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Invitation Homes Inc. (INVH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US46187W1071

CUSIP

46187W107

IPO Date

Feb 1, 2017

Highlights

Market Cap

$20.86B

EPS (TTM)

$0.78

PE Ratio

43.63

PEG Ratio

13.58

Total Revenue (TTM)

$2.67B

Gross Profit (TTM)

$1.41B

EBITDA (TTM)

$1.80B

Year Range

$29.37 - $36.86

Target Price

$37.55

Short %

2.62%

Short Ratio

3.01

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Invitation Homes Inc. (INVH) returned 8.58% year-to-date (YTD) and 1.07% over the past 12 months.


INVH

YTD

8.58%

1M

4.18%

6M

3.65%

1Y

1.07%

5Y*

10.33%

10Y*

N/A

^GSPC (Benchmark)

YTD

1.30%

1M

12.94%

6M

1.49%

1Y

12.48%

5Y*

15.82%

10Y*

10.87%

*Annualized

Monthly Returns

The table below presents the monthly returns of INVH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-2.56%9.18%3.34%-1.89%0.67%8.58%
2024-3.46%3.46%5.38%-3.96%1.73%3.99%-1.73%4.45%-3.53%-10.92%9.04%-5.82%-3.13%
20239.65%-3.04%-0.10%6.85%2.30%1.53%3.20%-3.25%-7.04%-6.31%13.28%3.09%19.71%
2022-7.41%-9.49%6.30%-0.90%-4.72%-5.67%9.70%-6.50%-6.92%-6.16%3.70%-9.16%-33.04%
2021-0.74%-0.59%9.78%9.60%3.96%2.81%9.09%1.66%-6.92%7.62%-1.55%12.12%55.58%
20205.01%-8.40%-25.51%10.67%11.87%4.68%8.32%-3.51%-2.24%-2.61%5.39%3.92%1.19%
201912.00%2.85%5.78%2.18%3.64%4.29%2.77%5.19%2.96%3.98%-0.41%-1.83%52.27%
2018-4.58%-2.78%4.97%1.36%-4.44%4.77%0.22%1.62%-1.97%-4.50%-1.42%-6.43%-13.10%
20178.95%0.18%-1.28%0.14%0.51%-1.43%8.94%-2.12%0.00%4.34%0.08%19.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of INVH is 49, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of INVH is 4949
Overall Rank
The Sharpe Ratio Rank of INVH is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of INVH is 4343
Sortino Ratio Rank
The Omega Ratio Rank of INVH is 4343
Omega Ratio Rank
The Calmar Ratio Rank of INVH is 5454
Calmar Ratio Rank
The Martin Ratio Rank of INVH is 5353
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Invitation Homes Inc. (INVH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Invitation Homes Inc. Sharpe ratios as of May 17, 2025 (values are recalculated daily):

  • 1-Year: 0.05
  • 5-Year: 0.42
  • All Time: 0.36

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Invitation Homes Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Invitation Homes Inc. provided a 3.31% dividend yield over the last twelve months, with an annual payout of $1.14 per share.


0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.4020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$1.14$1.13$1.32$0.88$0.68$0.60$0.52$0.44$0.22

Dividend yield

3.31%3.53%3.87%2.97%1.50%2.02%1.74%2.19%0.93%

Monthly Dividends

The table displays the monthly dividend distributions for Invitation Homes Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.29$0.00$0.00$0.29
2024$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.29$1.13
2023$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.28$1.32
2022$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.88
2021$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.68
2020$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.60
2019$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.52
2018$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.44
2017$0.06$0.00$0.00$0.08$0.00$0.08$0.00$0.00$0.22

Dividend Yield & Payout


Dividend Yield

Invitation Homes Inc. has a dividend yield of 3.31%, which is quite average when compared to the overall market.

Payout Ratio

Invitation Homes Inc. has a payout ratio of 1.95%, which is below the market average. This means Invitation Homes Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Invitation Homes Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Invitation Homes Inc. was 50.54%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The current Invitation Homes Inc. drawdown is 15.68%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.54%Feb 19, 202024Mar 23, 2020255Mar 26, 2021279
-35.41%Jan 3, 2022254Jan 5, 2023
-18.47%Sep 24, 201864Dec 24, 201854Mar 14, 2019118
-14.73%Dec 18, 201736Feb 8, 2018148Sep 11, 2018184
-9.75%Sep 3, 202119Sep 30, 202146Dec 6, 202165

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Invitation Homes Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Invitation Homes Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 23.0% positive surprise.


0.050.100.150.2020212022202320242025
0.17
0.14
Actual
Estimate

Valuation

The Valuation section provides an overview of how Invitation Homes Inc. is priced in the market compared to other companies in the REIT - Residential industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for INVH, comparing it with other companies in the REIT - Residential industry. Currently, INVH has a P/E ratio of 43.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for INVH compared to other companies in the REIT - Residential industry. INVH currently has a PEG ratio of 13.6. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for INVH relative to other companies in the REIT - Residential industry. Currently, INVH has a P/S ratio of 8.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for INVH in comparison with other companies in the REIT - Residential industry. Currently, INVH has a P/B value of 2.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items