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Upturn AI SWOT - About
IVR 
Invesco Mortgage Capital Inc (IVR)
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Upturn Advisory Summary
04/01/2025: IVR (1-star) is a SELL. SELL since 3 days. Profits (-4.80%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -7.1% | Avg. Invested days 36 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 524.80M USD | Price to earnings Ratio 12.37 | 1Y Target Price 8.67 |
Price to earnings Ratio 12.37 | 1Y Target Price 8.67 | ||
Volume (30-day avg) 2047796 | Beta 1.9 | 52 Weeks Range 6.97 - 9.07 | Updated Date 04/1/2025 |
52 Weeks Range 6.97 - 9.07 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 17.24% | Basic EPS (TTM) 0.65 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 75.46% | Operating Margin (TTM) 43.91% |
Management Effectiveness
Return on Assets (TTM) 1.09% | Return on Equity (TTM) 7.91% |
Valuation
Trailing PE 12.37 | Forward PE 3.38 | Enterprise Value 5486736896 | Price to Sales(TTM) 6.52 |
Enterprise Value 5486736896 | Price to Sales(TTM) 6.52 | ||
Enterprise Value to Revenue 8.7 | Enterprise Value to EBITDA - | Shares Outstanding 65273200 | Shares Floating 61553763 |
Shares Outstanding 65273200 | Shares Floating 61553763 | ||
Percent Insiders 0.27 | Percent Institutions 42.36 |
Analyst Ratings
Rating 3.17 | Target Price 8.67 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 4 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Invesco Mortgage Capital Inc
Company Overview
History and Background
Invesco Mortgage Capital Inc. (IVR) was formed in 2009 and is a real estate investment trust (REIT) that focuses on investing in, financing, and managing mortgage-backed securities (MBS) and other real estate-related assets.
Core Business Areas
- Residential Mortgage-Backed Securities (RMBS): Investments in agency and non-agency RMBS, focusing on residential mortgages. The company's portfolio includes agency RMBS, which are guaranteed by government-sponsored enterprises (GSEs), and non-agency RMBS, which are not guaranteed.
- Commercial Mortgage-Backed Securities (CMBS): Investments in CMBS, focusing on commercial real estate loans. This segment includes both investment grade and non-investment grade CMBS.
- Commercial Real Estate (CRE): Direct investments in commercial real estate properties and loans. This segment expands beyond mortgage-backed securities to include direct real estate holdings.
Leadership and Structure
John Anzalone serves as the Chief Executive Officer. The company operates with a typical REIT structure, governed by a board of directors and managed by an investment team.
Top Products and Market Share
Key Offerings
- Agency RMBS: Agency RMBS are mortgage-backed securities guaranteed by government-sponsored enterprises like Fannie Mae and Freddie Mac. IVR's market share in agency RMBS investment is difficult to pinpoint precisely, as it fluctuates based on portfolio allocations and market conditions. Competitors include Annaly Capital Management (NLY), AGNC Investment Corp. (AGNC), and MFA Financial (MFA).
- Market Share (%): 5
- Non-Agency RMBS: Non-Agency RMBS are not guaranteed by GSEs and carry higher risk and potential returns. IVR invests in these securities, but specific market share data is hard to quantify. Competitors are similar to those in Agency RMBS, including Redwood Trust (RWT).
Market Dynamics
Industry Overview
The mortgage REIT industry is highly sensitive to interest rate changes, economic conditions, and housing market trends. Regulatory changes and government policies also significantly impact the industry. Currently there are economic head winds and rate tightening from the federal reserve. This does not fare well for IVR.
Positioning
Invesco Mortgage Capital Inc. is positioned as a diversified mortgage REIT, investing across various segments of the mortgage market to generate returns for shareholders. Its competitive advantages lie in its experienced management team and diversified portfolio strategy, although it faces risks related to interest rate volatility and credit spreads.
Total Addressable Market (TAM)
The total addressable market for mortgage-backed securities is vast, estimated in the trillions of dollars. IVR captures a relatively small portion of this TAM, focusing on specific segments and strategies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified investment portfolio
- Access to capital markets
- Proven track record in mortgage investment
Weaknesses
- High sensitivity to interest rate changes
- Dependence on leverage
- Exposure to credit risk
- Complex and opaque portfolio structure
Opportunities
- Growing demand for mortgage-backed securities
- Expansion into new mortgage asset classes
- Strategic acquisitions
- Leveraging technology for portfolio management
Threats
- Rising interest rates
- Economic downturn
- Increased competition
- Regulatory changes
Competitors and Market Share
Key Competitors
- NLY
- AGNC
- MFA
- RWT
Competitive Landscape
Invesco Mortgage Capital faces intense competition in the mortgage REIT industry. Its advantages include its experienced management team and diversified portfolio. However, it is smaller in scale compared to some of its larger competitors like Annaly Capital Management and AGNC Investment Corp.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: IVR's historical growth has been uneven, characterized by periods of expansion and contraction depending on market conditions.
Future Projections: Future growth projections are highly uncertain and depend on interest rate trends, economic growth, and the company's ability to navigate market volatility. Analyst estimates vary widely.
Recent Initiatives: Recent initiatives include portfolio restructuring, cost optimization measures, and diversification into new asset classes to mitigate risk.
Summary
Invesco Mortgage Capital Inc. is a mortgage REIT that invests in a range of mortgage-backed securities and real estate-related assets. The company's performance is heavily influenced by interest rate volatility and credit spreads, resulting in unstable earnings and dividends. While an experienced management team and diversified strategy can be viewed as strengths, the company's reliance on leverage and sensitivity to economic conditions present significant risks. The company needs to cautiously navigate interest rate hikes and economic uncertainties to sustain long-term value.
Similar Companies
- NLY
- AGNC
- MFA
- RWT
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Mortgage Capital Inc
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 2009-06-26 | CEO - | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees - | |
Full time employees - | |||
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. It 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.
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