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

Performance

SMRT vs. INVH - Performance Comparison

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

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Returns By Period

In the year-to-date period, SMRT achieves a -45.54% return, which is significantly lower than INVH's 9.42% return.


SMRT

1D
-5.17%
1M
-5.98%
YTD
-45.54%
6M
-44.16%
1Y
18.65%
3Y*
-32.65%
5Y*
-36.29%
10Y*

INVH

1D
1.90%
1M
4.52%
YTD
9.42%
6M
13.28%
1Y
-4.89%
3Y*
-0.74%
5Y*
-1.01%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMRT vs. INVH - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SMRT
SmartRent, Inc.
-45.54%15.43%-45.14%31.28%-74.90%-12.79%
INVH
Invitation Homes Inc.
9.42%-9.68%-3.13%19.71%-33.04%53.92%

Correlation

The correlation between SMRT and INVH is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Feb 8, 2021

0.23

The correlation between SMRT and INVH shifts across timeframes, from 0.08 (1 year) to 0.24 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

SMRT:

-$0.13

INVH:

$0.96

PS Ratio

SMRT:

1.39

INVH:

6.75

Total Revenue (TTM)

SMRT:

$149.67M

INVH:

$2.73B

Gross Profit (TTM)

SMRT:

$51.43M

INVH:

$1.25B

EBITDA (TTM)

SMRT:

-$20.12M

INVH:

$1.64B

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Return for Risk

SMRT vs. INVH — Risk / Return Rank

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

SMRT
SMRT Risk / Return Rank: 5252
Overall Rank
SMRT Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
SMRT Sortino Ratio Rank: 5454
Sortino Ratio Rank
SMRT Omega Ratio Rank: 5151
Omega Ratio Rank
SMRT Calmar Ratio Rank: 5151
Calmar Ratio Rank
SMRT Martin Ratio Rank: 5252
Martin Ratio Rank

INVH
INVH Risk / Return Rank: 3131
Overall Rank
INVH Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
INVH Sortino Ratio Rank: 2626
Sortino Ratio Rank
INVH Omega Ratio Rank: 2727
Omega Ratio Rank
INVH Calmar Ratio Rank: 3636
Calmar Ratio Rank
INVH 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.

SMRT vs. INVH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SmartRent, Inc. (SMRT) 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.


SMRTINVHDifference
Sharpe ratioReturn per unit of total volatility

+0.54

Sortino ratioReturn per unit of downside risk

+1.14

Omega ratioGain probability vs. loss probability

1.11

0.98

+0.13

Calmar ratioReturn relative to maximum drawdown

0.39

-0.19

+0.58

Martin ratioReturn relative to average drawdown

0.92

-0.32

+1.24

SMRT vs. INVH - Sharpe Ratio Comparison

The current SMRT Sharpe Ratio is 0.30, which is higher than the INVH Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of SMRT and INVH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SMRTINVHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.30

-0.24

+0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.53

-0.04

-0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.53

0.28

-0.81

Drawdowns

SMRT vs. INVH - Drawdown Comparison

The maximum SMRT drawdown since its inception was -94.88%, which is greater than INVH's maximum drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for SMRT and INVH.


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Drawdown Indicators


SMRTINVHDifference

Max Drawdown

Largest peak-to-trough decline

-94.88%

-50.54%

-44.34%

Max Drawdown (1Y)

Largest decline over 1 year

-48.11%

-26.13%

-21.98%

Max Drawdown (3Y)

Largest decline over 3 years

-81.91%

-30.87%

-51.04%

Max Drawdown (5Y)

Largest decline over 5 years

-94.88%

-38.44%

-56.44%

Current Drawdown

Current decline from peak

-92.18%

-23.26%

-68.92%

Average Drawdown

Average peak-to-trough decline

-68.76%

-13.36%

-55.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.39%

15.36%

+5.03%

Volatility

SMRT vs. INVH - Volatility Comparison

SmartRent, Inc. (SMRT) has a higher volatility of 16.41% compared to Invitation Homes Inc. (INVH) at 5.39%. This indicates that SMRT'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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Volatility by Period


SMRTINVHDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.41%

5.39%

+11.02%

Volatility (6M)

Calculated over the trailing 6-month period

43.22%

16.37%

+26.85%

Volatility (1Y)

Calculated over the trailing 1-year period

61.81%

20.70%

+41.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

69.13%

23.21%

+45.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

67.16%

25.52%

+41.64%

Dividends

SMRT vs. INVH - Dividend Comparison

SMRT has not paid dividends to shareholders, while INVH's dividend yield for the trailing twelve months is around 3.93%.


PositionTTM202520242023202220212020201920182017
INVH
Invitation Homes Inc.
3.93%4.21%3.53%3.87%2.97%1.50%2.02%1.74%2.19%0.93%
SMRT
SmartRent, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

SMRT vs. INVH - Financials Comparison

This section allows you to compare key financial metrics between SmartRent, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M500.00M600.00M700.00M20222023202420252026
38.68M
685.25M
(SMRT) Total Revenue
(INVH) Total Revenue
Values in USD except per share items

SMRT vs. INVH - Profitability Comparison

The chart below illustrates the profitability comparison between SmartRent, Inc. and Invitation Homes Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%20222023202420252026
39.1%
3.1%
Portfolio components
SMRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SmartRent, Inc. reported a gross profit of 15.12M and revenue of 38.68M. Therefore, the gross margin over that period was 39.1%.

INVH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Invitation Homes Inc. reported a gross profit of 21.19M and revenue of 685.25M. Therefore, the gross margin over that period was 3.1%.

SMRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SmartRent, Inc. reported an operating income of -5.09M and revenue of 38.68M, resulting in an operating margin of -13.2%.

INVH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Invitation Homes Inc. reported an operating income of 187.06M and revenue of 685.25M, resulting in an operating margin of 27.3%.

SMRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SmartRent, Inc. reported a net income of -4.45M and revenue of 38.68M, resulting in a net margin of -11.5%.

INVH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Invitation Homes Inc. reported a net income of 144.55M and revenue of 685.25M, resulting in a net margin of 21.1%.


Frequently Asked Questions


SMRT and INVH have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SMRT has higher volatility (16.41%) compared to INVH (5.39%). In terms of maximum drawdown, SMRT dropped -94.88% vs INVH's -50.54%.

SMRT currently has the higher Sharpe Ratio (0.30 vs -0.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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