INVITATION HOMES INC (INVH) Stock Fundamental Analysis

NYSE:INVH • US46187W1071

25.66 USD
+0.36 (+1.42%)
At close: Feb 23, 2026
25.66 USD
0 (0%)
After Hours: 2/23/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to INVH. INVH was compared to 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.
  • Each year in the past 5 years INVH has been profitable.
  • INVH had a positive operating cash flow in each of the past 5 years.
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

  • The Return On Assets of INVH (3.14%) is comparable to the rest of the industry.
  • INVH has a Return On Equity (6.16%) which is in line with its industry peers.
  • With a decent Return On Invested Capital value of 3.26%, INVH is doing good in the industry, outperforming 70.00% of the companies in the same industry.
  • INVH had an Average Return On Invested Capital over the past 3 years of 3.14%. This is in line with the industry average of 2.59%.
  • 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

  • Looking at the Profit Margin, with a value of 21.51%, INVH is in line with its industry, outperforming 55.00% of the companies in the same 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.
  • With a Gross Margin value of 58.42%, INVH perfoms like the industry average, outperforming 45.00% of the companies in the same industry.
  • INVH's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 27.57%
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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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 less shares outstanding than it did 1 year ago.
  • INVH has more shares outstanding than it did 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 1.17. This is a bad value and indicates that INVH is not financially healthy and even has some risk of bankruptcy.
  • The Altman-Z score of INVH (1.17) is comparable to the rest of the industry.
  • 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 has a Debt to FCF ratio (44.09) which is in line with 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.
  • INVH has a Debt to Equity ratio of 0.88. This is in the better half of the industry: INVH outperforms 65.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.88
Debt/FCF 44.09
Altman-Z 1.17
ROIC/WACC0.48
WACC6.74%
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.
  • 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.
  • 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. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 31.51% over the past year.
  • The Earnings Per Share has been growing by 21.67% 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 4.21%.
  • 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

  • INVH is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 4.80% yearly.
  • The Revenue is expected to grow by 4.55% on average over the next years.
EPS Next Y-17.04%
EPS Next 2Y-6.43%
EPS Next 3Y3.71%
EPS Next 5Y4.8%
Revenue Next Year3.07%
Revenue Next 2Y3.13%
Revenue Next 3Y5.85%
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.
  • 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

  • With a Price/Earnings ratio of 26.73, INVH can be considered very expensive at the moment.
  • Based on the Price/Earnings ratio, INVH is valued a bit cheaper than the industry average as 70.00% of the companies are valued more expensively.
  • The average S&P500 Price/Earnings ratio is at 26.64. INVH is around the same levels.
  • Based on the Price/Forward Earnings ratio of 32.22, the valuation of INVH can be described as expensive.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of INVH indicates a rather cheap valuation: INVH is cheaper than 100.00% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 27.75, INVH is valued at the same level.
Industry RankSector Rank
PE 26.73
Fwd PE 32.22
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 rather cheap when compared to the industry. INVH is cheaper than 90.00% 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 82.62
EV/EBITDA 16
INVH Per share dataINVH EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15

4.3 Compensation for Growth

  • The decent profitability rating of INVH may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)1.23
EPS Next 2Y-6.43%
EPS Next 3Y3.71%

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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 4.74%, INVH is a good candidate for dividend investing.
  • INVH's Dividend Yield is comparable with the industry average which is at 42.55.
  • INVH's Dividend Yield is rather good when compared to the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 4.74%

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 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

  • 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-6.43%
EPS Next 3Y3.71%
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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Find the best dividend stocksShow peers with best dividend

INVITATION HOMES INC

NYSE:INVH (2/23/2026, 8:04:00 PM)

After market: 25.66 0 (0%)

25.66

+0.36 (+1.42%)

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 Owners103.57%
Inst Owner Change-3.14%
Ins Owners0.24%
Ins Owner Change0%
Market Cap15.73B
Revenue(TTM)2.73B
Net Income(TTM)586.96M
Analysts73.33
Price Target33.83 (31.84%)
Short Float %2.38%
Short Ratio2.24
Dividend
Industry RankSector Rank
Dividend Yield 4.74%
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)-1.69%
PT rev (3m)-5.04%
EPS NQ rev (1m)-0.55%
EPS NQ rev (3m)-7.04%
EPS NY rev (1m)0.72%
EPS NY rev (3m)2.59%
Revenue NQ rev (1m)-0.03%
Revenue NQ rev (3m)-0.08%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.04%
Valuation
Industry RankSector Rank
PE 26.73
Fwd PE 32.22
P/S 5.76
P/FCF 82.62
P/OCF 13.04
P/B 1.65
P/tB 1.7
EV/EBITDA 16
EPS(TTM)0.96
EY3.74%
EPS(NY)0.8
Fwd EY3.1%
FCF(TTM)0.31
FCFY1.21%
OCF(TTM)1.97
OCFY7.67%
SpS4.45
BVpS15.55
TBVpS15.13
PEG (NY)N/A
PEG (5Y)1.23
Graham Number18.32
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 1.17
F-Score6
WACC6.74%
ROIC/WACC0.48
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-17.04%
EPS Next 2Y-6.43%
EPS Next 3Y3.71%
EPS Next 5Y4.8%
Revenue 1Y (TTM)4.21%
Revenue growth 3Y6.84%
Revenue growth 5Y8.41%
Sales Q2Q%3.96%
Revenue Next Year3.07%
Revenue Next 2Y3.13%
Revenue Next 3Y5.85%
Revenue Next 5Y4.55%
EBIT growth 1Y1.4%
EBIT growth 3Y4.91%
EBIT growth 5Y9.97%
EBIT Next Year83.37%
EBIT Next 3Y26.11%
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 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 121.45%.