IVR vs RC
IVR: An externally managed mortgage REIT that invests in Agency and non-Agency residential and commercial mortgage-backed securities to generate risk-adjusted returns. RC: A multi-strategy real estate finance REIT that originates and acquires lower-middle-market commercial loans, SBA small business loans, and construction loans with $3.3B in loan assets under management.
Side-by-side fundamentals
| Metric | IVR | RC | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $7.85 | $1.52 | |
| Market cap as of 2026-07-23 | $731M | $250M | |
| P/E as of 2026-07-23 | 11.83 | n/a | |
| PEG as of 2026-07-23 | -1.29 | -0.01 | IVR lower |
| Net margin as of 2026-07-23 | +24.9% | -76.8% | IVR higher |
| Gross margin as of 2026-07-23 | +29.2% | +18.1% | IVR higher |
| Operating margin as of 2026-07-23 | +26.1% | -55.0% | IVR higher |
| ROE as of 2026-07-23 | +7.8% | -31.3% | IVR higher |
| ROA as of 2026-07-23 | +1.0% | -6.4% | IVR higher |
| Debt / equity as of 2026-07-23 | 6.09 | 3.46 | RC lower |
| Revenue growth (YoY) as of 2026-07-23 | -14.9% | -15.6% | IVR higher |
| Dividend yield as of 2026-07-23 | +18.3% | +2.6% | IVR higher |
| Dividend streak (yrs) SEC XBRL | 1 | 1 | Tie |
| Beta as of 2026-07-23 | 1.57 | 1.51 | |
| 1-year return as of 2026-07-22 close | +6.5% | -65.2% | IVR higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.