INVITATION HOMES INC (INVH) Fundamental Analysis & Valuation

NYSE:INVH • US46187W1071

Current stock price

24.47 USD
-0.36 (-1.45%)
At close:
24.47 USD
0 (0%)
After Hours:

This INVH fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. INVH Profitability Analysis

1.1 Basic Checks

  • In the past year INVH was profitable.
  • INVH had a positive operating cash flow in the past year.
  • In the past 5 years INVH has always been profitable.
  • In the past 5 years INVH always reported a positive cash flow from operatings.
INVH Yearly Net Income VS EBIT VS OCF VS FCFINVH Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B

1.2 Ratios

  • With a Return On Assets value of 3.14%, INVH perfoms like the industry average, outperforming 50.00% of the companies in the same industry.
  • INVH has a Return On Equity of 6.16%. This is comparable to the rest of the industry: INVH outperforms 45.00% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 3.26%, INVH is in the better half of the industry, outperforming 75.00% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for INVH is in line with the industry average of 2.73%.
  • The 3 year average ROIC (3.14%) for INVH is below the current ROIC(3.26%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 3.14%
ROE 6.16%
ROIC 3.26%
ROA(3y)2.75%
ROA(5y)2.35%
ROE(3y)5.3%
ROE(5y)4.46%
ROIC(3y)3.14%
ROIC(5y)2.93%
INVH Yearly ROA, ROE, ROICINVH Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2 -2 4 6

1.3 Margins

  • With a Profit Margin value of 21.51%, INVH perfoms like the industry average, outperforming 50.00% of the companies in the same industry.
  • In the last couple of years the Profit Margin of INVH has grown nicely.
  • With a decent Operating Margin value of 27.57%, INVH is doing good in the industry, outperforming 75.00% of the companies in the same industry.
  • INVH's Operating Margin has been stable in the last couple of years.
  • INVH's Gross Margin of 58.42% is in line compared to the rest of the industry. INVH outperforms 45.00% of its industry peers.
  • In the last couple of years the Gross Margin of INVH has remained more or less at the same level.
Industry RankSector Rank
OM 27.57%
PM (TTM) 21.51%
GM 58.42%
OM growth 3Y-1.8%
OM growth 5Y1.45%
PM growth 3Y7.94%
PM growth 5Y14.89%
GM growth 3Y-1.39%
GM growth 5Y-0.35%
INVH Yearly Profit, Operating, Gross MarginsINVH Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60

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2

2. INVH Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), INVH is destroying value.
  • INVH has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for INVH has been increased compared to 5 years ago.
  • The debt/assets ratio for INVH is higher compared to a year ago.
INVH Yearly Shares OutstandingINVH Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M
INVH Yearly Total Debt VS Total AssetsINVH Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

2.2 Solvency

  • INVH has an Altman-Z score of 1.12. This is a bad value and indicates that INVH is not financially healthy and even has some risk of bankruptcy.
  • INVH has a Altman-Z score of 1.12. This is comparable to the rest of the industry: INVH outperforms 55.00% of its industry peers.
  • INVH has a debt to FCF ratio of 44.09. This is a negative value and a sign of low solvency as INVH would need 44.09 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 44.09, INVH is in line with its industry, outperforming 55.00% of the companies in the same industry.
  • INVH has a Debt/Equity ratio of 0.88. This is a neutral value indicating INVH is somewhat dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.88, INVH is in the better half of the industry, outperforming 65.00% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.88
Debt/FCF 44.09
Altman-Z 1.12
ROIC/WACC0.47
WACC6.93%
INVH Yearly LT Debt VS Equity VS FCFINVH Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B 8B 10B

2.3 Liquidity

  • INVH has a Current Ratio of 0.42. This is a bad value and indicates that INVH is not financially healthy enough and could expect problems in meeting its short term obligations.
  • INVH has a Current ratio (0.42) which is comparable to the rest of the industry.
  • INVH has a Quick Ratio of 0.42. This is a bad value and indicates that INVH is not financially healthy enough and could expect problems in meeting its short term obligations.
  • INVH's Quick ratio of 0.42 is in line compared to the rest of the industry. INVH outperforms 60.00% of its industry peers.
Industry RankSector Rank
Current Ratio 0.42
Quick Ratio 0.42
INVH Yearly Current Assets VS Current LiabilitesINVH Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. INVH Growth Analysis

3.1 Past

  • INVH shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 31.51%, which is quite impressive.
  • INVH shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 21.67% yearly.
  • Looking at the last year, INVH shows a small growth in Revenue. The Revenue has grown by 4.21% in the last year.
  • The Revenue has been growing by 8.41% on average over the past years. This is quite good.
EPS 1Y (TTM)31.51%
EPS 3Y15.69%
EPS 5Y21.67%
EPS Q2Q%4.35%
Revenue 1Y (TTM)4.21%
Revenue growth 3Y6.84%
Revenue growth 5Y8.41%
Sales Q2Q%3.96%

