INVITATION HOMES INC (INVH) Stock Fundamental Analysis

NYSE:INVH • US46187W1071

26.84 USD
-0.36 (-1.32%)
At close: Feb 12, 2026
26.9945 USD
+0.15 (+0.58%)
After Hours: 2/12/2026, 4:52:44 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Taking everything into account, INVH scores 4 out of 10 in our fundamental rating. INVH was compared to 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 has a decent growth rate and is not valued too expensively.


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.
  • In the past 5 years INVH has always 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 0 500M 1B

1.2 Ratios

  • INVH has a Return On Assets (3.12%) which is in line with 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.
  • 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 last Return On Invested Capital (3.27%) for INVH is above the 3 year average (2.99%), which is a sign of increasing profitability.
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.
  • INVH's Profit Margin has improved in the last couple of years.
  • 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.
  • The number of shares outstanding for INVH remains at a similar level compared to 1 year ago.
  • The number of shares outstanding for INVH has been increased compared to 5 years ago.
  • 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

  • Based on the Altman-Z score of 1.23, we must say that INVH is in the distress zone and has some risk of bankruptcy.
  • INVH has a Altman-Z score (1.23) 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 has a Debt to FCF ratio (80.95) which is comparable to the rest of the industry.
  • INVH has a Debt/Equity ratio of 0.86. This is a neutral value indicating INVH is somewhat dependend on debt financing.
  • With a Debt to Equity ratio value of 0.86, INVH perfoms like the industry average, outperforming 60.00% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.86
Debt/FCF 80.95
Altman-Z 1.23
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

  • A Current Ratio of 0.35 indicates that INVH may have some problems paying its short term obligations.
  • INVH has a Current ratio (0.35) which is comparable to the rest of the industry.
  • A Quick Ratio of 0.35 indicates that INVH may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.35, INVH perfoms like the industry average, outperforming 60.00% of the companies in the same 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.
  • Measured over the past years, INVH shows a very strong growth in Earnings Per Share. The EPS has been growing by 22.01% on average per year.
  • 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

  • The Earnings Per Share is expected to grow by 9.56% on average over the next years. This is quite good.
  • 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

  • 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.
  • 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 28.25, 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.
  • Compared to an average S&P500 Price/Earnings ratio of 28.18, INVH is valued at the same level.
  • With a Price/Forward Earnings ratio of 33.70, INVH can be considered very expensive at the moment.
  • 90.00% of the companies in the same industry are more expensive than INVH, based on the Price/Forward Earnings ratio.
  • The average S&P500 Price/Forward Earnings ratio is at 28.01. INVH is valued slightly more expensive when compared to this.
Industry RankSector Rank
PE 28.25
Fwd PE 33.7
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

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of INVH indicates a rather cheap valuation: INVH is cheaper than 85.00% of the companies listed in the same industry.
  • INVH's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 161.63
EV/EBITDA 16.62
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)1.17
PEG (5Y)1.28
EPS Next 2Y4.45%
EPS Next 3Y4.81%

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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 4.54%, INVH is a good candidate for dividend investing.
  • INVH's Dividend Yield is comparable with the industry average which is at 40.61.
  • Compared to an average S&P500 Dividend Yield of 1.80, INVH pays a better dividend.
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

  • 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 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 (2/12/2026, 4:52:44 PM)

After market: 26.9945 +0.15 (+0.58%)

26.84

-0.36 (-1.32%)

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 Cap16.45B
Revenue(TTM)2.70B
Net Income(TTM)585.66M
Analysts74
Price Target33.83 (26.04%)
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 28.25
Fwd PE 33.7
P/S 6.09
P/FCF 161.63
P/OCF 13.59
P/B 1.71
P/tB 1.76
EV/EBITDA 16.62
EPS(TTM)0.95
EY3.54%
EPS(NY)0.8
Fwd EY2.97%
FCF(TTM)0.17
FCFY0.62%
OCF(TTM)1.97
OCFY7.36%
SpS4.41
BVpS15.7
TBVpS15.28
PEG (NY)1.17
PEG (5Y)1.28
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 1.23
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 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%.