NYSE:VKQ

Invesco Municipal Trust Competitors

$13.33
-0.01 (-0.07 %)
(As of 04/16/2021 12:00 AM ET)
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Today's Range
$13.27
Now: $13.33
$13.36
50-Day Range
$12.79
MA: $13.05
$13.34
52-Week Range
$10.89
Now: $13.33
$13.36
Volume78,762 shs
Average Volume108,440 shs
Market Capitalization$737.42 million
P/E RatioN/A
Dividend Yield4.96%
Beta0.21

Competitors

Invesco Municipal Trust (NYSE:VKQ) Vs. NUV, ADX, PTY, GSBD, HTGC, and RVT

Should you be buying VKQ stock or one of its competitors? Companies in the industry of "investment offices, not elsewhere classified" are considered alternatives and competitors to Invesco Municipal Trust, including Nuveen Municipal Value Fund (NUV), Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), Goldman Sachs BDC (GSBD), Hercules Capital (HTGC), and Royce Value Trust (RVT).

Invesco Municipal Trust (NYSE:VKQ) and Nuveen Municipal Value Fund (NYSE:NUV) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, earnings, analyst recommendations, valuation, profitability, dividends and institutional ownership.

Earnings and Valuation

This table compares Invesco Municipal Trust and Nuveen Municipal Value Fund's top-line revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco Municipal TrustN/AN/AN/AN/AN/A
Nuveen Municipal Value FundN/AN/AN/AN/AN/A

Risk and Volatility

Invesco Municipal Trust has a beta of 0.21, indicating that its stock price is 79% less volatile than the S&P 500. Comparatively, Nuveen Municipal Value Fund has a beta of 0.17, indicating that its stock price is 83% less volatile than the S&P 500.

Dividends

Invesco Municipal Trust pays an annual dividend of $0.66 per share and has a dividend yield of 5.0%. Nuveen Municipal Value Fund pays an annual dividend of $0.37 per share and has a dividend yield of 3.3%. Invesco Municipal Trust has increased its dividend for 1 consecutive years and Nuveen Municipal Value Fund has increased its dividend for 1 consecutive years.

Analyst Ratings

This is a summary of current ratings for Invesco Municipal Trust and Nuveen Municipal Value Fund, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Invesco Municipal Trust0000N/A
Nuveen Municipal Value Fund0000N/A

Institutional & Insider Ownership

12.7% of Nuveen Municipal Value Fund shares are held by institutional investors. 5.4% of Invesco Municipal Trust shares are held by insiders. Comparatively, 1.0% of Nuveen Municipal Value Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares Invesco Municipal Trust and Nuveen Municipal Value Fund's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Invesco Municipal TrustN/AN/AN/A
Nuveen Municipal Value FundN/AN/AN/A

Summary

Invesco Municipal Trust beats Nuveen Municipal Value Fund on 3 of the 4 factors compared between the two stocks.

Invesco Municipal Trust (NYSE:VKQ) and Adams Diversified Equity Fund (NYSE:ADX) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, earnings, analyst recommendations, valuation, profitability, dividends and institutional ownership.

Earnings and Valuation

This table compares Invesco Municipal Trust and Adams Diversified Equity Fund's top-line revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco Municipal TrustN/AN/AN/AN/AN/A
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Risk and Volatility

Invesco Municipal Trust has a beta of 0.21, indicating that its stock price is 79% less volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500.

Dividends

Invesco Municipal Trust pays an annual dividend of $0.66 per share and has a dividend yield of 5.0%. Adams Diversified Equity Fund pays an annual dividend of $1.03 per share and has a dividend yield of 5.3%. Invesco Municipal Trust has increased its dividend for 1 consecutive years and Adams Diversified Equity Fund has increased its dividend for 1 consecutive years.

