Invesco Stock Analysis

IVR -  USA Stock  

USD 4.02  0.01  0.25%

The latest indifference towards the small price fluctuations of Invesco Mortgage may raise some interest from retail investors. The stock closed today at a share price of 4.02 on 33,636,100 in trading volume. The company executives did not add any value to Invesco Mortgage Capital investors in May. However, most investors can still diversify their portfolios with Invesco Mortgage to hedge their inherited risk against high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.97. The current volatility is consistent with the ongoing market swings in May 2021 as well as with Invesco Mortgage Capital unsystematic, company-specific events.
Please see Risk vs Return Analysis.

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The Invesco Mortgage stock analysis report makes it easy to digest most publicly released information about Invesco Mortgage and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Invesco stock analysis module also helps to analyze the Invesco Mortgage price relationship with some important fundamental indicators such as market cap and management efficiency.

Invesco Stock Analysis Notes

About 50.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.02. Some equities with similar Price to Book (P/B) outperform the market in the long run. Invesco Mortgage Capital recorded a loss per share of 9.89. The entity next dividend is scheduled to be issued on the 8th of April 2021. Invesco Mortgage Capital Inc. operates as a real estate investment trust that primarily focuses on investing in, financing, and managing mortgage-backed securities and other mortgage-related assets. Invesco Mortgage Capital Inc. was incorporated in 2008 and is headquartered in Atlanta, Georgia. Invesco Mortgage operates under REITMortgage classification in the United States and is traded on New York Stock Exchange. To learn more about Invesco Mortgage Capital call Richard King at 404 892 0896 or check out http://www.invescomortgagecapital.com.

Invesco Mortgage Capital Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Invesco Mortgage's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Mortgage Capital or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Invesco Mortgage has high likelihood to experience some financial distress in the next 2 years
The company has 7.24 B in debt with debt to equity (D/E) ratio of 5.29, 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 0.06, suggesting that it has not enough short term capital to pay financial commitments when the payables are due.
Reported Net Loss for the year was (1.72 B) with loss before taxes, overhead, and interest of (1.65 B).
Invesco Mortgage has a poor financial position based on the latest SEC disclosures
Latest headline from www.benzinga.com: Is The Invesco Mortgage Capital Stock Rally Over - Benzinga - Benzinga

Invesco Mortgage Capital Upcoming and Recent Events

Earnings reports are used by Invesco Mortgage to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Invesco Mortgage previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report5th of August 2021
Next Earnings Report8th of November 2021
Next Fiscal Quarter End30th of June 2021
Next Fiscal Year End28th of February 2022
Last Quarter Report31st of March 2021
Last Earning Announcement30th of June 2020

Invesco Largest EPS Surprises

Earnings surprises can significantly impact Invesco Mortgage's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2020-08-06
2020-06-300.04280.0590.016237 
2020-11-09
2020-09-300.03670.060.023363 
2021-02-22
2020-12-310.070.10.0342 
View All Earnings Estimates

Invesco Mortgage SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Invesco Mortgage prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Invesco Mortgage investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Invesco Mortgage Capital specific information freely available to individual and institutional investors to make a timely investment decision.
1st of June 2021
Financial Statements and Exhibits. Other Events. Entry into a Material Definitive Agreement
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17th of May 2021
Financial Statements and Exhibits. Other Events. Regulation FD Disclosure
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5th of May 2021
Financial Statements and Exhibits. Other Events. Submission of Matters to a Vote of Security Holders. Results of Operations and Financial Condition
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12th of April 2021
Unclassified Corporate Event
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26th of March 2021
Financial Statements and Exhibits. Other Events
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22nd of February 2021
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Results of Operations and Financial Condition
View
16th of February 2021
Unclassified Corporate Event
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10th of February 2021
Unclassified Corporate Event
View

Invesco Market Capitalization

The company currently falls under 'Small-Cap' category with total capitalization of 928.01 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Invesco Mortgage's market, we take the total number of its shares issued and multiply it by Invesco Mortgage's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Invesco Profitablity

Invesco Mortgage's profitability indicators refer to fundamental financial ratios that showcase Invesco Mortgage's ability to generate income relative to its revenue or operating costs. If, let's say, Invesco Mortgage is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Invesco Mortgage's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Invesco Mortgage's profitability requires more research than a typical breakdown of Invesco Mortgage's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
Last ReportedProjected for 2021
Return on Investment(2.03) (2.08) 
Return on Average Assets(0.26) (0.26) 
Return on Average Equity(1.34) (1.37) 
Return on Invested Capital(0.14) (0.15) 
Return on Sales 1.02  1.18 

