Is Invesco Mortgage Stock a Good Investment?
Invesco Mortgage Investment Advice | IVR |
- Examine Invesco Mortgage's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Invesco Mortgage's leadership team and their track record. Good management can help Invesco Mortgage navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Mortgage Real Estate Investment Trusts (REITs) space and any emerging trends that could impact Invesco Mortgage's business and its evolving consumer preferences.
- Compare Invesco Mortgage's performance and market position to its competitors. Analyze how Invesco Mortgage is positioned in terms of product offerings, innovation, and market share.
- Check if Invesco Mortgage pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Invesco Mortgage's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Invesco Mortgage Capital stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Invesco Mortgage Capital is a good investment.
Sell | Buy |
Strong Hold
Market Performance | OK | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Above Average | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Invesco Mortgage Stock
Researching Invesco Mortgage's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 41.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.86. Some equities with similar Price to Book (P/B) outperform the market in the long run. Invesco Mortgage Capital last dividend was issued on the 30th of December 2024. The entity had 1:10 split on the 6th of June 2022.
To determine if Invesco Mortgage is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Invesco Mortgage's research are outlined below:
| 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 profit before taxes, overhead, and interest of 102.89 M. | |
| Invesco Mortgage has a poor financial position based on the latest SEC disclosures | |
| On 24th of January 2025 Invesco Mortgage paid $ 0.4 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Disposition of tradable shares by Stephanie Botha of Invesco Mortgage subject to Rule 16b-3 |
Invesco Mortgage uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Invesco Mortgage Capital. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Invesco Mortgage's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 20th of February 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 20th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Invesco Mortgage's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Invesco Mortgage's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-11-05 | 2024-09-30 | 0.79 | 0.68 | -0.11 | 13 | ||
2024-08-08 | 2024-06-30 | 0.99 | 0.86 | -0.13 | 13 | ||
2021-05-05 | 2021-03-31 | 0.93 | 1.1 | 0.17 | 18 | ||
2023-11-06 | 2023-09-30 | 1.33 | 1.51 | 0.18 | 13 | ||
2024-02-22 | 2023-12-31 | 1.19 | 0.95 | -0.24 | 20 | ||
2024-05-08 | 2024-03-31 | 1.13 | 0.86 | -0.27 | 23 | ||
2022-05-04 | 2022-03-31 | 0.88 | 1.2 | 0.32 | 36 | ||
2017-11-06 | 2017-09-30 | 3.43 | 3.78 | 0.35 | 10 |
Know Invesco Mortgage's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Invesco Mortgage is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Invesco Mortgage Capital backward and forwards among themselves. Invesco Mortgage's institutional investor refers to the entity that pools money to purchase Invesco Mortgage's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Van Eck Associates Corporation | 2024-09-30 | 491.4 K | Goldman Sachs Group Inc | 2024-09-30 | 480.3 K | Northern Trust Corp | 2024-09-30 | 439.6 K | Charles Schwab Investment Management Inc | 2024-09-30 | 427.3 K | Pl Capital Advisors, Llc | 2024-09-30 | 400 K | Castleknight Management Lp | 2024-09-30 | 390.7 K | Hrt Financial Llc | 2024-09-30 | 249.8 K | Nuveen Asset Management, Llc | 2024-09-30 | 166.1 K | Citadel Advisors Llc | 2024-09-30 | 164.5 K | Blackrock Inc | 2024-09-30 | 5.3 M | Vanguard Group Inc | 2024-09-30 | 3 M |
Invesco Mortgage's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 505.88 M.Market Cap |
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Invesco Mortgage's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | (0.08) | (0.08) | |
| Return On Equity | (0.02) | (0.02) |
Determining Invesco Mortgage's profitability involves analyzing its financial statements and using various financial metrics to determine if Invesco Mortgage is a good buy. For example, gross profit margin measures Invesco Mortgage's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Invesco Mortgage's profitability and make more informed investment decisions.
