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Upturn AI SWOT - About
IVR 
Invesco Mortgage Capital Inc (IVR)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/31/2025: IVR (1-star) is currently NOT-A-BUY. Pass it for now.
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 $7.38
1 Year Target Price $7.38
| 1 | Strong Buy |
| 0 | Buy |
| 4 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -17.24% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 534.22M USD | Price to earnings Ratio 15.69 | 1Y Target Price 7.38 |
Price to earnings Ratio 15.69 | 1Y Target Price 7.38 | ||
Volume (30-day avg) 6 | Beta 1.72 | 52 Weeks Range 5.37 - 7.91 | Updated Date 11/1/2025 |
52 Weeks Range 5.37 - 7.91 | Updated Date 11/1/2025 | ||
Dividends yield (FY) 5.58% | Basic EPS (TTM) 0.48 |
Earnings Date
Report Date 2025-10-29 | When - | Estimate 0.5791 | Actual 0.58 |
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 15.69 | Forward PE 4.39 | Enterprise Value 5793306112 | Price to Sales(TTM) 7.39 |
Enterprise Value 5793306112 | Price to Sales(TTM) 7.39 | ||
Enterprise Value to Revenue 11.53 | Enterprise Value to EBITDA - | Shares Outstanding 70945571 | Shares Floating 70672431 |
Shares Outstanding 70945571 | Shares Floating 70672431 | ||
Percent Insiders 0.36 | Percent Institutions 43.88 |
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 real estate-related assets.
Core Business Areas
- Residential Mortgage-Backed Securities (RMBS): Invests in and manages a portfolio of residential mortgage-backed securities, which are securities backed by residential mortgages.
- Commercial Mortgage-Backed Securities (CMBS): Invests in and manages a portfolio of commercial mortgage-backed securities, which are securities backed by commercial mortgages.
- Other Real Estate-Related Assets: Invests in other real estate-related assets, including Agency CMBS, credit risk transfer securities (CRT), and preferred equity.
Leadership and Structure
John Anzalone serves as the Chief Executive Officer. The company operates with a traditional REIT structure, managed by an experienced investment team.
Top Products and Market Share
Key Offerings
- Agency RMBS: Investments in mortgage-backed securities issued by government-sponsored enterprises (GSEs) like Fannie Mae and Freddie Mac. Market share data is difficult to specify due to the broad nature of the RMBS market. Competitors include Annaly Capital Management, AGNC Investment Corp., and other REITs investing in agency RMBS.
- revenue: N/A
- Non-Agency RMBS: Investments in mortgage-backed securities that are not guaranteed by GSEs. Market share data is difficult to specify due to the broad nature of the RMBS market. Competitors include Annaly Capital Management, AGNC Investment Corp., and other REITs investing in non-agency RMBS.
- revenue: N/A
- Commercial Real Estate: Investments in commercial real estate debt and equity. Market share data is difficult to specify due to the broad nature of the Commercial Real Estate market. Competitors include Blackstone Mortgage Trust, Starwood Property Trust, and Ares Commercial Real Estate.
- revenue: N/A
Market Dynamics
Industry Overview
The mortgage REIT industry is highly sensitive to interest rate changes, economic conditions, and government policies related to housing and mortgage markets.
Positioning
Invesco Mortgage Capital focuses on generating current income through strategic investments in mortgage-backed securities and other real estate-related assets. Its competitive advantage lies in its experienced management team and diversified investment portfolio.
Total Addressable Market (TAM)
The total addressable market (TAM) for mortgage REITs is massive, encompassing trillions of dollars in mortgage-backed securities and real estate debt. IVR is positioned to capture a portion of this market through its diversified investment strategy.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Investment Portfolio
- High Dividend Yield (Historically)
- Focus on generating current income
Weaknesses
- High Sensitivity to Interest Rate Changes
- Reliance on Leverage
- Exposure to Credit Risk
- Variable Dividend Payouts
Opportunities
- Increasing Demand for Mortgage-Backed Securities
- Rising Interest Rate Environment (Potentially)
- Strategic Acquisitions and Partnerships
- Expansion into New Real Estate Asset Classes
Threats
- Rising Interest Rates
- Economic Downturn
- Increased Competition
- Changes in Government Regulations
Competitors and Market Share
Key Competitors
- AGNC
- NLY
- TWO
Competitive Landscape
Invesco Mortgage Capital faces competition from other mortgage REITs and investment firms. Its advantages include its experienced management team and diversified portfolio. Disadvantages include its sensitivity to interest rate changes and reliance on leverage.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been inconsistent due to market volatility and interest rate fluctuations.
Future Projections: Future growth projections are subject to analyst estimates and market conditions. Refer to analyst reports for specific projections.
Recent Initiatives: Recent initiatives may include portfolio adjustments, risk management strategies, and efforts to diversify investments.
Summary
Invesco Mortgage Capital Inc. is a mortgage REIT that invests in mortgage-backed securities. The company's performance is highly sensitive to interest rate fluctuations. Invesco Mortgage Capital has faced financial strains related to their business model. Investors should closely monitor interest rate trends and the company's risk management strategies.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research 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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