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

Company Info

ISINUS46187W1071
CUSIP46187W107
SectorReal Estate
IndustryREIT—Residential

Highlights

Market Cap$20.56B
EPS$0.85
PE Ratio39.49
PEG Ratio19.43
Revenue (TTM)$2.41B
Gross Profit (TTM)$1.35B
EBITDA (TTM)$1.36B
Year Range$27.80 - $35.70
Target Price$37.95
Short %2.21%
Short Ratio2.88

Share Price Chart


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Invitation Homes Inc.

Popular comparisons: INVH vs. VICI, INVH vs. MPW, INVH vs. amh, INVH vs. NGG, INVH vs. BTI, INVH vs. FANG, INVH vs. PETS, INVH vs. VOO, INVH vs. HRL, INVH vs. ENB

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Invitation Homes Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
12.44%
19.37%
INVH (Invitation Homes Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Invitation Homes Inc. had a return of 0.88% year-to-date (YTD) and 8.10% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date0.88%6.30%
1 month-0.52%-3.13%
6 months12.44%19.37%
1 year8.10%22.56%
5 years (annualized)9.36%11.65%
10 years (annualized)N/A10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-3.46%3.46%5.38%
2023-7.04%-6.31%13.28%3.09%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of INVH is 58, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of INVH is 5858
Invitation Homes Inc.(INVH)
The Sharpe Ratio Rank of INVH is 6161Sharpe Ratio Rank
The Sortino Ratio Rank of INVH is 5454Sortino Ratio Rank
The Omega Ratio Rank of INVH is 5252Omega Ratio Rank
The Calmar Ratio Rank of INVH is 5959Calmar Ratio Rank
The Martin Ratio Rank of INVH is 6262Martin 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.


INVH
Sharpe ratio
The chart of Sharpe ratio for INVH, currently valued at 0.32, compared to the broader market-2.00-1.000.001.002.003.000.32
Sortino ratio
The chart of Sortino ratio for INVH, currently valued at 0.63, compared to the broader market-4.00-2.000.002.004.006.000.63
Omega ratio
The chart of Omega ratio for INVH, currently valued at 1.07, compared to the broader market0.501.001.501.07
Calmar ratio
The chart of Calmar ratio for INVH, currently valued at 0.20, compared to the broader market0.001.002.003.004.005.000.20
Martin ratio
The chart of Martin ratio for INVH, currently valued at 1.07, compared to the broader market0.0010.0020.0030.001.07
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-2.00-1.000.001.002.003.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-4.00-2.000.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.001.002.003.004.005.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.007.64

Sharpe Ratio

The current Invitation Homes Inc. Sharpe ratio is 0.32. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.32
1.92
INVH (Invitation Homes Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Invitation Homes Inc. granted a 3.93% dividend yield in the last twelve months. The annual payout for that period amounted to $1.34 per share.


PeriodTTM2023202220212020201920182017
Dividend$1.34$1.32$0.88$0.68$0.60$0.52$0.44$0.22

Dividend yield

3.93%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.28
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
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
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
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
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
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
2017$0.06$0.00$0.00$0.08$0.00$0.08$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.9%
Invitation Homes Inc. has a dividend yield of 3.93%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%128.6%
Invitation Homes Inc. has a payout ratio of 128.57%, 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-19.13%
-3.50%
INVH (Invitation Homes Inc.)
Benchmark (^GSPC)

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 19.13%.


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 current Invitation Homes Inc. volatility is 6.02%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2024FebruaryMarchApril
6.02%
3.58%
INVH (Invitation Homes Inc.)
Benchmark (^GSPC)

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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items