INVESCO MORTGAGE CAPITAL INC (IVR) vs PennyMac Mortgage Investment (PMT)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
INVESCO MORTGAGE CAPITAL INC (IVR) has outperformed PennyMac Mortgage Investment (PMT) over the past year, losing 24.8% versus a loss of 40.3%. Over five years, PMT leads with a -62.5% price change compared with -82.4% for IVR. On valuation, INVESCO MORTGAGE CAPITAL INC trades at a lower forward P/E (3.3x vs 5.5x for PennyMac Mortgage Investment).
INVESCO MORTGAGE CAPITAL INC offers the higher dividend yield (25.00% vs 21.36%).
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | IVR | PMT |
|---|---|---|
| Share price | $5.68 | $7.49 |
| Market cap | $619.12M | — |
| 1-day change | +1.07% | -0.13% |
| YTD return | -32.46% | -40.32% |
| 1-year return | -24.77% | -40.32% |
| 5-year return | -82.41% | -62.46% |
| P/E ratio (TTM) | 3.66 | 5.20 |
| Forward P/E | 3.28 | 5.48 |
| EPS (TTM) | $1.55 | $1.44 |
| Dividend yield | 25.00% | 21.36% |
| Annual dividend | $1.42 | $1.60 |
| 52-week high | $9.50 | $13.81 |
| 52-week low | $5.52 | $7.31 |
| Distance from 52-week high | -40.21% | -45.76% |
| Analyst consensus | hold | hold |
| Avg. price target upside | +43.84% | +50.73% |
| Average volume | 3.00M | 1.64M |
| Shares outstanding | 109.00M | — |
| Sector | Real Estate | Real Estate |
| Industry | Real Estate Investment Trusts | Real Estate Investment Trusts |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- IVR has outperformed PMT by 15.6 percentage points over the past year.
- PennyMac Mortgage Investment trades at a higher earnings multiple (5.2x vs 3.7x trailing P/E).
- INVESCO MORTGAGE CAPITAL INC offers a meaningfully higher dividend yield (25.00% vs 21.36%).
About INVESCO MORTGAGE CAPITAL INC
IVR stock →Invesco Mortgage Capital Inc. operates as a real estate investment trust (REIT) that invests, finances, and manages mortgage-backed securities and other mortgage-related assets in the United States.
Real Estate · Real Estate Investment Trusts
About PennyMac Mortgage Investment
PMT stock →PennyMac Mortgage Investment Trust, through its subsidiary, primarily invests in residential mortgage-related assets in the United States. The company operates through: Credit Sensitive Strategies, Interest Rate Sensitive Strategies, and Correspondent Production segments.
Real Estate · Real Estate Investment Trusts
IVR vs PMT FAQ
Which stock has performed better over the past year, IVR or PMT?
IVR returned -24.77% over the past 12 months, compared with -40.32% for PMT (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, IVR or PMT?
IVR has the lower trailing P/E at 3.7, versus 5.2 for PMT. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, INVESCO MORTGAGE CAPITAL INC or PennyMac Mortgage Investment?
INVESCO MORTGAGE CAPITAL INC has the higher yield at 25.00%, compared with 21.36% for PennyMac Mortgage Investment.
Are INVESCO MORTGAGE CAPITAL INC and PennyMac Mortgage Investment in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.