Invesco Mortgage Capital Stock Buy Hold or Sell Recommendation
| IVR Stock | USD 9.01 0.05 0.55% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Invesco Mortgage Capital is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Invesco Mortgage Capital given historical horizon and risk tolerance towards Invesco Mortgage. When Macroaxis issues a 'buy' or 'sell' recommendation for Invesco Mortgage Capital, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Invesco Mortgage Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Invesco and provide practical buy, sell, or hold advice based on investors' constraints. Invesco Mortgage Capital. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.
Invesco |
Execute Invesco Mortgage Buy or Sell Advice
The Invesco recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Invesco Mortgage Capital. Macroaxis does not own or have any residual interests in Invesco Mortgage Capital or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Mortgage's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Quite High | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Invesco Mortgage Trading Alerts and Improvement Suggestions
| Invesco Mortgage has high likelihood to experience some financial distress in the next 2 years | |
| Invesco Mortgage Capital has 4.46 B in debt with debt to equity (D/E) ratio of 5.11, demonstrating that the company may be unable to create cash to meet all of its financial commitments. Invesco Mortgage Capital has a current ratio of 0.08, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Invesco to invest in growth at high rates of return. | |
| The entity reported the last year's revenue of 189.8 M. Reported Net Loss for the year was (15.86 M) with loss before taxes, overhead, and interest of (377.6 M). | |
| On 26th of April 2024 Invesco Mortgage paid $ 0.4 per share dividend to its current shareholders | |
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Invesco Mortgage Returns Distribution Density
The distribution of Invesco Mortgage's historical returns is an attempt to chart the uncertainty of Invesco Mortgage's future price movements. The chart of the probability distribution of Invesco Mortgage daily returns describes the distribution of returns around its average expected value. We use Invesco Mortgage Capital price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Mortgage returns is essential to provide solid investment advice for Invesco Mortgage.
| Mean Return | 0.06 | Value At Risk | -2.6 | Potential Upside | 2.58 | Standard Deviation | 1.60 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Invesco Mortgage historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Invesco Stock Institutional Investors
The Invesco Mortgage's institutional investors refer to entities that pool money to purchase Invesco Mortgage's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Millennium Management Llc | 2023-12-31 | 376.5 K | Charles Schwab Investment Management Inc | 2023-12-31 | 366 K | Castleknight Management Lp | 2023-12-31 | 310.6 K | Wolverine Asset Management Llc | 2023-12-31 | 302.6 K | Centiva Capital Lp | 2023-12-31 | 227.3 K | Ubs Group Ag | 2023-12-31 | 223 K | Pl Capital Advisors, Llc | 2024-03-31 | 200 K | Exoduspoint Capital Management, Lp | 2023-12-31 | 193.9 K | Two Sigma Advisers, Llc | 2023-12-31 | 184 K | Blackrock Inc | 2023-12-31 | 4.7 M | Vanguard Group Inc | 2023-12-31 | 2.4 M |
Invesco Mortgage Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 153.9M | 103.1M | 184.5M | (298.3M) | (80.1M) | (76.1M) | |
| Free Cash Flow | 343.4M | 170.5M | 152.3M | 196.1M | 237.5M | 214.9M | |
| Depreciation | (23.2M) | (23.3M) | (21.4M) | (19.1M) | (9.8M) | (9.3M) | |
| Other Non Cash Items | 4.4M | 1.9B | 263.7M | 606.1M | 270.2M | 278.3M | |
| Dividends Paid | 271.2M | 137.5M | 133.1M | 140.3M | 102.2M | 156.0M | |
| Net Income | 364.1M | (1.7B) | (90M) | (402.9M) | (15.9M) | (16.7M) | |
| End Period Cash Flow | 289.5M | 392.6M | 577.1M | 278.8M | 198.6M | 228.9M | |
| Investments | (5.9B) | 11.5B | (859.0M) | 1.5B | (1.3B) | (1.3B) | |
| Net Borrowings | 3.9B | (11.9B) | (241.2M) | (2.8B) | (2.5B) | (2.4B) | |
| Change To Netincome | (624.5M) | 947.2M | 366.5M | 1.1B | 1.2B | 1.3B |
Invesco Mortgage Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Invesco Mortgage or Mortgage Real Estate Investment Trusts (REITs) sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Invesco Mortgage's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Invesco stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.06 | |
β | Beta against NYSE Composite | 1.67 | |
σ | Overall volatility | 1.60 | |
Ir | Information ratio | 0.03 |
Invesco Mortgage Volatility Alert
Invesco Mortgage Capital has relatively low volatility with skewness of -0.78 and kurtosis of 1.8. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Mortgage's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Invesco Mortgage's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Invesco Mortgage Implied Volatility
Invesco Mortgage's implied volatility exposes the market's sentiment of Invesco Mortgage Capital stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Invesco Mortgage's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Invesco Mortgage stock will not fluctuate a lot when Invesco Mortgage's options are near their expiration.
