Invesco Mortgage Capital Preferred Stock Buy Hold or Sell Recommendation
| IVR-PB Preferred Stock | USD 25.39 0.03 0.12% |
Assuming the 90 days trading horizon and your way above-average risk tolerance, our recommendation regarding Invesco Mortgage Capital is 'Hold'. Macroaxis provides Invesco Mortgage buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IVR-PB positions.
Check out Invesco Mortgage Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Invesco and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Invesco Mortgage Capital. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Invesco |
Execute Invesco Mortgage Buy or Sell Advice
The Invesco recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Invesco Mortgage Capital. Macroaxis does not own or have any residual interests in Invesco Mortgage Capital or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Mortgage's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Invesco Mortgage Trading Alerts and Improvement Suggestions
| Invesco Mortgage Capital has accumulated 14.36 M in total debt with debt to equity ratio (D/E) of 6.2, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Invesco Mortgage Capital has a current ratio of 0.06, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Invesco Mortgage until it has trouble settling it off, either with new capital or with free cash flow. So, Invesco Mortgage's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Invesco Mortgage Capital sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Invesco to invest in growth at high rates of return. When we think about Invesco Mortgage's use of debt, we should always consider it together with cash and equity. | |
| Net Loss for the year was (90 M) with loss before overhead, payroll, taxes, and interest of (62.53 M). |
Invesco Mortgage Returns Distribution Density
The distribution of Invesco Mortgage's historical returns is an attempt to chart the uncertainty of Invesco Mortgage's future price movements. The chart of the probability distribution of Invesco Mortgage daily returns describes the distribution of returns around its average expected value. We use Invesco Mortgage Capital price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Mortgage returns is essential to provide solid investment advice for Invesco Mortgage.
| Mean Return | 0.05 | Value At Risk | -1 | Potential Upside | 1.50 | Standard Deviation | 0.71 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Invesco Mortgage historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Invesco Mortgage Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Invesco Mortgage or Real Estate sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Invesco Mortgage's price will be affected by overall preferred stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Invesco preferred stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 0.08 | |
σ | Overall volatility | 0.59 | |
Ir | Information ratio | -0.11 |
Invesco Mortgage Volatility Alert
Invesco Mortgage Capital exhibits relatively low volatility with skewness of 0.72 and kurtosis of 2.79. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Mortgage's preferred stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Invesco Mortgage's preferred stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Invesco Mortgage Fundamentals Vs Peers
Comparing Invesco Mortgage's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Invesco Mortgage's direct or indirect competition across all of the common fundamentals between Invesco Mortgage and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Mortgage or determine the preferred stocks which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Mortgage's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Mortgage by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Invesco Mortgage to competition |
| Fundamentals | Invesco Mortgage | Peer Average |
| Return On Equity | -0.45 | -0.31 |
| Return On Asset | -0.0717 | -0.14 |
| Operating Margin | 1.06 % | (5.51) % |
| Shares Outstanding | 111.65 M | 571.82 M |
| Shares Owned By Institutions | 16.19 % | 39.21 % |
| Number Of Shares Shorted | 11.48 K | 4.71 M |
| Price To Earning | 47.00 X | 28.72 X |
| Price To Sales | 15.35 X | 11.42 X |
| Revenue | (63.41 M) | 9.43 B |
| Gross Profit | (62.53 M) | 27.38 B |
| EBITDA | (122.67 M) | 3.9 B |
| Net Income | (90 M) | 570.98 M |
| Cash And Equivalents | 122.79 M | 2.7 B |
| Cash Per Share | 1.10 X | 5.01 X |
| Total Debt | 14.36 M | 5.32 B |
| Debt To Equity | 6.20 % | 48.70 % |
| Current Ratio | 0.06 X | 2.16 X |
| Book Value Per Share | 13.08 X | 1.93 K |
| Cash Flow From Operations | 152.29 M | 971.22 M |
| Short Ratio | 1.01 X | 4.00 X |
| Earnings Per Share | (11.59) X | 3.12 X |
| Number Of Employees | 9 | 18.84 K |
| Beta | 1.53 | -0.15 |
| Market Capitalization | 1.82 B | 19.03 B |
| Total Asset | 8.44 B | 29.47 B |
| Z Score | 75.6 | 8.72 |
| Annual Yield | 0.09 % | |
| Net Asset | 8.44 B | |
| Last Dividend Paid | 3.35 |
Invesco Mortgage Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Invesco . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 11.37 | |||
| Daily Balance Of Power | 1.0 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 25.38 | |||
| Day Typical Price | 25.38 | |||
| Price Action Indicator | 0.03 | |||
| Period Momentum Indicator | 0.03 |
About Invesco Mortgage Buy or Sell Advice
When is the right time to buy or sell Invesco Mortgage Capital? Buying financial instruments such as Invesco Preferred Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Other Information on Investing in Invesco Preferred Stock
Invesco Mortgage financial ratios help investors to determine whether Invesco Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Mortgage security.