INVITATION HOMES INC (INVH) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:INVH • US46187W1071

26.41 USD
-0.06 (-0.23%)
At close: Feb 5, 2026
26.42 USD
+0.01 (+0.04%)
After Hours: 2/5/2026, 8:04:00 PM
Fundamental Rating

4

INVH gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 20 industry peers in the Residential REITs industry. INVH has a medium profitability rating, but doesn't score so well on its financial health evaluation. INVH has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • INVH had positive earnings in the past year.
  • INVH had a positive operating cash flow in the past year.
  • 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 0 500M 1B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 3.12%, INVH is in line with its industry, outperforming 60.00% of the companies in the same industry.
  • INVH has a Return On Equity (6.08%) which is comparable to the rest of the industry.
  • INVH has a Return On Invested Capital of 3.27%. This is in the better half of the industry: INVH outperforms 75.00% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for INVH is in line with the industry average of 2.59%.
  • The 3 year average ROIC (2.99%) for INVH is below the current ROIC(3.27%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 3.12%
ROE 6.08%
ROIC 3.27%
ROA(3y)2.4%
ROA(5y)1.94%
ROE(3y)4.49%
ROE(5y)3.69%
ROIC(3y)2.99%
ROIC(5y)2.71%
INVH Yearly ROA, ROE, ROICINVH Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2 -2 4

1.3 Margins

  • INVH has a Profit Margin (21.67%) which is in line with its industry peers.
  • In the last couple of years the Profit Margin of INVH has grown nicely.
  • The Operating Margin of INVH (27.79%) is better than 75.00% of its industry peers.
  • In the last couple of years the Operating Margin of INVH has grown nicely.
  • The Gross Margin of INVH (58.64%) is comparable to the rest of the industry.
  • INVH's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 27.79%
PM (TTM) 21.67%
GM 58.64%
OM growth 3Y0.86%
OM growth 5Y3.08%
PM growth 3Y9.78%
PM growth 5Y16.05%
GM growth 3Y-1.11%
GM growth 5Y0.17%
INVH Yearly Profit, Operating, Gross MarginsINVH Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40 60

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ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. Health

2.1 Basic Checks

  • INVH has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • Compared to 1 year ago, INVH has about the same amount of shares outstanding.
  • The number of shares outstanding for INVH has been increased compared to 5 years ago.
  • INVH has a better debt/assets ratio than last year.
INVH Yearly Shares OutstandingINVH Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 5B 10B 15B

2.2 Solvency

  • INVH has an Altman-Z score of 1.19. This is a bad value and indicates that INVH is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 1.19, INVH is in line with its industry, outperforming 55.00% of the companies in the same industry.
  • INVH has a debt to FCF ratio of 80.95. This is a negative value and a sign of low solvency as INVH would need 80.95 years to pay back of all of its debts.
  • INVH's Debt to FCF ratio of 80.95 is in line compared to the rest of the industry. INVH outperforms 50.00% of its industry peers.
  • A Debt/Equity ratio of 0.86 indicates that INVH is somewhat dependend on debt financing.
  • INVH has a Debt to Equity ratio (0.86) which is in line with its industry peers.
Industry RankSector Rank
Debt/Equity 0.86
Debt/FCF 80.95
Altman-Z 1.19
ROIC/WACC0.47
WACC6.92%
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 0 2B 4B 6B 8B 10B

2.3 Liquidity

  • INVH has a Current Ratio of 0.35. This is a bad value and indicates that INVH is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 0.35, INVH is in line with its industry, outperforming 50.00% of the companies in the same industry.
  • INVH has a Quick Ratio of 0.35. 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 Quick ratio (0.35) which is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 0.35
Quick Ratio 0.35
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 200M 400M 600M

