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Company Analysis

INVESCO MORTGAGE CAPITAL INC IVR

A comprehensive view of key metrics, scores, and financial health for INVESCO MORTGAGE CAPITAL INC

Overview of Invesco Mortgage Capital Inc.

IVR NYQ
Real Estate REIT - Mortgage Framework: Mortgage REITs Small Cap
Invesco Mortgage Capital Inc. (IVR), is a Small Cap company, in the REIT - Mortgage industry, last closed at $5.34, about 71.2% undervalued vs fair value, -30.7% 1Y return, placing in the top 25% of its sector.
Metrics P/E 6.4× Rev Growth 50.6% ROE 13.3% Gross Margin 274.0% Div Yield 17.91%
USD 5.34
0.56%
(Delayed)
• Vol 90d: 22.2%
52-Week Range
Market Cap
$582.61M
Enterprise Value
$6.31B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Weak
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Weak
Valuation
Good
Completeness: 88%
Confidence: 91%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.invescomortgagecap...
HQ Atlanta, GA
Fiscal year Dec 31

Next Events

Dividend Nov 16
Earnings Jan 28 Estimated

Fair Value Snapshot

Bear Base Bull
$5
$9
$17
Current: $5.34 +71% vs base

Engine Room Money Flow™

Small Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$295.3M
3.1%%
Interest Expense
$219.9M
Net Interest Income
$75.4M
104.8%%
Total Revenue
$119.8M
50.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
14.0%
Good

Net Income / Equity - key bank profitability metric

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$115.4M
130.9% of Net Income

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
1
Active Leaks
1/1
Improving
1
High Impact
0
Critical
Moat Analysis Lender Specialized

Competitive Advantage Assessment

Evaluating INVESCO MORTGAGE CAPITAL INC's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
52
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Industry-Leading Efficiency Operational efficiency is excellent (score 0.74).
  • Strong Net Interest Margin Net interest margin proxy is strong (score 0.74).

Key risks

  • Thin Equity Cushion Equity cushion is thin (score 0.13).
  • Credit Quality Concerns Credit quality is concerning (asset quality score 0.00).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Funding & Return Stability

Developing
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Signals, strengths and risks for Funding & Return Stability

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Signals, strengths and risks for Lending Advantage

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Signals, strengths and risks for Capital Strength

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Signals, strengths and risks for Cost Discipline

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Signals, strengths and risks for Revenue Diversification

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Signals, strengths and risks for Risk Management

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Banks (Regional & Diversified) vs Industry Peers 88% Coverage
Trade-Off Triangle Visualization A ternary plot showing IVR's balance between Growth (40.9%), Profitability (44.1%), and Safety (15.0%). Growth 41% Safety 15% Profitability 44%

Click axes to expand details. Marker shows current allocation.

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Growth

65th percentile vs peers
66
Key Signals
NII Growth YoY 1.05 73p EPS Growth YoY 1.06 85p Asset Growth YoY 13.9% 43p Equity Growth YoY 13.5% 72p
Strengths
  • EPS Growth YoY in top 20% of peers (1.06, 85th percentile)
  • Growth above peer median with strong metric coverage (80%)
Risks

No significant risks identified for this axis.

Profitability

71th percentile vs peers
71
Key Signals
Strengths
Risks
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Safety

24th percentile vs peers
24
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for INVESCO MORTGAGE CAPITAL INC.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$9.14
- - -
+71.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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