Applied Finance IVS International Large ETF (IVSI) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Applied Finance IVS International Large ETF (IVSI) trades at $29.86. Applied Finance IVS International Large ETF focuses on identifying undervalued large-cap companies in developed markets outside North America. Market cap: $171M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for IVSI: IVSI does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates IVSI against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on IVSI.
How is this calculated? →Applied Finance IVS International Large ETF (IVSI) Financial Services Profile
Applied Finance IVS International Large ETF (IVSI) is an actively managed fund employing proprietary valuation models to invest in undervalued large-cap companies within developed markets outside North America. The fund leverages its Intrinsic Value Stewardship (IVS) model, targeting growth through fundamental analysis and a diversified portfolio of at least 150 holdings.
What Is the Investment Thesis for IVSI?
Applied Finance IVS International Large ETF presents an investment opportunity centered on its actively managed approach to identifying undervalued large-cap companies in developed markets outside North America. The fund's proprietary valuation models and Intrinsic Value Stewardship (IVS) model are key value drivers, aiming to select stocks with strong return potential based on factors like valuation, growth, profitability, and business strategy. With a market cap of $171M, IVSI offers exposure to a diversified portfolio of at least 150 holdings. A potential catalyst is the fund's ability to adapt to changing market conditions and capitalize on investment opportunities, while a risk factor includes the potential for underperformance relative to benchmark indexes due to active management decisions. The fund's focus on fundamental analysis and long-term value creation may appeal to investors seeking international equity exposure with a value-oriented approach.
Based on FMP financials and quantitative analysis
IVSI Key Highlights
IVSI's investment strategy focuses on large-cap companies in developed markets outside North America, providing geographical diversification.
- The fund utilizes proprietary valuation models and the Intrinsic Value Stewardship (IVS) model to identify undervalued companies.
- IVSI maintains a diversified portfolio of at least 150 stocks across multiple countries and sectors.
- The fund is actively managed, allowing for adjustments based on market conditions and investment opportunities.
- IVSI has a market capitalization of $171M, reflecting its size and scope within the asset management industry.
Who Are IVSI's Competitors?
IVSI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| EFA iShares MSCI EAFE ETF | $107.35 | -0.29% | $78.2B | 46 |
| VEA Vanguard FTSE Developed Markets ETF | $72.84 | +0.01% | $325B | 44 |
| SPDW State Street SPDR Portfolio Developed World ex-US ETF | $51.61 | -0.03% | $41.4B | 47 |
| GGT The Gabelli Multimedia Trust Inc. | $4.11 | -0.24% | $172M | 68 |
| MPV Barings Participation Investors | $16.26 | -0.85% | $175M | 67 |
| WHF WhiteHorse Finance, Inc. | $7.26 | +2.98% | $156M | 90 |
| BANX ArrowMark Financial Corp. | $20.70 | +0.95% | $201M | 72 |
| CHECU Chenghe Acquisition III Co. Units | $10.25 | +0.39% | $134M | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are IVSI's Key Strengths?
Proprietary valuation models and IVS model.
- Actively managed approach.
- Diversified portfolio of international equities.
What Are IVSI's Weaknesses?
Potential for underperformance relative to benchmark indexes.
- Reliance on proprietary research and valuation models.
- Higher expense ratio compared to passive ETFs.
What Could Drive IVSI Stock Higher?
Potential for outperformance due to active management and stock selection.
- Growth in international equity markets.
- Increased demand for value-oriented investment strategies.
What Are the Key Risks for IVSI?
Underperformance relative to benchmark indexes.
- Market volatility and economic uncertainty.
- Changes in regulatory environment.
What Are the Growth Opportunities for IVSI?
- Expansion into New International Markets: IVSI can explore expanding its investment universe to include additional developed markets outside of North America. By broadening its geographic scope, the fund can potentially identify new investment opportunities and enhance its diversification. The global equity market represents a multi-trillion dollar opportunity, and IVSI's expertise in fundamental analysis and valuation could provide a competitive advantage in identifying undervalued companies in these new markets. Timeline: Ongoing.
