PSCI - ETF AI Analysis

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Invesco S&P SmallCap Industrials ETF (PSCI)

Rating:69Neutral

Price Target:―

PSCI, the Invesco S&P SmallCap Industrials ETF, earns a solid rating largely because many of its key holdings show strong financial performance and positive earnings outlooks. Companies like Zurn Water Solutions and Armstrong World stand out with robust earnings, strategic initiatives, and effective cash management that support the fund’s quality, while names such as Gates Industrial and Casella Waste face valuation and technical pressures that modestly weigh on the overall picture. The main risk factor is that several holdings show signs of being potentially overvalued or in bearish technical trends, which can increase volatility for this industrials-focused, small-cap fund.

Positive Factors

Strong Recent Performance

The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.

Leading Holdings Showing Strength

Several of the largest positions, such as Primoris Services, Moog, and Esco Technologies, have delivered strong year-to-date performance, helping support the fund’s returns.

Focused but Somewhat Diversified Sector Mix

While it is mainly an industrials fund, small allocations to technology, consumer cyclical, and other sectors provide some diversification beyond a single industry.

Negative Factors

Heavy Concentration in Industrials

With the vast majority of assets in the industrials sector, the fund is highly sensitive to downturns in that single part of the economy.

U.S.-Only Exposure

Almost all holdings are in U.S. companies, so investors get little geographic diversification and remain tied closely to the U.S. economic cycle.

Mixed Performance Among Top Holdings

A few key positions, such as Armstrong World and Zurn Water Solutions, have shown weak year-to-date performance, which can drag on overall fund results.

PSCI vs. SPDR S&P 500 ETF (SPY)

AUM180.23M

RegionNorth America

Expense Ratio0.29%

Beta1.09

IssuerInvesco

Inception DateApr 07, 2010

Dividend Yield1.36%

Asset ClassEquity

Index TrackedS&P Small Cap 600 / Industrials -SEC

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume8,435

30 Day Avg. Volume4,946

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

185.76

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering91

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

PSCI Summary

The Invesco S&P SmallCap Industrials ETF (PSCI) follows the S&P SmallCap 600 Capped Industrials Index, focusing on smaller U.S. industrial companies involved in manufacturing, construction, aerospace, transportation, and related services. It holds firms like Moog and Air Lease, which help power infrastructure, equipment, and transportation needs. An investor might choose PSCI to seek growth from agile, smaller companies while adding diversification within the industrial sector. However, because it focuses on small industrial stocks, its price can be more volatile and can go up and down sharply with changes in the economy and industrial demand.

How much will it cost me?The Invesco S&P SmallCap Industrials ETF (PSCI) has an expense ratio of 0.29%, which means you’ll pay $2.90 per year for every $1,000 invested. This is slightly higher than average for ETFs because it tracks a niche sector and focuses on small-cap companies, which require more active management. However, it can be worth it for investors seeking targeted exposure to small-cap industrial stocks.

What would affect this ETF?The PSCI ETF, focused on U.S. small-cap industrial companies, could benefit from increased infrastructure spending, technological advancements, and economic recovery, which often drive growth in manufacturing, construction, and transportation sectors. However, it may face challenges from rising interest rates, which can increase borrowing costs for smaller companies, and economic slowdowns that could negatively impact industrial demand. Regulatory changes or trade tensions could also influence the ETF's performance given its heavy reliance on U.S.-based industrial firms.

PSCI Top 10 Holdings

PSCI is a pure U.S. small-cap industrials play, and its story is being written by a handful of rising niche operators. Primoris Services and Moog have been doing the heavy lifting lately, with strong, steady gains that help pull the fund higher. Esco Technologies and Casella Waste are also adding some spark, keeping momentum intact. On the flip side, Armstrong World and Zurn Water Solutions have been losing a bit of steam, creating some drag. With almost everything tied to industrial and infrastructure themes, this ETF is highly concentrated in one cyclical corner of the U.S. market.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
MOG.A	Moog	3.20%	$5.82M	$10.30B	78.67%	73 Outperform
PRIM	Primoris Services	3.12%	$5.67M	$9.00B	126.51%	75 Outperform
AWI	Armstrong World	2.99%	$5.44M	$8.64B	30.16%	77 Outperform
JBTM	JBT Marel	2.95%	$5.36M	$8.51B	32.09%	73 Outperform
ZWS	Zurn Water Solutions	2.65%	$4.82M	$8.56B	44.63%	79 Outperform
FSS	Federal Signal	2.54%	$4.62M	$7.33B	24.09%	76 Outperform
GTES	Gates Industrial	2.50%	$4.55M	$7.10B	23.49%	65 Neutral
ESE	Esco Technologies	2.40%	$4.37M	$6.95B	66.73%	70 Neutral
AL	Air Lease	2.36%	$4.29M	$7.25B	30.90%	73 Outperform
CWST	Casella Waste	2.25%	$4.09M	$6.59B	-6.86%	69 Neutral

PSCI Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

160.17

Positive

100DMA

153.15

Positive

200DMA

143.98

Positive

Market Momentum

MACD

4.15

Negative

RSI

65.41

Neutral

STOCH

63.76

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSCI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 168.48, equal to the 50-day MA of 160.17, and equal to the 200-day MA of 143.98, indicating a bullish trend. The MACD of 4.15 indicates Negative momentum. The RSI at 65.41 is Neutral, neither overbought nor oversold. The STOCH value of 63.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSCI.

PSCI Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
PSCI	―	―	$180.23M	0.29%	―
RSPN	―	―	$925.22M	0.40%	―
FXR	―	―	$776.63M	0.60%	―
PKB	―	―	$436.71M	0.57%	―
PRN	―	―	$340.31M	0.60%	―
RSHO	―	―	$252.92M	0.75%	―

Performance Comparison

PSCI

Invesco S&P SmallCap Industrials ETF

173.23

37.90

28.01%

RSPN

Invesco S&P 500 Equal Weight Industrials ETF

―

FXR

First Trust Industrials/Producer Durables AlphaDEX Fund

―

PKB

Invesco Dynamic Building & Construction ETF

―

PRN

Invesco DWA Industrials Momentum ETF

―

RSHO

Tema American Reshoring ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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