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ISIN
US46187W1071
CUSIP
46187W107
IPO Date
Feb 1, 2017

Highlights

EPS (TTM)
$0.96
PE Ratio
30.11
PEG Ratio
1.31
Total Revenue (TTM)
$2.73B
Gross Profit (TTM)
$1.25B
EBITDA (TTM)
$1.64B
Year Range
$24.25 - $34.25
Target Price
$32.11
ROA (TTM)
3.14%
ROE (TTM)
6.47%

Share Price Chart


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Performance

INVH Performance Chart

Invitation Homes Inc. (INVH) is up 5.2% since the beginning of the year. At $29 per share, INVH is trading 15.7% below its 52-week high of $34. Investors who bought $1,000 worth of INVH shares 5 years ago would now be looking at an investment worth $917.


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S&P 500 Index

Returns By Period

Invitation Homes Inc. (INVH) has returned 5.15% so far this year and -10.58% over the past 12 months.


Invitation Homes Inc.

1D
-0.79%
1M
1.19%
YTD
5.15%
6M
5.90%
1Y
-10.58%
3Y*
-2.32%
5Y*
-1.71%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INVH Monthly Returns History

Based on dividend-adjusted daily data since Feb 1, 2017, INVH's average daily return is +0.04%, while the average monthly return is +0.72%. At this rate, an investment would double in approximately 8.1 years.

Historically, 52% of months were positive and 48% were negative. The best month was Apr 2026 with a return of +15.8%, while the worst month was Mar 2020 at -25.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, INVH closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +12.5%, while the worst single day was Mar 16, 2020 at -23.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.81%-1.46%-4.51%15.77%1.67%-1.30%5.15%
2025-2.56%9.18%3.34%-1.89%-1.43%-1.81%-6.55%2.09%-5.32%-4.02%0.18%-0.36%-9.68%
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%

Benchmark Metrics

Invitation Homes Inc. has an annualized alpha of -1.95%, beta of 0.80, and R2 of 0.34 versus S&P 500 Index. Calculated based on daily prices since February 02, 2017.

  • This stock participated in 92.34% of S&P 500 Index downside but only 68.00% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.34 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-1.95%
Beta
0.80
0.34
Upside Capture
68.00%
Downside Capture
92.34%

Return for Risk

Risk / Return Rank

INVH ranks 22 for risk / return — below 22% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


INVH Risk / Return Rank: 2222
Overall Rank
INVH Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
INVH Sortino Ratio Rank: 1717
Sortino Ratio Rank
INVH Omega Ratio Rank: 1818
Omega Ratio Rank
INVH Calmar Ratio Rank: 2727
Calmar Ratio Rank
INVH Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Invitation Homes Inc. (INVH) and compare them to S&P 500 Index.


INVHBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.52

2.39

-2.90

Sortino ratio

Return per unit of downside risk

-0.61

3.25

-3.87

Omega ratio

Gain probability vs. loss probability

0.93

1.43

-0.50

Calmar ratio

Return relative to maximum drawdown

-0.41

3.11

-3.52

Martin ratio

Return relative to average drawdown

-0.69

14.38

-15.07

Dividends

Dividend History

Invitation Homes Inc. provided a 4.09% dividend yield over the last twelve months, with an annual payout of $1.18 per share.


1.00%2.00%3.00%4.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.40201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$1.18$1.17$1.13$1.32$0.88$0.68$0.60$0.52$0.44$0.22

Dividend yield

4.09%4.21%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
2026$0.00$0.00$0.30$0.00$0.00$0.00$0.30
2025$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.30$1.17
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

Dividend Yield & Payout


Dividend Yield

Invitation Homes Inc. has a dividend yield of 4.09%, which is quite average when compared to the overall market.

Payout Ratio

Invitation Homes Inc. has a payout ratio of 121.25%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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 26.25%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-50.54%Mar 2020
1mo 3d1y 3d
1y 1moFeb 2020 - Mar 2021
2026 bear market2026
-38.44%Mar 2026
4y 2mo
4y 5moJan 2022 - now
Rate-hike selloffLate 2018
-18.47%Dec 2018
3mo 1d2mo 20d
5mo 21dSep 2018 - Mar 2019
2018 correction2018
-14.73%Feb 2018
1mo 22d7mo 5d
8mo 27dDec 2017 - Sep 2018
2021 pullback2021
-9.75%Sep 2021
27d2mo 7d
3mo 4dSep 2021 - Dec 2021

Drawdown Indicators


INVHBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-50.54%

-56.78%

+6.24%

Max Drawdown (1Y)

Largest decline over 1 year

-26.13%

-9.10%

-17.03%

Max Drawdown (3Y)

Largest decline over 3 years

-30.87%

-18.90%

-11.97%

Max Drawdown (5Y)

Largest decline over 5 years

-38.44%

-25.43%

-13.01%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-26.25%

0.00%

-26.25%

Average Drawdown

Average peak-to-trough decline

-13.34%

-10.72%

-2.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.33%

1.97%

+13.36%

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

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 30.1. 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 1.3. 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 6.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

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
Portfolio Analyzer

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