Invesco Mortgage Capital Net Income
| IVR Stock | USD 8.77 0.05 0.57% |
As of the 10th of February, Invesco Mortgage retains the Downside Deviation of 1.26, risk adjusted performance of 0.1719, and Market Risk Adjusted Performance of 0.6249. 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. 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 8.77 per share. Given that Invesco Mortgage Capital has jensen alpha of 0.2514, 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 Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 6.6668 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Income Applicable To Common Shares | 88.2 M | 92.6 M | |
| Net Income | 53.9 M | 56.6 M | |
| Net Income From Continuing Ops | 53.9 M | 56.6 M | |
| Net Income Per Share | 1.53 | 1.45 | |
| Net Income Per E B T | 1.15 | 1.61 |
Invesco | Net Income | Build AI portfolio with Invesco Stock |
Evaluating Invesco Mortgage's Net Income across multiple reporting periods reveals the company's ability to sustain growth and manage resources effectively. This longitudinal analysis highlights inflection points, cyclical patterns, and structural changes that short-term snapshots might miss, offering deeper insight into Invesco Mortgage Capital's fundamental strength.
Latest Invesco Mortgage's Net Income Growth Pattern
Below is the plot of the Net Income of Invesco Mortgage Capital over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in Invesco Mortgage Capital financial statement analysis. It represents the amount of money remaining after all of Invesco Mortgage Capital operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is Invesco Mortgage's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Invesco Mortgage's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 59.88 M | 10 Years Trend |
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Net Income |
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Invesco Net Income Regression Statistics
| Arithmetic Mean | (19,778,491) | |
| Geometric Mean | 145,731,507 | |
| Coefficient Of Variation | (2,392) | |
| Mean Deviation | 275,131,593 | |
| Median | 101,293,000 | |
| Standard Deviation | 473,178,369 | |
| Sample Variance | 223897.8T | |
| Range | 2B | |
| R-Value | (0.22) | |
| Mean Square Error | 227731.2T | |
| R-Squared | 0.05 | |
| Significance | 0.41 | |
| Slope | (20,194,892) | |
| Total Sum of Squares | 3582364.3T |
Invesco Net Income History
Other Fundumenentals of Invesco Mortgage Capital
| Net Income Applicable To Common Shares | ||
| Net Income From Continuing Ops | ||
| Net Income Per Share | ||
| Net Income Per E B T |
Invesco Mortgage Net Income component correlations
Invesco Net Income 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 Net Income. 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.
Click cells to compare fundamentals
Can Mortgage Real Estate Investment Trusts (REITs) industry sustain growth momentum? Does Invesco have expansion opportunities? Factors like these will boost the valuation of Invesco Mortgage. Market participants price Invesco higher when confident in its future expansion prospects. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Invesco Mortgage demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Quarterly Earnings Growth 0.18 | Dividend Share 1.38 | Earnings Share 1.32 | Revenue Per Share | Quarterly Revenue Growth 5.577 |
Understanding Invesco Mortgage Capital requires distinguishing between market price and book value, where the latter reflects Invesco's accounting equity. The concept of intrinsic value - what Invesco Mortgage's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Market sentiment, economic cycles, and investor behavior can push Invesco Mortgage's price substantially above or below its fundamental 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 if Invesco Mortgage is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. In contrast, Invesco Mortgage's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.
Invesco Mortgage 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Invesco Mortgage's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Invesco Mortgage.
| 11/12/2025 |
| 02/10/2026 |
If you would invest 0.00 in Invesco Mortgage on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Invesco Mortgage Capital or generate 0.0% return on investment in Invesco Mortgage over 90 days. Invesco Mortgage is related to or competes with Rithm Capital, First Industrial, STAG Industrial, Vornado Realty, CareTrust REIT, Essential Properties, and Terreno Realty. Invesco Mortgage Capital Inc. operates as a real estate investment trust that primarily focuses on investing in, financi... More
Invesco Mortgage Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Invesco Mortgage's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Invesco Mortgage Capital upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.26 | |||
| Information Ratio | 0.1412 | |||
| Maximum Drawdown | 8.51 | |||
| Value At Risk | (1.89) | |||
| Potential Upside | 2.36 |
Invesco Mortgage Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Mortgage's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Invesco Mortgage's standard deviation. In reality, there are many statistical measures that can use Invesco Mortgage historical prices to predict the future Invesco Mortgage's volatility.| Risk Adjusted Performance | 0.1719 | |||
| Jensen Alpha | 0.2514 | |||
| Total Risk Alpha | 0.1335 | |||
| Sortino Ratio | 0.1634 | |||
| Treynor Ratio | 0.6149 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco Mortgage's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Invesco Mortgage February 10, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1719 | |||
| Market Risk Adjusted Performance | 0.6249 | |||
| Mean Deviation | 1.07 | |||
| Semi Deviation | 0.9188 | |||
| Downside Deviation | 1.26 | |||
| Coefficient Of Variation | 478.95 | |||
| Standard Deviation | 1.45 | |||
| Variance | 2.11 | |||
| Information Ratio | 0.1412 | |||
| Jensen Alpha | 0.2514 | |||
| Total Risk Alpha | 0.1335 | |||
| Sortino Ratio | 0.1634 | |||
| Treynor Ratio | 0.6149 | |||
| Maximum Drawdown | 8.51 | |||
| Value At Risk | (1.89) | |||
| Potential Upside | 2.36 | |||
| Downside Variance | 1.58 | |||
| Semi Variance | 0.8441 | |||
| Expected Short fall | (1.32) | |||
| Skewness | 0.3953 | |||
| Kurtosis | 1.5 |
Invesco Mortgage Capital Backtested Returns
Invesco Mortgage appears to be not too volatile, given 3 months investment horizon. Invesco Mortgage Capital holds Efficiency (Sharpe) Ratio of 0.21, which attests that the entity had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Invesco Mortgage Capital, which you can use to evaluate the volatility of the firm. Please utilize Invesco Mortgage's Downside Deviation of 1.26, risk adjusted performance of 0.1719, and Market Risk Adjusted Performance of 0.6249 to validate if our risk estimates are consistent with your expectations. On a scale of 0 to 100, Invesco Mortgage holds a performance score of 16. The company retains a Market Volatility (i.e., Beta) of 0.48, 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. Please check Invesco Mortgage's total risk alpha, downside variance, as well as the relationship between the Downside Variance and day median price , to make a quick decision on whether Invesco Mortgage's current trending patterns will revert.