Analyst Ratings

This is a summary of current ratings for Invesco Municipal Trust and Adams Diversified Equity Fund, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Invesco Municipal Trust0000N/A
Adams Diversified Equity Fund0000N/A

Institutional & Insider Ownership

14.9% of Adams Diversified Equity Fund shares are held by institutional investors. 5.4% of Invesco Municipal Trust shares are held by insiders. Comparatively, 0.2% of Adams Diversified Equity Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares Invesco Municipal Trust and Adams Diversified Equity Fund's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Invesco Municipal TrustN/AN/AN/A
Adams Diversified Equity FundN/AN/AN/A

Summary

Adams Diversified Equity Fund beats Invesco Municipal Trust on 3 of the 4 factors compared between the two stocks.

Invesco Municipal Trust (NYSE:VKQ) and PIMCO Corporate & Income Opportunity Fund (NYSE:PTY) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, earnings, analyst recommendations, valuation, profitability, dividends and institutional ownership.

Dividends

Invesco Municipal Trust pays an annual dividend of $0.66 per share and has a dividend yield of 5.0%. PIMCO Corporate & Income Opportunity Fund pays an annual dividend of $1.56 per share and has a dividend yield of 8.3%. Invesco Municipal Trust has increased its dividend for 1 consecutive years and PIMCO Corporate & Income Opportunity Fund has increased its dividend for 1 consecutive years.

Risk and Volatility

Invesco Municipal Trust has a beta of 0.21, indicating that its stock price is 79% less volatile than the S&P 500. Comparatively, PIMCO Corporate & Income Opportunity Fund has a beta of 0.76, indicating that its stock price is 24% less volatile than the S&P 500.

Earnings and Valuation

This table compares Invesco Municipal Trust and PIMCO Corporate & Income Opportunity Fund's top-line revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco Municipal TrustN/AN/AN/AN/AN/A
PIMCO Corporate & Income Opportunity FundN/AN/AN/AN/AN/A

Analyst Ratings

This is a summary of current ratings for Invesco Municipal Trust and PIMCO Corporate & Income Opportunity Fund, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Invesco Municipal Trust0000N/A
PIMCO Corporate & Income Opportunity Fund0000N/A

Profitability

This table compares Invesco Municipal Trust and PIMCO Corporate & Income Opportunity Fund's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Invesco Municipal TrustN/AN/AN/A
PIMCO Corporate & Income Opportunity FundN/AN/AN/A

Institutional & Insider Ownership

6.9% of PIMCO Corporate & Income Opportunity Fund shares are held by institutional investors. 5.4% of Invesco Municipal Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

PIMCO Corporate & Income Opportunity Fund beats Invesco Municipal Trust on 3 of the 4 factors compared between the two stocks.

Invesco Municipal Trust (NYSE:VKQ) and Goldman Sachs BDC (NYSE:GSBD) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their dividends, valuation, earnings, analyst recommendations, profitability, institutional ownership and risk.

Dividends

Invesco Municipal Trust pays an annual dividend of $0.66 per share and has a dividend yield of 5.0%. Goldman Sachs BDC pays an annual dividend of $1.80 per share and has a dividend yield of 9.3%. Goldman Sachs BDC pays out 90.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Invesco Municipal Trust has increased its dividend for 1 consecutive years and Goldman Sachs BDC has increased its dividend for 1 consecutive years.

Volatility and Risk

Invesco Municipal Trust has a beta of 0.21, suggesting that its share price is 79% less volatile than the S&P 500. Comparatively, Goldman Sachs BDC has a beta of 1.42, suggesting that its share price is 42% more volatile than the S&P 500.

Valuation & Earnings

This table compares Invesco Municipal Trust and Goldman Sachs BDC's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco Municipal TrustN/AN/AN/AN/AN/A
Goldman Sachs BDC$147.26 million13.35$36.15 million$1.989.77

Goldman Sachs BDC has higher revenue and earnings than Invesco Municipal Trust.

