INVITATION HOMES INC (INVH) Stock Fundamental Analysis
NYSE:INVH • US46187W1071
25.43 USD
-0.24 (-0.93%)
Last: Feb 25, 2026, 10:06 AM
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. 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.
1. Profitability
1.1 Basic Checks
- In the past year INVH was profitable.
- In the past year INVH had a positive cash flow from operations.
- 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.
1.2 Ratios
- INVH's Return On Assets of 3.14% is in line compared to the rest of the industry. INVH outperforms 55.00% of its industry peers.
- INVH has a Return On Equity of 6.16%. This is comparable to the rest of the industry: INVH outperforms 60.00% of its industry peers.
- INVH has a Return On Invested Capital of 3.26%. This is in the better half of the industry: INVH outperforms 70.00% 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 (3.14%) for INVH is below the current ROIC(3.26%), indicating increased profibility in the last year.
| Industry Rank | Sector 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%
1.3 Margins
- With a Profit Margin value of 21.51%, INVH perfoms like the industry average, 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 has a Operating Margin of 27.57%. This is in the better half of the industry: INVH outperforms 75.00% of its industry peers.
- INVH's Operating Margin has been stable in the last couple of years.
- INVH has a Gross Margin of 58.42%. This is comparable to the rest of the industry: INVH outperforms 45.00% of its industry peers.
- INVH's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector 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%
2. Health
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so 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.
- Compared to 1 year ago, INVH has a worse debt to assets ratio.
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.
- INVH has a Altman-Z score of 1.17. This is comparable to the rest of the industry: INVH outperforms 55.00% of its industry peers.
- The Debt to FCF ratio of INVH is 44.09, which is on the high side as it means it would take INVH, 44.09 years of fcf income to pay off all of its debts.
- With a Debt to FCF ratio value of 44.09, INVH perfoms like the industry average, outperforming 55.00% of the companies in the same industry.
- A Debt/Equity ratio of 0.88 indicates that INVH is somewhat dependend on debt financing.
- The Debt to Equity ratio of INVH (0.88) is better than 65.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.88 | ||
| Debt/FCF | 44.09 | ||
| Altman-Z | 1.17 |
ROIC/WACC0.48
WACC6.74%
2.3 Liquidity
- INVH has a Current 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.
- INVH's Current ratio of 0.42 is in line compared to the rest of the industry. INVH outperforms 50.00% of 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.
- With a Quick ratio value of 0.42, INVH perfoms like the industry average, outperforming 60.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.42 | ||
| Quick Ratio | 0.42 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an impressive 31.51% over the past year.
- INVH shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 21.67% yearly.
- Looking at the last year, INVH shows a small growth in Revenue. The Revenue has grown by 4.21% in the last year.
- 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
- The Earnings Per Share is expected to grow by 4.80% on average over the next years.
- Based on estimates for the next years, INVH will show a small growth in Revenue. The Revenue will grow by 4.55% on average per year.
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
- 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.
4. Valuation
4.1 Price/Earnings Ratio
- INVH is valuated quite expensively with a Price/Earnings ratio of 26.49.
- 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.
- When comparing the Price/Earnings ratio of INVH to the average of the S&P500 Index (26.98), we can say INVH is valued inline with the index average.
- INVH is valuated quite expensively with a Price/Forward Earnings ratio of 31.93.
- Based on the Price/Forward Earnings ratio, INVH is valued cheaper than 100.00% of the companies in the same industry.
- INVH's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 28.01.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 26.49 | ||
| Fwd PE | 31.93 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, INVH is valued 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 Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 81.88 | ||
| EV/EBITDA | 16.01 |
4.3 Compensation for Growth
- INVH has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)1.22
EPS Next 2Y-6.43%
EPS Next 3Y3.71%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 4.68%, INVH is a good candidate for dividend investing.
- Compared to an average industry Dividend Yield of 42.55, INVH has a dividend in line with its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.81, INVH pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.68% |
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
5.3 Sustainability
- 121.45% 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.
DP121.45%
EPS Next 2Y-6.43%
EPS Next 3Y3.71%
NYSE:INVH (2/25/2026, 10:06:08 AM)
25.43
-0.24 (-0.93%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)02-18 2026-02-18/amc
Earnings (Next)04-28 2026-04-28/amc
Inst Owners103.57%
Inst Owner Change-3.14%
Ins Owners0.24%
Ins Owner Change0%
Market Cap15.59B
Revenue(TTM)2.73B
Net Income(TTM)586.96M
Analysts73.33
Price Target33.05 (29.96%)
Short Float %2.38%
Short Ratio2.24
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.68% |
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 Rank | Sector Rank | ||
|---|---|---|---|
| PE | 26.49 | ||
| Fwd PE | 31.93 | ||
| P/S | 5.71 | ||
| P/FCF | 81.88 | ||
| P/OCF | 12.92 | ||
| P/B | 1.64 | ||
| P/tB | 1.68 | ||
| EV/EBITDA | 16.01 |
EPS(TTM)0.96
EY3.78%
EPS(NY)0.8
Fwd EY3.13%
FCF(TTM)0.31
FCFY1.22%
OCF(TTM)1.97
OCFY7.74%
SpS4.45
BVpS15.55
TBVpS15.13
PEG (NY)N/A
PEG (5Y)1.22
Graham Number18.32
Profitability
| Industry Rank | Sector 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 Rank | Sector 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%.