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IVR vs CTO

Comparison between Invesco Mortgage Capital Inc (IVR, Company) and CTO Realty Growth Inc - New - New (CTO, Company).

Both IVR and CTO are from the Real Estate sector.

5-Year PerformanceCTO has outperformed IVR, delivering a return of +11.5% compared to -10.7%

IVR vs CTO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
IVR
$689M
CTO
$688M
Max Drawdown
IVR
97.36%
Winner
CTO
75.42%
Sharpe Ratio
Winner
IVR
1.05
CTO
0.91
5Y Beta
IVR
0.73
Winner
CTO
0.39
Industry
IVR
Reit - Mortgage
CTO
Reit - Diversified
P/E Ratio
Winner
IVR
8.84
CTO
46.98
Forward P/E
Winner
IVR
3.46
CTO
121.95
PEG Ratio
IVR
0.51
Winner
CTO
0.00
Dividend Yield
Winner
IVR
17.80%
CTO
7.57%
5Y Dividends CAGR
Winner
IVR
-7.33%
CTO
-15.43%
5Y EPS CAGR
IVR
N/A
CTO
-39.49%
Debt to Equity
Winner
IVR
0.00%
CTO
112.89%
Free Cash Flow Yield
Winner
IVR
23.85%
CTO
10.02%
P/S Ratio
IVR
9.07
Winner
CTO
4.50
P/B Ratio
Winner
IVR
1.03
CTO
1.21

IVR vs CTO - Historical Returns

Returns include dividend reinvestment.

1M
IVR
-1.33%
Winner
CTO
-0.24%
3M
IVR
-1.67%
Winner
CTO
+6.74%
6M
IVR
+4.20%
Winner
CTO
+18.85%
1Y
Winner
IVR
+26.96%
CTO
+21.91%
5Y(CAGR)
IVR
-10.66%
Winner
CTO
+11.51%
10Y(CAGR)
IVR
-11.93%
Winner
CTO
+12.46%
Max(CAGR)
IVR
-3.41%
Winner
CTO
+10.38%

IVR vs CTO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIVRCTO
2026-1.05%+14.13%
2025+23.51%+3.49%
2024+11.81%+22.90%
2023-17.05%+2.44%
2022-46.98%-6.38%
2021-7.07%+58.69%
2020-73.26%+12.80%
2019+27.18%+13.93%
2018-5.81%-17.61%
2017+32.84%+20.39%
2016+30.45%+2.49%
2015-10.92%-5.56%
2014+17.09%+54.55%
2013-19.77%+12.26%
2012+61.09%+7.40%
2011-22.83%-8.85%
2010+11.69%-19.55%
2009+25.69%-7.80%
2008N/A-36.31%
2007N/A-11.76%
2006N/A+2.11%
2005N/A+68.84%
2004N/A+32.67%
2003N/A+72.38%
2002N/A-1.29%
2001N/A+67.64%
2000N/A-3.37%
1999N/A+2.00%

IVR vs CTO Drawdown Comparison

The maximum drawdown for IVR was -92.63%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The maximum drawdown for CTO was -74.78%, occurring on Mar 9, 2009. Recovery took 3919 trading sessions.

The current IVR drawdown is -85.42%. The current CTO drawdown is -1.53%.

RankIVRCTO
#1-92.63%
Feb 20, 2020 - Oct 25, 2023
-74.78%
Jul 29, 2005 - Feb 24, 2021
#2-36.84%
Jul 7, 2011 - Jul 16, 2012
-40.46%
Aug 29, 2001 - May 12, 2003
#3-36.19%
Mar 26, 2013 - Aug 1, 2016
-25.46%
Aug 12, 2022 - Jul 22, 2024
#4-18.39%
Apr 14, 2010 - Sep 21, 2010
-21.34%
Feb 13, 2025 - Feb 17, 2026
#5-15.81%
Dec 15, 2017 - Jan 24, 2019
-17.39%
Apr 5, 2004 - Nov 15, 2004
#6-15.31%
Nov 1, 2012 - Jan 2, 2013
-15.02%
Nov 18, 1999 - Aug 25, 2000
#7-10.17%
Aug 8, 2019 - Nov 8, 2019
-13.84%
Feb 1, 2005 - Mar 4, 2005
#8-9.59%
Mar 7, 2011 - May 12, 2011
-12.82%
Apr 1, 2022 - Jul 28, 2022
#9-9.41%
Sep 7, 2016 - Feb 13, 2017
-10.78%
Sep 10, 2024 - Dec 16, 2024
#10-8.79%
Sep 18, 2009 - Nov 12, 2009
-10.71%
Aug 25, 2000 - Jan 25, 2001
#11-7.05%
Jan 30, 2013 - Mar 22, 2013
-10.66%
Mar 17, 2021 - Jun 8, 2021
#12-6.91%
Oct 19, 2017 - Nov 20, 2017
-10.34%
May 23, 2005 - Jun 28, 2005
#13-6.82%
Dec 23, 2009 - Feb 2, 2010
-10.28%
Jan 13, 2022 - Mar 2, 2022
#14-6.16%
Apr 24, 2019 - Jun 19, 2019
-9.92%
Sep 19, 2003 - Oct 7, 2003
#15-6.12%
Apr 27, 2017 - Jun 9, 2017
-9.20%
Jul 9, 2003 - Aug 21, 2003

Correlation

Correlation between IVR and CTO is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53
-101

Dividend Comparison (2000 - 2026)

IVR vs CTO dividend yield comparison.

YearIVRCTO
20267.69%1.85%
202516.41%8.26%
202419.88%7.71%
202325.40%8.77%
202226.32%8.17%
202112.59%6.51%
202031.66%31.73%
201911.11%0.73%
201814.95%0.51%
20179.14%0.28%
201610.96%0.23%
201513.72%0.15%
201412.61%0.13%
201315.67%0.16%
201215.62%0.13%
201124.34%0.15%
201015.98%0.14%
20097.29%0.86%
20080.00%1.05%
20070.00%0.61%
20060.00%0.47%
20050.00%0.42%
20040.00%0.60%
20030.00%0.67%
20020.00%1.04%
20010.00%1.01%
20000.00%1.69%

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