Did You Try This Idea?
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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Aircraft theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Aircraft Theme or any other thematic opportunities.
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Check out Invesco Quality 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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
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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.
Quarterly Earnings Growth (0.46) | Dividend Share 0.472 | Earnings Share (0.01) | Revenue Per Share 0.778 | Return On Assets 0.0242 |
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.