Invesco Mortgage Capital Stock Performance
| IVR Stock | USD 8.35 0.07 0.85% |
The company retains a Market Volatility (i.e., Beta) of 0.34, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Mortgage's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Mortgage is expected to be smaller as well. Invesco Mortgage Capital right now retains a risk of 1.41%. Please check out Invesco Mortgage downside variance, as well as the relationship between the daily balance of power and period momentum indicator , to decide if Invesco Mortgage will be following its current trending patterns.
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 current stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return 0.85 | Five Day Return 2.45 | Year To Date Return (3.69) | Ten Year Return (94.95) | All Time Return (95.70) |
Forward Dividend Yield 0.1932 | Payout Ratio 0.4776 | Last Split Factor 1:10 | Forward Dividend Rate 1.6 | Dividend Date 2024-10-25 |
1 | Disposition of tradable shares by Stephanie Botha of Invesco Mortgage subject to Rule 16b-3 | 09/06/2024 |
| Invesco Mortgage dividend paid on 25th of October 2024 | 10/25/2024 |
2 | Insider Trading | 11/08/2024 |
3 | Invesco Bond Fund Announces Monthly Dividend | 11/13/2024 |
4 | Birchcreek Wealth Management LLC Acquires 632 Shares of Invesco SP 500 Equal Weight ETF | 11/15/2024 |
5 | Invesco Ultra Short Duration ETF declares monthly distribution of 0.2328 | 11/20/2024 |
| Begin Period Cash Flow | 278.8 M |
Invesco |
Invesco Mortgage Relative Risk vs. Return Landscape
If you would invest 838.00 in Invesco Mortgage Capital on August 30, 2024 and sell it today you would lose (3.00) from holding Invesco Mortgage Capital or give up 0.36% of portfolio value over 90 days. Invesco Mortgage Capital is generating 0.0041% of daily returns assuming volatility of 1.4095% on return distribution over 90 days investment horizon. In other words, 12% 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 = 0.0029
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| Negative Returns | IVR |
Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 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 | 0.1 | ||||
| Return On Asset | 0.014 | ||||
| Profit Margin | 0.81 % | ||||
| Operating Margin | 0.90 % | ||||
| Current Valuation | 5.91 B | ||||
| Shares Outstanding | 60.73 M | ||||
| Price To Earning | 78.00 X | ||||
| Price To Book | 0.87 X | ||||
| Price To Sales | 4.93 X | ||||
| Revenue | 4.19 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 | 9.52 X | ||||
| Cash Flow From Operations | 237.79 M | ||||
| Earnings Per Share | 1.34 X | ||||
| Market Capitalization | 507.1 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
Assessing Invesco Mortgage's fundamental ratios provides investors with valuable insights into Invesco Mortgage's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Invesco Mortgage is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. 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 Capital Employed | (0.08) | (0.08) | |
| 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 has high likelihood to experience some financial distress in the next 2 years | |
| Invesco Mortgage Capital 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. Note however, debt could still be an excellent tool for Invesco to invest in growth at high rates of return. | |
| The entity reported the last year's revenue of 4.19 M. Reported Net Loss for the year was (15.86 M) with loss before taxes, overhead, and interest of (377.6 M). | |
| Invesco Mortgage has a poor financial position based on the latest SEC disclosures | |
| On 25th of October 2024 Invesco Mortgage paid $ 0.4 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Disposition of tradable shares by Stephanie Botha of Invesco Mortgage subject to Rule 16b-3 |
- 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.
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.