IVR

SellBargain Bin

Invesco Mortgage Capital Inc. · Real Estate · United States · $704M · Avg Vol: $18M/d

Bargain Bin: Looks like a bargain; the quality and the trend say why it is in the bin.

33
StockRank
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Quality
43
Value
53
Momentum
27
P/E (TTM)
4.1x
peers 23.5x
ROE
14.1%
peers 4.6%
D/E
6.3x
peers 1.1x
Dividend %
25.7%
trailing yield

ABOUT INVESCO MORTGAGE CAPITAL INC.

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Invesco Mortgage Capital Inc. is a real estate investment trust (REIT) that primarily focuses on investing in, financing, and managing residential and commercial mortgage-backed securities (MBS). The company's competitive position relies on its leveraged investment strategy, which targets agency-guaranteed RMBS to generate stable spread income. It operates as a specialized financial REIT whose performance and dividend capacity are highly sensitive to interest rate volatility and macroeconomic monetary policy.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue-377.2M4.2M79.6M119.8M434.7%139.4M143.3M154.8M13.6%
EPS-12.21-0.850.651.32103.1%1.581.090.98-13.8%
Shares38.7M48.5M61.7M71.8M+85.5%————
Debt—————————
Equity804.1M782.7M730.7M797.5M-0.3%————
Op CF196.1M237.8M183.2M157.1M-7.1%166.0M———
Inv CF2.4B-536.8M-497.4M-892.9M—————
Fin CF-2.9B218.9M326.5M691.3M—————
Loading 1Y...
PRICE (1Y)-14.7%
6.386.686.987.287.5813 Aug3 Sep24 Sep
SMA 50SMA 200

Close
$6.38
RSI (14)
24.6
52-Week Range-24.3% from high
Low $5.87High $8.42

SCORE BREAKDOWN

Quality
43
ROIC (ROA)
1.9%*21.3
ROE
14.1%84.9
GP/Assets
2.2%12.8
Op. Margin
86.5%96.7
FCF/Assets
—N/A
Piotroski
589.4
Int. Cover
50.0x92.3
D/E Ratio
6.27x2.2
Current Ratio
0.05x0.5
Value
53
P/E (TTM)
4.1x96.3
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
0.8x55.5
P/S
5.0x41.4
Div Yield
25.7%99.6
Momentum
27
52W High %
76%36.2
RS 6M
-32%16.1
SMA 50/200
0.96x35.0
EPS Rev 4W
-3.6%9.7
EPS Rev 12W
-15.5%8.1
EPS Improve
+10%49.2
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$704M
P/E (Forward)
3.7x
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of IVR are excluded.

TickerCompanyMkt CapStockRankSignal
IVRInvesco Mortgage Capital Inc.(you)$704M33Sell
FBRTFranklin BSP Realty Trust, Inc.$620M30Sell
PMTPennyMac Mortgage Investment Trust$849M29Sell
TRTXTPG RE Finance Trust, Inc.$524M30Sell
ORCOrchid Island Capital, Inc.$1.2B34Sell
LADRLadder Capital Corp$1.2B29Sell
MFAMFA Financial, Inc.$841M45Hold
BRSPBrightSpire Capital, Inc.$512M24Sell
ARIApollo Commercial Real Estate Finance, Inc.$805M48Hold
RWTRedwood Trust, Inc.$467M23Sell

Peer medians: ROE 4.6% · P/E 23.5x · Gross margin 66.9%

Company Deep Dive

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Invesco Mortgage Capital Inc. (IVR): Stock Score Summary

Invesco Mortgage Capital Inc. (IVR) has a MoatMap StockRank of 33/100 based on Quality (43/100), Value (53/100), and Momentum (27/100) factor scores. The current signal is SELL.

Invesco Mortgage Capital Inc. is a real estate investment trust (REIT) that primarily focuses on investing in, financing, and managing residential and commercial mortgage-backed securities (MBS). The company's competitive position relies on its leveraged investment strategy, which targets agency-guaranteed RMBS to generate stable spread income. It operates as a specialized financial REIT whose performance and dividend capacity are highly sensitive to interest rate volatility and macroeconomic monetary policy.

Key Financial Metrics

Price$6.38
Market Cap$704M
P/E (TTM)4.08
P/E (Forward)3.70
Price/Book0.80
Return on Equity14.1%
Debt/Equity6.27x
Gross Margin100.0%
Operating Margin86.5%
Dividend Yield25.7%

Invesco Mortgage Capital Inc. operates in the REIT - Mortgage industry, part of the Real Estate sector (United States).

Frequently Asked Questions

What is Invesco Mortgage Capital Inc.’s (IVR) StockRank?
MoatMap’s StockRank for Invesco Mortgage Capital Inc. (IVR) is 33/100, with a Sell signal. It is a composite of Quality (43), Value (53), and Momentum (27) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Invesco Mortgage Capital Inc. have an economic moat?
Invesco Mortgage Capital Inc. (IVR) has a Quality factor score of 43/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Invesco Mortgage Capital Inc. a buy, hold, or sell?
MoatMap’s current signal for Invesco Mortgage Capital Inc. (IVR) is Sell, based on a StockRank of 33/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Invesco Mortgage Capital Inc. in?
Invesco Mortgage Capital Inc. (IVR) operates in the Real Estate sector, specifically the REIT - Mortgage industry (United States).