- Development of New Investment Products: Applied Finance could develop new investment products that complement IVSI, such as thematic ETFs focused on specific sectors or investment styles within international equities. By expanding its product offerings, the firm can attract a wider range of investors and increase its assets under management. The ETF market is experiencing rapid growth, with trillions of dollars in assets, and IVSI's existing investment capabilities could be leveraged to create innovative new products. Timeline: 2-3 years.
- Enhancement of Proprietary Valuation Models: Applied Finance can continue to invest in enhancing its proprietary valuation models and Intrinsic Value Stewardship (IVS) model. By incorporating new data sources, refining its analytical techniques, and improving its risk management capabilities, the firm can potentially improve the accuracy of its investment decisions and generate higher returns for its investors. The market for advanced analytics and investment technology is growing rapidly, and IVSI's commitment to innovation could provide a competitive edge. Timeline: Ongoing.
- Strategic Partnerships and Acquisitions: IVSI could pursue strategic partnerships or acquisitions to expand its investment capabilities, geographic reach, or distribution network. By collaborating with other firms, IVSI can gain access to new resources, expertise, and markets, accelerating its growth and enhancing its competitive position. The asset management industry is undergoing consolidation, and IVSI could benefit from participating in this trend. Timeline: 3-5 years.
- Increased Marketing and Distribution Efforts: IVSI can increase its marketing and distribution efforts to raise awareness of its fund and attract new investors. By leveraging digital marketing channels, attending industry conferences, and partnering with financial advisors, IVSI can reach a wider audience and increase its assets under management. The market for financial information and investment products is highly competitive, and IVSI's ability to effectively communicate its value proposition will be critical to its success. Timeline: Ongoing.
What Are IVSI's Competitive Advantages?
- Proprietary valuation models provide a unique approach to stock selection.
- Intrinsic Value Stewardship (IVS) model emphasizes long-term value creation.
- Actively managed approach allows for flexibility in adapting to market conditions.
What Does IVSI Do?
Applied Finance IVS International Large ETF (IVSI) is an actively managed exchange-traded fund (ETF) focused on investing in large-capitalization companies located in developed markets outside of North America. The fund's investment strategy revolves around identifying companies that are undervalued based on Applied Finance's proprietary valuation models. These models are designed to assess the intrinsic value of businesses, considering factors such as financial performance, growth prospects, and competitive positioning. The fund's investment process also incorporates the Intrinsic Value Stewardship (IVS) model, which emphasizes the importance of long-term value creation and responsible corporate governance. The fund typically holds a diversified portfolio of at least 150 stocks across various countries and sectors, providing investors with exposure to a broad range of international equities. However, the fund's investment adviser has the flexibility to concentrate its holdings in specific companies or sectors if its research indicates that such concentration is warranted. This active management approach allows the fund to adapt to changing market conditions and capitalize on investment opportunities as they arise. The fund's investment adviser actively monitors its portfolio holdings and may sell positions if they no longer offer compelling investment opportunities or if they become too large relative to the overall portfolio. IVSI aims to achieve long-term capital appreciation by investing in undervalued companies with strong fundamentals and growth potential.
What Products and Services Does IVSI Offer?
- Invests in large-cap companies in developed markets outside North America.
- Utilizes proprietary valuation models to identify undervalued companies.
- Employs the Intrinsic Value Stewardship (IVS) model to assess investment opportunities.
- Actively manages a diversified portfolio of at least 150 stocks.
- Monitors portfolio holdings and sells positions that no longer offer compelling returns.
- Seeks long-term capital appreciation through fundamental analysis.
How Does IVSI Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to outperform benchmark indexes through active stock selection.
- Utilizes proprietary research and valuation models to identify investment opportunities.
What Industry Does IVSI Operate In?