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

5

3. Growth

3.1 Past

  • INVH shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 33.80%, which is quite impressive.
  • The Earnings Per Share has been growing by 22.01% on average over the past years. This is a very strong growth
  • Looking at the last year, INVH shows a small growth in Revenue. The Revenue has grown by 4.61% in the last year.
  • Measured over the past years, INVH shows a quite strong growth in Revenue. The Revenue has been growing by 8.22% on average per year.
EPS 1Y (TTM)33.8%
EPS 3Y17.5%
EPS 5Y22.01%
EPS Q2Q%46.67%
Revenue 1Y (TTM)4.61%
Revenue growth 3Y9.47%
Revenue growth 5Y8.22%
Sales Q2Q%4.22%

3.2 Future

  • The Earnings Per Share is expected to grow by 9.56% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 4.68% on average over the next years.
EPS Next Y23.34%
EPS Next 2Y5.01%
EPS Next 3Y5.23%
EPS Next 5Y9.56%
Revenue Next Year4.02%
Revenue Next 2Y3.56%
Revenue Next 3Y3.09%
Revenue Next 5Y4.68%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • 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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Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • INVH is valuated quite expensively with a Price/Earnings ratio of 27.80.
  • Compared to the rest of the industry, the Price/Earnings ratio of INVH indicates a somewhat cheap valuation: INVH is cheaper than 65.00% of the companies listed in the same industry.
  • When comparing the Price/Earnings ratio of INVH to the average of the S&P500 Index (27.67), we can say INVH is valued inline with the index average.
  • Based on the Price/Forward Earnings ratio of 32.81, the valuation of INVH can be described as expensive.
  • Based on the Price/Forward Earnings ratio, INVH is valued cheaply inside the industry as 90.00% of the companies are valued more expensively.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 27.20, INVH is valued a bit more expensive.
Industry RankSector Rank
PE 27.8
Fwd PE 32.81
INVH Price Earnings VS Forward Price EarningsINVH Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60

4.2 Price Multiples

  • INVH's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. INVH is cheaper than 80.00% of the companies in the same industry.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as INVH.
Industry RankSector Rank
P/FCF 159.04
EV/EBITDA 16.29
INVH Per share dataINVH EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The decent profitability rating of INVH may justify a higher PE ratio.
PEG (NY)1.19
PEG (5Y)1.26
EPS Next 2Y5.01%
EPS Next 3Y5.23%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • INVH has a Yearly Dividend Yield of 4.55%, which is a nice return.
  • Compared to an average industry Dividend Yield of 40.99, INVH has a dividend in line with its industry peers.
  • INVH's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 4.55%

5.2 History

  • The dividend of INVH is nicely growing with an annual growth rate of 16.68%!
  • INVH has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)16.68%
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

  • INVH pays out 120.69% 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.
DP120.69%
EPS Next 2Y5.01%
EPS Next 3Y5.23%
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 0 200M -200M 400M 600M
INVH Dividend Payout.INVH Dividend Payout, showing the Payout Ratio.INVH Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

INVITATION HOMES INC

NYSE:INVH (2/5/2026, 8:04:00 PM)

After market: 26.42 +0.01 (+0.04%)

