Stock comparison
Invesco Mortgage Capital
Phillips Edison &
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
IVR
Invesco Mortgage Capital
Market cap
$563.83M
Sector
Real Estate
PECO
Phillips Edison &
Market cap
$5.08B
Sector
Real Estate
Overall winner
Invesco Mortgage Capital IVR
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | IVR | PECO | Winner |
|---|---|---|---|
| Warren Buffett | 55C | 64D | PECO |
| Benjamin Graham | 29F | 64C | PECO |
| Philip Fisher | 68C | 77C | PECO |
| Peter Lynch | 100C | 51C | IVR |
| Joel Greenblatt | 59C | 43D | IVR |
| Charlie Munger | 59D | 61D | PECO |
| Terry Smith | 59C | 56D | IVR |
Side-by-side metrics
| Metric | IVR | PECO |
|---|---|---|
| Market cap | $563.83M | $5.08B |
| P/E (TTM) | 11.6x | 43.1x |
| EV/EBIT | 18.3x | 38.3x |
| ROIC (TTM) | 3.25% | 5.33% |
| Gross margin | 59.4% | 53.41% |
| Net margin | 22.0% | 15.58% |
| Revenue CAGR 5y | 61.18% | 8.27% |
| EPS CAGR 5y | - | 56.51% |
| Debt / Equity | 6.1x | 1.1x |
| Dividend yield | 18.56% | 3.22% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
IVR leads on
- ROIC (TTM)3.25%vs 5.33%+98%
- Revenue CAGR 5y61.18%vs 8.27%+86%
- Dividend yield18.56%vs 3.22%+83%
- P/E (TTM)11.6xvs 43.1x+73%
PECO leads on
- Market cap$5.08Bvs $563.83M+89%
- Debt / Equity1.1xvs 6.1x+81%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.