RCD

BEARISH

$22.39 Live

Invesco S&P 500 Equal Weight Consumer Discretionary ETF · NYSE

$18.55 52W Range $24.45

RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF - Fundamental Analysis

BEARISH

Console Chart News

RCD Stock | Fundamental Analysis & Investment Insights

NYSE • N/A • N/A

Current Price Live

$22.39

52W High

$24.45

52W Low

$18.55

Overview AI Snowflake Price Valuation Profitability Growth Health Ownership

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 02, 2026

Market cap

N/A

P/E

3.06

ROE

N/A

Profit margin

N/A

Debt/Equity

N/A

Dividend yield

N/A

AI Analysis

AI-powered fundamental assessment

Confidence

70%

The deterministic health profile is critically weak, highlighted by a Piotroski F-Score of 1/9, indicating severe fundamental instability. While the asset has experienced a sharp 1-month price surge of 15.7%, the long-term 5-year performance is negative (-1.0%) and the technical trend is rated as fully bearish (0/100). The lack of dividend strength and poor insider sentiment further undermine the outlook. Overall, the short-term momentum is contradicted by abysmal health and technical scores.

Key Strengths

Strong short-term price momentum (+15.7% over 1 month)

Equal weight diversification across S&P 500 Consumer Discretionary sector

Extremely low reported P/E ratio of 3.06

Positive 1-year price change (+2.7%)

Recent 1-week positive trend (+1.6%)

Key Risks

Critically low Piotroski F-Score (1/9) suggesting poor financial health

Technical Trend score of 0/100 indicating a strong bearish regime

Negative 5-year price performance (-1.0%)

Zero dividend strength (0/100)

High vulnerability to macroeconomic shifts in consumer spending

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Weak

Value

Future

Past

Health

Dividend

AI Verdict

Weak

Key drivers: Piotroski F-Score, Technical Trend, 5Y Performance

Confidence

75%

Value

40/100

P/E of 3.06 is an outlier and may not accurately reflect ETF value

Positives

Very low P/E ratio

Watchpoints

Lack of Graham Number
No Intrinsic Value data

Future

30/100

5Y change of -1.0% suggests poor long-term growth trajectory

Positives

Recent 1-month spike

Watchpoints

Long-term stagnation
Bearish technicals

Past

35/100

Historical performance is flat to negative over multi-year horizons

Positives

1Y change +2.7%

Watchpoints

5Y change -1.0%
3Y change -1.0%

Health

11/100

Piotroski score is in the 'Weak' category (0-3)

Positives

No standout positives identified.

Watchpoints

Piotroski F-Score 1/9

Dividend

0/100

No dividend yield or payout data provided

Positives

No standout positives identified.

Watchpoints

0/100 Dividend Strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$22.39

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for RCD and closest competitors.

Updated 2026-05-01

Company	5Y	3Y	1Y	6M	1M	1W
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF Primary	-1.0%	-1.0%	+2.7%	-0.7%	+15.7%	+1.6%

RCD

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Primary

-1.0%

+2.7%

-0.7%

+15.7%

+1.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Valuation Metrics

Key valuation ratios and pricing indicators

3.06

N/A

Profitability

Profit margins and return metrics

Profit Margin N/A

Operating Margin N/A

Gross Margin N/A

ROE N/A

ROA N/A

Growth

Revenue and earnings growth rates

Revenue Growth N/A

Earnings Growth N/A

Q/Q Revenue Growth N/A

Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

N/A

Current Ratio

N/A

Quick Ratio

N/A

Cash/Share

$N/A

Ownership Structure

Institutional and insider holdings breakdown

Ownership Breakdown

Top Institutional Holders

Phoenix Holdings Ltd.

1,332,100 shares • 2023-03-31

Harel Insurance Investments & Financial Services Ltd.

700,000 shares • 2023-03-31

Wells Fargo & Company

104,062 shares • 2023-03-31

HighTower Advisors, LLC

53,828 shares • 2023-03-31

Raymond James Financial Services Advisors, Inc.

51,875 shares • 2023-03-31

Legend Financial Advisors, Inc.

49,204 shares • 2023-03-31

Oppenheimer Asset Management, Inc.

43,994 shares • 2023-03-31

Bank of America Corporation

40,893 shares • 2023-03-31

Past News Coverage

Recent headlines mentioning RCD from our newsroom.

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RCD

RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Valuation Metrics

Profitability

Growth

Financial Health

Ownership Structure

Ownership Breakdown

Top Institutional Holders

Past News Coverage

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