26.41

-0.06 (-0.23%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)10-29
Earnings (Next)02-18
Inst Owners103.57%
Inst Owner Change-9.09%
Ins Owners0.24%
Ins Owner Change0%
Market Cap16.19B
Revenue(TTM)2.70B
Net Income(TTM)585.66M
Analysts74
Price Target34.41 (30.29%)
Short Float %2.51%
Short Ratio2.45
Dividend
Industry RankSector Rank
Dividend Yield 4.55%
Yearly Dividend1.13
Dividend Growth(5Y)16.68%
DP120.69%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)18.39%
Min EPS beat(2)17.55%
Max EPS beat(2)19.22%
EPS beat(4)4
Avg EPS beat(4)27.76%
Min EPS beat(4)17.55%
Max EPS beat(4)47.06%
EPS beat(8)6
Avg EPS beat(8)13.38%
EPS beat(12)10
Avg EPS beat(12)15.25%
EPS beat(16)12
Avg EPS beat(16)11.21%
Revenue beat(2)1
Avg Revenue beat(2)-0.02%
Min Revenue beat(2)-0.06%
Max Revenue beat(2)0.02%
Revenue beat(4)2
Avg Revenue beat(4)-0.27%
Min Revenue beat(4)-1.18%
Max Revenue beat(4)0.13%
Revenue beat(8)3
Avg Revenue beat(8)-0.47%
Revenue beat(12)3
Avg Revenue beat(12)-0.6%
Revenue beat(16)4
Avg Revenue beat(16)-0.83%
PT rev (1m)-1.25%
PT rev (3m)-5.97%
EPS NQ rev (1m)-1.64%
EPS NQ rev (3m)-6.16%
EPS NY rev (1m)0.5%
EPS NY rev (3m)2.21%
Revenue NQ rev (1m)-0.15%
Revenue NQ rev (3m)-0.11%
Revenue NY rev (1m)0.07%
Revenue NY rev (3m)0.11%
Valuation
Industry RankSector Rank
PE 27.8
Fwd PE 32.81
P/S 5.99
P/FCF 159.04
P/OCF 13.37
P/B 1.68
P/tB 1.73
EV/EBITDA 16.29
EPS(TTM)0.95
EY3.6%
EPS(NY)0.8
Fwd EY3.05%
FCF(TTM)0.17
FCFY0.63%
OCF(TTM)1.97
OCFY7.48%
SpS4.41
BVpS15.7
TBVpS15.28
PEG (NY)1.19
PEG (5Y)1.26
Graham Number18.32
Profitability
Industry RankSector Rank
ROA 3.12%
ROE 6.08%
ROCE 4.14%
ROIC 3.27%
ROICexc 3.3%
ROICexgc 3.36%
OM 27.79%
PM (TTM) 21.67%
GM 58.64%
FCFM 3.77%
ROA(3y)2.4%
ROA(5y)1.94%
ROE(3y)4.49%
ROE(5y)3.69%
ROIC(3y)2.99%
ROIC(5y)2.71%
ROICexc(3y)3.06%
ROICexc(5y)2.77%
ROICexgc(3y)3.12%
ROICexgc(5y)2.82%
ROCE(3y)3.79%
ROCE(5y)3.43%
ROICexgc growth 3Y9.52%
ROICexgc growth 5Y10.2%
ROICexc growth 3Y9.34%
ROICexc growth 5Y10.13%
OM growth 3Y0.86%
OM growth 5Y3.08%
PM growth 3Y9.78%
PM growth 5Y16.05%
GM growth 3Y-1.11%
GM growth 5Y0.17%
F-Score6
Asset Turnover0.14
Health
Industry RankSector Rank
Debt/Equity 0.86
Debt/FCF 80.95
Debt/EBITDA 5.53
Cap/Depr 150.04%
Cap/Sales 41.02%
Interest Coverage 2.28
Cash Conversion 81.24%
Profit Quality 17.38%
Current Ratio 0.35
Quick Ratio 0.35
Altman-Z 1.19
F-Score6
WACC6.92%
ROIC/WACC0.47
Cap/Depr(3y)143.85%
Cap/Depr(5y)158.61%
Cap/Sales(3y)39.98%
Cap/Sales(5y)45.62%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)33.8%
EPS 3Y17.5%
EPS 5Y22.01%
EPS Q2Q%46.67%
EPS Next Y23.34%
EPS Next 2Y5.01%
EPS Next 3Y5.23%
EPS Next 5Y9.56%
Revenue 1Y (TTM)4.61%
Revenue growth 3Y9.47%
Revenue growth 5Y8.22%
Sales Q2Q%4.22%
Revenue Next Year4.02%
Revenue Next 2Y3.56%
Revenue Next 3Y3.09%
Revenue Next 5Y4.68%
EBIT growth 1Y2.73%
EBIT growth 3Y10.41%
EBIT growth 5Y11.55%
EBIT Next Year108.62%
EBIT Next 3Y30.78%
EBIT Next 5Y20.28%
FCF growth 1Y344.12%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y6.27%
OCF growth 3Y6.02%
OCF growth 5Y10.32%

INVITATION HOMES INC / INVH 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 4 / 10 to INVITATION HOMES INC (INVH). This can be considered as Fairly Valued.


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 120.69%.