Invesco Mortgage Fundamentals Vs Peers
Comparing Invesco Mortgage's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Invesco Mortgage's direct or indirect competition across all of the common fundamentals between Invesco Mortgage and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Mortgage or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Mortgage's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Mortgage by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Invesco Mortgage to competition |
| Fundamentals | Invesco Mortgage | Peer Average |
| Return On Equity | -0.0101 | -0.31 |
| Return On Asset | -0.0015 | -0.14 |
| Profit Margin | (0.71) % | (1.27) % |
| Operating Margin | 0.86 % | (5.51) % |
| Current Valuation | 5.07 B | 16.62 B |
| Shares Outstanding | 48.83 M | 571.82 M |
| Shares Owned By Insiders | 0.30 % | 10.09 % |
| Shares Owned By Institutions | 42.30 % | 39.21 % |
| Number Of Shares Shorted | 4.77 M | 4.71 M |
| Price To Earning | 78.00 X | 28.72 X |
| Price To Book | 0.83 X | 9.51 X |
| Price To Sales | 98.35 X | 11.42 X |
| Revenue | 189.8 M | 9.43 B |
| Gross Profit | (377.6 M) | 27.38 B |
| EBITDA | 222.84 M | 3.9 B |
| Net Income | (15.86 M) | 570.98 M |
| Cash And Equivalents | 175.53 M | 2.7 B |
| Cash Per Share | 4.95 X | 5.01 X |
| Total Debt | 4.46 B | 5.32 B |
| Debt To Equity | 5.11 % | 48.70 % |
| Current Ratio | 0.08 X | 2.16 X |
| Book Value Per Share | 10.28 X | 1.93 K |
| Cash Flow From Operations | 237.5 M | 971.22 M |
| Short Ratio | 5.51 X | 4.00 X |
| Earnings Per Share | (0.75) X | 3.12 X |
| Price To Earnings To Growth | (6.09) X | 4.89 X |
| Target Price | 9.0 | |
| Beta | 1.84 | -0.15 |
| Market Capitalization | 442.36 M | 19.03 B |
| Total Asset | 5.28 B | 29.47 B |
| Retained Earnings | (3.52 B) | 9.33 B |
| Working Capital | (11.77 B) | 1.48 B |
| Current Asset | 443.96 M | 9.34 B |
Note: Acquisition by Edward Hardin of 27110 shares of Invesco Mortgage subject to Rule 16b-3 [view details]
Invesco Mortgage Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Invesco . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 7215.56 | |||
| Daily Balance Of Power | (0.42) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 9.01 | |||
| Day Typical Price | 9.01 | |||
| Price Action Indicator | (0.03) | |||
| Period Momentum Indicator | (0.05) |
About Invesco Mortgage Buy or Sell Advice
When is the right time to buy or sell Invesco Mortgage Capital? Buying financial instruments such as Invesco Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Other Liabilities | 6.5M | 4.5M | 4.0M | 3.8M | Total Current Liabilities | 3.1M | 21.9M | 4.5B | 4.7B |
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Additional Tools for Invesco Stock Analysis
When running Invesco Mortgage's price analysis, check to measure Invesco Mortgage's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Mortgage is operating at the current time. Most of Invesco Mortgage's value examination focuses on studying past and present price action to predict the probability of Invesco Mortgage's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Mortgage's price. Additionally, you may evaluate how the addition of Invesco Mortgage to your portfolios can decrease your overall portfolio volatility.