Analyst Recommendations

This is a breakdown of current recommendations and price targets for Invesco Municipal Trust and Goldman Sachs BDC, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Invesco Municipal Trust0000N/A
Goldman Sachs BDC02102.33

Goldman Sachs BDC has a consensus price target of $15.9167, suggesting a potential downside of 17.74%. Given Goldman Sachs BDC's higher possible upside, analysts plainly believe Goldman Sachs BDC is more favorable than Invesco Municipal Trust.

Profitability

This table compares Invesco Municipal Trust and Goldman Sachs BDC's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Invesco Municipal TrustN/AN/AN/A
Goldman Sachs BDC9.56%11.79%4.83%

Insider and Institutional Ownership

13.8% of Goldman Sachs BDC shares are owned by institutional investors. 5.4% of Invesco Municipal Trust shares are owned by company insiders. Comparatively, 0.3% of Goldman Sachs BDC shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Summary

Goldman Sachs BDC beats Invesco Municipal Trust on 9 of the 11 factors compared between the two stocks.

Invesco Municipal Trust (NYSE:VKQ) and Hercules Capital (NYSE:HTGC) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their dividends, valuation, earnings, analyst recommendations, profitability, institutional ownership and risk.

Dividends

Invesco Municipal Trust pays an annual dividend of $0.66 per share and has a dividend yield of 5.0%. Hercules Capital pays an annual dividend of $1.28 per share and has a dividend yield of 7.5%. Hercules Capital pays out 90.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Invesco Municipal Trust has increased its dividend for 1 consecutive years and Hercules Capital has increased its dividend for 1 consecutive years.

Volatility and Risk

Invesco Municipal Trust has a beta of 0.21, suggesting that its share price is 79% less volatile than the S&P 500. Comparatively, Hercules Capital has a beta of 1.57, suggesting that its share price is 57% more volatile than the S&P 500.

Valuation & Earnings

This table compares Invesco Municipal Trust and Hercules Capital's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco Municipal TrustN/AN/AN/AN/AN/A
Hercules Capital$267.87 million7.33$173.60 million$1.4112.06

Hercules Capital has higher revenue and earnings than Invesco Municipal Trust.

Analyst Recommendations

This is a breakdown of current recommendations and price targets for Invesco Municipal Trust and Hercules Capital, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Invesco Municipal Trust0000N/A
Hercules Capital00803.00

Hercules Capital has a consensus price target of $13.8438, suggesting a potential downside of 18.57%. Given Hercules Capital's higher possible upside, analysts plainly believe Hercules Capital is more favorable than Invesco Municipal Trust.

Profitability

This table compares Invesco Municipal Trust and Hercules Capital's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Invesco Municipal TrustN/AN/AN/A
Hercules Capital42.72%13.58%6.31%

Insider and Institutional Ownership

28.9% of Hercules Capital shares are owned by institutional investors. 5.4% of Invesco Municipal Trust shares are owned by company insiders. Comparatively, 3.3% of Hercules Capital shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Summary

Hercules Capital beats Invesco Municipal Trust on 9 of the 11 factors compared between the two stocks.

Invesco Municipal Trust (NYSE:VKQ) and Royce Value Trust (NYSE:RVT) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their dividends, valuation, earnings, analyst recommendations, profitability, institutional ownership and risk.

Dividends

Invesco Municipal Trust pays an annual dividend of $0.66 per share and has a dividend yield of 5.0%. Royce Value Trust pays an annual dividend of $1.02 per share and has a dividend yield of 5.4%. Invesco Municipal Trust has increased its dividend for 1 consecutive years.

Volatility and Risk

Invesco Municipal Trust has a beta of 0.21, suggesting that its share price is 79% less volatile than the S&P 500. Comparatively, Royce Value Trust has a beta of 1.51, suggesting that its share price is 51% more volatile than the S&P 500.

