COMP <GO>
PMT vs IVR // GROSS PROFIT MARGIN
PennyMac Mortgage Investment Trust of (NYSE) VS. INVESCO MORTGAGE CAPITAL INC (NYSE) • 15-METRIC TALLY: PMT 2
— IVR 3
■ METRIC PARITY
LAST: $7.38 (+1.51%) • MKT CAP: $643.6M
gross-margins
—
LAST: $5.44 (-0.18%) • MKT CAP: $593.5M
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PMT VS. IVR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PMT | IVR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.60% | 12.70% | -8.10 | IVR | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 1/9 | 5/9 | -4.00 | IVR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.3 | 36.1 | +9.20 | PMT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 7.0x | 5.5x | +1.50 | IVR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $643.6M | $593.5M | $50.0M | PMT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PMT REV | IVR REV | PMT GROSS % | IVR GROSS % | PMT FCF | IVR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | -$7.21B | $157.1M |
| FY 2024 | $0 | $0 | — | — | -$2.70B | $183.2M |
| FY 2023 | $0 | $0 | — | — | $1.34B | $237.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PMT // BETA —
IVR // BETA —