(RWL) Invesco SP500 Revenue - Ratings and Ratios
Stocks, Revenue, S&P500
Description: RWL Invesco SP500 Revenue
The Invesco S&P500 Revenue ETF (RWL) is an exchange-traded fund that tracks the performance of the S&P 500 Index, focusing on constituent securities with positive revenue. By investing at least 90% of its assets in these securities, the fund provides exposure to large-cap value stocks in the US market.
Key characteristics of RWL include its investment strategy, which prioritizes revenue-producing companies, potentially offering a more stable source of returns. As a Large Value ETF, it is likely to attract investors seeking to capitalize on undervalued companies with strong revenue growth.
To evaluate RWLs performance, we can consider key performance indicators (KPIs) such as dividend yield, expense ratio, and tracking error. A lower expense ratio and tracking error would indicate that the fund is efficiently managed and closely follows its underlying index. Additionally, metrics like the price-to-sales ratio and revenue growth rate can provide insights into the funds valuation and growth prospects.
From a portfolio perspective, RWLs focus on revenue-producing companies can help mitigate potential downside risks, as companies with stable revenue streams are often better equipped to weather economic downturns. Furthermore, the funds diversification across the S&P 500 Index can reduce idiosyncratic risk, making it a potentially attractive option for investors seeking broad market exposure with a value tilt.
RWL ETF Overview
| Market Cap in USD | 6,301m |
| Category | Large Value |
| TER | 0.39% |
| IPO / Inception | 2008-02-19 |
RWL ETF Ratings
| Growth Rating | 79.6% |
| Fundamental | - |
| Dividend Rating | 58.0% |
| Return 12m vs S&P 500 | -2.93% |
| Analyst Rating | - |
RWL Dividends
| Dividend Yield 12m | 1.40% |
| Yield on Cost 5y | 2.89% |
| Annual Growth 5y | 5.11% |
| Payout Consistency | 98.8% |
| Payout Ratio | % |
RWL Growth Ratios
| Growth Correlation 3m | 81.7% |
| Growth Correlation 12m | 63.3% |
| Growth Correlation 5y | 93.6% |
| CAGR 5y | 16.87% |
| CAGR/Max DD 3y | 1.17 |
| CAGR/Mean DD 3y | 9.93 |
| Sharpe Ratio 12m | 0.54 |
| Alpha | -2.26 |
| Beta | 0.899 |
| Volatility | 8.81% |
| Current Volume | 130.3k |
| Average Volume 20d | 171.9k |
| Stop Loss | 106.3 (-3.1%) |
| Signal | -1.05 |
What is the price of RWL shares?
Over the past week, the price has changed by +1.09%, over one month by +3.14%, over three months by +7.52% and over the past year by +14.80%.
Is Invesco SP500 Revenue a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of RWL is around 113.13 USD . This means that RWL is currently overvalued and has a potential downside of 3.15%.
Is RWL a buy, sell or hold?
What are the forecasts/targets for the RWL price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 127.1 | 15.9% |
Last update: 2025-09-05 04:58
RWL Fundamental Data Overview
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 0.92
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 6.30b USD (6.30b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 6.30b)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 6.30b / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(6.30b)/V(0.0) * Re(9.33%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 9.33% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for RWL ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle