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INVH vs. ELS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between INVH and ELS is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


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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Key characteristics

Sharpe Ratio

INVH:

-0.06

ELS:

0.18

Sortino Ratio

INVH:

0.23

ELS:

0.49

Omega Ratio

INVH:

1.03

ELS:

1.06

Calmar Ratio

INVH:

0.05

ELS:

0.20

Martin Ratio

INVH:

0.15

ELS:

0.59

Ulcer Index

INVH:

8.54%

ELS:

8.77%

Daily Std Dev

INVH:

22.59%

ELS:

20.80%

Max Drawdown

INVH:

-50.54%

ELS:

-58.96%

Current Drawdown

INVH:

-16.64%

ELS:

-20.55%

Fundamentals

Market Cap

INVH:

$20.67B

ELS:

$12.50B

EPS

INVH:

$0.78

ELS:

$1.94

PE Ratio

INVH:

42.91

ELS:

32.18

PEG Ratio

INVH:

13.36

ELS:

4.53

PS Ratio

INVH:

7.89

ELS:

8.13

PB Ratio

INVH:

2.11

ELS:

6.82

Total Revenue (TTM)

INVH:

$2.67B

ELS:

$1.51B

Gross Profit (TTM)

INVH:

$1.41B

ELS:

$734.35M

EBITDA (TTM)

INVH:

$1.80B

ELS:

$681.30M

Returns By Period

In the year-to-date period, INVH achieves a 7.35% return, which is significantly higher than ELS's -3.42% return.


INVH

YTD

7.35%

1M

3.22%

6M

3.24%

1Y

-1.31%

5Y*

10.09%

10Y*

N/A

ELS

YTD

-3.42%

1M

-2.55%

6M

-9.66%

1Y

3.75%

5Y*

4.94%

10Y*

11.60%

*Annualized

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Risk-Adjusted Performance

INVH vs. ELS — Risk-Adjusted Performance Rank

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

INVH
The Risk-Adjusted Performance Rank of INVH is 4848
Overall Rank
The Sharpe Ratio Rank of INVH is 4848
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 5353
Calmar Ratio Rank
The Martin Ratio Rank of INVH is 5353
Martin Ratio Rank

ELS
The Risk-Adjusted Performance Rank of ELS is 5656
Overall Rank
The Sharpe Ratio Rank of ELS is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of ELS is 5050
Sortino Ratio Rank
The Omega Ratio Rank of ELS is 4949
Omega Ratio Rank
The Calmar Ratio Rank of ELS is 6161
Calmar Ratio Rank
The Martin Ratio Rank of ELS is 5959
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.

INVH vs. ELS - Risk-Adjusted Performance 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.


The current INVH Sharpe Ratio is -0.06, which is lower than the ELS Sharpe Ratio of 0.18. 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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Dividends

INVH vs. ELS - Dividend Comparison

INVH's dividend yield for the trailing twelve months is around 3.35%, more than ELS's 3.05% yield.


TTM20242023202220212020201920182017201620152014
INVH
Invitation Homes Inc.
3.35%3.53%3.87%2.97%1.50%2.02%1.74%2.19%0.93%0.00%0.00%0.00%
ELS
Equity LifeStyle Properties, Inc.
3.05%2.87%2.54%2.54%1.66%2.17%1.74%2.27%2.19%2.36%2.25%2.52%

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. For additional features, visit the drawdowns tool.


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Volatility

INVH vs. ELS - Volatility Comparison

Invitation Homes Inc. (INVH) and Equity LifeStyle Properties, Inc. (ELS) have volatilities of 5.73% and 5.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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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


300.00M400.00M500.00M600.00M700.00M20212022202320242025
674.48M
387.33M
(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

30.0%35.0%40.0%45.0%50.0%55.0%60.0%65.0%20212022202320242025
59.4%
63.8%
(INVH) Gross Margin
(ELS) Gross Margin
INVH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Invitation Homes Inc. reported a gross profit of 400.29M and revenue of 674.48M. Therefore, the gross margin over that period was 59.4%.

ELS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Equity LifeStyle Properties, Inc. reported a gross profit of 247.13M and revenue of 387.33M. Therefore, the gross margin over that period was 63.8%.

INVH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Invitation Homes Inc. reported an operating income of 187.63M and revenue of 674.48M, resulting in an operating margin of 27.8%.

ELS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Equity LifeStyle Properties, Inc. reported an operating income of 233.96M and revenue of 387.33M, resulting in an operating margin of 60.4%.

INVH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Invitation Homes Inc. reported a net income of 165.75M and revenue of 674.48M, resulting in a net margin of 24.6%.

ELS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Equity LifeStyle Properties, Inc. reported a net income of 109.19M and revenue of 387.33M, resulting in a net margin of 28.2%.