Correlation
The correlation between MPW and INVH is 0.46, 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.
MPW vs. INVH
Compare and contrast key facts about Medical Properties Trust, Inc. (MPW) and Invitation Homes Inc. (INVH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPW or INVH.
Performance
MPW vs. INVH - Performance Comparison
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Key characteristics
MPW:
0.00
INVH:
0.11
MPW:
0.38
INVH:
0.18
MPW:
1.04
INVH:
1.02
MPW:
-0.01
INVH:
0.02
MPW:
-0.05
INVH:
0.05
MPW:
21.57%
INVH:
8.63%
MPW:
52.77%
INVH:
22.61%
MPW:
-84.50%
INVH:
-50.54%
MPW:
-74.07%
INVH:
-17.94%
Fundamentals
MPW:
$2.81B
INVH:
$20.35B
MPW:
-$2.72
INVH:
$0.78
MPW:
1.93
INVH:
12.92
MPW:
2.83
INVH:
7.77
MPW:
0.59
INVH:
2.09
MPW:
$948.03M
INVH:
$2.67B
MPW:
$611.44M
INVH:
$1.41B
MPW:
-$692.32M
INVH:
$1.80B
Returns By Period
In the year-to-date period, MPW achieves a 18.28% return, which is significantly higher than INVH's 5.68% return.
MPW
18.28%
-16.03%
10.04%
0.05%
-30.76%
-17.59%
-3.55%
INVH
5.68%
-0.45%
-1.51%
2.53%
-1.53%
7.81%
N/A
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Risk-Adjusted Performance
MPW vs. INVH — Risk-Adjusted Performance Rank
MPW
INVH
MPW vs. INVH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Medical Properties Trust, Inc. (MPW) 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.
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Dividends
MPW vs. INVH - Dividend Comparison
MPW's dividend yield for the trailing twelve months is around 8.46%, more than INVH's 3.40% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
MPW Medical Properties Trust, Inc. | 8.46% | 11.65% | 17.92% | 10.41% | 4.74% | 4.96% | 4.83% | 6.22% | 6.97% | 7.40% | 7.65% | 6.10% |
INVH Invitation Homes Inc. | 3.40% | 3.53% | 3.87% | 2.97% | 1.50% | 2.02% | 1.74% | 2.19% | 0.93% | 0.00% | 0.00% | 0.00% |
Drawdowns
MPW vs. INVH - Drawdown Comparison
The maximum MPW drawdown since its inception was -84.50%, which is greater than INVH's maximum drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for MPW and INVH.
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Volatility
MPW vs. INVH - Volatility Comparison
Medical Properties Trust, Inc. (MPW) has a higher volatility of 11.62% compared to Invitation Homes Inc. (INVH) at 5.92%. This indicates that MPW's price experiences larger fluctuations and is considered to be riskier than INVH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MPW vs. INVH - Financials Comparison
This section allows you to compare key financial metrics between Medical Properties Trust, 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.
Total Revenue: Total amount of money received from sales and other business activities
MPW vs. INVH - Profitability Comparison
MPW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Medical Properties Trust, Inc. reported a gross profit of 216.76M and revenue of 223.80M. Therefore, the gross margin over that period was 96.9%.
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%.
MPW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Medical Properties Trust, Inc. reported an operating income of 110.28M and revenue of 223.80M, resulting in an operating margin of 49.3%.
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%.
MPW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Medical Properties Trust, Inc. reported a net income of -99.14M and revenue of 223.80M, resulting in a net margin of -44.3%.
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%.