PEZ 📈 Invesco DWA Consumer - Overview

Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US73935X4198 • Consumer Cyclical

PEZ: Retail, Restaurants, Hotels, Leisure, Travel, Entertainment

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of at least 30 securities of companies in the consumer discretionary (or cyclicals) sector that have powerful relative strength or momentum characteristics. ‣ Company URL: http://www.invesco.com/us ‣ Domicile: United States

Additional Sources for PEZ ETF

PEZ ETF Overview

Market Cap in USD 69m
Category Consumer Cyclical
TER 0.60%
IPO / Inception 2006-10-12

PEZ ETF Ratings

Growth 5y 54.4%
Fundamental -
Dividend 15.5%
Rel. Strength Industry -18.9
Analysts -
Fair Price Momentum 95.16 USD
Fair Price DCF -

PEZ Dividends

Dividend Yield 12m 0.12%
Yield on Cost 5y 0.21%
Annual Growth 5y -17.03%
Payout Consistency 71.7%

PEZ Growth Ratios

Growth Correlation 3m -26%
Growth Correlation 12m 89%
Growth Correlation 5y 52.2%
CAGR 5y 12.35%
CAGR/Mean DD 5y 0.69
Sharpe Ratio 12m 0.75
Alpha -8.60
Beta 1.28
Volatility 23.07%
Current Volume 3.6k
Average Volume 20d 3.9k
What is the price of PEZ stocks?
As of January 11, 2025, the stock is trading at USD 97.91 with a total of 3,600 shares traded.
Over the past week, the price has changed by -1.29%, over one month by -9.80%, over three months by -4.87% and over the past year by +20.20%.
Is Invesco DWA Consumer a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Invesco DWA Consumer (NASDAQ:PEZ) is currently (January 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 54.44 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PEZ as of January 2025 is 95.16. This means that PEZ is currently overvalued and has a potential downside of -2.81%.
Is PEZ a buy, sell or hold?
Invesco DWA Consumer has no consensus analysts rating.
What are the forecast for PEZ stock price target?
According to ValueRays Forecast Model, PEZ Invesco DWA Consumer will be worth about 106.7 in January 2026. The stock is currently trading at 97.91. This means that the stock has a potential upside of +9.02%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 106.7 9%