INVITATION HOMES INC (INVH) Stock Fundamental Analysis

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

26.34 USD
-0.07 (-0.27%)
At close: Feb 6, 2026
26.3 USD
-0.04 (-0.15%)
After Hours: 2/6/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Overall INVH gets a fundamental rating of 4 out of 10. We evaluated INVH against 20 industry peers in the Residential REITs industry. While INVH is still in line with the averages on profitability rating, there are concerns on its financial health. INVH is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • In the past year INVH was profitable.
  • INVH had a positive operating cash flow in the past year.
  • INVH had positive earnings in each of the past 5 years.
  • 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

  • With a Return On Assets value of 3.12%, INVH perfoms like the industry average, outperforming 60.00% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 6.08%, INVH is in line with its industry, outperforming 60.00% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 3.27%, INVH is in the better half of the industry, outperforming 75.00% of the companies in the same industry.
  • INVH had an Average Return On Invested Capital over the past 3 years of 2.99%. This 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

  • The Profit Margin of INVH (21.67%) is comparable to the rest of the industry.
  • INVH's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 27.79%, INVH is in the better half of the industry, outperforming 75.00% of the companies in the same industry.
  • INVH's Operating Margin has improved in the last couple of years.
  • Looking at the Gross Margin, with a value of 58.64%, INVH is in line with its industry, outperforming 50.00% of the companies in the same 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

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), INVH is destroying value.
  • INVH has about the same amout of shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, INVH has more shares outstanding
  • Compared to 1 year ago, INVH has an improved debt to assets ratio.
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.
  • INVH has a Altman-Z score (1.19) which is in line with its industry peers.
  • The Debt to FCF ratio of INVH is 80.95, which is on the high side as it means it would take INVH, 80.95 years of fcf income to pay off 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.
  • The Debt to Equity ratio of INVH (0.86) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.86
Debt/FCF 80.95
Altman-Z 1.19
ROIC/WACC0.48
WACC6.86%
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.
  • INVH has a Current ratio (0.35) which is comparable to the rest of the 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.
  • The Quick ratio of INVH (0.35) 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.
  • INVH shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 8.22% yearly.
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

  • INVH is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 9.56% yearly.
  • Based on estimates for the next years, INVH will show a small growth in Revenue. The Revenue will grow by 4.68% on average per year.
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

  • 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. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 27.73 indicates a quite expensive valuation of INVH.
  • Based on the Price/Earnings ratio, INVH is valued a bit cheaper than the industry average as 65.00% of the companies are valued more expensively.
  • INVH is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.92, which is the current average of the S&P500 Index.
  • INVH is valuated quite expensively with a Price/Forward Earnings ratio of 32.72.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of INVH indicates a rather cheap valuation: INVH is cheaper than 90.00% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 27.78. INVH is around the same levels.
Industry RankSector Rank
PE 27.73
Fwd PE 32.72
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

  • Based on the Enterprise Value to EBITDA ratio, INVH is valued a bit cheaper than the industry average as 80.00% of the companies are valued more expensively.
  • INVH's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 158.62
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.
  • INVH has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)1.19
PEG (5Y)1.26
EPS Next 2Y5.01%
EPS Next 3Y5.23%

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

5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 4.55%, INVH is a good candidate for dividend investing.
  • 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 1.83.
Industry RankSector Rank
Dividend Yield 4.55%

5.2 History

  • On average, the dividend of INVH grows each year by 16.68%, which is quite nice.
  • 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

  • 120.69% of the earnings are spent on dividend by INVH. This is not a sustainable payout ratio.
  • The dividend of INVH is growing, but the earnings are growing slower. 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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INVITATION HOMES INC

NYSE:INVH (2/6/2026, 8:04:00 PM)

After market: 26.3 -0.04 (-0.15%)

26.34

-0.07 (-0.27%)

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 Cap16.15B
Revenue(TTM)2.70B
Net Income(TTM)585.66M
Analysts74
Price Target34.41 (30.64%)
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 27.73
Fwd PE 32.72
P/S 5.97
P/FCF 158.62
P/OCF 13.34
P/B 1.68
P/tB 1.72
EV/EBITDA 16.29
EPS(TTM)0.95
EY3.61%
EPS(NY)0.8
Fwd EY3.06%
FCF(TTM)0.17
FCFY0.63%
OCF(TTM)1.97
OCFY7.5%
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
WACC6.86%
ROIC/WACC0.48
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%.