The asset management industry is characterized by intense competition, with numerous firms offering a wide range of investment products and services. Key trends include the increasing demand for passive investment strategies, the growing importance of sustainable investing, and the rise of fintech solutions. Applied Finance IVS International Large ETF operates within this landscape by offering an actively managed fund focused on international large-cap equities. The fund differentiates itself through its proprietary valuation models and Intrinsic Value Stewardship (IVS) model, which aim to identify undervalued companies with strong fundamentals.
Who Are IVSI's Key Customers?
- Institutional investors seeking international equity exposure.
- Financial advisors looking for diversified investment solutions for their clients.
- Retail investors interested in accessing international markets through an ETF.
Key Financial Metrics
Return on equity for Applied Finance IVS International Large ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. IVSI trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
How Applied Finance IVS International Large ETF Is Valued
Applied Finance IVS International Large ETF carries a market capitalization of $171M, placing it in the micro-cap category.
IVSI Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future, indicating that executives believe in the growth potential.
- Community sentiment has shifted positively, with discussions highlighting the ETF's diversified holdings as a hedge against market volatility.
- Increased institutional interest has been noted, reflecting a broader acceptance of the fund's strategy and potential for long-term gains.
- Recent market developments favor large-cap international equities, aligning well with the ETF's focus and attracting investor attention.
Bear Case
- Concerns over geopolitical tensions have raised questions about international investments, leading to a cautious outlook among some investors.
- The ETF's performance has lagged behind peers in recent weeks, causing skepticism in the trading community about its competitiveness.
- Some analysts argue that the current market environment may favor domestic over international investments, impacting the ETF's appeal.
- Recent discussions in trading forums indicate a growing fear of potential economic slowdowns, which could adversely affect large-cap equities globally.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
IVSI Latest News
No recent news available for IVSI.
IVSI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for IVSI.
Price Targets
Wall Street price target analysis for IVSI.
IVSI MoonshotScore
What does this score mean?
The MoonshotScore rates IVSI 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: James J. Atkinson
Unknown
Information about James J. Atkinson's background is not available in the provided context. Therefore, a detailed biography cannot be provided. Further research would be needed to gather information about his career history, education, previous roles, and credentials.
Track Record: Information about James J. Atkinson's track record is not available in the provided context. Therefore, a summary of his key achievements, strategic decisions, and company milestones under his leadership cannot be provided. Further research would be needed to gather this information.
What Investors Ask About Applied Finance IVS International Large ETF (IVSI) — Financial Services
What does Applied Finance IVS International Large ETF do?
Applied Finance IVS International Large ETF (IVSI) is an actively managed fund that invests in large-cap companies located in developed markets outside of North America. The fund's primary objective is to achieve long-term capital appreciation by identifying and investing in undervalued companies based on Applied Finance's proprietary valuation models and Intrinsic Value Stewardship (IVS) model.
What are the main risks for IVSI?
The main risks for IVSI include the potential for underperformance relative to benchmark indexes, market volatility and economic uncertainty, and changes in the regulatory environment. As an actively managed fund, IVSI's performance depends on the ability of its investment adviser to make effective stock selection decisions. There is no guarantee that the fund will outperform its benchmark index.
What are the key factors to evaluate for IVSI?
Evaluate IVSI on fundamentals, analyst consensus, and risk factors. Applied Finance IVS International Large ETF presents an investment opportunity centered on its actively managed approach to identifying undervalued large-cap companies in developed markets outside North America. Not financial advice.
How frequently does IVSI data refresh on this page?
IVSI's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven IVSI's recent stock price performance?
Applied Finance IVS International Large ETF (IVSI) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Proprietary valuation models and IVS model. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider IVSI overvalued or undervalued right now?
Applied Finance IVS International Large ETF (IVSI) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research IVSI before investing?
Before investing in Applied Finance IVS International Large ETF (IVSI), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding IVSI to a portfolio?
Key strength of Applied Finance IVS International Large ETF (IVSI): Proprietary valuation models and IVS model. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending for IVSI. Analyst consensus and valuation metrics are not currently available.
- Information about James J. Atkinson's background and track record is limited.