Invesco Mortgage Capital Inc (IVR) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Invesco Mortgage Capital Inc stock (IVR) is currently trading at $8.05. Invesco Mortgage Capital Inc PE ratio is 5.93. Invesco Mortgage Capital Inc PS ratio (Price-to-Sales) is 5.56. Analyst consensus price target for IVR is $8.67. WallStSmart rates IVR as Hold.
- IVR PE ratio analysis and historical PE chart
- IVR PS ratio (Price-to-Sales) history and trend
- IVR intrinsic value — DCF, Graham Number, EPV models
- IVR stock price prediction 2025 2026 2027 2028 2029 2030
- IVR fair value vs current price
- IVR insider transactions and insider buying
- Is IVR undervalued or overvalued?
- Invesco Mortgage Capital Inc financial analysis — revenue, earnings, cash flow
- IVR Piotroski F-Score and Altman Z-Score
- IVR analyst price target and Smart Rating
Invesco Mortgage Capital Inc
📊 No data available
Try selecting a different time range
IVR Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Invesco Mortgage Capital Inc (IVR)
IVR trades at a significant discount to its Graham intrinsic value of $46.99, offering a 81% margin of safety — a level value investors typically seek before buying.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Invesco Mortgage Capital Inc (IVR) · 10 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in operating margin, price/book, revenue growth. Concerns around peg ratio. Fundamentals are solid but monitor weak areas for improvement.
Invesco Mortgage Capital Inc (IVR) Key Strengths (4)
Keeps $92 of every $100 in revenue after operating costs
Revenue surging 558.00% year-over-year
Keeps $85 of every $100 in revenue as net profit
Trading at 1.03x book value, attractively priced
Supporting Valuation Data
Invesco Mortgage Capital Inc (IVR) Areas to Watch (6)
PEG ratio is negative or unavailable
Premium valuation at 5.6x annual revenue
Small-cap company with higher risk but more growth potential
Moderate profitability with room for improvement
Solid earnings growth at 18.00%
Moderate institutional interest at 41.21%
Supporting Valuation Data
Invesco Mortgage Capital Inc (IVR) Detailed Analysis Report
Overall Assessment
This company scores 64/100 in our Smart Analysis, earning a C+ grade. Out of 10 metrics analyzed, 4 register as strengths (avg 9.5/10) while 6 fall into concern territory (avg 4.3/10). All four categories (Growth, Profitability, Valuation, and Quality) show healthy scores, indicating broadly sound fundamentals.
The Bull Case
The strongest argument centers on Operating Margin, Revenue Growth, Profit Margin. Valuation metrics including Price/Book (1.03) suggest the stock is attractively priced. Profitability is solid with Operating Margin at 91.90%, Profit Margin at 84.50%. Growth metrics are encouraging with Revenue Growth at 558.00%.
The Bear Case
The primary concerns are PEG Ratio, Price/Sales, Market Cap. Some valuation metrics including PEG Ratio (N/A), Price/Sales (5.56) suggest expensive pricing. Growth concerns include EPS Growth at 18.00%, which may limit upside. Profitability pressure is visible in Return on Equity at 13.30%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether PEG Ratio improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 13.30% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at 558.00% strong but requiring continuation.
Risk Considerations
Based on the metric profile, this is a moderate-to-high risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Mixed fundamentals with both positives (Operating Margin, Revenue Growth) and negatives (PEG Ratio, Price/Sales). A cautious approach is warranted. Monitor for improvement in weak areas before increasing conviction.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
IVR Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
IVR's Price-to-Sales ratio of 5.56x trades at a deep discount to its historical average of 18.87x (50th percentile). The current valuation is 97% below its historical high of 165.82x set in Mar 2024, and 1083% above its historical low of 0.47x in Apr 2020. Over the past 12 months, the PS ratio has compressed from ~7.2x as trailing revenue scaled faster than the stock price.
WallStSmart Analysis Synopsis
Data-driven financial summary for Invesco Mortgage Capital Inc (IVR) · REAL ESTATE › REIT - MORTGAGE
The Big Picture
Invesco Mortgage Capital Inc is a strong growth company balancing expansion with improving profitability. Revenue reached 120M with 558% growth year-over-year. Profit margins are strong at 84.5%, reflecting pricing power and operational efficiency.
Key Findings
Revenue growing at 558% YoY, reaching 120M. This pace significantly outperforms most REIT - MORTGAGE peers.
ROE of 1330.0% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
Debt-to-equity ratio of 7.05 is elevated. High leverage amplifies both gains and losses and increases financial risk.
What to Watch Next
Growth sustainability: can Invesco Mortgage Capital Inc maintain 558%+ revenue growth, or will competition slow it down?
Dividend sustainability with a current yield of 18.1%. Watch payout ratio and free cash flow coverage.
Volatility is elevated with a beta of 1.72, so expect amplified moves relative to the broader market.
Debt management: total debt of 5.6B is significantly higher than cash (56M). Monitor refinancing risk.
Bottom Line
Invesco Mortgage Capital Inc offers an attractive blend of growth (558% revenue expansion) and improving fundamentals. The company is transitioning from pure growth to profitable growth, a critical inflection point. Watch for sustained margin expansion as the key signal.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions
Loading insider activity...
About Invesco Mortgage Capital Inc(IVR)
NYSE
REAL ESTATE
REIT - MORTGAGE
USA
Invesco Mortgage Capital Inc. is a real estate investment trust (REIT) that primarily focuses on investing, financing, and managing mortgage-backed securities and other mortgage-related assets. The company is headquartered in Atlanta, Georgia.