INVITATION HOMES INC (INVH) Stock Fundamental Analysis

NYSE:INVH • US46187W1071

26.99 USD
+0.15 (+0.56%)
At close: Feb 13, 2026
26.94 USD
-0.05 (-0.19%)
After Hours: 2/13/2026, 8:17:44 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
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. There are concerns on the financial health of INVH while its profitability can be described as average. 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.
  • In the past year INVH had a positive cash flow from operations.
  • Each year in the past 5 years INVH has 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

  • INVH has a Return On Assets of 3.12%. This is comparable to the rest of the industry: INVH outperforms 60.00% of its industry peers.
  • INVH's Return On Equity of 6.08% is in line compared to the rest of the industry. INVH outperforms 60.00% of its industry peers.
  • The Return On Invested Capital of INVH (3.27%) is better than 75.00% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital 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 of 21.67%. This is comparable to the rest of the industry: INVH outperforms 55.00% of its industry peers.
  • In the last couple of years the Profit Margin of INVH has grown nicely.
  • INVH has a Operating Margin of 27.79%. This is in the better half of the industry: INVH outperforms 75.00% of its industry peers.
  • In the last couple of years the Operating Margin of INVH has grown nicely.
  • INVH has a Gross Margin (58.64%) which 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

  • 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.
  • INVH has more shares outstanding than it did 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

  • Based on the Altman-Z score of 1.21, we must say that INVH is in the distress zone and has some risk of bankruptcy.
  • INVH has a Altman-Z score of 1.21. 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 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 of 0.86. This is comparable to the rest of the industry: INVH outperforms 60.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.86
Debt/FCF 80.95
Altman-Z 1.21
ROIC/WACC0.48
WACC6.81%
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 in line with its industry peers.
  • A Quick Ratio of 0.35 indicates that INVH may have some problems paying 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

  • The Earnings Per Share has grown by an impressive 33.80% over the past year.
  • The Earnings Per Share has been growing by 22.01% on average over the past years. This is a very strong growth
  • INVH shows a small growth in Revenue. In the last year, the Revenue has grown by 4.61%.
  • 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

  • Based on estimates for the next years, INVH will show a quite strong growth in Earnings Per Share. The EPS will grow by 9.56% on average per year.
  • INVH is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.68% yearly.
EPS Next Y24.23%
EPS Next 2Y4.45%
EPS Next 3Y4.81%
EPS Next 5Y9.56%
Revenue Next Year4.02%
Revenue Next 2Y3.54%
Revenue Next 3Y3.07%
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.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
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

  • Based on the Price/Earnings ratio of 28.41, the valuation of INVH can be described as expensive.
  • 70.00% of the companies in the same industry are more expensive than INVH, based on the Price/Earnings ratio.
  • INVH is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.97, which is the current average of the S&P500 Index.
  • With a Price/Forward Earnings ratio of 33.89, INVH can be considered very expensive at the moment.
  • INVH's Price/Forward Earnings ratio is rather cheap when compared to the industry. INVH is cheaper than 90.00% of the companies in the same industry.
  • INVH is valuated rather expensively when we compare the Price/Forward Earnings ratio to 27.96, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 28.41
Fwd PE 33.89
INVH Price Earnings VS Forward Price EarningsINVH Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

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.
  • INVH's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 162.53
EV/EBITDA 16.47
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)1.17
PEG (5Y)1.29
EPS Next 2Y4.45%
EPS Next 3Y4.81%

More info and screens

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

5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 4.54%, INVH is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 41.42, 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 1.79.
Industry RankSector Rank
Dividend Yield 4.54%

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 2Y4.45%
EPS Next 3Y4.81%
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 (2/13/2026, 8:17:44 PM)

After market: 26.94 -0.05 (-0.19%)

26.99

+0.15 (+0.56%)

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-9.06%
Ins Owners0.24%
Ins Owner Change0%
Market Cap16.55B
Revenue(TTM)2.70B
Net Income(TTM)585.66M
Analysts74
Price Target33.83 (25.34%)
Short Float %2.51%
Short Ratio2.45
Dividend
Industry RankSector Rank
Dividend Yield 4.54%
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)-2.93%
PT rev (3m)-7.56%
EPS NQ rev (1m)-1.64%
EPS NQ rev (3m)-7.04%
EPS NY rev (1m)1.23%
EPS NY rev (3m)2.59%
Revenue NQ rev (1m)-0.15%
Revenue NQ rev (3m)-0.04%
Revenue NY rev (1m)0.07%
Revenue NY rev (3m)0.04%
Valuation
Industry RankSector Rank
PE 28.41
Fwd PE 33.89
P/S 6.12
P/FCF 162.53
P/OCF 13.67
P/B 1.72
P/tB 1.77
EV/EBITDA 16.47
EPS(TTM)0.95
EY3.52%
EPS(NY)0.8
Fwd EY2.95%
FCF(TTM)0.17
FCFY0.62%
OCF(TTM)1.97
OCFY7.32%
SpS4.41
BVpS15.7
TBVpS15.28
PEG (NY)1.17
PEG (5Y)1.29
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 1.21
F-Score6
WACC6.81%
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 Y24.23%
EPS Next 2Y4.45%
EPS Next 3Y4.81%
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 2Y3.54%
Revenue Next 3Y3.07%
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%.