Evaluate Invesco Mortgage's management efficiency
Invesco Mortgage Capital has Return on Asset of 0.014 % which means that on every $100 spent on assets, it made $0.014 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1018 %, implying that it generated $0.1018 on every 100 dollars invested. Invesco Mortgage's management efficiency ratios could be used to measure how well Invesco Mortgage manages its routine affairs as well as how well it operates its assets and liabilities. As of 01/30/2025, Return On Tangible Assets is likely to drop to -0.0036. In addition to that, Return On Capital Employed is likely to grow to -0.08. At this time, Invesco Mortgage's Non Currrent Assets Other are relatively stable compared to the past year. As of 01/30/2025, Non Current Assets Total is likely to grow to about 9.9 B, while Other Assets are likely to drop slightly above 104.8 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 20.42 | 19.40 | |
| Tangible Book Value Per Share | 20.42 | 19.40 | |
| Enterprise Value Over EBITDA | (65.55) | (62.27) | |
| Price Book Value Ratio | 0.57 | 0.73 | |
| Enterprise Value Multiple | (65.55) | (62.27) | |
| Price Fair Value | 0.57 | 0.73 | |
| Enterprise Value | 4.3 B | 4.1 B |
The leadership approach at Invesco Mortgage's fosters a culture of excellence and accountability. Our analysis examines how this culture influences financial outcomes and stock valuation.
Basic technical analysis of Invesco Stock
As of the 30th of January, Invesco Mortgage retains the Downside Deviation of 1.58, market risk adjusted performance of 0.0875, and Risk Adjusted Performance of 0.0281. 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 8.33 per share. Given that Invesco Mortgage Capital has jensen alpha of (0.01), 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's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Invesco Mortgage insiders, such as employees or executives, is commonly permitted as long as it does not rely on Invesco Mortgage's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Invesco Mortgage insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Invesco Mortgage's Outstanding Corporate Bonds
Invesco Mortgage issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Invesco Mortgage Capital uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Invesco bonds can be classified according to their maturity, which is the date when Invesco Mortgage Capital has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| INVESCO FIN PLC Corp BondUS46132FAD24 | View | |
| INVESCO FIN PLC Corp BondUS46132FAC41 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View |
Understand Invesco Mortgage's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Invesco Mortgage's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0281 | |||
| Market Risk Adjusted Performance | 0.0875 | |||
| Mean Deviation | 1.11 | |||
| Semi Deviation | 1.44 | |||
| Downside Deviation | 1.58 | |||
| Coefficient Of Variation | 3508.75 | |||
| Standard Deviation | 1.47 | |||
| Variance | 2.16 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.13) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0775 | |||
| Maximum Drawdown | 8.74 | |||
| Value At Risk | (1.81) | |||
| Potential Upside | 2.21 | |||
| Downside Variance | 2.51 | |||
| Semi Variance | 2.09 | |||
| Expected Short fall | (1.18) | |||
| Skewness | (0.19) | |||
| Kurtosis | 1.51 |
| Risk Adjusted Performance | 0.0281 | |||
| Market Risk Adjusted Performance | 0.0875 | |||
| Mean Deviation | 1.11 | |||
| Semi Deviation | 1.44 | |||
| Downside Deviation | 1.58 | |||
| Coefficient Of Variation | 3508.75 | |||
| Standard Deviation | 1.47 | |||
| Variance | 2.16 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.13) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0775 | |||
| Maximum Drawdown | 8.74 | |||
| Value At Risk | (1.81) | |||
| Potential Upside | 2.21 | |||
| Downside Variance | 2.51 | |||
| Semi Variance | 2.09 | |||
| Expected Short fall | (1.18) | |||
| Skewness | (0.19) | |||
| Kurtosis | 1.51 |
Consider Invesco Mortgage's intraday indicators
Invesco Mortgage intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Invesco Mortgage stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 13697.66 | |||
| Daily Balance Of Power | 1.5 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 8.29 | |||
| Day Typical Price | 8.3 | |||
| Price Action Indicator | 0.13 | |||
| Period Momentum Indicator | 0.18 |
Invesco Mortgage Corporate Filings
F4 | 31st of December 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 27th of December 2024 Other Reports | ViewVerify | |
8K | 19th of December 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 16th of December 2024 Other Reports | ViewVerify |
Invesco Stock media impact
Far too much social signal, news, headlines, and media speculation about Invesco Mortgage that are available to investors today. That information is available publicly through Invesco media outlets and privately through word of mouth or via Invesco internal channels. However, regardless of the origin, that massive amount of Invesco data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Invesco Mortgage news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Invesco Mortgage relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Invesco Mortgage's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Invesco Mortgage alpha.
Invesco Mortgage Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Invesco Mortgage can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Invesco Mortgage Corporate Directors
| John Day | Non-Executive Independent Director | Profile | |
| Carolyn CFA | Executive Director | Profile | |
| Dennis Lockhart | Non-Executive Independent Director | Profile | |
| James Lientz | Non-Executive Independent Director | Profile |
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.