Valuation & Earnings

This table compares Invesco Municipal Trust and Royce Value Trust's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco Municipal TrustN/AN/AN/AN/AN/A
Royce Value TrustN/AN/AN/AN/AN/A

Analyst Recommendations

This is a breakdown of current recommendations and price targets for Invesco Municipal Trust and Royce Value Trust, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Invesco Municipal Trust0000N/A
Royce Value Trust0000N/A

Profitability

This table compares Invesco Municipal Trust and Royce Value Trust's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Invesco Municipal TrustN/AN/AN/A
Royce Value TrustN/AN/AN/A

Insider and Institutional Ownership

24.6% of Royce Value Trust shares are owned by institutional investors. 5.4% of Invesco Municipal Trust shares are owned by company insiders. Comparatively, 0.5% of Royce Value Trust shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Summary

Royce Value Trust beats Invesco Municipal Trust on 3 of the 5 factors compared between the two stocks.


Invesco Municipal Trust Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
NUV
Nuveen Municipal Value Fund
0.7$11.22-0.7%$2.32 billionN/A0.00
ADX
Adams Diversified Equity Fund
0.7$19.27-0.4%$2.14 billionN/A0.00Dividend Increase
News Coverage
PTY
PIMCO Corporate & Income Opportunity Fund
0.8$18.88-0.7%$2.01 billionN/A0.00
Goldman Sachs BDC logo
GSBD
Goldman Sachs BDC
1.4$19.35-0.3%$1.97 billion$147.26 million64.50
Hercules Capital logo
HTGC
Hercules Capital
1.5$17.00-0.6%$1.96 billion$267.87 million15.74
RVT
Royce Value Trust
1.0$18.81-0.2%$1.89 billionN/A0.00
Liberty All-Star Equity Fund logo
USA
Liberty All-Star Equity Fund
1.2$8.67-2.7%$1.85 billionN/A0.00Dividend Increase
Decrease in Short Interest
Liberty All-Star Equity Fund logo
USA
Liberty All-Star Equity Fund
0.9$8.67-2.7%$1.85 billionN/A0.00Dividend Increase
Decrease in Short Interest
The Gabelli Equity Trust logo
GAB
The Gabelli Equity Trust
0.8$7.00-0.6%$1.83 billionN/A0.00News Coverage
Tri-Continental logo
TY
Tri-Continental
0.9$33.64-0.1%$1.80 billionN/A0.00
Tortoise Energy Infrastructure logo
TYG
Tortoise Energy Infrastructure
0.7$25.35-1.0%$1.36 billionN/A0.00Increase in Short Interest
News Coverage
BIF
Boulder Growth & Income Fund
0.8$13.29-0.4%$1.31 billionN/A0.00
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
0.3$28.41-0.1%$1.18 billionN/A0.00Decrease in Short Interest
HQH
Tekla Healthcare Investors
0.8$24.64-0.2%$1.04 billionN/A0.00
AllianceBernstein Global High Income Fund logo
AWF
AllianceBernstein Global High Income Fund
0.8$11.98-0.2%$1.03 billionN/A0.00Decrease in Short Interest
News Coverage
General American Investors logo
GAM
General American Investors
0.8$41.87-0.0%$1.03 billionN/A0.00Decrease in Short Interest
MYI
BlackRock MuniYield Quality Fund III
0.8$14.33-0.1%$976.59 millionN/A0.00Increase in Short Interest
News Coverage
Apollo Investment logo
AINV
Apollo Investment
1.2$14.33-1.0%$935.16 million$276.92 million-8.63Decrease in Short Interest
PHK
PIMCO High Income Fund
0.9$6.95-1.0%$918.19 millionN/A0.00
VMO
Invesco Municipal Opportunity Trust
0.9$13.42-0.2%$904.64 millionN/A0.00Ex-Dividend
