IVR vs OBE

Comparison between Invesco Mortgage Capital Inc (IVR, Company) and Obsidian Energy Ltd (OBE, Company).

IVR is from the Real Estate sector, while OBE is from the Energy sector.

5-Year PerformanceOBE has outperformed IVR, delivering a return of +27.8% compared to -11.5%

IVR vs OBE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVR(COMPANY)	OBE(COMPANY)
Market Cap	$687M	$687M
Max Drawdown	97.36%	66.67%
Sharpe Ratio	0.88	1.39
5Y Beta	0.71	0.98
Industry	Reit - Mortgage	Oil & Gas E&p
P/E Ratio	8.81	-2345.58
Forward P/E	3.50	17.76
PEG Ratio	0.51	N/A
Dividend Yield	17.70%	N/A
5Y Dividends CAGR	-6.01%	N/A
5Y EPS CAGR	N/A	-23.53%
Debt to Equity	0.00%	19.51%
Free Cash Flow Yield	23.93%	-7.11%
P/S Ratio	9.98	N/A
P/B Ratio	1.14	N/A

Market Cap

Winner

IVR

$687M

OBE

$687M

Max Drawdown

IVR

97.36%

Winner

OBE

66.67%

Sharpe Ratio

IVR

0.88

Winner

OBE

1.39

5Y Beta

Winner

IVR

0.71

OBE

0.98

Industry

IVR

Reit - Mortgage

OBE

Oil & Gas E&p

P/E Ratio

IVR

8.81

Winner

OBE

-2345.58

Forward P/E

Winner

IVR

3.50

OBE

17.76

PEG Ratio

IVR

0.51

OBE

N/A

Dividend Yield

IVR

17.70%

OBE

N/A

5Y Dividends CAGR

IVR

-6.01%

OBE

N/A

5Y EPS CAGR

IVR

N/A

OBE

-23.53%

Debt to Equity

Winner

IVR

0.00%

OBE

19.51%

Free Cash Flow Yield

Winner

IVR

23.93%

OBE

-7.11%

P/S Ratio

IVR

9.98

OBE

N/A

P/B Ratio

IVR

1.14

OBE

N/A

IVR vs OBE - Historical Returns

Returns include dividend reinvestment.

Period	IVR	OBE
1 month	-2.05%	+19.09%
3 months	-2.92%	-15.97%
6 months	-7.11%	+60.15%
1 year	+19.66%	+85.96%
5 years(CAGR)	-11.50%	+27.81%
10 years(CAGR)	-12.09%	N/A
Max(CAGR)	-3.41%	+94.84%

IVR

-2.05%

Winner

OBE

+19.09%

Winner

IVR

-2.92%

OBE

-15.97%

IVR

-7.11%

Winner

OBE

+60.15%

IVR

+19.66%

Winner

OBE

+85.96%

5Y(CAGR)

IVR

-11.50%

Winner

OBE

+27.81%

10Y(CAGR)

IVR

-12.09%

OBE

N/A

Max(CAGR)

IVR

-3.41%

Winner

OBE

+94.84%

IVR vs OBE - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IVR	OBE
2026	-1.52%	+70.59%
2025	+23.51%	+2.51%
2024	+11.81%	-13.71%
2023	-17.05%	+14.53%
2022	-46.98%	+54.94%
2021	-7.07%	+491.10%
2020	-73.26%	+318.75%
2019	+27.18%	N/A
2018	-5.81%	N/A
2017	+32.84%	N/A
2016	+30.45%	N/A
2015	-10.92%	N/A
2014	+17.09%	N/A
2013	-19.77%	N/A
2012	+61.09%	N/A
2011	-22.83%	N/A
2010	+11.69%	N/A
2009	+25.69%	N/A

IVR vs OBE 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 OBE was -66.67%, occurring on May 5, 2025. Recovery took 970 trading sessions.

The current IVR drawdown is -85.49%. The current OBE drawdown is -25.80%.

Rank	IVR	OBE
#1	-92.63% Feb 20, 2020 - Oct 25, 2023	-66.67% Jun 8, 2022 - Apr 22, 2026
#2	-36.84% Jul 7, 2011 - Jul 16, 2012	-51.31% Jul 16, 2020 - Dec 16, 2020
#3	-36.19% Mar 26, 2013 - Aug 1, 2016	-45.57% May 4, 2026 - Jul 6, 2026
#4	-18.39% Apr 14, 2010 - Sep 21, 2010	-42.89% Jul 6, 2021 - Oct 5, 2021
#5	-15.81% Dec 15, 2017 - Jan 24, 2019	-36.97% Mar 17, 2021 - Jun 1, 2021
#6	-15.31% Nov 1, 2012 - Jan 2, 2013	-33.33% May 20, 2020 - Jul 16, 2020
#7	-10.17% Aug 8, 2019 - Nov 8, 2019	-30.59% Apr 18, 2022 - Jun 1, 2022
#8	-9.59% Mar 7, 2011 - May 12, 2011	-23.10% Nov 1, 2021 - Jan 3, 2022
#9	-9.41% Sep 7, 2016 - Feb 13, 2017	-21.70% Jan 8, 2021 - Feb 16, 2021
#10	-8.79% Sep 18, 2009 - Nov 12, 2009	-16.99% Feb 24, 2022 - Mar 25, 2022
#11	-7.05% Jan 30, 2013 - Mar 22, 2013	-11.33% Feb 24, 2021 - Mar 8, 2021
#12	-6.91% Oct 19, 2017 - Nov 20, 2017	-9.61% Feb 16, 2022 - Feb 23, 2022
#13	-6.82% Dec 23, 2009 - Feb 2, 2010	-9.52% Apr 17, 2020 - Apr 30, 2020
#14	-6.16% Apr 24, 2019 - Jun 19, 2019	-9.17% Apr 5, 2022 - Apr 13, 2022
#15	-6.12% Apr 27, 2017 - Jun 9, 2017	-9.09% Apr 30, 2020 - May 7, 2020

Correlation

Correlation between IVR and OBE is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66

-101