Invesco Mortgage Capital Inc. (IVR)
Company Info
Highlights
$478.45M
$0.65
11.28
-6.09
$45.54M
$45.54M
$153.12M
$5.86 - $8.64
$8.17
12.70%
2.49
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco Mortgage Capital Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco Mortgage Capital Inc. (IVR) returned -1.75% year-to-date (YTD) and -1.76% over the past 12 months. Over the past 10 years, IVR returned -16.11% annually, underperforming the S&P 500 benchmark at 10.45%.
IVR
-1.75%
11.05%
-0.44%
-1.76%
-10.04%
-16.11%
^GSPC (Benchmark)
-3.77%
3.72%
-5.60%
8.55%
14.11%
10.45%
Monthly Returns
The table below presents the monthly returns of IVR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.09% | 3.90% | -10.24% | -2.55% | 2.86% | -1.75% | |||||||
| 2024 | -0.57% | 2.50% | 7.20% | -7.75% | 8.66% | 0.86% | 1.25% | -3.41% | 7.07% | -10.08% | 3.47% | 1.33% | 9.02% |
| 2023 | 21.27% | -14.70% | -11.49% | -0.77% | -0.09% | 11.96% | 4.71% | -6.33% | -11.02% | -28.61% | 17.28% | 15.43% | -14.30% |
| 2022 | -0.61% | -18.66% | 4.59% | -20.37% | 2.30% | -17.53% | 27.91% | -10.23% | -30.14% | 11.90% | 12.13% | -3.05% | -44.56% |
| 2021 | 22.36% | -3.71% | 3.08% | -0.54% | -12.82% | 14.71% | -9.69% | -9.30% | 0.96% | 2.51% | -4.46% | -7.33% | -9.34% |
| 2020 | 5.05% | -8.06% | -78.58% | -10.85% | -7.42% | 35.02% | -17.47% | -2.28% | -9.67% | 1.44% | 22.96% | 1.81% | -78.67% |
| 2019 | 11.19% | -1.12% | 2.10% | 3.29% | -5.70% | 7.74% | 2.23% | -8.80% | 4.85% | 2.81% | 3.18% | 5.58% | 28.97% |
| 2018 | -8.92% | -5.36% | 9.40% | -0.92% | -0.00% | 0.54% | 4.34% | -2.17% | 0.35% | -4.68% | 3.58% | -4.56% | -9.32% |
| 2017 | -0.21% | 6.73% | 1.78% | 5.77% | -1.04% | 6.02% | -0.48% | 2.10% | 3.35% | 0.53% | 2.56% | 3.36% | 34.61% |
| 2016 | -8.64% | -0.09% | 11.22% | 5.50% | 11.91% | -2.04% | 5.19% | 9.31% | -0.76% | -1.97% | -0.20% | 0.63% | 31.90% |
| 2015 | -0.78% | 4.11% | 0.06% | -0.84% | 3.05% | -7.13% | 0.63% | -5.62% | -7.29% | -1.55% | 11.37% | -4.82% | -9.88% |
| 2014 | 7.02% | 7.13% | 0.86% | 1.21% | 6.54% | 0.59% | -2.19% | 3.77% | -8.03% | 5.22% | -0.06% | -3.79% | 18.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IVR is 47, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco Mortgage Capital Inc. (IVR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Invesco Mortgage Capital Inc. provided a 20.42% dividend yield over the last twelve months, with an annual payout of $1.54 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.54 | $1.60 | $2.25 | $3.35 | $3.50 | $1.70 | $18.50 | $17.28 | $16.30 | $16.00 | $17.00 | $19.50 |
Dividend yield | 20.42% | 19.88% | 25.40% | 26.32% | 12.59% | 5.03% | 11.11% | 11.94% | 9.14% | 10.96% | 13.72% | 12.61% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco Mortgage Capital Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.34 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.40 | $1.60 |
| 2023 | $0.65 | $0.00 | $0.00 | $0.40 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.40 | $2.25 |
| 2022 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $3.35 |
| 2021 | $0.80 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $3.50 |
| 2020 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.20 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $1.70 |
| 2019 | $0.00 | $0.00 | $4.50 | $0.00 | $0.00 | $4.50 | $0.00 | $0.00 | $4.50 | $0.00 | $0.00 | $5.00 | $18.50 |
| 2018 | $0.00 | $0.00 | $4.20 | $0.00 | $0.00 | $4.20 | $0.00 | $0.00 | $4.68 | $0.00 | $0.00 | $4.20 | $17.28 |
| 2017 | $0.00 | $0.00 | $4.00 | $0.00 | $0.00 | $4.00 | $0.00 | $0.00 | $4.10 | $0.00 | $0.00 | $4.20 | $16.30 |
| 2016 | $0.00 | $0.00 | $4.00 | $0.00 | $0.00 | $4.00 | $0.00 | $0.00 | $4.00 | $0.00 | $0.00 | $4.00 | $16.00 |
| 2015 | $0.00 | $0.00 | $4.50 | $0.00 | $0.00 | $4.50 | $0.00 | $0.00 | $4.00 | $0.00 | $0.00 | $4.00 | $17.00 |
| 2014 | $5.00 | $0.00 | $0.00 | $5.00 | $0.00 | $0.00 | $5.00 | $0.00 | $0.00 | $4.50 | $19.50 |
Dividend Yield & Payout
Dividend Yield
Invesco Mortgage Capital Inc. has a dividend yield of 20.42%, which means its dividend payment is significantly above the market average.
Payout Ratio
Invesco Mortgage Capital Inc. has a payout ratio of 74.40%, which is quite average when compared to the overall market. This suggests that Invesco Mortgage Capital Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco Mortgage Capital Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco Mortgage Capital Inc. was 94.21%, occurring on Oct 25, 2023. The portfolio has not yet recovered.
The current Invesco Mortgage Capital Inc. drawdown is 91.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.21% | Feb 21, 2020 | 927 | Oct 25, 2023 | — | — | — |
| -36.81% | Jul 8, 2011 | 61 | Oct 3, 2011 | 190 | Jul 5, 2012 | 251 |
| -36.32% | Mar 27, 2013 | 726 | Feb 11, 2016 | 120 | Aug 3, 2016 | 846 |
| -18.39% | Apr 15, 2010 | 26 | May 20, 2010 | 85 | Sep 21, 2010 | 111 |
| -15.8% | Dec 18, 2017 | 36 | Feb 8, 2018 | 284 | Mar 28, 2019 | 320 |
Volatility
Volatility Chart
The current Invesco Mortgage Capital Inc. volatility is 11.42%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
The chart below illustrates the trends in the financial health of Invesco Mortgage Capital Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Invesco Mortgage Capital Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -20.5%.
Valuation
The Valuation section provides an overview of how Invesco Mortgage Capital Inc. is priced in the market compared to other companies in the REIT - Mortgage industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for IVR, comparing it with other companies in the REIT - Mortgage industry. Currently, IVR has a P/E ratio of 11.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for IVR compared to other companies in the REIT - Mortgage industry. IVR currently has a PEG ratio of -6.1. This PEG ratio is negative, which typically signals that the company's earnings are expected to decline. A negative PEG is not considered meaningful for valuation purposes.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for IVR relative to other companies in the REIT - Mortgage industry. Currently, IVR has a P/S ratio of 6.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for IVR in comparison with other companies in the REIT - Mortgage industry. Currently, IVR has a P/B value of 0.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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