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Upturn AI SWOT - About
IVR 
Invesco Mortgage Capital Inc (IVR)
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Upturn Advisory Summary
08/28/2025: 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 $7.83
1 Year Target Price $7.83
| 1 | Strong Buy |
| 0 | Buy |
| 4 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -11.5% | Avg. Invested days 39 | 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 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 518.52M USD | Price to earnings Ratio 20.05 | 1Y Target Price 7.83 |
Price to earnings Ratio 20.05 | 1Y Target Price 7.83 | ||
Volume (30-day avg) 6 | Beta 1.68 | 52 Weeks Range 5.61 - 8.27 | Updated Date 08/29/2025 |
52 Weeks Range 5.61 - 8.27 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 19.07% | Basic EPS (TTM) 0.39 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 67.9% | Operating Margin (TTM) 126.4% |
Management Effectiveness
Return on Assets (TTM) 0.78% | Return on Equity (TTM) 5.52% |
Valuation
Trailing PE 20.05 | Forward PE 4.39 | Enterprise Value 5271565312 | Price to Sales(TTM) 8.69 |
Enterprise Value 5271565312 | Price to Sales(TTM) 8.69 | ||
Enterprise Value to Revenue 11.46 | Enterprise Value to EBITDA - | Shares Outstanding 66307400 | Shares Floating 66052096 |
Shares Outstanding 66307400 | Shares Floating 66052096 | ||
Percent Insiders 0.39 | Percent Institutions 47.19 |
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) focused on investing in, financing, and managing mortgage-backed securities (MBS) and other real estate-related assets.
Core Business Areas
- Residential Mortgage-Backed Securities (RMBS): Invests in and manages agency RMBS, non-agency RMBS, and credit risk transfer securities. These are backed by residential mortgages.
- Commercial Mortgage-Backed Securities (CMBS): Invests in and manages CMBS, which are backed by commercial mortgages.
- Commercial Real Estate (CRE): Invests in and manages commercial real estate assets, including loans and properties.
- Agency Collateralized Mortgage Obligations (CMOs): Invests in CMOs, which are derivative securities backed by agency RMBS.
Leadership and Structure
John Anzalone serves as Chief Executive Officer. The company operates under a board of directors and an executive management team responsible for investment strategy and operational oversight.
Top Products and Market Share
Key Offerings
- Agency RMBS: Agency RMBS are mortgage-backed securities guaranteed by government-sponsored enterprises (GSEs) like Fannie Mae and Freddie Mac. IVR invests heavily in these assets. Competitors include AGNC Investment Corp. (AGNC) and Annaly Capital Management (NLY). Market share data specific to RMBS holdings is difficult to obtain as it fluctuates and is distributed across numerous REITs.
- Non-Agency RMBS: Non-Agency RMBS are mortgage-backed securities that are not guaranteed by GSEs, carrying higher risk and potential returns. IVR invests in this sector. Competitors include Chimera Investment Corporation (CIM). Market share is fragmented and not easily quantifiable in terms of precise numbers.
Market Dynamics
Industry Overview
The mortgage REIT industry is sensitive to interest rate changes, economic conditions, and housing market trends. It involves leveraging capital to invest in mortgage-backed securities and generate income from the spread between borrowing costs and asset yields.
Positioning
IVR operates as a mortgage REIT, leveraging capital to invest in a portfolio of mortgage-related assets. Competitive advantages may include investment expertise, access to capital markets, and risk management capabilities.
Total Addressable Market (TAM)
The TAM for mortgage-backed securities is vast, estimated in the trillions of dollars. IVR's positioning is relatively small compared to the overall market, focusing on specific segments like agency and non-agency RMBS.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified investment portfolio across various mortgage-backed securities
- Access to capital markets for funding investments
Weaknesses
- Highly sensitive to interest rate fluctuations
- Reliance on leverage, increasing risk
- Vulnerable to changes in housing market conditions
Opportunities
- Expansion into new mortgage-related asset classes
- Benefiting from increased demand for housing and mortgages
- Capitalizing on market dislocations to acquire assets at attractive prices
Threats
- Rising interest rates increasing borrowing costs
- Economic downturn impacting housing market and mortgage performance
- Increased competition from other mortgage REITs
- Regulatory changes affecting the mortgage industry
Competitors and Market Share
Key Competitors
- AGNC
- NLY
- CIM
Competitive Landscape
IVR competes with other mortgage REITs for investment opportunities and capital. Competitive advantages depend on investment expertise, access to capital, and risk management.
Growth Trajectory and Initiatives
Historical Growth: IVR's growth has been influenced by market conditions and investment strategies. Review historical financial data to assess past growth trends.
Future Projections: Analyst estimates for future growth vary depending on market outlook and company performance. Consult financial news and analyst reports for projections.
Recent Initiatives: Recent initiatives may include changes in investment strategy, portfolio diversification, or cost-cutting measures. Review company press releases and SEC filings for updates.
Summary
Invesco Mortgage Capital Inc. is a mortgage REIT that faces risks tied to interest rate volatility and housing market conditions. Its diversified portfolio and experienced management offer some strengths. Navigating rising rates and economic uncertainty is crucial for future success. The market share is smaller compared to its competitors like AGNC and NLY.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings, Company reports, Financial news sources, Analyst reports
Disclaimers:
This analysis is based on available information and does not constitute financial advice. Investment decisions should be based on individual circumstances and professional consultation. Market share data is approximate and subject to change.
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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