IVR Stock Overview
Operates as a real estate investment trust (REIT) that invests, finances, and manages mortgage-backed securities and other mortgage-related assets in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 5/6 |
| Past Performance | 3/6 |
| Financial Health | 2/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
My Notes
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Invesco Mortgage Capital Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$8.46 |
| 52 Week High | US$9.97 |
| 52 Week Low | US$7.48 |
| Beta | 1.83 |
| 1 Month Change | 5.09% |
| 3 Month Change | 4.96% |
| 1 Year Change | -5.16% |
| 3 Year Change | -67.34% |
| 5 Year Change | -95.25% |
| Change since IPO | -95.64% |
Recent News & Updates
Recent updates
High Yield Keeps Invesco Mortgage Capital Attractive
Jan 05Invesco Mortgage Capital: Probably Not Worth The Risk
Sep 2418% Yield Might Even Grow: Invesco Mortgage Capital
Sep 13Invesco Mortgage's Performance For Q1 2024
Jun 26Invesco Mortgage Capital: An Interesting Play In The mREIT Sector That Yields 17.5%
May 27Invesco Mortgage Capital: Buy This 18% Yielding REIT While It's Still On Sale
Apr 26Invesco Mortgage Capital To Benefit From Fed Shift
Jan 15Invesco Mortgage Capital: Strong Bearish Trend Shows No Sign Of A Reversal
Oct 19Invesco Mortgage Capital: Good For Trading, But Horrific Investment
Aug 04Invesco Mortgage Capital Simply Doesn't Work
Jul 10Invesco Mortgage Capital declares $0.65 dividend
Feb 21Invesco Mortgage Capital declares $0.65 dividend
Dec 19Invesco Mortgage Capital: Disastrous Environment Sets Up A Trade
Dec 07Invesco Mortgage Capital GAAP EPS of -$2.78
Nov 02Invesco Mortgage Capital dips dividend -28.2% to $0.65/share
Sep 28Invesco Mortgage Capital: Ditch The Common For The Preferreds
Sep 14Invesco Mortgage Capital: A Curious Case Of High Yield And Declining EV
Jun 30Invesco Mortgage Capital: Declining Book Value Per Share
Apr 15Invesco Mortgage Capital: Speculative $3 Buy
Aug 17Invesco Mortgage stock jumps amid retail trader chatter
Jun 09Invesco Mortgage Capital proposes 37.5M shares in stock offering
May 26Invesco Mortgage Capital Inc. 2021 Q1 - Results - Earnings Call Presentation
May 07Invesco Mortgage Capital Inc. (NYSE:IVR) Insiders Have Been Selling
Feb 28
Invesco Mortgage Capital under pressure on stock offering
Feb 01Invesco Mortgage: Run, Run As Quickly As You Can
Jan 08What You Need To Know About Invesco Mortgage Capital Inc.'s (NYSE:IVR) Investor Composition
Jan 06
Invesco Mortgage Capital raises divided to $0.08
Dec 28Invesco Mortgage Capital reports Q3 results
Nov 09Invesco Mortgage: Moving In The Right Direction
Nov 01Shareholder Returns
| IVR | US Mortgage REITs | US Market | |
|---|---|---|---|
| 7D | 4.2% | 2.4% | -0.9% |
| 1Y | -5.2% | -2.3% | 22.6% |
Return vs Industry: IVR underperformed the US Mortgage REITs industry which returned -2.3% over the past year.
Return vs Market: IVR underperformed the US Market which returned 22.6% over the past year.
Price Volatility
| IVR volatility | |
|---|---|
| IVR Average Weekly Movement | 3.7% |
| Mortgage REITs Industry Average Movement | 3.4% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in US Market | 18.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: IVR has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: IVR's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2008 | n/a | John Anzalone | www.invescomortgagecapital.com |
Invesco Mortgage Capital Inc. operates as a real estate investment trust (REIT) that invests, finances, and manages mortgage-backed securities and other mortgage-related assets in the United States. It invests in residential mortgage-backed securities (RMBS) and commercial mortgage-backed securities (CMBS) that are guaranteed by a U.S. government agency or federally chartered corporation; RMBS and CMBS that are not issued or guaranteed by the United States government agency or federally chartered corporation; the United States treasury securities; real estate-related financing arrangements; to-be-announced securities forward contracts to purchase RMBS; and commercial mortgage loans. It has elected to be taxed as a REIT and would be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders.
Invesco Mortgage Capital Inc. Fundamentals Summary
| IVR fundamental statistics | |
|---|---|
| Market cap | US$505.88m |
| Earnings (TTM) | US$62.52m |
| Revenue (TTM) | US$102.89m |
8.2x
P/E Ratio5.0x
P/S RatioIs IVR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| IVR income statement (TTM) | |
|---|---|
| Revenue | US$102.89m |
| Cost of Revenue | US$0 |
| Gross Profit | US$102.89m |
| Other Expenses | US$40.38m |
| Earnings | US$62.52m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.03 |
| Gross Margin | 100.00% |
| Net Profit Margin | 60.76% |
| Debt/Equity Ratio | 605.0% |
How did IVR perform over the long term?
See historical performance and comparisonDividends
18.9%
Current Dividend Yield130%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/01/31 03:54 |
| End of Day Share Price | 2025/01/31 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Invesco Mortgage Capital Inc. is covered by 21 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Mark DeVries | Barclays |
| Derek Hewett | BofA Global Research |
| Eric Dray | BofA Global Research |