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Upturn AI SWOT - About
IVR 
Invesco Mortgage Capital Inc (IVR)
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Upturn Advisory Summary
06/30/2025: IVR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
6 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $7.58
1 Year Target Price $7.58
| 1 | Strong Buy |
| 0 | Buy |
| 4 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -16.08% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 516.99M USD | Price to earnings Ratio 18.67 | 1Y Target Price 7.58 |
Price to earnings Ratio 18.67 | 1Y Target Price 7.58 | ||
Volume (30-day avg) 6 | Beta 1.6 | 52 Weeks Range 5.86 - 8.64 | Updated Date 06/30/2025 |
52 Weeks Range 5.86 - 8.64 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 17.39% | Basic EPS (TTM) 0.42 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 72.17% | Operating Margin (TTM) 80.83% |
Management Effectiveness
Return on Assets (TTM) 0.89% | Return on Equity (TTM) 6.53% |
Valuation
Trailing PE 18.67 | Forward PE 4.39 | Enterprise Value 5999592960 | Price to Sales(TTM) 7.4 |
Enterprise Value 5999592960 | Price to Sales(TTM) 7.4 | ||
Enterprise Value to Revenue 9.85 | Enterprise Value to EBITDA - | Shares Outstanding 65942500 | Shares Floating 65687298 |
Shares Outstanding 65942500 | Shares Floating 65687298 | ||
Percent Insiders 0.39 | Percent Institutions 50.54 |
Analyst Ratings
Rating 3 | Target Price 7.58 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 4 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Invesco Mortgage Capital Inc
Company Overview
History and Background
Invesco Mortgage Capital Inc. (IVR) was founded in 2009 and is a real estate investment trust (REIT) that focuses on investing in, financing, and managing mortgage-backed securities (MBS) and other mortgage-related assets.
Core Business Areas
- Residential Mortgage-Backed Securities (RMBS): Invests in and manages RMBS, which are securities backed by residential mortgages. This segment is a core revenue generator for the company.
- Commercial Mortgage-Backed Securities (CMBS): Invests in and manages CMBS, which are securities backed by commercial mortgages. This segment diversifies the portfolio.
- Credit Risk Transfer Securities (CRT): Invests in CRT securities, which transfer mortgage credit risk from government-sponsored entities (GSEs) to private investors.
- Agency Collateralized Mortgage Obligations (CMOs): This includes investment and management of CMOs.
Leadership and Structure
The company is led by a board of directors and an executive management team. John Anzalone is the Chief Executive Officer. The organizational structure includes departments for investment management, finance, and operations.
Top Products and Market Share
Key Offerings
- Agency RMBS: Investments in Agency RMBS constitute a significant portion of IVR's portfolio. The competitors are other REITs and institutional investors in the MBS market. Precise market share data specifically for IVR's agency RMBS holdings is not directly available without access to proprietary data, but REITs collectively hold a large portion of this market.
- revenue: not directly available
- Non-Agency RMBS: Investments in Non-Agency RMBS provides diversification and higher potential returns. The competitors are other REITs and hedge funds specializing in non-agency mortgages. Precise market share is not available without specialized data. Revenue not directly available
- CMBS: Invests in CMBS to expand revenue. Market share data is unavailable. Competitors are other REITs and hedge funds specializing in CMBS. Revenue not directly available.
Market Dynamics
Industry Overview
The mortgage REIT industry is highly sensitive to interest rate fluctuations, economic conditions, and government policies related to housing and mortgage markets. Demand for housing and refinancing activity significantly influence profitability.
Positioning
Invesco Mortgage Capital Inc. is positioned as a specialist in mortgage-backed securities. Its competitive advantage lies in its expertise in navigating complex mortgage markets and managing risk related to interest rates and credit quality.
Total Addressable Market (TAM)
The TAM includes the entire market value of mortgage-backed securities. While the exact number fluctuates, it is in the trillions of dollars. IVR's position within the TAM depends on the capital deployed and its investment strategy.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified investment portfolio within the mortgage sector
- Access to capital markets
- Established relationships with mortgage market participants
Weaknesses
- High sensitivity to interest rate changes
- Reliance on leverage
- Exposure to credit risk
- External management structure
Opportunities
- Expansion into new mortgage-related asset classes
- Capitalizing on market dislocations
- Strategic acquisitions
- Growth in demand for housing and mortgage financing
Threats
- Rising interest rates
- Economic downturns
- Increased competition
- Changes in government regulations
Competitors and Market Share
Key Competitors
- AGNC
- NRZ
- ARR
- TWO
Competitive Landscape
Invesco Mortgage Capital Inc. operates in a competitive environment with other mortgage REITs. Its competitive advantage depends on its investment strategy, risk management capabilities, and access to capital.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on the company's ability to generate returns from its investments and manage its portfolio effectively.
Future Projections: Future growth projections are based on analyst estimates and market conditions.
Recent Initiatives: Recent initiatives might include portfolio repositioning, capital raising, and strategic partnerships.
Summary
Invesco Mortgage Capital Inc. is a mortgage REIT that invests in, finances and manages mortgage-backed securities and other assets. They are highly sensitive to interest rate and credit quality changes. Management's expertise in handling risk management and navigating markets serves them well. The future profitability is dependent on sound economic conditions and mortgage policies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Mortgage Capital Inc
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 2009-06-26 | CEO - | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees - | |
Full time employees - | |||
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 the United States (U.S.) government agency or federally chartered corporation; RMBS and CMBS that are not issued or guaranteed by the U.S. government agency or federally chartered corporation; the U.S. 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. The company was incorporated in 2008 and is headquartered in Atlanta, Georgia.
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