Invesco Mortgage Capital Stock Retained Earnings
| IVR Stock | USD 8.68 0.06 0.69% |
Invesco Mortgage Capital fundamentals help investors to digest information that contributes to Invesco Mortgage's financial success or failures. It also enables traders to predict the movement of Invesco Stock. The fundamental analysis module provides a way to measure Invesco Mortgage's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Invesco Mortgage stock.
| Last Reported | Projected for Next Year | ||
| Retained Earnings | -3.6 B | -3.4 B | |
| Retained Earnings Total Equity | -3.1 B | -2.9 B |
Invesco | Retained Earnings |
Invesco Mortgage Capital Company Retained Earnings Analysis
Invesco Mortgage's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.
More About Retained Earnings | All Equity Analysis
Retained Earnings | = | Beginning RE + Income | - | Dividends |
Current Invesco Mortgage Retained Earnings | (3.57 B) |
Most of Invesco Mortgage's fundamental indicators, such as Retained Earnings, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Invesco Mortgage Capital is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Invesco Retained Earnings Driver Correlations
Understanding the fundamental principles of building solid financial models for Invesco Mortgage is extremely important. It helps to project a fair market value of Invesco Stock properly, considering its historical fundamentals such as Retained Earnings. Since Invesco Mortgage's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Invesco Mortgage's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Invesco Mortgage's interrelated accounts and indicators.
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Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
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Based on the latest financial disclosure, Invesco Mortgage Capital has a Retained Earnings of (3.57 Billion). This is much higher than that of the Mortgage Real Estate Investment Trusts (REITs) sector and significantly lower than that of the Financials industry. The retained earnings for all United States stocks is 138.29% higher than that of the company.
Invesco Retained Earnings Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Mortgage's direct or indirect competition against its Retained Earnings to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Invesco Mortgage could also be used in its relative valuation, which is a method of valuing Invesco Mortgage by comparing valuation metrics of similar companies.Invesco Mortgage is currently under evaluation in retained earnings category among its peers.
Invesco Mortgage Current Valuation Drivers
We derive many important indicators used in calculating different scores of Invesco Mortgage from analyzing Invesco Mortgage's financial statements. These drivers represent accounts that assess Invesco Mortgage's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Invesco Mortgage's important valuation drivers and their relationship over time.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Market Cap | 558.7M | 727.7M | 413.7M | 371.5M | 430.5M | 409.0M | |
| Enterprise Value | 7.6B | 7.4B | 4.5B | 4.8B | 357.1M | 339.3M |
Invesco Mortgage ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Invesco Mortgage's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Invesco Mortgage's managers, analysts, and investors.Environmental | Governance | Social |
Invesco Fundamentals
| Return On Equity | 0.0791 | ||||
| Return On Asset | 0.0109 | ||||
| Profit Margin | 0.75 % | ||||
| Operating Margin | 0.44 % | ||||
| Current Valuation | 5.53 B | ||||
| Shares Outstanding | 61.73 M | ||||
| Shares Owned By Insiders | 0.28 % | ||||
| Shares Owned By Institutions | 44.76 % | ||||
| Number Of Shares Shorted | 6.67 M | ||||
| Price To Earning | 78.00 X | ||||
| Price To Book | 0.97 X | ||||
| Price To Sales | 6.80 X | ||||
| Revenue | 286.55 M | ||||
| Gross Profit | 79.36 M | ||||
| EBITDA | 222.84 M | ||||
| Net Income | 59.88 M | ||||
| Cash And Equivalents | 175.53 M | ||||
| Cash Per Share | 4.95 X | ||||
| Total Debt | 4.96 B | ||||
| Debt To Equity | 5.11 % | ||||
| Current Ratio | 0.08 X | ||||
| Book Value Per Share | 9.01 X | ||||
| Cash Flow From Operations | 183.16 M | ||||
| Short Ratio | 5.66 X | ||||
| Earnings Per Share | 0.65 X | ||||
| Price To Earnings To Growth | (6.09) X | ||||
| Target Price | 8.67 | ||||
| Beta | 1.9 | ||||
| Market Capitalization | 539.52 M | ||||
| Total Asset | 5.69 B | ||||
| Retained Earnings | (3.57 B) | ||||
| Working Capital | (11.77 B) | ||||
| Current Asset | 443.96 M | ||||
| Current Liabilities | 12.22 B | ||||
| Annual Yield | 0.18 % | ||||
| Five Year Return | 18.91 % | ||||
| Net Asset | 5.69 B | ||||
| Last Dividend Paid | 1.6 |
About Invesco Mortgage Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco Mortgage Capital's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Mortgage using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Mortgage Capital based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Invesco Mortgage
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco Mortgage position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco Mortgage will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Stock
Moving against Invesco Stock
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| 0.63 | WD | Walker Dunlop | PairCorr |
| 0.53 | PW | Power REIT Earnings Call This Week | PairCorr |
| 0.41 | PK | Park Hotels Resorts | PairCorr |
| 0.4 | RC | Ready Capital Corp | PairCorr |
The ability to find closely correlated positions to Invesco Mortgage could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco Mortgage when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Invesco Mortgage - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Invesco Mortgage Capital to buy it.
The correlation of Invesco Mortgage is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Invesco Mortgage moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Mortgage Capital moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Invesco Mortgage can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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.