Invesco Stock Financials


USD 12.97  0.28  2.11%   

Invesco Mortgage Tangible Asset Value is relatively stable at the moment as compared to the past year. Invesco Mortgage reported last year Tangible Asset Value of 8.44 Billion.
With this module, you can analyze Invesco financials for your investing period. You should be able to track the changes in Invesco Mortgage individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.

Invesco Most Recent Estimates

Quarterly Earnings Growth YOY
EPS Estimate Next Quarter
Diluted Eps
EPS Estimate Current Year
EPS Estimate Next Year
EPS Estimate Current Quarter
Understanding current and past Invesco Mortgage Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Invesco Mortgage's financial statements are interrelated, with each one affecting the others. For example, an increase in Invesco Mortgage's assets may result in an increase in income on the income statement.


(76.66 Million)

The financial analysis of Invesco Mortgage is a critical element in measuring its lifeblood. The essential information of the day-to-day investment outlook for Invesco Mortgage includes many different criteria found on its balance sheet. For example, investors should never minimize Invesco Mortgage's ability to pay suppliers or employees on time, making sure interest payments are not accumulating or correctly timing where and how to re-invest extra cash. Any individual investor needs to monitor Invesco Mortgage's cash flow, debt, and profitability to effectively and accurately make more informed decisions on whether to invest in Invesco Mortgage.

Invesco Mortgage Capital Cash

Chance Of Financial Distress
Less than 12
Invesco Mortgage Capital has less than 12 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Invesco Mortgage stock is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Invesco Mortgage's official financial statements usually reflect Invesco Mortgage's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Invesco Mortgage Capital. For example, before you start analyzing numbers published by Invesco accountants, it's critical to develop an understanding of what Invesco Mortgage's liquidity, profitability, and earnings quality are in the context of the Mortgage Real Estate Investment Trusts (REITs) space in which it operates.
Please note, the presentation of Invesco Mortgage's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Invesco Mortgage's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Invesco Mortgage's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Invesco Mortgage Capital. Please utilize our Beneish M Score to check the likelihood of Invesco Mortgage's management to manipulate its earnings.

Invesco Mortgage Company Summary

Invesco Mortgage competes with Linde PLC, GROWTH FUND, and VANGUARD SMALL-CAP. Invesco Mortgage Capital Inc. operates as a real estate investment trust that primarily focuses on investing in, financing, and managing mortgage-backed securities and other mortgage-related assets. The company was incorporated in 2008 and is headquartered in Atlanta, Georgia. Invesco Mortgage operates under REITMortgage classification in the United States and is traded on New York Stock Exchange.
Real Estate, Diversified Financials
InstrumentUSA Stock View All
ExchangeNew York Stock Exchange
CIK Number0001437071
RegionNorth America
Business AddressTwo Peachtree Pointe,
SectorMortgage Real Estate Investment Trusts (REITs)
BenchmarkNYSE Composite
Phone404 892 0896
CurrencyUSD - US Dollar
You should never invest in Invesco Mortgage without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Invesco Stock, because this is throwing your money away. Analyzing the key information contained in Invesco Mortgage's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Invesco Mortgage Key Financial Ratios

Generally speaking, Invesco Mortgage's financial ratios allow both analysts and investors to convert raw data from Invesco Mortgage's financial statements into concise, actionable information that can be used to evaluate the performance of Invesco Mortgage over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Invesco Mortgage Capital reports annually and quarterly.

Invesco Mortgage Key Balance Sheet Accounts

201720182019202020212022 (projected)
Receivables205.37 M90.83 M73.22 M66.6 M76.59 M78.6 M
Accounts Payable2.38 M1.53 M2.2 M1.69 M1.52 M1.6 M
Total Assets18.66 B17.81 B22.35 B8.63 B8.44 B8.67 B
Current Assets443.96 M413.32 M236.47 M289.96 M333.46 M409.69 M
Cash and Equivalents88.38 M135.62 M172.51 M148.01 M357.13 M385.33 M
Total Debt15.87 B15.25 B19.18 B7.23 B6.99 B9.63 B
Shareholders Equity2.63 B2.29 B2.93 B1.37 B1.4 B1.63 B
Investments18.39 B17.41 B21.96 B10 M270 K277.11 K
Total Liabilities16.03 B15.53 B19.41 B7.27 B7.04 B7.23 B
Current Liabilities12.22 B11.25 B14.17 B13.85 B12.47 B11.9 B

Invesco Mortgage Key Income Statement Accounts

An income statement is very similar to a cash flow statement, but instead of showing net revenue minus expenses, it only includes earnings before interest and taxes (EBIT). This number does not have all of the same line items that are on a cash flow statement, but it leaves out non-cash expenses like depreciation and amortization. For example, if you bought $100 worth of goods from Walmart (WMT) using your debit card that has an interest rate of 20%, then paid off the balance at the end of the month with a credit card that charges 30% interest, you would have an income statement showing EBIT of $80 because your expenses are lower than the amount that went into your pocket. The other reason investors look at the income statement is to determine what Invesco Mortgage's earnings per share (EPS) will be in order to see if they want to buy more shares or not. For example, if a company earned $20 million in the last quarter and has 100,000 shares outstanding, its EPS is 20 cents. If you find that this number beats analysts' forecasts or is higher than it was from the same period last year, then you might want to buy more of this stock even though its price per share may not have changed.
201720182019202020212022 (projected)
Direct Expenses277.76 M157.35 M196.59 M338.87 M304.98 M254.44 M
Consolidated Income353.06 M(70.54 M)364.1 M(1.67 B)(90 M)(92.37 M)
Gross Profit397.8 M(22.74 M)410.27 M(1.63 B)(60.77 M)(62.37 M)
Net Income348.61 M(70.79 M)364.1 M(1.67 B)(90 M)(92.37 M)
Operating Expenses44.75 M47.79 M46.17 M40.23 M29.23 M33.77 M
Operating Income92.58 M255.31 M354.38 M(73.94 M)(85.03 M)(87.27 M)
Revenues595.72 M312.72 M880.37 M(1.55 B)(74.69 M)(76.66 M)

