Invesco Stock Performance

IVR
 Stock
  

USD 12.97  0.28  2.11%   

The company retains a Market Volatility (i.e., Beta) of 1.6473, which attests to a somewhat significant risk relative to the market. Let's try to break down what Invesco's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Invesco Mortgage will likely underperform. Even though it is essential to pay attention to Invesco Mortgage Capital current price history, it is always good to be careful when utilizing equity current price movements. Our philosophy towards determining any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Invesco Mortgage Capital exposes twenty-one different technical indicators, which can help you to evaluate its performance. Invesco Mortgage Capital has an expected return of -0.0921%. Please be advised to check out Invesco Mortgage information ratio and downside variance to decide if Invesco Mortgage Capital performance from the past will be repeated at some point in the near future.
  
Invesco Performance
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Over the last 90 days Invesco Mortgage Capital has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, Invesco Mortgage is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.2
Payout Ratio
0.67
Last Split Factor
1:10
Forward Annual Dividend Rate
2.6
Dividend Date
2022-10-27
Ex Dividend Date
2022-10-07

Invesco Price Channel

Begin Period Cash Flow392584000.00
Total Cashflows From Investing Activities120748000.00

Invesco Mortgage Relative Risk vs. Return Landscape

If you would invest  1,466  in Invesco Mortgage Capital on September 3, 2022 and sell it today you would lose (141.00)  from holding Invesco Mortgage Capital or give up 9.62% of portfolio value over 90 days. Invesco Mortgage Capital is generating negative expected returns assuming volatility of 3.8016% on return distribution over 90 days investment horizon. In other words, 33% of stocks are less volatile than Invesco, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon Invesco Mortgage is expected to under-perform the market. In addition to that, the company is 2.5 times more volatile than its market benchmark. It trades about -0.02 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.09 per unit of volatility.

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 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 = -0.0242

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Negative ReturnsIVR
Estimated Market Risk
 3.8
  actual daily
 
 33 %
of total potential
 
3333
Expected Return
 -0.09
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.02
  actual daily
 
 0 %
of total potential
 
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Based on monthly moving average Invesco Mortgage is performing at about 0% 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.

About Invesco Mortgage Performance

To evaluate Invesco Mortgage Capital Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Invesco Mortgage generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Invesco Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Invesco Mortgage Capital market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Invesco's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Return on Investment(2.03) (2.08) 
Return on Average Assets(1.05) (1.08) 
Return on Average Equity(6.50) (6.67) 
Return on Invested Capital(0.005) (0.005395) 
Return on Sales 1.48  1.45 

Things to note about Invesco Mortgage Capital

Checking the ongoing alerts about Invesco Mortgage for important developments is a great way to find new opportunities for your next move. 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 Alerts

Equity Alerts and Improvement Suggestions

Invesco Mortgage generated a negative expected return over the last 90 days
Invesco Mortgage has high historical volatility and very poor performance
The company has 14.36 M in debt with debt to equity (D/E) ratio of 5.11, demonstrating that the company may be unable to create cash to meet all of its financial commitments. Invesco Mortgage Capital has a current ratio of 0.08, suggesting that it has not enough short term capital to pay financial commitments when the payables are 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.
Reported Net Loss for the year was (90 M) with loss before taxes, overhead, and interest of (62.53 M).
Invesco Mortgage has a poor financial position based on the latest SEC disclosures
On 27th of October 2022 Invesco Mortgage paid $ 0.65 per share dividend to its current shareholders
Please see Risk vs Return Analysis. You can also try Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

Complementary Tools for analysis

When running Invesco Mortgage Capital 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 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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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
(0.69) 
Market Capitalization
458.5 M
Quarterly Revenue Growth YOY
(0.34) 
Return On Assets
(0.07) 
Return On Equity
(69.84) 
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.