3.2 Future

  • Based on estimates for the next years, INVH will show a small growth in Earnings Per Share. The EPS will grow by 4.80% on average per year.
  • The Revenue is expected to grow by 4.55% on average over the next years.
EPS Next Y-18.19%
EPS Next 2Y-7.18%
EPS Next 3Y-0.52%
EPS Next 5Y4.8%
Revenue Next Year2.37%
Revenue Next 2Y2.51%
Revenue Next 3Y2.93%
Revenue Next 5Y4.55%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
INVH Yearly Revenue VS EstimatesINVH Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1B 2B 3B
INVH Yearly EPS VS EstimatesINVH Yearly EPS VS EstimatesYearly EPS VS Estimates 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 0 0.5 1

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3

4. INVH Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 25.49, INVH can be considered very expensive at the moment.
  • 70.00% of the companies in the same industry are more expensive than INVH, based on the Price/Earnings ratio.
  • Compared to an average S&P500 Price/Earnings ratio of 24.88, INVH is valued at the same level.
  • Based on the Price/Forward Earnings ratio of 31.16, the valuation of INVH can be described as expensive.
  • Based on the Price/Forward Earnings ratio, INVH is valued cheaply inside the industry as 95.00% of the companies are valued more expensively.
  • INVH's Price/Forward Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 22.19.
Industry RankSector Rank
PE 25.49
Fwd PE 31.16
INVH Price Earnings VS Forward Price EarningsINVH Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60 80

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, INVH is valued a bit cheaper than 80.00% of the companies in the same industry.
  • INVH's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 78.32
EV/EBITDA 15.46
INVH Per share dataINVH EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15

4.3 Compensation for Growth

  • INVH has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)1.18
EPS Next 2Y-7.18%
EPS Next 3Y-0.52%

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5

5. INVH Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 4.83%, INVH is a good candidate for dividend investing.
  • INVH's Dividend Yield is comparable with the industry average which is at 46.72.
  • Compared to an average S&P500 Dividend Yield of 1.89, INVH pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.83%

5.2 History

  • The dividend of INVH is nicely growing with an annual growth rate of 14.23%!
  • INVH has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)14.23%
Div Incr Years0
Div Non Decr Years0
INVH Yearly Dividends per shareINVH Yearly Dividends per shareYearly Dividends per share 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • 121.45% of the earnings are spent on dividend by INVH. This is not a sustainable payout ratio.
  • INVH's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP121.45%
EPS Next 2Y-7.18%
EPS Next 3Y-0.52%
INVH Yearly Income VS Free CF VS DividendINVH Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M 400M 600M
INVH Dividend Payout.INVH Dividend Payout, showing the Payout Ratio.INVH Dividend Payout.PayoutRetained Earnings

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INVH Fundamentals: All Metrics, Ratios and Statistics

INVITATION HOMES INC

NYSE:INVH (3/27/2026, 8:26:25 PM)

After market: 24.47 0 (0%)

