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ELS vs. INVH
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ELS vs. INVH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Equity LifeStyle Properties, Inc. (ELS) and Invitation Homes Inc. (INVH). The values are adjusted to include any dividend payments, if applicable.

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ELS vs. INVH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ELS
Equity LifeStyle Properties, Inc.
3.88%-5.93%-2.83%12.18%-24.50%41.01%-7.83%47.80%11.76%25.49%
INVH
Invitation Homes Inc.
-9.49%-9.68%-3.13%19.71%-33.04%55.58%1.19%52.27%-13.10%19.03%

Fundamentals

EPS

ELS:

$1.93

INVH:

$0.96

PE Ratio

ELS:

32.32

INVH:

25.98

PEG Ratio

ELS:

4.05

INVH:

1.15

PS Ratio

ELS:

8.40

INVH:

5.64

Total Revenue (TTM)

ELS:

$1.49B

INVH:

$2.70B

Gross Profit (TTM)

ELS:

$576.30M

INVH:

$1.62B

EBITDA (TTM)

ELS:

$741.53M

INVH:

$1.68B

Returns By Period

In the year-to-date period, ELS achieves a 3.88% return, which is significantly higher than INVH's -9.49% return.


ELS

1D
-0.16%
1M
-6.25%
YTD
3.88%
6M
4.60%
1Y
-3.19%
3Y*
0.60%
5Y*
1.90%
10Y*
8.21%

INVH

1D
0.32%
1M
-4.51%
YTD
-9.49%
6M
-13.29%
1Y
-25.64%
3Y*
-3.71%
5Y*
-2.24%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ELS vs. INVH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ELS
ELS Risk / Return Rank: 3232
Overall Rank
ELS Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
ELS Sortino Ratio Rank: 2727
Sortino Ratio Rank
ELS Omega Ratio Rank: 2828
Omega Ratio Rank
ELS Calmar Ratio Rank: 3636
Calmar Ratio Rank
ELS Martin Ratio Rank: 3636
Martin Ratio Rank

INVH
INVH Risk / Return Rank: 77
Overall Rank
INVH Sharpe Ratio Rank: 22
Sharpe Ratio Rank
INVH Sortino Ratio Rank: 44
Sortino Ratio Rank
INVH Omega Ratio Rank: 66
Omega Ratio Rank
INVH Calmar Ratio Rank: 1010
Calmar Ratio Rank
INVH Martin Ratio Rank: 1111
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.

ELS vs. INVH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Equity LifeStyle Properties, Inc. (ELS) and Invitation Homes Inc. (INVH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ELSINVHDifference

Sharpe ratio

Return per unit of total volatility

-0.17

-1.18

+1.01

Sortino ratio

Return per unit of downside risk

-0.12

-1.66

+1.54

Omega ratio

Gain probability vs. loss probability

0.99

0.81

+0.18

Calmar ratio

Return relative to maximum drawdown

-0.21

-0.85

+0.64

Martin ratio

Return relative to average drawdown

-0.37

-1.47

+1.10

ELS vs. INVH - Sharpe Ratio Comparison

The current ELS Sharpe Ratio is -0.17, which is higher than the INVH Sharpe Ratio of -1.18. The chart below compares the historical Sharpe Ratios of ELS and INVH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ELSINVHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.17

-1.18

+1.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

-0.10

+0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.20

+0.30

Correlation

The correlation between ELS and INVH is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ELS vs. INVH - Dividend Comparison

ELS's dividend yield for the trailing twelve months is around 3.34%, less than INVH's 4.75% yield.


TTM20252024202320222021202020192018201720162015
ELS
Equity LifeStyle Properties, Inc.
3.34%3.40%2.87%2.54%2.54%1.65%2.16%1.74%2.27%2.19%2.36%2.25%
INVH
Invitation Homes Inc.
4.75%4.21%3.53%3.87%2.97%1.50%2.02%1.74%2.19%0.93%0.00%0.00%

Drawdowns

ELS vs. INVH - Drawdown Comparison

The maximum ELS drawdown since its inception was -58.96%, which is greater than INVH's maximum drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for ELS and INVH.


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Drawdown Indicators


ELSINVHDifference

Max Drawdown

Largest peak-to-trough decline

-58.96%

-50.54%

-8.42%

Max Drawdown (1Y)

Largest decline over 1 year

-13.39%

-29.15%

+15.76%

Max Drawdown (5Y)

Largest decline over 5 years

-32.54%

-38.44%

+5.90%

Max Drawdown (10Y)

Largest decline over 10 years

-41.46%

Current Drawdown

Current decline from peak

-19.61%

-36.52%

+16.91%

Average Drawdown

Average peak-to-trough decline

-9.88%

-13.05%

+3.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.56%

16.93%

-9.37%

Volatility

ELS vs. INVH - Volatility Comparison

The current volatility for Equity LifeStyle Properties, Inc. (ELS) is 4.01%, while Invitation Homes Inc. (INVH) has a volatility of 5.81%. This indicates that ELS experiences smaller price fluctuations and is considered to be less risky than INVH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ELSINVHDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.01%

5.81%

-1.80%

Volatility (6M)

Calculated over the trailing 6-month period

12.03%

15.84%

-3.81%

Volatility (1Y)

Calculated over the trailing 1-year period

18.38%

21.75%

-3.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.97%

23.07%

-1.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.13%

25.60%

-1.47%

Financials

ELS vs. INVH - Financials Comparison

This section allows you to compare key financial metrics between Equity LifeStyle Properties, Inc. and Invitation Homes Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


300.00M400.00M500.00M600.00M700.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
373.87M
688.17M
(ELS) Total Revenue
(INVH) Total Revenue
Values in USD except per share items

ELS vs. INVH - Profitability Comparison

The chart below illustrates the profitability comparison between Equity LifeStyle Properties, Inc. and Invitation Homes Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
4.2%
62.4%
Portfolio components
ELS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Equity LifeStyle Properties, Inc. reported a gross profit of 15.64M and revenue of 373.87M. Therefore, the gross margin over that period was 4.2%.

INVH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Invitation Homes Inc. reported a gross profit of 429.13M and revenue of 688.17M. Therefore, the gross margin over that period was 62.4%.

ELS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Equity LifeStyle Properties, Inc. reported an operating income of 174.13M and revenue of 373.87M, resulting in an operating margin of 46.6%.

INVH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Invitation Homes Inc. reported an operating income of 410.69M and revenue of 688.17M, resulting in an operating margin of 59.7%.

ELS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Equity LifeStyle Properties, Inc. reported a net income of 100.47M and revenue of 373.87M, resulting in a net margin of 26.9%.

INVH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Invitation Homes Inc. reported a net income of 136.74M and revenue of 688.17M, resulting in a net margin of 19.9%.