IVR vs YB

Comparison between Invesco Mortgage Capital Inc (IVR, Company) and Yuanbao Inc (YB, Company).

IVR is from the Real Estate sector, while YB is from the Technology sector.

IVR vs YB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVR(COMPANY)	YB(COMPANY)
Market Cap	$648M	$649M
Max Drawdown	97.36%	59.90%
Sharpe Ratio	0.63	-0.87
5Y Beta	0.71	0.71
Industry	Reit - Mortgage	Software - Application
P/E Ratio	8.31	3.52
Forward P/E	3.32	N/A
PEG Ratio	0.48	N/A
Dividend Yield	18.60%	9.46%
5Y Dividends CAGR	-13.06%	N/A
Debt to Equity	0.00%	0.11%
Free Cash Flow Yield	25.36%	32.97%
P/S Ratio	6.68	0.13
P/B Ratio	1.08	1.11

Market Cap

IVR

$648M

Winner

$649M

Max Drawdown

IVR

97.36%

Winner

59.90%

Sharpe Ratio

Winner

IVR

0.63

-0.87

5Y Beta

IVR

0.71

Winner

0.71

Industry

IVR

Reit - Mortgage

Software - Application

P/E Ratio

IVR

8.31

Winner

3.52

Forward P/E

IVR

3.32

N/A

PEG Ratio

IVR

0.48

N/A

Dividend Yield

Winner

IVR

18.60%

9.46%

5Y Dividends CAGR

IVR

-13.06%

N/A

Debt to Equity

Winner

IVR

0.00%

0.11%

Free Cash Flow Yield

IVR

25.36%

Winner

32.97%

P/S Ratio

IVR

6.68

Winner

0.13

P/B Ratio

Winner

IVR

1.08

1.11

IVR vs YB - Historical Returns

Returns include dividend reinvestment.

Period	IVR	YB
1 month	-4.56%	-5.76%
3 months	-4.41%	-12.96%
6 months	-5.47%	-26.05%
1 year	+17.63%	-47.41%
5 years(CAGR)	-11.86%	N/A
10 years(CAGR)	-12.25%	N/A
Max(CAGR)	-3.49%	-8.11%

Winner

IVR

-4.56%

-5.76%

Winner

IVR

-4.41%

-12.96%

Winner

IVR

-5.47%

-26.05%

Winner

IVR

+17.63%

-47.41%

5Y(CAGR)

IVR

-11.86%

N/A

10Y(CAGR)

IVR

-12.25%

N/A

Max(CAGR)

Winner

IVR

-3.49%

-8.11%

IVR vs YB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IVR	YB
2026	-2.94%	-28.19%
2025	+23.51%	+26.94%
2024	+11.81%	N/A
2023	-17.05%	N/A
2022	-46.98%	N/A
2021	-7.07%	N/A
2020	-73.26%	N/A
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 YB 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 YB was -59.90%, occurring on May 26, 2026. This drawdown has not yet recovered.

The current IVR drawdown is -85.70%. The current YB drawdown is -53.45%.

Rank	IVR	YB
#1	-92.63% Feb 20, 2020 - Oct 25, 2023	-59.90% Jul 9, 2025 - May 26, 2026
#2	-36.84% Jul 7, 2011 - Jul 16, 2012	-10.90% Apr 30, 2025 - Jun 9, 2025
#3	-36.19% Mar 26, 2013 - Aug 1, 2016	-6.14% Jun 9, 2025 - Jun 12, 2025
#4	-18.39% Apr 14, 2010 - Sep 21, 2010	-5.99% Jun 18, 2025 - Jun 27, 2025
#5	-15.81% Dec 15, 2017 - Jan 24, 2019	-4.88% Jun 27, 2025 - Jul 3, 2025
#6	-15.31% Nov 1, 2012 - Jan 2, 2013	-1.48% Jun 12, 2025 - Jun 16, 2025
#7	-10.17% Aug 8, 2019 - Nov 8, 2019	N/A
#8	-9.59% Mar 7, 2011 - May 12, 2011	N/A
#9	-9.41% Sep 7, 2016 - Feb 13, 2017	N/A
#10	-8.79% Sep 18, 2009 - Nov 12, 2009	N/A
#11	-7.05% Jan 30, 2013 - Mar 22, 2013	N/A
#12	-6.91% Oct 19, 2017 - Nov 20, 2017	N/A
#13	-6.82% Dec 23, 2009 - Feb 2, 2010	N/A
#14	-6.16% Apr 24, 2019 - Jun 19, 2019	N/A
#15	-6.12% Apr 27, 2017 - Jun 9, 2017	N/A

Correlation

Correlation between IVR and YB is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

-101

Dividend Comparison (2009 - 2026)

IVR vs YB dividend yield comparison.

Year	IVR	YB
2026	11.32%	9.51%
2025	16.41%	0.00%
2024	19.88%	0.00%
2023	25.40%	0.00%
2022	26.32%	0.00%
2021	12.59%	0.00%
2020	31.66%	0.00%
2019	11.11%	0.00%
2018	14.95%	0.00%
2017	9.14%	0.00%
2016	10.96%	0.00%
2015	13.72%	0.00%
2014	12.61%	0.00%
2013	15.67%	0.00%
2012	15.62%	0.00%
2011	24.34%	0.00%
2010	15.98%	0.00%
2009	7.29%	0.00%