24.47

-0.36 (-1.45%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)02-18
Earnings (Next)04-28
Inst Owners102.9%
Inst Owner Change-3.14%
Ins Owners0.25%
Ins Owner Change19.72%
Market Cap14.91B
Revenue(TTM)2.73B
Net Income(TTM)586.96M
Analysts73.33
Price Target31.21 (27.54%)
Short Float %2.31%
Short Ratio1.93
Dividend
Industry RankSector Rank
Dividend Yield 4.83%
Yearly Dividend1.17
Dividend Growth(5Y)14.23%
DP121.45%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)24.97%
Min EPS beat(2)19.22%
Max EPS beat(2)30.72%
EPS beat(4)4
Avg EPS beat(4)28.64%
Min EPS beat(4)17.55%
Max EPS beat(4)47.06%
EPS beat(8)6
Avg EPS beat(8)15.01%
EPS beat(12)10
Avg EPS beat(12)17.35%
EPS beat(16)13
Avg EPS beat(16)13.44%
Revenue beat(2)0
Avg Revenue beat(2)-0.4%
Min Revenue beat(2)-0.74%
Max Revenue beat(2)-0.06%
Revenue beat(4)2
Avg Revenue beat(4)-0.16%
Min Revenue beat(4)-0.74%
Max Revenue beat(4)0.13%
Revenue beat(8)3
Avg Revenue beat(8)-0.33%
Revenue beat(12)3
Avg Revenue beat(12)-0.64%
Revenue beat(16)4
Avg Revenue beat(16)-0.72%
PT rev (1m)-5.57%
PT rev (3m)-10.44%
EPS NQ rev (1m)-4.86%
EPS NQ rev (3m)-11%
EPS NY rev (1m)-1.39%
EPS NY rev (3m)-2.63%
Revenue NQ rev (1m)-1.03%
Revenue NQ rev (3m)-1.63%
Revenue NY rev (1m)-0.67%
Revenue NY rev (3m)-0.74%
Valuation
Industry RankSector Rank
PE 25.49
Fwd PE 31.16
P/S 5.46
P/FCF 78.32
P/OCF 12.36
P/B 1.56
P/tB 1.61
EV/EBITDA 15.46
EPS(TTM)0.96
EY3.92%
EPS(NY)0.79
Fwd EY3.21%
FCF(TTM)0.31
FCFY1.28%
OCF(TTM)1.98
OCFY8.09%
SpS4.48
BVpS15.64
TBVpS15.22
PEG (NY)N/A
PEG (5Y)1.18
Graham Number18.38
Profitability
Industry RankSector Rank
ROA 3.14%
ROE 6.16%
ROCE 4.13%
ROIC 3.26%
ROICexc 3.29%
ROICexgc 3.34%
OM 27.57%
PM (TTM) 21.51%
GM 58.42%
FCFM 6.98%
ROA(3y)2.75%
ROA(5y)2.35%
ROE(3y)5.3%
ROE(5y)4.46%
ROIC(3y)3.14%
ROIC(5y)2.93%
ROICexc(3y)3.19%
ROICexc(5y)2.99%
ROICexgc(3y)3.25%
ROICexgc(5y)3.04%
ROCE(3y)3.97%
ROCE(5y)3.71%
ROICexgc growth 3Y4.35%
ROICexgc growth 5Y8.61%
ROICexc growth 3Y4.5%
ROICexc growth 5Y8.57%
OM growth 3Y-1.8%
OM growth 5Y1.45%
PM growth 3Y7.94%
PM growth 5Y14.89%
GM growth 3Y-1.39%
GM growth 5Y-0.35%
F-Score6
Asset Turnover0.15
Health
Industry RankSector Rank
Debt/Equity 0.88
Debt/FCF 44.09
Debt/EBITDA 5.59
Cap/Depr 136%
Cap/Sales 37.22%
Interest Coverage 2.33
Cash Conversion 80.44%
Profit Quality 32.44%
Current Ratio 0.42
Quick Ratio 0.42
Altman-Z 1.12
F-Score6
WACC6.93%
ROIC/WACC0.47
Cap/Depr(3y)148.81%
Cap/Depr(5y)157.07%
Cap/Sales(3y)40.88%
Cap/Sales(5y)44.35%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)31.51%
EPS 3Y15.69%
EPS 5Y21.67%
EPS Q2Q%4.35%
EPS Next Y-18.19%
EPS Next 2Y-7.18%
EPS Next 3Y-0.52%
EPS Next 5Y4.8%
Revenue 1Y (TTM)4.21%
Revenue growth 3Y6.84%
Revenue growth 5Y8.41%
Sales Q2Q%3.96%
Revenue Next Year2.37%
Revenue Next 2Y2.51%
Revenue Next 3Y2.93%
Revenue Next 5Y4.55%
EBIT growth 1Y1.4%
EBIT growth 3Y4.91%
EBIT growth 5Y9.97%
EBIT Next Year82%
EBIT Next 3Y24.87%
EBIT Next 5Y17.55%
FCF growth 1Y50.19%
FCF growth 3Y-8.78%
FCF growth 5YN/A
OCF growth 1Y11.5%
OCF growth 3Y5.62%
OCF growth 5Y11.6%

INVITATION HOMES INC / INVH Fundamental Analysis FAQ

What is the ChartMill fundamental rating of INVITATION HOMES INC (INVH) stock?

ChartMill assigns a fundamental rating of 4 / 10 to INVH.


Can you provide the valuation status for INVITATION HOMES INC?

ChartMill assigns a valuation rating of 3 / 10 to INVITATION HOMES INC (INVH). This can be considered as Overvalued.


Can you provide the profitability details for INVITATION HOMES INC?

INVITATION HOMES INC (INVH) has a profitability rating of 6 / 10.


What is the financial health of INVITATION HOMES INC (INVH) stock?

The financial health rating of INVITATION HOMES INC (INVH) is 2 / 10.


Can you provide the dividend sustainability for INVH stock?

The dividend rating of INVITATION HOMES INC (INVH) is 5 / 10 and the dividend payout ratio is 121.45%.