Invesco Mortgage Capital (IVR) Return on Equity [ROE] (2011 - 2021)
Invesco Mortgage Capital (IVR) recorded Return on Equity [ROE] of -99.58% in Q1 2021, down 35.51 percentage points from -64.06% a year earlier.
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Analysis
Invesco Mortgage Capital (IVR) Return on Equity [ROE] (2011 - 2021) Analysis & Trends
For FY2020, Invesco Mortgage Capital reported Return on Equity [ROE] of -77.89%, down 91.85 percentage points from FY2019.
- Annual Return on Equity [ROE] has a five-year change of -82.54 percentage points (FY2015 to FY2020).
- Across earlier years, Return on Equity [ROE] came in at 13.95% in FY2019 (+16.81 pp), -2.85% in FY2018 (-17.18 pp), 14.33% in FY2017 (+2.97 pp) and 11.36% in FY2016 (+6.71 pp).
- The Q1 2021 figure is the lowest quarterly Return on Equity [ROE] in data going back to Q3 2011.
- On a year-over-year basis, Return on Equity [ROE] rose in 1 of the last five quarters, with an average year-over-year change of -21.45 percentage points.
- Peak year-over-year performance for Return on Equity [ROE] in the last five years was a gain of 32.52 percentage points in Q2 2017, against a drop of 64.67 percentage points in Q1 2020 at the low end.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 2.01% |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 13.99% |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 13.69% |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 13.17% |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 41.65% |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 21.08% |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.87% |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 17.89% |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Invesco Mortgage Capital | 621.48 Mn | 380.93 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2021 | -99.58% |
| Mar 31, 2020 | -64.06% |
| Dec 31, 2019 | 12.46% |
| Sep 30, 2019 | 3.01% |
| Jun 30, 2019 | -2.21% |
| Mar 31, 2019 | 0.61% |
| Dec 31, 2018 | -2.96% |
| Sep 30, 2018 | 9.36% |
| Jun 30, 2018 | 13.96% |
| Mar 31, 2018 | 12.06% |
| Dec 31, 2017 | 13.29% |
| Sep 30, 2017 | 19.54% |
| Jun 30, 2017 | 24.05% |
| Mar 31, 2017 | 21.95% |
| Dec 31, 2016 | 11.18% |
| Sep 30, 2016 | 4.00% |
| Jun 30, 2016 | -8.47% |
| Mar 31, 2016 | -1.36% |
| Dec 31, 2015 | 4.86% |
| Sep 30, 2015 | -4.03% |
API Access
Invesco Mortgage Capital Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=IVR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=IVR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();