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IVR 
Invesco Mortgage Capital Inc (IVR)
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Upturn Advisory Summary
12/03/2025: 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
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $7.5
1 Year Target Price $7.5
| 1 | Strong Buy |
| 0 | Buy |
| 4 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.2% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 581.04M USD | Price to earnings Ratio 17.06 | 1Y Target Price 7.5 |
Price to earnings Ratio 17.06 | 1Y Target Price 7.5 | ||
Volume (30-day avg) 6 | Beta 1.68 | 52 Weeks Range 5.37 - 8.23 | Updated Date 12/3/2025 |
52 Weeks Range 5.37 - 8.23 | Updated Date 12/3/2025 | ||
Dividends yield (FY) 17.44% | Basic EPS (TTM) 0.48 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 73.7% | Operating Margin (TTM) 92.29% |
Management Effectiveness
Return on Assets (TTM) 0.89% | Return on Equity (TTM) 6.55% |
Valuation
Trailing PE 17.06 | Forward PE 4.39 | Enterprise Value 5840130048 | Price to Sales(TTM) 8.04 |
Enterprise Value 5840130048 | Price to Sales(TTM) 8.04 | ||
Enterprise Value to Revenue 10.31 | Enterprise Value to EBITDA - | Shares Outstanding 70945571 | Shares Floating 70690876 |
Shares Outstanding 70945571 | Shares Floating 70690876 | ||
Percent Insiders 0.36 | Percent Institutions 50.46 |
Upturn AI SWOT
Invesco Mortgage Capital Inc
Company Overview
History and Background
Invesco Mortgage Capital Inc. (IVR) was founded in 2009. It is a real estate investment trust (REIT) focused on investing in, financing, and managing mortgage-backed securities (MBS) and other real estate-related assets. It has navigated various market conditions, adjusting its portfolio composition to optimize returns.
Core Business Areas
- Residential Mortgage-Backed Securities (RMBS): Investments in agency and non-agency RMBS, including those backed by conforming, non-conforming, and jumbo mortgages.
- Commercial Mortgage-Backed Securities (CMBS): Investments in CMBS, which are secured by commercial properties.
- Commercial Real Estate (CRE): Direct investments in commercial real estate properties and loans.
Leadership and Structure
John Anzalone serves as the Chief Executive Officer. The company operates with a traditional corporate structure, with a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Agency RMBS: Agency RMBS are securities backed by residential mortgages and guaranteed by government-sponsored enterprises (GSEs) like Fannie Mae and Freddie Mac. IVR holds a significant position in the agency RMBS market. Competitors include other REITs like AGNC Investment Corp (AGNC) and Annaly Capital Management (NLY). Revenue attributable is hard to determine as it is a function of portfolio composition and interest rate spreads.
- Non-Agency RMBS: Non-agency RMBS are securities backed by residential mortgages not guaranteed by GSEs and usually possess higher risks and potential returns. Competitors are same as above, AGNC and NLY. Revenue attributable is hard to determine as it is a function of portfolio composition and interest rate spreads.
Market Dynamics
Industry Overview
The mortgage REIT industry is sensitive to interest rate fluctuations, economic growth, and housing market conditions. Current environment includes volatile rates, economic uncertainty and fluctuating housing valuations.
Positioning
IVR positions itself as an active manager of mortgage-related assets, seeking to generate attractive risk-adjusted returns through portfolio diversification and hedging strategies.
Total Addressable Market (TAM)
The TAM for mortgage REITs is vast, encompassing trillions of dollars of mortgage-backed securities and real estate debt. IVR's positioning within this market is determined by its investment strategy and capital allocation decisions.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified investment portfolio
- Access to capital markets
- Active risk management strategies
Weaknesses
- High sensitivity to interest rate changes
- Reliance on leverage
- Complexity of mortgage-backed securities
- External Management by Invesco
Opportunities
- Expansion into new asset classes
- Increased demand for mortgage financing
- Strategic acquisitions of undervalued assets
- Exploitation of market inefficiencies
Threats
- Rising interest rates
- Economic recession
- Increased competition
- Regulatory changes
- Credit Risk on non-agency RMBS
Competitors and Market Share
Key Competitors
- AGNC
- NLY
- TWO
- DX
- ARR
Competitive Landscape
IVR competes with other mortgage REITs for investment opportunities and capital. Advantages are good risk management. Disadvantages are sensitivity to interest rates and economic downturns.
Growth Trajectory and Initiatives
Historical Growth: IVR's growth has been dependent on market conditions and its ability to manage its portfolio effectively.
Future Projections: Future growth projections are based on analyst estimates and depend on interest rate environment and housing market performance.
Recent Initiatives: Recent initiatives might include changes in portfolio composition, hedging strategies, and capital raising activities.
Summary
Invesco Mortgage Capital is a mortgage REIT vulnerable to interest rate volatility and economic downturns. Its experienced management and diversification are strengths, but reliance on leverage is a risk. Future growth depends on effective portfolio management in a challenging market. Investors need to carefully monitor its hedging strategies and exposure to market risks.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC filings
- Company reports
- Analyst estimates
- Market data providers
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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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