Decrease in Short Interest
News Coverage
SLR Investment logo
SLRC
SLR Investment
1.9$18.59-0.4%$785.61 million$154.71 million-154.92
TDF
Templeton Dragon Fund
1.0$22.83-1.0%$771.75 millionN/A0.00Increase in Short Interest
VGM
Invesco Trust for Investment Grade Municipals
1.0$13.81-0.2%$748.85 millionN/A0.00Ex-Dividend
Decrease in Short Interest
News Coverage
BTO
John Hancock Financial Opportunities Fund
1.2$39.03-0.7%$731.85 millionN/A0.00Increase in Short Interest
News Coverage
GIM
Templeton Global Income Fund
1.1$5.44-0.4%$729.74 millionN/A0.00
MYD
BlackRock MuniYield Fund
0.9$14.73-0.7%$691.13 millionN/A0.00Decrease in Short Interest
News Coverage
Invesco California Value Municipal Income Trust logo
VCV
Invesco California Value Municipal Income Trust
0.8$13.19-0.0%$631.41 millionN/A0.00Ex-Dividend
Decrease in Short Interest
MUC
BlackRock MuniHoldings California Quality Fund
0.3$15.15-0.1%$621.18 millionN/A0.00
MVF
BlackRock MuniVest Fund
0.3$9.44-0.5%$612.09 millionN/A0.00Decrease in Short Interest
MMU
Western Asset Managed Municipals Fund
0.9$13.26-0.3%$575.06 millionN/A0.00Decrease in Short Interest
IFN
The India Fund
0.8$20.92-0.2%$562.96 millionN/A0.00Decrease in Short Interest
MUA
BlackRock MuniAssets Fund
0.9$15.15-0.1%$550.02 millionN/A0.00Increase in Short Interest
News Coverage
EVN
Eaton Vance Municipal Income Trust
0.8$13.85-0.1%$549.39 millionN/A0.00
MFL
BlackRock MuniHoldings Investment Quality Fund
0.7$14.47-0.6%$548.36 millionN/A0.00Decrease in Short Interest
News Coverage
BlackRock MuniYield New York Quality Fund logo
MYN
BlackRock MuniYield New York Quality Fund
0.9$13.70-0.1%$542.34 millionN/A0.00Decrease in Short Interest
NQP
Nuveen Pennsylvania Quality Municipal Income Fund
0.8$14.40-0.2%$538.32 millionN/A0.00Decrease in Short Interest
News Coverage
LEO
BNY Mellon Strategic Municipals
0.7$8.63-0.6%$536.79 millionN/A0.00Increase in Short Interest
News Coverage
BBH
VanEck Vectors Biotech ETF
0.5$185.99-1.4%$524.86 millionN/A0.00
MCA
BlackRock MuniYield California Quality Fund
0.8$15.02-0.1%$516.78 millionN/A0.00Decrease in Short Interest
DSU
BlackRock Debt Strategies Fund
0.8$11.01-0.6%$515.47 millionN/A0.00Increase in Short Interest
RMT
Royce Micro-Cap Trust
1.2$11.79-0.1%$508.14 millionN/A0.00Increase in Short Interest
DSM
BNY Mellon Strategic Municipal Bond Fund
0.9$8.00-0.3%$497.68 millionN/A0.00Increase in Short Interest
MQY
BlackRock MuniYield Quality Fund
0.8$16.20-0.0%$497.58 millionN/A0.00
PPT
Putnam Premier Income Trust
0.8$4.69-0.9%$484.10 millionN/A0.00
PMO
Putnam Municipal Opportunities Trust
0.8$13.93-0.1%$474.98 millionN/A0.00
KTF
DWS Municipal Income Trust
0.8$11.82-0.1%$466.90 millionN/A0.00Decrease in Short Interest
HQL
Tekla Life Sciences Investors
0.9$20.06-0.1%$456.57 millionN/A0.00Increase in Short Interest
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
0.8$15.06-0.1%$453.11 millionN/A0.00
MIY
BlackRock MuniYield Michigan Quality Fund
0.9$15.30-0.4%$451.50 millionN/A0.00
ZTR
Virtus Total Return Fund
0.8$9.39-0.1%$445.80 millionN/A0.00
This page was last updated on 4/17/2021 by MarketBeat.com Staff
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