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FPH vs IVR

FPH
Five Point Holdings, LLC
BEARISH
Price
$5.11
Market Cap
$751.6M
Sector
Real Estate
AI Confidence
85%
IVR
Invesco Mortgage Capital Inc.
NEUTRAL
Price
$8.28
Market Cap
$736.9M
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
FPH
8.38
IVR
6.27
Forward P/E
FPH
7.74
IVR
3.66
P/B Ratio
FPH
0.43
IVR
0.94
P/S Ratio
FPH
6.81
IVR
6.15
EV/EBITDA
FPH
-1085.52
IVR
--

Profitability

Gross Margin
FPH
45.02%
IVR
100.0%
Operating Margin
FPH
-71.0%
IVR
91.86%
Profit Margin
FPH
41.16%
IVR
84.51%
ROE
FPH
5.11%
IVR
13.25%
ROA
FPH
-0.21%
IVR
1.67%

Growth

Revenue Growth
FPH
3.2%
IVR
557.7%
Earnings Growth
FPH
--
IVR
--

Financial Health

Debt/Equity
FPH
0.2
IVR
7.05
Current Ratio
FPH
26.63
IVR
0.04
Quick Ratio
FPH
3.15
IVR
0.02

Dividends

Dividend Yield
FPH
--
IVR
17.39%
Payout Ratio
FPH
0.0%
IVR
104.55%

AI Verdict

FPH BEARISH

FPH exhibits a critical disconnect between its balance sheet strength and operational viability, highlighted by a weak Piotroski F-Score of 2/9. While the company maintains an exceptionally high current ratio (26.63) and low debt/equity (0.20), its core operations are struggling with a -71% operating margin and a sharp -52.5% Q/Q revenue decline. The stock appears to be a value trap; despite trading at a deep discount to book value (P/B 0.43) and below its Graham Number ($12.76), the deteriorating financial health and bearish insider activity suggest limited upside.

Strengths
Extremely strong liquidity with a current ratio of 26.63
Very low leverage (Debt/Equity of 0.20)
Deeply undervalued relative to book value (P/B 0.43)
Risks
Severe operational inefficiency indicated by -71% operating margin
Weak financial health trend (Piotroski F-Score 2/9)
Significant Q/Q revenue contraction (-52.50%)
IVR NEUTRAL

IVR presents a classic 'value trap' profile, characterized by a stable Piotroski F-Score of 4/9 but severe underlying liquidity risks. While the stock trades significantly below its Graham Number ($16.17) and Intrinsic Value ($9.24), these valuation metrics are offset by an unsustainable dividend payout ratio of 104.55% and extreme leverage. The company shows strong short-term price recovery, but the fundamental health is compromised by a critical lack of liquidity.

Strengths
Low P/E ratio (6.27) and very low Forward P/E (3.66)
Trading slightly below book value (P/B 0.94)
Strong 1-year price performance (+35%)
Risks
Extreme leverage with a Debt/Equity ratio of 7.05
Severe liquidity risk indicated by a Current Ratio of 0.04
Unsustainable dividend payout ratio exceeding 100%

Compare Another Pair

FPH vs IVR: Head-to-Head Comparison

This page compares Five Point Holdings, LLC (FPH) and Invesco Mortgage Capital Inc. (IVR) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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