Management Efficiency

The entity has Return on Asset of (10.81) % which means that on every $100 spent on asset, it lost $10.81. This is way below average. In the same way, it shows return on shareholders equity (ROE) of (77.89) %, meaning that it generated no profit with money invested by stockholders. Invesco Mortgage management efficiency ratios could be used to measure how well invesco mortgage capital manages its routine affairs as well as how well it operates its assets and liabilities. As of 06/19/2021, Return on Sales is likely to grow to 1.18, while Return on Investment is likely to drop (2.08) . Invesco Mortgage Total Assets are relatively stable at the moment as compared to the past year. Invesco Mortgage reported last year Total Assets of 8.63 Billion. As of 06/19/2021, Current Assets is likely to grow to about 409.7 M, while Net Current Assets as percentage of Total Assets are likely to drop (73.94) .
Last ReportedProjected for 2021
Book Value per Share 7.87  8.08 
Enterprise Value over EBIT(3.00) (3.08) 
Enterprise Value over EBITDA(3.24) (3.33) 
Price to Book Value 0.45  0.55 
Tangible Assets Book Value per Share 49.69  51.00 
Enterprise Value5.4 B5.6 B
Tangible Asset Value8.6 B8.9 B

Technical Drivers

As of the 19th of June, Invesco Mortgage retains the Market Risk Adjusted Performance of 0.2683, downside deviation of 2.37, and Risk Adjusted Performance of 0.0225. Invesco Mortgage technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Simply put, you can use this information to find out if the firm will indeed mirror its model of historical price patterns, or the prices will eventually revert. We were able to interpolate and analyze data for nineteen technical drivers for Invesco Mortgage Capital, which can be compared to its competitors. Please check out Invesco Mortgage Capital information ratio and downside variance to decide if Invesco Mortgage is priced fairly, providing market reflects its last-minute price of 4.02 per share. Given that Invesco Mortgage Capital has jensen alpha of 0.0508, we strongly advise you to confirm Invesco Mortgage Capital's regular market performance to make sure the company can sustain itself at a future point.

Invesco Mortgage Capital Price Movement Analysis

The output start index for this execution was twenty-nine with a total number of output elements of thirty-two. View also all equity analysis or get more info about mavp overlap studies indicator.

Invesco Mortgage Capital Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Invesco Mortgage insiders, such as employees or executives, is commonly permitted as long as it does not rely on Invesco Mortgage's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Invesco Mortgage insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Invesco Mortgage Predictive Daily Indicators

Invesco Mortgage intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Invesco Mortgage stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Invesco Mortgage Forecast Models

Invesco Mortgage time-series forecasting models is one of many Invesco Mortgage's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Invesco Mortgage's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Invesco Mortgage Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Invesco Mortgage stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Invesco shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Invesco Mortgage. By using and applying Invesco Stock analysis, traders can create a robust methodology for identifying Invesco entry and exit points for their positions.
Last ReportedProjected for 2021
Operating Margin(27.19) (27.91) 
EBITDA Margin 1.02  1.18 
Gross Margin 0.90  0.89 
Profit Margin 1.05  1.28 
Invesco Mortgage Capital Inc. operates as a real estate investment trust that primarily focuses on investing in, financing, and managing mortgage-backed securities and other mortgage-related assets. It invests in residential mortgage-backed securities and commercial mortgage-backed securities that are guaranteed by a U.S. government agency or federally chartered corporation RMBS and CMBS that are not issued or guaranteed by a U.S. government agency or federally chartered corporation credit risk transfer securities that are unsecured obligations issued by government-sponsored enterprises residential and commercial mortgage loans and other real estate-related financing arrangements. Invesco Mortgage Capital Inc. has elected to be taxed as a REIT and would not be subject to federal corporate income taxes if it distributes at least 90 percent of its taxable income to its stockholders. The company was formally known as Invesco Agency Securities Inc. and changed its name to Invesco Mortgage Capital Inc. in June 2008. Invesco Mortgage Capital Inc. was incorporated in 2008 and is headquartered in Atlanta, Georgia.

Current Invesco Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Invesco analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Invesco analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
2.75Sell1Odds
Invesco Mortgage Capital current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Invesco analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Invesco stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Invesco Mortgage Capital, talking to its executives and customers, or listening to Invesco conference calls.
Invesco Analyst Advice Details

Invesco Stock Analysis Indicators

Invesco Mortgage Capital stock analysis indicators help investors evaluate how Invesco Mortgage stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Invesco Mortgage shares will generate the highest return on investment. By understating and applying Invesco Mortgage stock analysis, traders can identify Invesco Mortgage position entry and exit signals to maximize returns.
Quick Ratio0.03
Trailing Annual Dividend Rate0.65
Fifty Two Week Low2.5300
Revenue Growth0.40%
Average Daily Volume Last 10 Day56.11M
Shares Short Prior Month32.11M
Average Daily Volume In Three Month12.25M
Earnings Growth-21.30%
Shares Percent Shares Out15.42%
Earnings Quarterly Growth4.00%
Forward Price Earnings10.05
Short Percent Of Float18.01%
Float Shares230.39M
Fifty Two Week High4.6000
Fifty Day Average3.6676
Two Hundred Day Average3.6915
Enterprise Value To Revenue-5.18
Trailing Annual Dividend Yield16.13%
Please see Risk vs Return Analysis. Note that the Invesco Mortgage Capital information on this page should be used as a complementary analysis to other Invesco Mortgage's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

Complementary Tools for Invesco Mortgage Stock analysis

When running Invesco Mortgage Capital 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 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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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 Capital underlying business (such as 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 Invesco Mortgage value 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.