Invesco Mortgage Capital (IVR) Return on Assets [ROA] (2011 - 2021)
Invesco Mortgage Capital (IVR) reported Return on Assets [ROA] of -15.42% for Q1 2021, down 6.76 percentage points from -8.66% a year earlier.
Powered by 
Analysis
Invesco Mortgage Capital (IVR) Return on Assets [ROA] (2011 - 2021) Analysis & Trends
For FY2020, Invesco Mortgage Capital posted Return on Assets [ROA] of -10.81%, down 12.62 percentage points from FY2019.
- Return on Assets [ROA] has a five-year change of -11.41 percentage points (FY2015 to FY2020).
- By year, Return on Assets [ROA] came in at 1.81% in FY2019 (+2.20 pp), -0.39% in FY2018 (-2.44 pp), 2.05% in FY2017 (+0.47 pp) and 1.59% in FY2016 (+0.99 pp).
- The Q1 2021 figure ranks as the lowest quarterly Return on Assets [ROA] in data going back to Q3 2011.
- Year over year, Return on Assets [ROA] gained in 1 of the last five quarters, with an average year-over-year change of -3.33 percentage points.
- The high point for year-over-year Return on Assets [ROA] in five years was Q2 2017 (a gain of 4.52 percentage points); the low point was Q1 2020 (a drop of 8.74 percentage points).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 44.95 Bn | 30.63 Bn | - | 0.78% |
| 2 | Orix | 41.97 Bn | 42.47 Bn | - | 3.61% |
| 3 | Royalty Pharma | 33.14 Bn | 33.05 Bn | - | 6.81% |
| 4 | Federal National Mortgage Association Fannie Mae | 24.99 Bn | 24.99 Bn | - | 0.35% |
| 5 | Affirm Holdings | 23.75 Bn | 17.44 Bn | - | 13.34% |
| 6 | Synchrony Financial | 23.25 Bn | -44.72 Bn | - | 2.89% |
| 7 | Royal Gold | 19.67 Bn | 18.90 Bn | 390.45 Mn | 7.87% |
| 8 | Annaly Capital Management | 14.04 Bn | 5.13 Bn | - | 2.11% |
| 9 | Ares Capital | 13.76 Bn | 11.19 Bn | - | - |
| 10 | Invesco Mortgage Capital | 596.91 Mn | 356.35 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2021 | -15.42% |
| Mar 31, 2020 | -8.66% |
| Dec 31, 2019 | 1.57% |
| Sep 30, 2019 | 0.36% |
| Jun 30, 2019 | -0.27% |
| Mar 31, 2019 | 0.08% |
| Dec 31, 2018 | -0.38% |
| Sep 30, 2018 | 1.26% |
| Jun 30, 2018 | 1.93% |
| Mar 31, 2018 | 1.69% |
| Dec 31, 2017 | 1.88% |
| Sep 30, 2017 | 2.76% |
| Jun 30, 2017 | 3.37% |
| Mar 31, 2017 | 3.11% |
| Dec 31, 2016 | 1.58% |
| Sep 30, 2016 | 0.54% |
| Jun 30, 2016 | -1.14% |
| Mar 31, 2016 | -0.18% |
| Dec 31, 2015 | 0.61% |
| Sep 30, 2015 | -0.48% |
API Access
Invesco Mortgage Capital Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=IVR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "IVR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=IVR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();