VTLE vs IVR

Comparison between Vital Energy, Inc. (VTLE, Company) and Invesco Mortgage Capital Inc (IVR, Company).

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

5-Year PerformanceVTLE has outperformed IVR, delivering a return of -3.8% compared to -14.5%

VTLE vs IVR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VTLE(COMPANY)	IVR(COMPANY)
Market Cap	$693M	$691M
Max Drawdown	98.99%	97.36%
Sharpe Ratio	-0.39	1.00
5Y Beta	N/A	0.72
Industry	Oil & Gas E&p	Reit - Mortgage
P/E Ratio	-0.53	8.86
Forward P/E	4.33	3.46
PEG Ratio	N/A	0.51
Dividend Yield	N/A	17.60%
5Y Dividends CAGR	N/A	-7.33%
5Y EPS CAGR	0.23%	N/A
Debt to Equity	129.96%	0.00%
Free Cash Flow Yield	N/A	23.79%
P/S Ratio	N/A	9.18
P/B Ratio	N/A	1.02

Market Cap

Winner

VTLE

$693M

IVR

$691M

Max Drawdown

VTLE

98.99%

Winner

IVR

97.36%

Sharpe Ratio

VTLE

-0.39

Winner

IVR

1.00

5Y Beta

VTLE

N/A

IVR

0.72

Industry

VTLE

Oil & Gas E&p

IVR

Reit - Mortgage

P/E Ratio

Winner

VTLE

-0.53

IVR

8.86

Forward P/E

VTLE

4.33

Winner

IVR

3.46

PEG Ratio

VTLE

N/A

IVR

0.51

Dividend Yield

VTLE

N/A

IVR

17.60%

5Y Dividends CAGR

VTLE

N/A

IVR

-7.33%

5Y EPS CAGR

VTLE

0.23%

IVR

N/A

Debt to Equity

VTLE

129.96%

Winner

IVR

0.00%

Free Cash Flow Yield

VTLE

N/A

IVR

23.79%

P/S Ratio

VTLE

N/A

IVR

9.18

P/B Ratio

VTLE

N/A

IVR

1.02

VTLE vs IVR - Historical Returns

Returns include dividend reinvestment.

Period	VTLE	IVR
1 month	+4.80%	-1.47%
3 months	+9.20%	+1.25%
6 months	-11.07%	+10.06%
1 year	-43.70%	+24.85%
5 years(CAGR)	-3.83%	-14.49%
10 years(CAGR)	-20.43%	-11.67%
Max(CAGR)	-19.33%	-3.32%

Winner

VTLE

+4.80%

IVR

-1.47%

Winner

VTLE

+9.20%

IVR

+1.25%

VTLE

-11.07%

Winner

IVR

+10.06%

VTLE

-43.70%

Winner

IVR

+24.85%

5Y(CAGR)

Winner

VTLE

-3.83%

IVR

-14.49%

10Y(CAGR)

VTLE

-20.43%

Winner

IVR

-11.67%

Max(CAGR)

VTLE

-19.33%

Winner

IVR

-3.32%

VTLE vs IVR - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	VTLE	IVR
2026	N/A	+0.54%
2025	-43.58%	+23.51%
2024	-31.61%	+11.81%
2023	-6.07%	-17.05%
2022	-24.43%	-46.98%
2021	+195.77%	-7.07%
2020	-64.31%	-73.26%
2019	-23.26%	+27.18%
2018	-67.33%	-5.81%
2017	-28.79%	+32.84%
2016	+65.96%	+30.45%
2015	-26.70%	-10.92%
2014	-60.91%	+17.09%
2013	+54.95%	-19.77%
2012	-18.27%	+61.09%
2011	+23.20%	-22.83%
2010	N/A	+11.69%
2009	N/A	+25.69%

VTLE vs IVR Drawdown Comparison

The maximum drawdown for VTLE was -98.99%, occurring on Apr 7, 2020. This drawdown has not yet recovered.

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

The current VTLE drawdown is -97.33%. The current IVR drawdown is -85.19%.

Rank	VTLE	IVR
#1	-98.99% Oct 21, 2013 - Apr 7, 2020	-92.63% Feb 20, 2020 - Oct 25, 2023
#2	-40.49% Feb 27, 2012 - Sep 10, 2013	-36.84% Jul 7, 2011 - Jul 16, 2012
#3	-6.55% Dec 30, 2011 - Feb 1, 2012	-36.19% Mar 26, 2013 - Aug 1, 2016
#4	-4.74% Feb 16, 2012 - Feb 27, 2012	-18.39% Apr 14, 2010 - Sep 21, 2010
#5	-3.75% Oct 4, 2013 - Oct 16, 2013	-15.81% Dec 15, 2017 - Jan 24, 2019
#6	-2.93% Dec 16, 2011 - Dec 20, 2011	-15.31% Nov 1, 2012 - Jan 2, 2013
#7	-1.60% Sep 13, 2013 - Sep 17, 2013	-10.17% Aug 8, 2019 - Nov 8, 2019
#8	-1.36% Dec 21, 2011 - Dec 27, 2011	-9.59% Mar 7, 2011 - May 12, 2011
#9	-1.07% Sep 26, 2013 - Oct 2, 2013	-9.41% Sep 7, 2016 - Feb 13, 2017
#10	-0.69% Oct 2, 2013 - Oct 4, 2013	-8.79% Sep 18, 2009 - Nov 12, 2009
#11	-0.61% Feb 7, 2012 - Feb 10, 2012	-7.05% Jan 30, 2013 - Mar 22, 2013
#12	-0.33% Sep 11, 2013 - Sep 13, 2013	-6.91% Oct 19, 2017 - Nov 20, 2017
#13	-0.17% Sep 20, 2013 - Sep 25, 2013	-6.82% Dec 23, 2009 - Feb 2, 2010
#14	N/A	-6.16% Apr 24, 2019 - Jun 19, 2019
#15	N/A	-6.12% Apr 27, 2017 - Jun 9, 2017