Auto-correlation | 0.64 |
Good predictability
Invesco Mortgage Capital has good predictability. Overlapping area represents the amount of predictability between Invesco Mortgage time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Invesco Mortgage Capital price movement. The serial correlation of 0.64 indicates that roughly 64.0% of current Invesco Mortgage price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.64 | |
| Spearman Rank Test | 0.44 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Invesco Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, Invesco Mortgage Capital reported net income of 59.88 M. This is 75.96% lower than that of the Mortgage Real Estate Investment Trusts (REITs) sector and significantly higher than that of the Financials industry. The net income for all United States stocks is 89.51% higher than that of the company.
Invesco Net Income 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 Net Income 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 net income 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.
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 (projected) | ||
| Market Cap | 730.0M | 413.5M | 371.5M | 430.5M | 557.6M | 529.8M | |
| Enterprise Value | 7.4B | 4.5B | 4.8B | 6.0B | 5.4B | 3.8B |
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 Mortgage Institutional Holders
Institutional Holdings refers to the ownership stake in Invesco Mortgage that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of Invesco Mortgage's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Invesco Mortgage's value.| Shares | Northern Trust Corp | 2025-06-30 | 581.2 K | Ubs Group Ag | 2025-06-30 | 571.4 K | Charles Schwab Investment Management Inc | 2025-06-30 | 549.8 K | Segall Bryant & Hamill | 2025-06-30 | 453.8 K | Morgan Stanley - Brokerage Accounts | 2025-06-30 | 363.6 K | Ameriprise Financial Inc | 2025-06-30 | 336.8 K | Ubs Asset Mgmt Americas Inc | 2025-06-30 | 310.3 K | Susquehanna International Group, Llp | 2025-06-30 | 232.9 K | Goldman Sachs Group Inc | 2025-06-30 | 215.2 K | Blackrock Inc | 2025-06-30 | 6.6 M | Vanguard Group Inc | 2025-06-30 | 3.7 M |
Invesco Fundamentals
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0166 | ||||
| Profit Margin | 0.85 % | ||||
| Operating Margin | 0.92 % | ||||
| Current Valuation | 6.36 B | ||||
| Shares Outstanding | 71.79 M | ||||
| Shares Owned By Insiders | 0.33 % | ||||
| Shares Owned By Institutions | 46.56 % | ||||
| Number Of Shares Shorted | 6.34 M | ||||
| Price To Earning | 78.00 X | ||||
| Price To Book | 1.00 X | ||||
| Price To Sales | 5.28 X | ||||
| Revenue | 339.7 M | ||||
| Gross Profit | 119.84 M | ||||
| EBITDA | 321.14 M | ||||
| Net Income | 59.88 M | ||||
| Cash And Equivalents | 56.04 M | ||||
| Cash Per Share | 4.95 X | ||||
| Total Debt | 5.62 B | ||||
| Debt To Equity | 5.11 % | ||||
| Current Ratio | 0.08 X | ||||
| Book Value Per Share | 8.80 X | ||||
| Cash Flow From Operations | 183.16 M | ||||
| Short Ratio | 2.61 X | ||||
| Earnings Per Share | 1.32 X | ||||
| Price To Earnings To Growth | (6.09) X | ||||
| Target Price | 8.67 | ||||
| Beta | 1.72 | ||||
| Market Capitalization | 633.19 M | ||||
| Total Asset | 6.48 B | ||||
| Retained Earnings | (3.58 B) | ||||
| Working Capital | (11.77 B) | ||||
| Current Asset | 443.96 M | ||||
| Current Liabilities | 12.22 B | ||||
| Annual Yield | 0.16 % | ||||
| Five Year Return | 18.91 % | ||||
| Net Asset | 6.48 B | ||||
| Last Dividend Paid | 1.38 |
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
| 0.63 | BXMT | Blackstone Mortgage Trust Earnings Call Tomorrow | PairCorr |
| 0.92 | CHMI | Cherry Hill Mortgage | PairCorr |
Moving against Invesco Stock
| 0.81 | GPMT | Granite Point Mortgage | PairCorr |
| 0.78 | ABR | Arbor Realty Trust Earnings Call This Week | PairCorr |
| 0.31 | NVNIW | Nvni Group Limited | 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.