Valuation
Is the price right?Insufficient data
Insufficient data: 1 of 3 inputs reported (at least 2 needed). We leave it blank rather than fill the gap with a made-up middle value.
Bringing the fundamentals into focus…
IVR-PC Real Estate
Invesco Mortgage Capital Inc.
$22.84-0.74%
Price as of close on Nov 3, 2026 · Financials updated Oct 1, 2026
Basics
- Sector
- Real Estate
- Industry
- REIT - Mortgage
- Country
- United States
- Enterprise value
- 8.8B USD
Growth
Is it growing?95/100
Strong
2/3 inputs reported · Partial data
Since last quarter: No major change
Why
Compare with peers Stronger than most peers on:
- ▲ Revenue growth
- ▲ EPS growth
Behind the score
Revenue and earnings-per-share growth over one year, and revenue growth over three years.
Earnings per share growth82.4%
SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 2.30Sector median: 0.1117 · MAD: 0.31013-year revenue growthUnavailable
Missing · left out of the score · no sector data, so not countedNot counted · remaining weights rescaledSector median: 0.0378 · MAD: 0.0744Revenue growth50.6%
Yahoo Finance fallback · SEC figure unavailable or out of date · fiscal year to Dec 2025Reported value33% base weight · Z-score 5.15Sector median: 0.0297 · MAD: 0.0927Profitability
Does it earn well?28/100
Weak
2/3 inputs reported · Partial data
Since last quarter: No major change
Why
Compare with peers Weaker than most peers on:
- ▼ ROIC
- ▼ ROA
Behind the score
Return on invested capital, operating margin, and return on assets.
Operating marginUnavailable
Missing · left out of the score · no sector data, so not countedNot counted · remaining weights rescaledSector median: 0.2683 · MAD: 0.2257Return on assets1.7%
SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -0.34Sector median: 0.0211 · MAD: 0.0134Return on invested capital1.4%
Yahoo Finance fallback · SEC operating income or invested capital unavailable · trailing 12 monthsReported value33% base weight · Z-score -1.04Sector median: 0.0341 · MAD: 0.0197Other data (not scored)
Gross margin100.0%
Yahoo Finance fallback · SEC figure unavailable or out of date · trailing 12 monthsOutlier capped at sector 5th/95th percentileInformational · 0% composite weightSector median: 0.5380 · MAD: 0.2259Return on equity12.1%
SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.0521 · MAD: 0.0465Risk
Debt, liquidity, price swingsHigher
Higher relative risk
3/3 inputs reported · High confidence
Since last quarter: No major change
Why
Compare with peers Weaker than most peers on:
- ▼ Current ratio
- ▼ Debt / equity
- ▼ Beta
Behind the score
Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.
Beta1.57
Yahoo Finance · 5-year monthly beta vs the marketReported value33% base weight · Z-score -2.51Sector median: 0.7490 · MAD: 0.3270Current ratio0.05×
Yahoo Finance fallback · SEC figure unavailable or out of dateOutlier capped at sector 5th/95th percentile33% base weight · Z-score -1.46Sector median: 1.1950 · MAD: 0.7210Debt / equity6.27×
Yahoo Finance fallback · no standard SEC debt tagOutlier capped at sector 5th/95th percentile33% base weight · Z-score -10.12Sector median: 0.8040 · MAD: 0.3893Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.
Questions investors ask about Invesco Mortgage Capital
- Is Invesco Mortgage Capital getting weaker?
- Its latest SEC filing (Aug 5, 2026) got weaker in some ways: share count up 16.0%. Its overall score is unchanged at 41/100 since Oct 28, 2026.
- How is Invesco Mortgage Capital valued vs its peers?
- Insufficient data: 1 of 3 inputs reported (at least 2 needed).
- Is Invesco Mortgage Capital growing?
- Yes, faster than most of its peers. Growth scores 95/100 against 762 real estate peers. Revenue growth 50.6% vs a peer median of 3.0% (stronger than 94% of peers).Revenue growth 50.6% vs peers 3.0% (stronger than 94% of peers).
- How profitable is Invesco Mortgage Capital?
- Less profitable than most of its peers. Profitability scores 28/100 against 762 real estate peers. Return on invested capital 1.4% vs a peer median of 3.4% (weaker than 76% of peers).Return on invested capital 1.4% vs peers 3.4% (weaker than 76% of peers).
- How risky is Invesco Mortgage Capital?
- Higher risk relative to 762 real estate peers, judged on debt, liquidity and share-price swings. Current ratio 0.05× vs a peer median of 1.20× (weaker than 100% of peers).Current ratio 0.05× vs peers 1.20× (weaker than 100% of peers). A relative measure, not a bankruptcy probability.
Latest filing: what changed
Quarter ended Jun 30, 2026 · filed Aug 5, 2026 · compared with the quarter ended Mar 31, 2026Got weaker
- Share count up 16.0% (existing holders diluted)
| Previous quarter | Latest quarter | Change | |
|---|---|---|---|
| Net income (12 months) | 61.7M USD | 120.1M USD | +94.5% |
| Cash | 52.6M USD | 73.4M USD | +39.5% |
| Shares outstanding | 92.8M | 107.6M | +16.0% |
From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.
Industry valuation context
Sector: Real Estate · 124 companiesValuations in Real Estate are within their usual range since 2016.
- 30% of months since 2016 were valued lower than now.
- 15% of companies are in the most expensive fifth of their own price-to-sales history.
- Over 24 months, company values +4% and earnings +25% (medians): earnings grew faster than prices.
- Median price-to-sales is +112% vs the whole market, against a usual +154%.
Shown for Real Estate: too few REIT - Mortgage companies have a long enough history of their own.
Financials
Fiscal years from SEC annual filings · change vs the prior year| Key ratios | FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | Change |
|---|---|---|---|---|---|---|
| Return on assets (ROA) | -1.1% | -7.9% | -0.3% | 1.1% | 1.6% | ▲ 0.5 pts |
| Return on equity (ROE) | -6.4% | -50.1% | -2.0% | 8.2% | 12.7% | ▲ 4.5 pts |
IVR-PC price history
Price history is added with the daily price update and will appear after the next one.