IVR vs EVO

Comparison between Invesco Mortgage Capital Inc (IVR, Company) and Evotec SE (EVO, Company).

IVR is from the Real Estate sector, while EVO is from the Healthcare sector.

5-Year PerformanceIVR has outperformed EVO, delivering a return of -11.8% compared to -37.4%

IVR vs EVO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVR(COMPANY)	EVO(COMPANY)
Market Cap	$713M	$714M
Max Drawdown	97.36%	92.61%
Sharpe Ratio	1.02	-1.12
5Y Beta	0.71	0.95
Industry	Reit - Mortgage	Drug Manufacturers - Specialty & Generic
P/E Ratio	9.14	-3.39
Forward P/E	3.50	53.48
PEG Ratio	0.52	1.42
Dividend Yield	17.70%	N/A
5Y Dividends CAGR	-6.01%	N/A
Debt to Equity	0.00%	55.38%
Free Cash Flow Yield	23.06%	-7.30%
P/S Ratio	9.88	0.94
P/B Ratio	1.08	0.95

Market Cap

IVR

$713M

Winner

EVO

$714M

Max Drawdown

IVR

97.36%

Winner

EVO

92.61%

Sharpe Ratio

Winner

IVR

1.02

EVO

-1.12

5Y Beta

Winner

IVR

0.71

EVO

0.95

Industry

IVR

Reit - Mortgage

EVO

Drug Manufacturers - Specialty & Generic

P/E Ratio

IVR

9.14

Winner

EVO

-3.39

Forward P/E

Winner

IVR

3.50

EVO

53.48

PEG Ratio

Winner

IVR

0.52

EVO

1.42

Dividend Yield

IVR

17.70%

EVO

N/A

5Y Dividends CAGR

IVR

-6.01%

EVO

N/A

Debt to Equity

Winner

IVR

0.00%

EVO

55.38%

Free Cash Flow Yield

Winner

IVR

23.06%

EVO

-7.30%

P/S Ratio

IVR

9.88

Winner

EVO

0.94

P/B Ratio

IVR

1.08

Winner

EVO

0.95

IVR vs EVO - Historical Returns

Returns include dividend reinvestment.

Period	IVR	EVO
1 month	+1.54%	-23.66%
3 months	+0.02%	-38.08%
6 months	-4.48%	-42.86%
1 year	+30.23%	-45.80%
5 years(CAGR)	-11.76%	-37.40%
10 years(CAGR)	-11.78%	-1.06%
Max(CAGR)	-3.22%	+1.64%

Winner

IVR

+1.54%

EVO

-23.66%

Winner

IVR

+0.02%

EVO

-38.08%

Winner

IVR

-4.48%

EVO

-42.86%

Winner

IVR

+30.23%

EVO

-45.80%

5Y(CAGR)

Winner

IVR

-11.76%

EVO

-37.40%

10Y(CAGR)

IVR

-11.78%

Winner

EVO

-1.06%

Max(CAGR)

IVR

-3.22%

Winner

EVO

+1.64%

IVR vs EVO - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IVR	EVO
2026	+1.82%	-37.11%
2025	+23.51%	-27.87%
2024	+11.81%	-63.51%
2023	-17.05%	+43.93%
2022	-46.98%	-65.52%
2021	-7.07%	+29.45%
2020	-73.26%	+42.78%
2019	+27.18%	+25.86%
2018	-5.81%	+21.66%
2017	+32.84%	+97.17%
2016	+30.45%	+72.43%
2015	-10.92%	+0.89%
2014	+17.09%	-13.76%
2013	-19.77%	+43.78%
2012	+61.09%	+12.58%
2011	-22.83%	-18.75%
2010	+11.69%	+17.76%
2009	+25.69%	-6.56%

IVR vs EVO 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 EVO was -92.61%, occurring on Jul 17, 2026. This drawdown has not yet recovered.

The current IVR drawdown is -85.00%. The current EVO drawdown is -92.46%.

Rank	IVR	EVO
#1	-92.63% Feb 20, 2020 - Oct 25, 2023	-92.61% Sep 15, 2021 - Jul 17, 2026
#2	-36.84% Jul 7, 2011 - Jul 16, 2012	-49.77% Nov 11, 2013 - Nov 18, 2016
#3	-36.19% Mar 26, 2013 - Aug 1, 2016	-48.75% Apr 14, 2011 - Oct 2, 2013
#4	-18.39% Apr 14, 2010 - Sep 21, 2010	-47.67% Oct 4, 2017 - Sep 4, 2018
#5	-15.81% Dec 15, 2017 - Jan 24, 2019	-32.63% Dec 14, 2009 - Nov 2, 2010
#6	-15.31% Nov 1, 2012 - Jan 2, 2013	-32.25% Sep 4, 2018 - Mar 29, 2019
#7	-10.17% Aug 8, 2019 - Nov 8, 2019	-31.11% Jul 29, 2019 - Jul 22, 2020
#8	-9.59% Mar 7, 2011 - May 12, 2011	-24.17% Feb 16, 2021 - Jun 28, 2021
#9	-9.41% Sep 7, 2016 - Feb 13, 2017	-18.28% Jul 12, 2017 - Aug 11, 2017
#10	-8.79% Sep 18, 2009 - Nov 12, 2009	-16.69% Apr 8, 2019 - Jul 3, 2019
#11	-7.05% Jan 30, 2013 - Mar 22, 2013	-14.29% Jul 22, 2020 - Nov 27, 2020
#12	-6.91% Oct 19, 2017 - Nov 20, 2017	-13.92% Jan 28, 2021 - Feb 16, 2021
#13	-6.82% Dec 23, 2009 - Feb 2, 2010	-12.31% Jan 10, 2017 - Mar 10, 2017
#14	-6.16% Apr 24, 2019 - Jun 19, 2019	-10.97% Jun 28, 2021 - Aug 12, 2021
#15	-6.12% Apr 27, 2017 - Jun 9, 2017	-6.60% Nov 4, 2013 - Nov 11, 2013