IVR vs MFA
Invesco Mortgage Capital (IVR) and MFA Financial (MFA) are REITs which have historically invested in residential and commercial real estate, in large part through mortgage backed securities, most of which have been backed by federal agencies. Both companies offloaded significant amounts of mortgage-backed securities to hedge against the effects of Covid-19. MFA almost completely liquidated their MBS and CRT holdings, such that approximately 75% of their assets were residential whole loans at the end of the year, and they have stated that they intend to maintain this investment strategy going forward. IVR has access to the research and experience of the rest of Invesco, an S&P 500 company, but MFA is a larger REIT with a market cap of $2B, compared to IVR’s $1B. They have similar ROE, while IVR is showing slightly better margins and a higher dividend, but IVR also has significantly more shares being sold short at the time of this writing (13% vs 2% of shares).
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
IVR’s FA Score shows that 1 FA rating(s) are green whileMFA’s FA Score has 2 green FA rating(s).
- IVR’s FA Score: 1 green, 4 red.
- MFA’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
IVR’s TA Score shows that 3 TA indicator(s) are bullish while MFA’s TA Score has 4 bullish TA indicator(s).
- IVR’s TA Score: 3 bullish, 5 bearish.
- MFA’s TA Score: 4 bullish, 6 bearish.
Price Growth
IVR (@Real Estate Investment Trusts) experienced а -1.80% price change this week, while MFA (@Real Estate Investment Trusts) price change was -4.17% for the same time period.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -2.85%. For the same industry, the average monthly price growth was -4.77%, and the average quarterly price growth was +5.01%.
Reported Earning Dates
IVR is expected to report earnings on Feb 19, 2025.
MFA is expected to report earnings on Feb 20, 2025.
Industries' Descriptions
@Real Estate Investment Trusts (-2.85% weekly)A real estate investment trust (REIT) is a company any that owns, and in most cases, operates, income-producing real estate – ranging from office and apartment buildings to warehouses, hospitals, shopping centers, hotels and timberlands. Some REITs are involved in financing real estate. Equity REITs invest in and own properties, while mortgage REITs own and invest in property mortgages. REITs are required by law to pay out at least 90% of their annual taxable income (excluding capital gains) to shareholders in the form of dividends. Some REITs could be more cyclical than others; for example, when an economy is undergoing a recession, hotel REITs could be more vulnerable, compared to say healthcare REIT given that healthcare needs are less likely to depend on economic cycles. American Tower Corporation, Prologis, Inc. and Crown Castle International Corp are some of the biggest REIT companies in the U.S.
| IVR | MFA | IVR / MFA | |
| Capitalization | 471M | 1.17B | 40% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 5.659 | 7.282 | 78% |
| P/E Ratio | 3.19 | 24.43 | 13% |
| Revenue | 4.19M | 205M | 2% |
| Total Cash | 191M | N/A | - |
| Total Debt | 740M | 5B | 15% |
IVR | MFA | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 55 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 3 Undervalued | 6 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 87 | 22 | |
PRICE GROWTH RATING 1..100 | 56 | 58 | |
P/E GROWTH RATING 1..100 | 61 | 99 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
IVR's Valuation (3) in the Real Estate Investment Trusts industry is in the same range as MFA (6). This means that IVR’s stock grew similarly to MFA’s over the last 12 months.
IVR's Profit vs Risk Rating (100) in the Real Estate Investment Trusts industry is in the same range as MFA (100). This means that IVR’s stock grew similarly to MFA’s over the last 12 months.
MFA's SMR Rating (22) in the Real Estate Investment Trusts industry is somewhat better than the same rating for IVR (87). This means that MFA’s stock grew somewhat faster than IVR’s over the last 12 months.
IVR's Price Growth Rating (56) in the Real Estate Investment Trusts industry is in the same range as MFA (58). This means that IVR’s stock grew similarly to MFA’s over the last 12 months.
IVR's P/E Growth Rating (61) in the Real Estate Investment Trusts industry is somewhat better than the same rating for MFA (99). This means that IVR’s stock grew somewhat faster than MFA’s over the last 12 months.
| IVR | MFA | |
|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 68% |
| Stochastic ODDS (%) | 3 days ago 67% | 3 days ago 71% |
| Momentum ODDS (%) | 3 days ago 72% | 3 days ago 65% |
| MACD ODDS (%) | 3 days ago 63% | 3 days ago 62% |
| TrendWeek ODDS (%) | 3 days ago 73% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 71% | 3 days ago 64% |
| Advances ODDS (%) | 10 days ago 62% | 13 days ago 60% |
| Declines ODDS (%) | 4 days ago 74% | 4 days ago 62% |
| BollingerBands ODDS (%) | N/A | 3 days ago 69% |
| Aroon ODDS (%) | 3 days ago 79% | 3 days ago 66% |
MFA and
Correlation & Price change
A.I.dvisor indicates that over the last year, MFA has been closely correlated with NLY. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if MFA jumps, then NLY could also see price increases.
| Ticker / NAME | Correlation To MFA | 1D Price Change % | ||
|---|---|---|---|---|
| MFA | 100% | +0.27% | ||
| NLY - MFA | 77% Closely correlated | +0.51% | ||
| DX - MFA | 75% Closely correlated | +0.32% | ||
| AGNC - MFA | 74% Closely correlated | +0.74% | ||
| IVR - MFA | 74% Closely correlated | +0.12% | ||
| STWD - MFA | 73% Closely correlated | -0.46% | ||
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