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

Performance

INVH vs. ELS - Performance Comparison

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

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INVH vs. ELS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
INVH
Invitation Homes Inc.
-9.49%-9.68%-3.13%19.71%-33.04%55.58%1.19%52.27%-13.10%19.03%
ELS
Equity LifeStyle Properties, Inc.
5.28%-5.93%-2.83%12.18%-24.50%41.01%-7.83%47.80%11.76%25.49%

Fundamentals

EPS

INVH:

$0.96

ELS:

$1.93

PE Ratio

INVH:

25.98

ELS:

32.76

PEG Ratio

INVH:

1.15

ELS:

4.11

PS Ratio

INVH:

5.64

ELS:

8.51

Total Revenue (TTM)

INVH:

$2.70B

ELS:

$1.49B

Gross Profit (TTM)

INVH:

$1.62B

ELS:

$576.30M

EBITDA (TTM)

INVH:

$1.68B

ELS:

$741.53M

Returns By Period

In the year-to-date period, INVH achieves a -9.49% return, which is significantly lower than ELS's 5.28% return.


INVH

1D
0.00%
1M
-3.81%
YTD
-9.49%
6M
-12.33%
1Y
-24.99%
3Y*
-3.71%
5Y*
-2.24%
10Y*

ELS

1D
1.35%
1M
-6.67%
YTD
5.28%
6M
5.54%
1Y
-1.68%
3Y*
1.05%
5Y*
2.17%
10Y*
8.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

INVH vs. ELS — Risk / Return Rank

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

INVH
INVH Risk / Return Rank: 66
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: 88
Calmar Ratio Rank
INVH Martin Ratio Rank: 99
Martin Ratio Rank

ELS
ELS Risk / Return Rank: 3333
Overall Rank
ELS Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
ELS Sortino Ratio Rank: 2929
Sortino Ratio Rank
ELS Omega Ratio Rank: 2929
Omega Ratio Rank
ELS Calmar Ratio Rank: 3636
Calmar Ratio Rank
ELS Martin Ratio Rank: 3636
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.

INVH vs. ELS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invitation Homes Inc. (INVH) and Equity LifeStyle Properties, Inc. (ELS). 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.


INVHELSDifference

Sharpe ratio

Return per unit of total volatility

-1.16

-0.09

-1.06

Sortino ratio

Return per unit of downside risk

-1.61

-0.00

-1.61

Omega ratio

Gain probability vs. loss probability

0.81

1.00

-0.19

Calmar ratio

Return relative to maximum drawdown

-0.88

-0.14

-0.74

Martin ratio

Return relative to average drawdown

-1.51

-0.25

-1.26

INVH vs. ELS - Sharpe Ratio Comparison

The current INVH Sharpe Ratio is -1.16, which is lower than the ELS Sharpe Ratio of -0.09. The chart below compares the historical Sharpe Ratios of INVH and ELS, 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


INVHELSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.16

-0.09

-1.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.10

0.10

-0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.50

-0.30

Correlation

The correlation between INVH and ELS 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

INVH vs. ELS - Dividend Comparison

INVH's dividend yield for the trailing twelve months is around 4.75%, more than ELS's 3.30% yield.


TTM20252024202320222021202020192018201720162015
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%
ELS
Equity LifeStyle Properties, Inc.
3.30%3.40%2.87%2.54%2.54%1.65%2.16%1.74%2.27%2.19%2.36%2.25%

Drawdowns

INVH vs. ELS - Drawdown Comparison

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


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Drawdown Indicators


INVHELSDifference

Max Drawdown

Largest peak-to-trough decline

-50.54%

-58.96%

+8.42%

Max Drawdown (1Y)

Largest decline over 1 year

-29.15%

-13.39%

-15.76%

Max Drawdown (5Y)

Largest decline over 5 years

-38.44%

-32.54%

-5.90%

Max Drawdown (10Y)

Largest decline over 10 years

-41.46%

Current Drawdown

Current decline from peak

-36.52%

-18.53%

-17.99%

Average Drawdown

Average peak-to-trough decline

-13.06%

-9.88%

-3.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.00%

7.57%

+9.43%

Volatility

INVH vs. ELS - Volatility Comparison

Invitation Homes Inc. (INVH) has a higher volatility of 5.77% compared to Equity LifeStyle Properties, Inc. (ELS) at 4.36%. This indicates that INVH's price experiences larger fluctuations and is considered to be riskier than ELS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INVHELSDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.77%

4.36%

+1.41%

Volatility (6M)

Calculated over the trailing 6-month period

15.80%

11.94%

+3.86%

Volatility (1Y)

Calculated over the trailing 1-year period

21.72%

18.42%

+3.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.05%

21.96%

+1.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.60%

24.12%

+1.48%

Financials

INVH vs. ELS - Financials Comparison

This section allows you to compare key financial metrics between Invitation Homes Inc. and Equity LifeStyle Properties, 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
688.17M
373.87M
(INVH) Total Revenue
(ELS) Total Revenue
Values in USD except per share items

INVH vs. ELS - Profitability Comparison

The chart below illustrates the profitability comparison between Invitation Homes Inc. and Equity LifeStyle Properties, 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
62.4%
4.2%
Portfolio components
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 - 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 - 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 - 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 - 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%.

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%.