# INVESCO MORTGAGE CAPITAL INC (IVR) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Real Estate / Equity Real Estate Investment Trusts (REITs). Price $7.20, market value $737 million.

## Valuation
- **P/E (trailing): 4.6×** (5-yr avg 7.5×, 3-yr avg 7.5×). INVESCO MORTGAGE CAPITAL INC trades at 4.6× trailing earnings, well below its own five-year average of 7.5×: cheap by its own standards. The Real Estate median in the September 2026 study was 25.2×. Forward P/E is 4.1×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.04**. A PEG of 0.04 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / book: 0.9×**. The shares trade below book value, which can signal a bargain or a balance sheet the market doubts.
- **Earnings yield: 21.9%**. The inverse of the P/E: 21.9% of the price is earned each year.

## Profitability
- **Return on equity: 12.7%**. 12.7% on shareholders' equity is solid.

## Growth
- **EPS growth (1 yr): 103.1%**. Earnings per share rose 103.1%.

## Financial health
- **Debt to equity: 24.05**. Debt is 24.05 times equity, a leveraged balance sheet, which is normal for real estate.
- **Piotroski F-score: 5/9**. 5 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 20.00%** ($1.42 per share, trailing). INVESCO MORTGAGE CAPITAL INC yields 20.00%, high enough to check carefully: yields this high often precede a cut.
- **Payout ratio: 106%**. The dividend exceeds earnings (106% payout), which is rarely sustainable outside REITs and one-off years.
- **Dividend growth (5 yr): -4.1%/yr** (1-yr -13.8%). The dividend has not grown over five years.

## Price and momentum
- **Total return (1 yr): 9.3%** (YTD -5.0%, 3-mo -4.9%). The shares are up 9.3% over twelve months including dividends.
- **From 52-week high: -24.2%** (2.1% above the low). Trading 24% below its 52-week high.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 37**. An RSI of 37 is neutral.
- **Beta (1 yr): 0.67** (volatility 22%). Beta of 0.67 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=IVR · Page: https://foliofundamentals.com/stocks/ivr

Not investment advice.