Value
7.4/10data confidence 83%| Component | Sub-score |
|---|---|
| P/S | 9.1 |
| EV/EBITDA | 4.3 |
| Fwd P/E | 9.4 |
| PEG | 10.0 |
| Analyst target | 4.0 |
- ▸Forward P/E: 9.2x
- ▸PEG: 0.38
- ▸Attractively valued
IVZ · Why this verdict
Why Invesco (IVZ) is rated SELL
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictSELL
Overall score5.6/10
ConfidenceMEDIUM
MacroNEUTRAL
Per-dimension breakdown
Quality
3.4/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 0.0 |
| ROA | 1.8 |
| Gross margin | 1.8 |
| Op margin | 7.6 |
| Net margin | 0.0 |
| Current ratio | 3.3 |
| Moat | 5.8 |
| Piotroski F | 6.7 |
Growth
7.5/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 6.0 |
| EPS growth | 9.0 |
Momentum
4.5/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 5.5 |
| MACD | 1.9 |
| OBV | 1.0 |
| MA position | 9.0 |
| Volume | 4.9 |
- ▸Volume distribution (falling OBV)
- ▸Above 200-day MA
Sentiment
6.8/10data confidence 100%| Component | Sub-score |
|---|---|
| LLM sentiment | 7.5 |
| Analyst rating | 7.0 |
| Price target | 5.9 |
- ▸LLM news sentiment: +0.50 (n=2)
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.1 |
- ▸No net insider activity — $0 (0.000% of mkt cap)
Peer rank
4.3/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 9.1 |
| quality rank | 0.7 |
| growth rank | 7.6 |
Technical
5.9/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 4.8 |
| support resistance | 4.9 |
| 52w position | 8.9 |
| gap | 5.0 |
Risk (lower is worse)
5.8/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 7.1 |
| days to cover | 7.7 |
| volatility | 4.7 |
| put call | 6.1 |
| implied vol | 4.1 |
| max pain risk | 3.0 |
| beta | 4.7 |
| debt equity | 9.4 |
- ▸Above max pain $17
Catalyst
4.0/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 3.3 |
| earnings timing | 5.0 |
| surprise avg | 0.0 |
| dividend safety | 4.8 |
| news activity | 6.0 |
- ▸Earnings concerns: 2B/2M
- ▸Yield trap warning: high yield but unsafe
How the verdict was assembled
Engine trigger
Quality below minimum threshold.
Engine technical detail
verdict_path:
L1:HARD_BLOCKPassed (6)
- INSIDER:OK
- 8K:CLEAN
- NEWS_BOOST:ANALYST:0.50
- EARNINGS_PROXIMITY:42d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (2)
- MOMENTUM:4.5<4.5
- ASYMMETRY:-1.2=NEGATIVE
Warning (0)
none
Reward-to-Risk
-1.23
Upside
-7.7%
Downside
6.2%
Sizing output
AVOID
SetupRANGE_BOUND — RSI 51 mid-range, Bollinger mid-band
EdgeNO_EDGE — No clear edge identified
SuitabilityAGGRESSIVE — Beta 1.59>1.3
Investment implication
The L1 gate blocked the positive-verdict path: a hard-floor threshold was breached, so dimensional pillars — including Growth at 7.5 could not lift the engine output above the verdict floor. Failed gate signal: MOMENTUM:4.5<4.5.
The strongest dimensions are Growth at 7.5, Value at 7.4, and Sentiment at 6.8; the weakest are Quality at 3.4, Catalyst at 4.0, and Peer rank at 4.3. The V9 engine flagged 2 failed gates, producing an asymmetric reward-to-risk of -1.23 and an engine sizing output of AVOID.