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Invesco Mortgage Capital Inc. IVR R2KR3K

Real Estate · REIT - Mortgage · United States
https://www.invescomortgagecapital.com
Company Profile ↓
$5.54
-12.97% 1Y
Mkt Cap$603.86M
P/E3.51
P/B0.80
Div. Yield22.02%
52W High$8.19
52W Low$5.24
Book Value$8.08
EPS (TTM)$1.58

Company Overview

Invesco Mortgage Capital Inc. operates as a real estate investment trust (REIT) that invests, finances, and manages mortgage-backed securities and other mortgage-related assets in the United States. The company invests in residential mortgage-backed securities (RMBS) and commercial mortgage-backed securities (CMBS) that are guaranteed by the United States (U.S.) government agency or federally chartered corporation; RMBS and CMBS that are not issued or guaranteed by the U.S. government agency or federally chartered corporation; the U.S. treasury securities; real estate-related financing arrangements; to-be-announced securities forward contracts to purchase RMBS; and commercial mortgage loans. It has elected to be taxed as a REIT and would be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was incorporated in 2008 and is headquartered in Atlanta, Georgia.

Why Investors Should Care

Consistent Profit Growth

Net profit has compounded at 12.6% per year over the last five years.

Reasonable Valuation

Trades at a P/E of 3.5, below the sector median of 22.3.

Healthy Margins

Maintains a net profit margin of 86.1%.

Dividend Income

Offers a dividend yield of 22.02%.

Recent Developments

  • Trailing 12 Months Year-on-year growth — earnings +69.1%.
  • 5-Year Trend Long-term compounding — profit CAGR 12.6%.

Growth & Price Performance

Compounded Profit Growth

5 Years:12.63%
1 Year:69.13%

Stock Price Performance

1 Year:-12.97%
6 Months:-27.04%
3 Months:-22.88%
1 Month:-11.51%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bearish
52-Week Range 10% of range
$5.24 $8.19
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMABelow
  • RSI (14)35.89 · Neutral
Price Performance
1M-11.51%
3M-22.88%
6M-27.04%
1Y-12.97%
Valuation vs Sector

P/E of 3.51 is below the sector median of 22.32 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Excellent profit margin of 86.1%.
  • Profit CAGR of 12.6% over 5 years.
  • Attractive dividend yield of 22.02%.

CONS

  • Trading 32.3% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
3.51
Industry PE
22.32
Forward P/E
3.18
PEG Ratio
7.20
Book Value
$8.08
Price to Book
0.80
P/S
5.04
EV/EBITDA
-
Dividend Yield
22.02%

Growth (CAGR)

Revenue 5Y
-
Profit 5Y
12.63%
Revenue (YoY)
-
Earnings (YoY)
69.13%

Profitability & Returns

ROCE
-
ROE
14.13%
ROA
1.90%
Profit Margin
86.11%
Op Margin
86.52%
Gross Margin
100.00%
EPS (Latest Qtr)
$0.34
EPS (TTM)
$1.58

Balance Sheet & Liquidity

Debt/Equity
6.27
Quick Ratio
0.02
Current Ratio
0.05
Debt
$6.21B
Total Assets
$7.24B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
0.26%
Chg in Prom Hold
0.01%
FII / Inst Holding
44.69%
Chg in FII Hold
1.83%

Financial Snapshot

Enterprise Value
$603.86M
Total Revenue (TTM)
$139.44M
EBITDA
-
Free Cash Flow
-
Operating Cash Flow
$166.02M
Shares Outstanding
109.00M
Gross Margin
100.00%
Payout Ratio
89.87%

Peer comparison

Peer companies in the same sector (Real Estate).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 IVR Invesco Mortgage Capital Inc. R2KR3K 5.54 3.51 $603.86M 22.02% - 14.13% - 12.63%
2 WELL Welltower Inc. SPXR3K 237.32 106.42 $171.01B 1.46% 0.54% 3.84% 22.26% 11.10%
3 PLD Prologis, Inc. SPXR3K 126.45 28.16 $120.17B 3.17% - 7.75% 16.83% 39.42%
4 EQIX Equinix, Inc. SPXR3K 955.03 61.46 $94.23B 2.04% 5.42% 10.73% 17.43% 17.11%
5 AMT American Tower Corporation SPXR3K 188.97 25.99 $88.05B 4.29% 8.76% 33.91% 12.41% 25.08%
6 SPG Simon Property Group, Inc. SPXR3K 211.63 14.94 $68.47B 4.35% - 120.51% 3.14% 14.02%
7 DLR Digital Realty Trust, Inc. SPXR3K 172.37 84.08 $63.95B 2.65% - 2.91% 15.18% 18.41%
8 PSA Public Storage SPXR3K 309.89 29.60 $57.90B 3.99% - 21.93% 5.67% 7.85%
9 O Realty Income Corporation SPXR3K 56.89 41.53 $53.83B 5.68% - 3.23% 24.73% 13.04%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026Jun 2026
Net Income -8.06M148.03M-138.80M111.55M-150.44M-5.90M134.94M275.82M92.85M52.55M62.69M140.52M52.58M91.11M-53.37M-161.11M138.79M18.34M89.00M117.97M-1.62B-288.84M107.97M-9.28M-73.76M57.68M-228.42M-109.53M-101.43M21.46M4.08M-68.60M29.12M-13.47M40.72M19.64M-23.33M53.47M-19.90M35.00M
Diluted EPS -0.111.06-1.180.83-1.38-0.101.052.150.730.410.431.180.370.72-0.58-1.541.050.060.570.75-10.38-1.800.53-0.09-3.401.66-7.18-3.52-2.780.39-0.03-1.620.49-0.380.630.26-0.400.74-0.280.34

