Bringing the fundamentals into focus…
Back to Invesco Value Municipal Income Trust
How Invesco Value Municipal Income Trust stacks up
IIM · against 123 other Financial Services companies of similar size
Profitability
38/ 100
Below the middle of the pack.
Ranked #69 of 124 · scores higher than 44% of peers
Bars: peers in each 10-point band of the profitability score15 peers with a profitability score of 30–39, including IIM · Click a bar to see the companies
Why profitability scores 38?
Weighted metrics compared with all Financial Services companies.Mainly because of its return on invested capital, which is weaker than most Financial Services peers.
- a lower return on invested capital: weaker than 64% of peers. Return on invested capital: 3.5% vs peer median 6.3%
- Operating margin is not reported, so it is left out of the score.
- Return on assets is close to the peer norm. Return on assets: 2.7% vs peer median 2.6%
Metric by metric
Position: dot = IIM, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | IIM | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 119 reported | 3.5% | 4.9% | 40% | 33% | |
| Operating marginHigher is better · 61 reported | Not reported | 19.6% | — | — | 33% |
| Return on assetsHigher is better · 144 reported | 2.7% | 2.6% | 55% | 33% | |
| Return on equityHigher is better · 139 reported | 3.1% | 5.9% | 31% | Context only | |
| Gross marginHigher is better · 161 reported | 100.0% | 99.0% | 51% | Context only |
A metric that is not reported is left out of the score; the other weights are rescaled.
Ranking by profitability score
Top 5 and the companies ranked around IIM| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 342M EUR (≈$376M) | 100 | 77 | |
| 2 | 566M AUD (≈$374M) | 99 | 84 | |
| 3 | 527M AUD (≈$348M) | 97 | 64 | |
| 4 | 76.5B JPY (≈$520M) | 96 | 67 | |
| 5 | 323M EUR (≈$355M) | 93 | 59 | |
| 65 | 742M USD | 42 | 39 | |
| 66 | 5.4B HKD (≈$691M) | 39 | 51 | |
| 66 | 1.4B AUD (≈$948M) | 39 | 50 | |
| 66 | 11.7B THB (≈$328M) | 39 | 53 | |
| 69 | 528M USD | 38 | ||
| 69 | 371M USD | 38 | ||
| 71 | 2.3B MYR (≈$514M) | 37 | 47 | |
| 71 | 371M USD | 37 | ||
| 73 | 499M USD | 36 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score