Invesco Mortgage Capital Preferred Stock Performance
| IVR-PC Preferred Stock | USD 25.09 0.69 2.83% |
Invesco Mortgage has a performance score of 4 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Mortgage's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Mortgage is expected to be smaller as well. Invesco Mortgage Capital right now retains a risk of 0.84%. Please check out Invesco Mortgage maximum drawdown, skewness, day typical price, as well as the relationship between the downside variance and daily balance of power , to decide if Invesco Mortgage will be following its current trending patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Mortgage Capital are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, Invesco Mortgage is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Begin Period Cash Flow | 392.6 M | |
| Total Cashflows From Investing Activities | 120.7 M |
Invesco |
Invesco Mortgage Relative Risk vs. Return Landscape
If you would invest 2,443 in Invesco Mortgage Capital on August 31, 2024 and sell it today you would earn a total of 66.00 from holding Invesco Mortgage Capital or generate 2.7% return on investment over 90 days. Invesco Mortgage Capital is generating 0.0451% of daily returns assuming 0.8411% volatility of returns over the 90 days investment horizon. Simply put, 7% of all preferred stocks have less volatile historical return distribution than Invesco Mortgage, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Invesco Mortgage Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Mortgage's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Invesco Mortgage Capital, and traders can use it to determine the average amount a Invesco Mortgage's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0537
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| Negative Returns | IVR-PC |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Invesco Mortgage is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco Mortgage by adding it to a well-diversified portfolio.
Invesco Mortgage Fundamentals Growth
Invesco Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco Mortgage, and Invesco Mortgage fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Preferred Stock performance.
| Return On Equity | -0.45 | ||||
| Return On Asset | -0.0717 | ||||
| Operating Margin | 1.06 % | ||||
| Current Valuation | 15.53 B | ||||
| Shares Outstanding | 111.65 M | ||||
| Price To Earning | 13.79 X | ||||
| Price To Sales | 15.41 X | ||||
| Revenue | (63.41 M) | ||||
| EBITDA | (122.67 M) | ||||
| Cash And Equivalents | 105.06 M | ||||
| Cash Per Share | 0.82 X | ||||
| Total Debt | 14.36 M | ||||
| Debt To Equity | 691.80 % | ||||
| Book Value Per Share | 13.08 X | ||||
| Cash Flow From Operations | 152.29 M | ||||
| Earnings Per Share | (11.59) X | ||||
| Total Asset | 8.44 B | ||||
About Invesco Mortgage Performance
By analyzing Invesco Mortgage's fundamental ratios, stakeholders can gain valuable insights into Invesco Mortgage's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco Mortgage has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Invesco Mortgage has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Invesco Mortgage Capital Inc. operates as a real estate investment trust that focuses on investing in, financing, and managing residential and commercial mortgage-backed securities, and other mortgage-related assets. Invesco Mortgage Capital Inc. was incorporated in 2008 and is headquartered in Atlanta, Georgia. INVESCO MORTGAGE operates under REIT - Diversified classification in USA and is traded on New York Stock Exchange.Things to note about Invesco Mortgage Capital performance evaluation
Checking the ongoing alerts about Invesco Mortgage for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Invesco Mortgage Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Mortgage has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Invesco Mortgage Capital has accumulated 14.36 M in total debt with debt to equity ratio (D/E) of 691.8, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Invesco Mortgage Capital has a current ratio of 0.02, 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). |
- Analyzing Invesco Mortgage's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Invesco Mortgage's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Mortgage's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Invesco Mortgage's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Mortgage's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Mortgage's preferred stock. These opinions can provide insight into Invesco Mortgage's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Invesco Preferred Stock analysis
When running Invesco Mortgage's price analysis, check to measure Invesco Mortgage's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Mortgage is operating at the current time. Most of Invesco Mortgage's value examination focuses on studying past and present price action to predict the probability of Invesco Mortgage's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Mortgage's price. Additionally, you may evaluate how the addition of Invesco Mortgage to your portfolios can decrease your overall portfolio volatility.
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