No connection

Search Results

IVR

NEUTRAL
$8.28 Live
Invesco Mortgage Capital Inc. · NYSE
Target $8.5 (+2.7%)
$7.1 52W Range $9.5

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026
Market cap
$736.92M
P/E
6.27
ROE
13.3%
Profit margin
84.5%
Debt/Equity
7.05
Dividend yield
17.39%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
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.

Key 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%)
High operating and profit margins
Significant discount to Graham Number defensive fair value

Key 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%
Bearish technical trend (0/100 score)
High PEG ratio (7.20) suggesting growth does not justify valuation
AI Fair Value Estimate
Based on comprehensive analysis
$8.75
+5.7% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
45
Moderate
Value
85
Future
40
Past
50
Health
20
Dividend
30
AI Verdict
High-Risk Value Play
Key drivers: Extreme leverage, Dividend instability, Deep valuation discount
Confidence
90%
Value
85/100

Ref P/E 6.27, Graham Number $16.17

Positives
  • P/E is well below sector average
  • Price is below Graham Number and Intrinsic Value
Watchpoints
  • High PEG ratio
Future
40/100

Ref Growth rates and PEG

Positives
  • Anomalous revenue growth spikes
Watchpoints
  • Recent Q/Q EPS decline of 24.3%
  • Unreliable growth metrics
Past
50/100

Ref Historical price trends

Positives
  • Strong 1Y and 6M price recovery
Watchpoints
  • Poor 5Y performance (-49.1%)
Health
20/100

Ref Piotroski F-Score and Debt/Equity

Positives
  • Piotroski F-Score is stable (4/9)
Watchpoints
  • Debt/Equity of 7.05 is critical
  • Current ratio of 0.04 indicates near-zero liquidity
Dividend
30/100

Ref Yield and Payout Ratio

Positives
  • Very high nominal yield (17.39%)
Watchpoints
  • Payout ratio of 104.55% is unsustainable

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$8.28
Analyst Target
$8.5
Upside/Downside
+2.7%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for IVR and closest competitors.

Updated 2026-04-28
IVR
Invesco Mortgage Capital Inc.
Primary
5Y
-49.1%
3Y
+33.9%
1Y
+35.0%
6M
+24.2%
1M
+7.4%
1W
+1.6%
ADA
Adamas Trust, Inc.
Peer
5Y
-17.8%
3Y
+14.5%
1Y
+60.4%
6M
+26.5%
1M
+13.4%
1W
+3.8%
FPH
Five Point Holdings, LLC
Peer
5Y
-30.8%
3Y
+117.5%
1Y
-1.7%
6M
-16.9%
1M
+3.9%
1W
-2.7%
AHH
Armada Hoffler Properties, Inc.
Peer
5Y
-16.1%
3Y
-29.6%
1Y
-24.2%
6M
+1.9%
1M
+7.0%
1W
-2.4%
BRS
BrightSpire Capital, Inc.
Peer
5Y
+19.4%
3Y
+16.8%
1Y
+19.3%
6M
+27.5%
1M
+3.2%
1W
-0.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
6.27
Forward P/E
3.66
PEG Ratio
7.2
P/B Ratio
0.94
P/S Ratio
6.15
EV/Revenue
53.52
EV/EBITDA
N/A
Market Cap
$736.92M

Profitability

Profit margins and return metrics

Profit Margin 84.51%
Operating Margin 91.86%
Gross Margin 100.0%
ROE 13.25%
ROA 1.67%

Growth

Revenue and earnings growth rates

Revenue Growth +557.7%
Earnings Growth N/A
Q/Q Revenue Growth +557.74%
Q/Q Earnings Growth +1368.7%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
7.05
High debt
Current Ratio
0.04
Weak
Quick Ratio
0.02
Poor
Cash/Share
$0.73

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Net Margin
91.9%
Total Assets
$6.5B
Liabilities
$5.7B
Equity
$0.8B
Debt/Equity
7.12x
Operating CF
$0.1B
Free Cash Flow
$0.1B
FCF Yield
100%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-30
$N/A
2026-01-29
$0.56
+0.3% surprise
2025-10-30
$0.74
+49.5% surprise
2025-07-24
$-0.4
-710.7% surprise

Real Estate Sector Comparison

Comparing IVR against 179 companies in the Real Estate sector (8 bullish, 35 neutral, 136 bearish)
P/E Ratio
6.27
This Stock
vs
41.87
Sector Avg
-85.0% (Discount)
Return on Equity (ROE)
13.25%
This Stock
vs
-32.13%
Sector Avg
-141.2% (Below Avg)
Profit Margin
84.51%
This Stock
vs
11.45%
Sector Avg
+638.3% (Superior)
Debt to Equity
7.05
This Stock
vs
2.37
Sector Avg
+196.9% (Higher)
Revenue Growth
557.7%
This Stock
vs
15557.44%
Sector Avg
-96.4% (Slower)
Current Ratio
0.04
This Stock
vs
7.46
Sector Avg
-99.5% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

WALDNER ROBERT
Director
Buy
2026-02-27
1,000 shares · $8,446
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-15

IVR announced its first-quarter financial results for the period ending March 31, 2026.

8-K
8-K
2026-04-14

IVR filed an 8-K on April 14, 2026, likely to announce its first-quarter financial results.

DEF 14A
DEF 14A
2026-03-20

IVR filed a definitive proxy statement (DEF 14A) on March 20, 2026, providing shareholders with necessary information to vote on corporate matters at the upcoming annual meeting.

8-K
8-K
2026-03-13

Intuitive Surgical filed a Form 8-K on March 13, 2026, to report a material corporate event.

8-K
8-K
2026-03-10
8-K
8-K
2026-02-24
10-K
10-K
2026-02-23

IVR filed its annual 10-K on February 23, 2026, which includes comprehensive disclosures regarding its business operations, risk factors, and financial condition. While specific financial metrics and risk details were not provided in the excerpts, the filing contains detailed analysis within the MD&A and Risk Factors sections.

8-K
8-K
2026-02-13

IVR filed an 8-K on February 13, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K
8-K
2026-01-29

Intuitive Surgical (IVR) filed an 8-K on January 29, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K
8-K
2026-01-15
8-K
8-K
2025-12-18
10-Q
10-Q
2025-11-05
8-K
8-K
2025-10-30
8-K
8-K
2025-09-24
10-Q
10-Q
2025-08-08
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
HOLD
3 analysts
Compass Point
2025-12-15
init
Buy

Past News Coverage

Recent headlines mentioning IVR from our newsroom.

Newest → oldest
TradingGPT V2 Copilot
Fundamentals • Valuation • Risk
Hi! I'm your fundamentals copilot.

Ask me to:
• Summarize the business quality
• Review valuation and multiples
• Highlight risks and red flags
• Explain growth and margin trends
Home
Terminal
AI Chat
Markets
Profile