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

Key characteristics


AMHINVH
YTD Return-0.05%-4.53%
1Y Return2.12%3.55%
3Y Return (Ann)-1.83%-5.17%
5Y Return (Ann)8.25%3.88%
Sharpe Ratio0.410.35
Sortino Ratio0.750.62
Omega Ratio1.091.08
Calmar Ratio0.440.28
Martin Ratio1.971.76
Ulcer Index4.04%4.29%
Daily Std Dev18.62%21.05%
Max Drawdown-38.40%-50.54%
Current Drawdown-14.40%-23.47%

Fundamentals


AMHINVH
Market Cap$14.74B$19.24B
EPS$0.96$0.72
PE Ratio36.4843.61
PEG Ratio29.8214.54
Total Revenue (TTM)$1.95B$2.63B
Gross Profit (TTM)$1.17B$1.08B
EBITDA (TTM)$910.02M$1.68B

Correlation

-0.50.00.51.00.8

The correlation between AMH and INVH is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

AMH vs. INVH - Performance Comparison

In the year-to-date period, AMH achieves a -0.05% return, which is significantly higher than INVH's -4.53% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
-1.08%
-7.19%
AMH
INVH

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

AMH vs. INVH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Homes 4 Rent (AMH) 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.


AMH
Sharpe ratio
The chart of Sharpe ratio for AMH, currently valued at 0.41, compared to the broader market-4.00-2.000.002.000.41
Sortino ratio
The chart of Sortino ratio for AMH, currently valued at 0.75, compared to the broader market-4.00-2.000.002.004.000.75
Omega ratio
The chart of Omega ratio for AMH, currently valued at 1.09, compared to the broader market0.501.001.502.001.09
Calmar ratio
The chart of Calmar ratio for AMH, currently valued at 0.44, compared to the broader market0.002.004.006.000.44
Martin ratio
The chart of Martin ratio for AMH, currently valued at 1.97, compared to the broader market-10.000.0010.0020.0030.001.97
INVH
Sharpe ratio
The chart of Sharpe ratio for INVH, currently valued at 0.35, compared to the broader market-4.00-2.000.002.000.35
Sortino ratio
The chart of Sortino ratio for INVH, currently valued at 0.62, compared to the broader market-4.00-2.000.002.004.000.62
Omega ratio
The chart of Omega ratio for INVH, currently valued at 1.08, compared to the broader market0.501.001.502.001.08
Calmar ratio
The chart of Calmar ratio for INVH, currently valued at 0.28, compared to the broader market0.002.004.006.000.28
Martin ratio
The chart of Martin ratio for INVH, currently valued at 1.76, compared to the broader market-10.000.0010.0020.0030.001.76

AMH vs. INVH - Sharpe Ratio Comparison

The current AMH Sharpe Ratio is 0.41, which is comparable to the INVH Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of AMH 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.


Rolling 12-month Sharpe Ratio0.000.501.00JuneJulyAugustSeptemberOctoberNovember
0.41
0.35
AMH
INVH

Dividends

AMH vs. INVH - Dividend Comparison

AMH's dividend yield for the trailing twelve months is around 2.84%, less than INVH's 4.34% yield.


TTM20232022202120202019201820172016201520142013
AMH
American Homes 4 Rent
2.84%2.45%2.39%0.92%0.67%0.76%1.01%0.92%0.95%1.20%1.17%0.31%
INVH
Invitation Homes Inc.
4.34%3.87%2.97%1.50%2.02%1.74%2.19%0.93%0.00%0.00%0.00%0.00%

Drawdowns

AMH vs. INVH - Drawdown Comparison

The maximum AMH drawdown since its inception was -38.40%, smaller than the maximum INVH drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for AMH and INVH. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-14.40%
-23.47%
AMH
INVH

Volatility

AMH vs. INVH - Volatility Comparison

The current volatility for American Homes 4 Rent (AMH) is 7.16%, while Invitation Homes Inc. (INVH) has a volatility of 7.86%. This indicates that AMH 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.


2.00%4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
7.16%
7.86%
AMH
INVH

Financials

AMH vs. INVH - Financials Comparison

This section allows you to compare key financial metrics between American Homes 4 Rent 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



Values in USD except per share items