INVITATION HOMES INC (INVH) Fundamental Analysis & Valuation

NYSE:INVH • US46187W1071

Current stock price

27.03 USD
+0.76 (+2.89%)
At close:
27.0007 USD
-0.03 (-0.11%)
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.
  • In the past year INVH had a positive cash flow from operations.
  • In the past 5 years INVH has always been profitable.
  • Each year in the past 5 years INVH had a positive operating cash flow.
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 (6.16%) which is comparable to the rest of the industry.
  • With a decent Return On Invested Capital value of 3.26%, INVH is doing good in the industry, outperforming 75.00% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for INVH is in line with the industry average of 2.73%.
  • The last Return On Invested Capital (3.26%) for INVH is above the 3 year average (3.14%), which is a sign of increasing profitability.
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

  • The Profit Margin of INVH (21.51%) is comparable to the rest of the industry.
  • In the last couple of years the Profit Margin of INVH has grown nicely.
  • INVH's Operating Margin of 27.57% is fine compared to the rest of the industry. INVH outperforms 75.00% of its industry peers.
  • INVH's Operating Margin has been stable in the last couple of years.
  • INVH has a Gross Margin (58.42%) which is in line with its industry peers.
  • INVH's Gross Margin has been stable in the last couple of years.
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

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so INVH is destroying value.
  • Compared to 1 year ago, INVH has less shares outstanding
  • Compared to 5 years ago, INVH has more shares outstanding
  • 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 1.20. 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 (1.20) which is in line with 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.
  • INVH's Debt to FCF ratio of 44.09 is in line compared to the rest of the industry. INVH outperforms 55.00% of its industry peers.
  • INVH has a Debt/Equity ratio of 0.88. This is a neutral value indicating INVH is somewhat dependend on debt financing.
  • The Debt to Equity ratio of INVH (0.88) is better than 65.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.88
Debt/FCF 44.09
Altman-Z 1.2
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

  • A Current Ratio of 0.42 indicates that INVH may have some problems paying its short term obligations.
  • INVH has a Current ratio (0.42) which is in line with its industry peers.
  • A Quick Ratio of 0.42 indicates that INVH may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.42, INVH is in line with its industry, outperforming 60.00% of the companies in the same industry.
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

  • The Earnings Per Share has grown by an impressive 31.51% over the past year.
  • INVH shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 21.67% yearly.
  • INVH shows a small growth in Revenue. In the last year, the Revenue has grown by 4.21%.
  • INVH shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 8.41% yearly.
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.
  • INVH is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.55% yearly.
EPS Next Y-22.52%
EPS Next 2Y-10.62%
EPS Next 3Y-3.64%
EPS Next 5Y4.8%
Revenue Next Year2.08%
Revenue Next 2Y2.26%
Revenue Next 3Y2.71%
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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4

4. INVH Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 28.16, INVH can be considered very expensive at the moment.
  • Based on the Price/Earnings ratio, INVH is valued a bit cheaper than 70.00% of the companies in the same industry.
  • INVH is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.87, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 36.34, the valuation of INVH can be described as expensive.
  • 90.00% of the companies in the same industry are more expensive than INVH, based on the Price/Forward Earnings ratio.
  • When comparing the Price/Forward Earnings ratio of INVH to the average of the S&P500 Index (38.51), we can say INVH is valued inline with the index average.
Industry RankSector Rank
PE 28.16
Fwd PE 36.34
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

  • 85.00% of the companies in the same industry are more expensive than INVH, based on the Enterprise Value to EBITDA ratio.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of INVH is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 85.11
EV/EBITDA 16.32
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.
  • A cheap valuation may be justified as INVH's earnings are expected to decrease with -3.64% in the coming years.
PEG (NY)N/A
PEG (5Y)1.3
EPS Next 2Y-10.62%
EPS Next 3Y-3.64%

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5

5. INVH Dividend Analysis

5.1 Amount

  • INVH has a Yearly Dividend Yield of 4.57%, which is a nice return.
  • INVH's Dividend Yield is comparable with the industry average which is at 43.97.
  • Compared to an average S&P500 Dividend Yield of 1.81, INVH pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.57%

5.2 History

  • On average, the dividend of INVH grows each year by 14.23%, which is quite nice.
  • INVH has been paying a dividend for at least 10 years, so it has a reliable track record.
  • INVH has decreased its dividend recently.
Dividend Growth(5Y)14.23%
Div Incr Years1
Div Non Decr Years1
INVH Yearly Dividends per shareINVH Yearly Dividends per shareYearly Dividends per share 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • INVH pays out 121.45% of its income as dividend. 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-10.62%
EPS Next 3Y-3.64%
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 (4/17/2026, 8:21:58 PM)

After market: 27.0007 -0.03 (-0.11%)

27.03

+0.76 (+2.89%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)02-18
Earnings (Next)04-29
Inst Owners104.74%
Inst Owner Change0.26%
Ins Owners0.29%
Ins Owner Change19.72%
Market Cap16.20B
Revenue(TTM)2.73B
Net Income(TTM)586.96M
Analysts73.33
Price Target31.21 (15.46%)
Short Float %2.78%
Short Ratio2.39
Dividend
Industry RankSector Rank
Dividend Yield 4.57%
Yearly Dividend1.17
Dividend Growth(5Y)14.23%
DP121.45%
Div Incr Years1
Div Non Decr Years1
Ex-Date03-26
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)-9.3%
EPS NQ rev (1m)-2.67%
EPS NQ rev (3m)-12.34%
EPS NY rev (1m)-5.29%
EPS NY rev (3m)-7.78%
Revenue NQ rev (1m)-0.93%
Revenue NQ rev (3m)-1.63%
Revenue NY rev (1m)-0.29%
Revenue NY rev (3m)-1.1%
Valuation
Industry RankSector Rank
PE 28.16
Fwd PE 36.34
P/S 5.94
P/FCF 85.11
P/OCF 13.43
P/B 1.7
P/tB 1.75
EV/EBITDA 16.32
EPS(TTM)0.96
EY3.55%
EPS(NY)0.74
Fwd EY2.75%
FCF(TTM)0.32
FCFY1.18%
OCF(TTM)2.01
OCFY7.44%
SpS4.55
BVpS15.9
TBVpS15.47
PEG (NY)N/A
PEG (5Y)1.3
Graham Number18.531 (-31.44%)
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 1.2
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-22.52%
EPS Next 2Y-10.62%
EPS Next 3Y-3.64%
EPS Next 5Y4.8%
Revenue 1Y (TTM)4.21%
Revenue growth 3Y6.84%
Revenue growth 5Y8.41%
Sales Q2Q%3.96%
Revenue Next Year2.08%
Revenue Next 2Y2.26%
Revenue Next 3Y2.71%
Revenue Next 5Y4.55%
EBIT growth 1Y1.4%
EBIT growth 3Y4.91%
EBIT growth 5Y9.97%
EBIT Next Year80.39%
EBIT Next 3Y24.45%
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.


What is the valuation status of INVITATION HOMES INC (INVH) stock?

ChartMill assigns a valuation rating of 4 / 10 to INVITATION HOMES INC (INVH). This can be considered as Fairly Valued.


How profitable is INVITATION HOMES INC (INVH) stock?

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


Can you provide the financial health for INVH stock?

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


Can you provide the expected EPS growth for INVH stock?

The Earnings per Share (EPS) of INVITATION HOMES INC (INVH) is expected to decline by -22.52% in the next year.