Invesco Mortgage Key Cash Accounts

Cash flow analysis captures how much money flows into and out of Invesco Mortgage Capital. It measures of how well Invesco is doing because it can show the actual money that comes into and out of the company from sales instead of measuring expenses against revenue to determine earnings. You have to read the cash flow statement in three sections. The first section shows how much money Invesco Mortgage brought in, usually known as net revenue or sales. This is different from earnings because it does not include expenses when determining net revenue for use on this part of the cash flow statement. Next, are operating activities, which show how much money Invesco had leftover after paying for its expenses. This number can be calculated in two ways: by subtracting the total of all operating expenses from net revenue or by adding up changes to cash and other assets or liabilities on this part of the statement. The third section is about investing activities, which shows what Invesco Mortgage has done with the money that it received from the sale of assets or what it spent to acquire new ones. This section can be broken down into two parts: investing in existing businesses (in other words, buying more stock) and investing in non-business activities like paying off debt or making acquisitions.
201720182019202020212022 (projected)
Net Cash Flow or Change in Cash and Cash Equivalents(72.79 M)46.62 M153.88 M103.08 M184.47 M199.03 M
Net Cash Flow Business Acquisitions and Disposals6.22 M1.12 M1.35 M6.5 M3.85 M5.07 M
Issuance Repayment of Debt Securities2.66 B(621.75 M)3.93 B(11.94 B)(240.87 M)(247.2 M)
Payment of Dividends and Other Cash Distributions(212.69 M)(234.37 M)(271.23 M)(137.5 M)(133.07 M)(143.57 M)
Net Cash Flow from Financing2.73 B(879.2 M)4.13 B(11.62 B)(88.57 M)(90.9 M)
Net Cash Flow from Investing(3.12 B)621.55 M(4.32 B)11.55 B120.75 M130.28 M
Net Cash Flow Investment Acquisitions and Disposals(3.09 B)671.45 M(3.74 B)12.35 B(39.26 M)(42.36 M)
Net Cash Flow from Operations317.95 M304.26 M343.36 M170.46 M152.29 M156.3 M

Invesco Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Invesco Mortgage's current stock value. Our valuation model uses many indicators to compare Invesco Mortgage value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Mortgage competition to find correlations between indicators driving Invesco Mortgage's intrinsic value. More Info.
Invesco Mortgage Capital is currently regarded as number one stock in market capitalization category among related companies. It is currently regarded as number one stock in book value per share category among related companies . The ratio of Market Capitalization to Book Value Per Share for Invesco Mortgage Capital is about  35,046,778 . Invesco Mortgage Market Capitalization is relatively stable at the moment as compared to the past year. Invesco Mortgage reported last year Market Capitalization of 866.64 Million. Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco Mortgage by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco Mortgage's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Mortgage's earnings, one of the primary drivers of an investment's value.

Invesco Mortgage Capital Systematic Risk

Invesco Mortgage's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Mortgage volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Invesco Mortgage Capital correlated with the market. If Beta is less than 0 Invesco Mortgage generally moves in the opposite direction as compared to the market. If Invesco Mortgage Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Mortgage Capital is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Mortgage is generally in the same direction as the market. If Beta > 1 Invesco Mortgage moves generally in the same direction as, but more than the movement of the benchmark.

About Invesco Mortgage Financials

What exactly are Invesco Mortgage Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Invesco Mortgage's income statement, its balance sheet, and the statement of cash flows. Potential Invesco Mortgage investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Invesco Mortgage investors may use each financial statement separately, they are all related. The changes in Invesco Mortgage's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Invesco Mortgage's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Invesco Mortgage is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Invesco has grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.

Invesco Mortgage December 2, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Invesco Mortgage help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Mortgage Capital. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Mortgage Capital based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Mortgage's daily price indicators and compare them against related drivers.
Information Ratio(0.06)
Maximum Drawdown17.24
Value At Risk(5.14)
Potential Upside5.68
Please see Risk vs Return Analysis. You can also try Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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Is Invesco Mortgage's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Invesco Mortgage. If investors know Invesco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Invesco Mortgage listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
Market Capitalization
458.5 M
Quarterly Revenue Growth YOY
Return On Assets
Return On Equity
The market value of Invesco Mortgage Capital is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Mortgage's value that differs from its market value or its book value, called intrinsic value, which is Invesco Mortgage's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Mortgage's market value can be influenced by many factors that don't directly affect Invesco Mortgage's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Mortgage's value and its price as these two are different measures arrived at by different means. Investors typically determine Invesco Mortgage value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Mortgage's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.