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Net Income 15.09M98.40M281.92M339.88M158.16M-215.06M112.71M254.41M348.61M-70.79M364.10M-1.67B-90.00M-402.92M-15.86M59.88M101.28M
Diluted EPS --3.272.891.11-1.890.741.982.75-1.032.42-98.93-4.82-12.21-0.850.651.32

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --5.86B14.77B18.91B20.35B21.23B16.77B15.71B18.66B17.81B22.35B8.63B8.44B5.10B5.28B5.69B6.48B
Total Equity -21.00K210.31M1.02B1.89B2.56B2.38B2.61B2.24B2.24B2.63B2.29B2.93B1.37B1.40B804.08M782.66M730.73M797.54M
Cash & Equivalents 1.00K24.04M63.55M197.22M286.47M210.61M164.14M53.20M161.79M88.38M135.62M172.51M148.01M357.13M175.53M76.97M73.40M56.04M
Long Term Debt --------13.21B15.87B15.25B19.18B------
Total Liabilities --4.81B12.85B16.33B17.95B18.59B14.50B13.44B16.00B15.53B19.41B7.27B7.04B4.29B4.50B4.96B5.68B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 11.48M71.53M305.36M427.45M490.44M379.66M358.58M295.80M290.60M304.26M343.36M170.46M152.29M196.08M237.79M183.16M157.09M
Investing Cash Flow -793.18M-4.43B-9.15B-3.68B-2.30B-912.38M1.24B979.73M-3.09B621.55M-4.32B11.55B120.75M2.42B-536.80M-497.43M-892.87M
Financing Cash Flow 805.74M4.39B8.98B3.34B1.74B486.25M-1.71B-1.17B2.72B-879.20M4.13B-11.62B-88.57M-2.92B218.87M326.51M691.33M
Share Buybacks ---0160.53M21.13M125.59M25.00M01.14M00-----
Dividends Paid ----5.39M-------------

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -----------------
Operating Margin % -----------------
Net Margin % -----------------
ROE % 7.2%9.7%14.9%13.3%6.7%-8.2%5.0%11.3%13.3%-3.1%12.4%-122.5%-6.4%-50.1%-2.0%8.2%12.7%
ROCE % -----------------

Shareholding Pattern

Insiders
0.26%
Institutions
44.69%
Public Float
44.80%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 8.18% 8.81M $50.19M
2 Vanguard Capital Management LLC 3.71% 3.99M $22.77M
3 Mirae Asset Global ETFs Holdings Ltd. 3.07% 3.31M $18.87M
4 Invesco Ltd. 2.25% 2.42M $13.82M
5 Geode Capital Management, LLC 2.21% 2.38M $13.55M
6 State Street Corporation 1.72% 1.85M $10.54M
7 Ascentis Wealth Management, LLC 1.20% 1.30M $7.38M
8 Two Sigma Investments, LP 1.20% 1.30M $7.39M
9 Northern Trust Corporation 1.03% 1.11M $6.33M
10 Van Eck Associates Corporation 1.00% 1.07M $6.12M

Analyst View

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Latest News

Recent headlines for IVR

Google News hu, 22 Oct 2026

Why the Market Dipped But Invesco Mortgage Capital (IVR) Gained Today - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMioAFBVV95cUxOZ191S1dxdFd2dWtHWVNiVUxYbmNuUkNuU29QeWQ0QmtTb3Fxd3NTa0h3MEdETnltZ1pmUUtxQmtRbDNGN0FRMVlmcXdaSHRhQlYydGtTM3NLWTFYZm14QUVhX1ZnSkhrcE5mQ1ZpVGRvbVFrRGNrS2txUlhmaEl5RkRGbnNYaHFxVEhaMm…

Google News Fri, 23 Oct 2026

INVESCO MORTGAGE CAPITAL INC 7.5% Fixed-to-Floating Series C Cumulative Redeemable Preferred Stock, Liquation Preference $25.00 per Share Estimates – BOATS:IVR/PC - TradingView

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Google News Wed, 30 Sep 2026

Here's Why Invesco Mortgage Capital (IVR) Fell More Than Broader Market - Yahoo Finance

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Google News hu, 22 Oct 2026

Invesco Mortgage Capital Inc. stock underperforms Thursday when compared to competitors despite daily gains - MarketWatch

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Google News Fri, 23 Oct 2026

Trading the Move, Not the Narrative: (IVR) Edition - Stock Traders Daily

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Google News Fri, 16 Oct 2026

Invesco Mortgage Capital: Preferreds Are Suited For Rate Uncertainty, But With Caution - Seeking Alpha

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IVR — Frequently Asked Questions

What is the current share price of Invesco Mortgage Capital Inc. (IVR)?

As of 2026-10-23 16:27 PDT, Invesco Mortgage Capital Inc. (IVR) trades at $5.54 on NYSE. Its 52-week range is $5.24 to $8.19.

What is the market capitalisation of IVR?

Invesco Mortgage Capital Inc. (IVR) has a market capitalisation of $603.86M on NYSE.

What is the P/E ratio of IVR?

IVR trades at a trailing price-to-earnings (P/E) ratio of 3.51. The industry average P/E is 22.32. Its price-to-book (P/B) ratio is 0.80.

Does IVR pay a dividend?

Invesco Mortgage Capital Inc. (IVR) currently offers a dividend yield of 22.02%.

What is the return on equity (ROE) of IVR?

IVR has a return on equity (ROE) of 14.13%.

Is IVR a good stock to buy?

This page provides a data-driven analysis of Invesco Mortgage Capital Inc. (IVR), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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