Invesco Mortgage Capital Stock Performance
| IVR Stock | USD 8.25 0.16 1.98% |
The company retains a Market Volatility (i.e., Beta) of 1.81, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Invesco Mortgage will likely underperform. Invesco Mortgage Capital has an expected return of -0.0692%. Please make sure to check out Invesco Mortgage treynor ratio and daily balance of power , to decide if Invesco Mortgage Capital performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Invesco Mortgage Capital has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, Invesco Mortgage is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return (0.49) | Five Day Return (4.49) | Year To Date Return (6.69) | Ten Year Return (95.15) | All Time Return (95.83) |
Forward Dividend Yield 0.1968 | Payout Ratio 0.2957 | Last Split Factor 1:10 | Forward Dividend Rate 1.6 | Dividend Date 2024-04-26 |
| Invesco Mortgage dividend paid on 26th of January 2024 | 01/26/2024 |
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| Begin Period Cash Flow | 278.8 M |
Invesco |
Invesco Mortgage Relative Risk vs. Return Landscape
If you would invest 871.00 in Invesco Mortgage Capital on January 20, 2024 and sell it today you would lose (46.00) from holding Invesco Mortgage Capital or give up 5.28% of portfolio value over 90 days. Invesco Mortgage Capital is generating negative expected returns assuming volatility of 1.8465% on return distribution over 90 days investment horizon. In other words, 16% of stocks are less volatile than Invesco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Mortgage Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Mortgage's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Invesco Mortgage Capital, and traders can use it to determine the average amount a Invesco Mortgage's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0375
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| Negative Returns | IVR |
Estimated Market Risk
| 1.85 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Mortgage is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco Mortgage by adding Invesco Mortgage to a well-diversified portfolio.
Invesco Mortgage Fundamentals Growth
Invesco Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco Mortgage, and Invesco Mortgage fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Stock performance.
| Return On Equity | -0.02 | ||||
| Return On Asset | -0.0031 | ||||
| Operating Margin | 0.85 % | ||||
| Current Valuation | 5.06 B | ||||
| Shares Outstanding | 48.67 M | ||||
| Price To Earning | 78.00 X | ||||
| Price To Book | 0.83 X | ||||
| Price To Sales | 98.35 X | ||||
| Revenue | 189.8 M | ||||
| Gross Profit | (377.6 M) | ||||
| EBITDA | 222.84 M | ||||
| Net Income | (15.86 M) | ||||
| Cash And Equivalents | 175.53 M | ||||
| Cash Per Share | 4.95 X | ||||
| Total Debt | 4.46 B | ||||
| Debt To Equity | 5.11 % | ||||
| Current Ratio | 0.08 X | ||||
| Book Value Per Share | 10.20 X | ||||
| Cash Flow From Operations | 237.5 M | ||||
| Earnings Per Share | (0.85) X | ||||
| Market Capitalization | 393.7 M | ||||
| Total Asset | 5.28 B | ||||
| Retained Earnings | (3.52 B) | ||||
| Working Capital | (11.77 B) | ||||
| Current Asset | 443.96 M | ||||
| Current Liabilities | 12.22 B | ||||
About Invesco Mortgage Performance
To evaluate Invesco Mortgage Capital Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Invesco Mortgage generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Invesco Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Invesco Mortgage Capital market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Invesco's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 5.9 K | 6.2 K | |
| Return On Tangible Assets | (0) | (0) | |
| Return On Capital Employed | 0.27 | 0.28 | |
| Return On Assets | (0) | (0) | |
| Return On Equity | (0.02) | (0.02) |
Things to note about Invesco Mortgage Capital performance evaluation
Checking the ongoing alerts about Invesco Mortgage for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invesco Mortgage Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Mortgage generated a negative expected return over the last 90 days | |
| Invesco Mortgage has high likelihood to experience some financial distress in the next 2 years | |
| The company 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. Debt can assist Invesco Mortgage until it has trouble settling it off, either with new capital or with free cash flow. So, Invesco Mortgage's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Invesco Mortgage Capital sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Invesco to invest in growth at high rates of return. When we think about Invesco Mortgage's use of debt, we should always consider it together with cash and equity. | |
| 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). | |
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- Analyzing Invesco Mortgage's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Invesco Mortgage's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Mortgage's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Invesco Mortgage's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Mortgage's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Mortgage's stock. These opinions can provide insight into Invesco Mortgage's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Invesco Mortgage Capital. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
Complementary 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.
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Is Invesco Mortgage's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Invesco Mortgage. If investors know Invesco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Invesco Mortgage listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.41) | Dividend Share 1.6 | Earnings Share (0.85) | Revenue Per Share 0.095 | Quarterly Revenue Growth (0.23) |
The market value of Invesco Mortgage Capital is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Mortgage's value that differs from its market value or its book value, called intrinsic value, which is Invesco Mortgage's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Mortgage's market value can be influenced by many factors that don't directly affect Invesco Mortgage's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Mortgage's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Mortgage is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Mortgage's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.