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

Key characteristics


INVHENB
YTD Return1.65%2.93%
1Y Return7.20%-0.32%
3Y Return (Ann)2.41%4.53%
5Y Return (Ann)9.41%6.83%
Sharpe Ratio0.340.04
Daily Std Dev20.39%18.31%
Max Drawdown-50.54%-46.35%
Current Drawdown-18.52%-13.65%

Fundamentals


INVHENB
Market Cap$21.07B$77.34B
EPS$0.88$2.07
PE Ratio39.0817.56
PEG Ratio19.431.71
Revenue (TTM)$2.47B$43.65B
Gross Profit (TTM)$1.35B$20.72B
EBITDA (TTM)$1.38B$13.82B

Correlation

-0.50.00.51.00.3

The correlation between INVH and ENB is 0.34, 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. ENB - Performance Comparison

In the year-to-date period, INVH achieves a 1.65% return, which is significantly lower than ENB's 2.93% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


20.00%40.00%60.00%80.00%100.00%December2024FebruaryMarchAprilMay
102.04%
36.41%
INVH
ENB

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Invitation Homes Inc.

Enbridge Inc.

Risk-Adjusted Performance

INVH vs. ENB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invitation Homes Inc. (INVH) and Enbridge Inc. (ENB). 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.


INVH
Sharpe ratio
The chart of Sharpe ratio for INVH, currently valued at 0.34, compared to the broader market-2.00-1.000.001.002.003.004.000.34
Sortino ratio
The chart of Sortino ratio for INVH, currently valued at 0.65, compared to the broader market-4.00-2.000.002.004.006.000.65
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 0.21, compared to the broader market0.002.004.006.000.21
Martin ratio
The chart of Martin ratio for INVH, currently valued at 1.11, compared to the broader market-10.000.0010.0020.0030.001.11
ENB
Sharpe ratio
The chart of Sharpe ratio for ENB, currently valued at 0.04, compared to the broader market-2.00-1.000.001.002.003.004.000.04
Sortino ratio
The chart of Sortino ratio for ENB, currently valued at 0.18, compared to the broader market-4.00-2.000.002.004.006.000.18
Omega ratio
The chart of Omega ratio for ENB, currently valued at 1.02, compared to the broader market0.501.001.501.02
Calmar ratio
The chart of Calmar ratio for ENB, currently valued at 0.03, compared to the broader market0.002.004.006.000.03
Martin ratio
The chart of Martin ratio for ENB, currently valued at 0.08, compared to the broader market-10.000.0010.0020.0030.000.08

INVH vs. ENB - Sharpe Ratio Comparison

The current INVH Sharpe Ratio is 0.34, which is higher than the ENB Sharpe Ratio of 0.04. The chart below compares the 12-month rolling Sharpe Ratio of INVH and ENB.


Rolling 12-month Sharpe Ratio-0.500.000.501.00December2024FebruaryMarchAprilMay
0.34
0.04
INVH
ENB

Dividends

INVH vs. ENB - Dividend Comparison

INVH's dividend yield for the trailing twelve months is around 3.90%, less than ENB's 7.27% yield.


TTM20232022202120202019201820172016201520142013
INVH
Invitation Homes Inc.
3.90%3.87%2.97%1.50%2.02%1.74%2.19%0.93%0.00%0.00%0.00%0.00%
ENB
Enbridge Inc.
7.27%7.29%6.78%6.86%7.54%5.57%6.69%4.73%3.78%4.41%2.47%2.82%

Drawdowns

INVH vs. ENB - Drawdown Comparison

The maximum INVH drawdown since its inception was -50.54%, which is greater than ENB's maximum drawdown of -46.35%. Use the drawdown chart below to compare losses from any high point for INVH and ENB. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%December2024FebruaryMarchAprilMay
-18.52%
-13.65%
INVH
ENB

Volatility

INVH vs. ENB - Volatility Comparison

The current volatility for Invitation Homes Inc. (INVH) is 4.93%, while Enbridge Inc. (ENB) has a volatility of 6.43%. This indicates that INVH experiences smaller price fluctuations and is considered to be less risky than ENB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%December2024FebruaryMarchAprilMay
4.93%
6.43%
INVH
ENB

Financials

INVH vs. ENB - Financials Comparison

This section allows you to compare key financial metrics between Invitation Homes Inc. and Enbridge 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



Values in USD except per share items