SharesGrow 7-Criteria Score
All 7 criteria scored · valuation-related highlighted on this page
Invesco Mortgage Capital Inc. (IVR) trades at a trailing P/E of 5.4, forward P/E of 3.8. Trailing earnings yield is 18.60%, forward earnings yield 26.46%. PEG 0.04 (Peter Lynch undervalued ≤1.0). Graham Number is $20.33.
Criteria proven by this page:
- VALUE (83/100, Pass) — P/E is below market average (5.4); PEG ≤ 1.0 — Peter Lynch undervalued (0.04); earnings yield beats bond yields (18.60%).
- Forward P/E 3.8 (down from trailing 5.4) — analysts expect earnings to grow, which would improve the valuation.
- PEG Ratio 0.04 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
- Trailing Earnings Yield 18.60% — exceeds typical bond yields (~4.3%), making equity attractive vs fixed income. Forward yield improves to 26.46% as earnings recover.
- Analyst consensus target $9.00 (+7.4% upside) — modest upside expected.
Overall SharesGrow Score: 59/100 with 3/7 criteria passed.
SharesGrow 7-Criteria Score
✓
VALUE
83/100
Price-to-Earnings & upside
Proven by this page
✗
HEALTH
0/100
Debt-to-Equity & liquidity
→ Health
Valuation Snapshot — IVR
Valuation Multiples
P/E (TTM)5.4
Forward P/E3.8
PEG Ratio0.04
Forward PEG0.08
P/B Ratio0.68
P/S Ratio2.29
EV/EBITDA19.0
Per Share Data
EPS (TTM)$1.53
Forward EPS (Est.)$2.22
Book Value / Share$12.03
Revenue / Share$3.62
FCF / Share$2.37
Yields & Fair Value
Earnings Yield18.60%
Forward Earnings Yield26.46%
Dividend Yield17.04%
Graham Number$20.33
SharesGrow IV$20.56 (+145.4%)
Analyst Target$9.00 (+7.4%)
Historical Valuation
| Year |
P/E (TTM) |
PEG Ratio |
P/B Ratio |
P/S Ratio |
Dividend Yield |
| 2016 |
7.0 |
0.04 |
0.80 |
5.37 |
11.43% |
| 2017 |
5.4 |
0.14 |
0.72 |
4.67 |
11.23% |
| 2018 |
-21.8 |
0.16 |
0.67 |
3.63 |
15.21% |
| 2019 |
5.8 |
-0.02 |
0.71 |
5.14 |
12.94% |
| 2020 |
-0.3 |
0.00 |
0.41 |
-0.34 |
24.61% |
| 2021 |
-8.1 |
0.09 |
0.52 |
14.50 |
18.23% |
| 2022 |
-1.0 |
-0.01 |
0.51 |
-1.10 |
33.93% |
| 2023 |
-23.4 |
0.25 |
0.47 |
88.65 |
27.50% |
| 2024 |
7.2 |
-0.04 |
0.59 |
5.41 |
24.50% |
| 2025 |
5.5 |
0.04 |
0.70 |
1.64 |
19.17% |
P/E Ratio & Earnings Yield
Earnings Per Share (EPS) History
| Year |
EPS (Diluted) |
Revenue |
Net Income |
Net Margin |
| 2016 |
$19.80 |
$297.11M |
$254.41M |
85.6% |
| 2017 |
$27.50 |
$405.94M |
$348.61M |
85.9% |
| 2018 |
$-10.30 |
$-26.12M |
$-70.79M |
- |
| 2019 |
$24.16 |
$408.05M |
$364.1M |
89.2% |
| 2020 |
$-98.93 |
$-1.65B |
$-1.67B |
- |
| 2021 |
$-4.80 |
$-62.54M |
$-90M |
- |
| 2022 |
$-12.21 |
$-377.6M |
$-402.92M |
- |
| 2023 |
$-0.85 |
$4.19M |
$-15.86M |
-378.4% |
| 2024 |
$0.65 |
$79.55M |
$59.88M |
75.3% |
| 2025 |
$1.53 |
$339.7M |
$101.29M |
29.8% |
Analyst Estimates
| Year |
EPS (Avg) |
EPS Range |
Revenue (Avg) |
Revenue Range |
Analysts |
| 2026 |
$2.25 |
$2.25 – $2.25 |
$152.36M |
$152.36M – $152.36M |
3 |
| 2027 |
$2.34 |
$2.34 – $2.34 |
$163.57M |
$163.57M – $163.57M |
3 |
| 2028 |
$2.16 |
$2.16 – $2.16 |
$215.47M |
$215.47M – $215.47M |
1 |
