(PBW) Invesco WilderHill Clean - Ratings and Ratios
Renewable Energy, Clean Energy, Conservation, Solar, Wind
Description: PBW Invesco WilderHill Clean
The Invesco WilderHill Clean Energy ETF (NYSE ARCA:PBW) is an exchange-traded fund that invests at least 90% of its assets in the securities comprising the WilderHill Clean Energy Index. This index is designed to track the performance of publicly traded companies in the U.S. that are involved in the clean energy sector, including those that benefit from a transition to cleaner energy and conservation.
From a portfolio perspective, PBWs focus on clean energy and conservation makes it an attractive option for investors looking to capitalize on the growing demand for renewable energy sources. Key Performance Indicators (KPIs) to monitor for this ETF include its tracking error relative to the underlying index, expense ratio, and trading volume to ensure liquidity. Additionally, investors should be aware of the ETFs holdings distribution across various sub-sectors within clean energy, such as solar, wind, and biofuels, to gauge its diversification.
To further evaluate PBWs potential, investors can analyze its historical returns in the context of the overall clean energy market and compare its performance to that of its peers. Metrics such as the ETFs Sharpe ratio, beta, and standard deviation can provide insights into its risk-adjusted returns and volatility. Furthermore, the growth of assets under management (AUM) and the ETFs trading liquidity are also crucial indicators of its viability and investor interest.
Given the clean energy sectors sensitivity to regulatory changes and technological advancements, investors should closely follow news and developments that could impact the ETFs holdings. This includes government policies supporting or hindering renewable energy adoption, breakthroughs in clean energy technologies, and shifts in global energy demand. By staying informed on these factors, investors can make more informed decisions about their investment in PBW.
PBW ETF Overview
Market Cap in USD | 476m |
Category | Small Growth |
TER | 0.66% |
IPO / Inception | 2005-03-03 |
PBW ETF Ratings
Growth Rating | -6.22% |
Fundamental | - |
Dividend Rating | 20.4% |
Return 12m vs S&P 500 | 45.5% |
Analyst Rating | - |
PBW Dividends
Dividend Yield 12m | 0.97% |
Yield on Cost 5y | 0.52% |
Annual Growth 5y | 5.82% |
Payout Consistency | 63.7% |
Payout Ratio | % |
PBW Growth Ratios
Growth Correlation 3m | 90% |
Growth Correlation 12m | 40.8% |
Growth Correlation 5y | -93.8% |
CAGR 5y | -6.42% |
CAGR/Max DD 3y (Calmar Ratio) | -0.09 |
CAGR/Mean DD 3y (Pain Ratio) | -0.16 |
Sharpe Ratio 12m | 0.99 |
Alpha | 42.33 |
Beta | 1.740 |
Volatility | 33.02% |
Current Volume | 2794.3k |
Average Volume 20d | 1074.3k |
Stop Loss | 32.2 (-4.4%) |
Signal | 2.65 |
What is the price of PBW shares?
Over the past week, the price has changed by +2.93%, over one month by +29.20%, over three months by +50.51% and over the past year by +67.06%.
Is Invesco WilderHill Clean a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of PBW is around 32.98 USD . This means that PBW is currently overvalued and has a potential downside of -2.08%.
Is PBW a buy, sell or hold?
What are the forecasts/targets for the PBW price?
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 38.1 | 13% |
Last update: 2025-10-05 02:07
PBW Fundamental Data Overview
Beta = 1.74
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 = 476.3m USD (476.3m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 476.3m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 476.3m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
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 = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 12.43% (E(476.3m)/V(476.3m) * Re(12.43%) + (debt-free company))
Discount Rate = 12.43% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for PBW ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle