(INVH) Invitation Homes - Ratings and Ratios
Single-Family Homes, Residential Leasing, Rental Properties
INVH EPS (Earnings per Share)
INVH Revenue
Description: INVH Invitation Homes
Invitation Homes Inc (NYSE:INVH) is a leading single-family home leasing and management company in the US, listed on the S&P 500 index. The company focuses on providing high-quality, updated homes with desirable features such as proximity to employment opportunities and good schools, catering to evolving lifestyle demands.
From a financial perspective, Invitation Homes has a market capitalization of approximately $19.8 billion, indicating a significant presence in the market. The companys price-to-earnings (P/E) ratio is around 41.37, suggesting that investors are willing to pay a premium for its shares relative to its earnings. The forward P/E ratio is slightly lower at 37.45, indicating potential for earnings growth. The return on equity (RoE) stands at 4.84%, which is a relatively modest return, suggesting that the company may be facing challenges in generating strong profits.
To further analyze Invitation Homes performance, key performance indicators (KPIs) such as funds from operations (FFO) per share, same-store rental growth, and occupancy rates can be examined. FFO per share is a crucial metric for REITs, as it provides insight into their ability to generate cash from operations. A steady increase in FFO per share can indicate a healthy and growing business. Same-store rental growth and occupancy rates are also essential KPIs, as they reflect the companys ability to maintain and grow its rental income.
Invitation Homes business model is centered around providing a unique value proposition to its residents, with a focus on quality homes and amenities. To evaluate the companys competitive position, metrics such as average rent per unit, resident turnover rates, and customer satisfaction scores can be analyzed. These KPIs can help investors understand the companys ability to attract and retain residents, ultimately driving revenue growth and profitability.
INVH Stock Overview
| Market Cap in USD | 18,531m |
| Sub-Industry | Single-Family Residential REITs |
| IPO / Inception | 2017-02-01 |
INVH Stock Ratings
| Growth Rating | -22.0% |
| Fundamental | 62.6% |
| Dividend Rating | 74.1% |
| Return 12m vs S&P 500 | -30.0% |
| Analyst Rating | 3.67 of 5 |
INVH Dividends
| Dividend Yield 12m | 3.70% |
| Yield on Cost 5y | 4.66% |
| Annual Growth 5y | 13.50% |
| Payout Consistency | 98.4% |
| Payout Ratio | 1.8% |
INVH Growth Ratios
| Growth Correlation 3m | -85.3% |
| Growth Correlation 12m | -29.3% |
| Growth Correlation 5y | 12.8% |
| CAGR 5y | -3.07% |
| CAGR/Max DD 3y | -0.16 |
| CAGR/Mean DD 3y | -0.43 |
| Sharpe Ratio 12m | -1.58 |
| Alpha | 0.00 |
| Beta | 0.723 |
| Volatility | 25.70% |
| Current Volume | 4659k |
| Average Volume 20d | 3486.1k |
| Stop Loss | 28.6 (-3.1%) |
| Signal | -0.31 |
Piotroski VR‑10 (Strict, 0-10) 3.5
| Net Income (545.0m TTM) > 0 and > 6% of Revenue (6% = 160.5m TTM) |
| FCFTA 0.05 (>2.0%) and ΔFCFTA 0.02pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -12.24% (prev 34.15%; Δ -46.39pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.06 (>3.0%) and CFO 1.13b > Net Income 545.0m (YES >=105%, WARN >=100%) |
| Net Debt (8.11b) to EBITDA (1.64b) ratio: 4.96 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.61 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (613.3m) change vs 12m ago -0.09% (target <= -2.0% for YES) |
| Gross Margin 58.94% (prev 59.27%; Δ -0.34pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 14.12% (prev 13.21%; Δ 0.91pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 2.53 (EBITDA TTM 1.64b / Interest Expense TTM 357.9m) >= 6 (WARN >= 3) |
Altman Z'' -0.24
| (A) -0.02 = (Total Current Assets 520.9m - Total Current Liabilities 848.3m) / Total Assets 18.66b |
| (B) -0.08 = Retained Earnings (Balance) -1.53b / Total Assets 18.66b |
| (C) 0.05 = EBIT TTM 904.7m / Avg Total Assets 18.95b |
| (D) -0.17 = Book Value of Equity -1.51b / Total Liabilities 8.96b |
| Total Rating: -0.24 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 62.62
| 1. Piotroski 3.50pt = -1.50 |
| 2. FCF Yield 3.37% = 1.69 |
| 3. FCF Margin 33.58% = 7.50 |
| 4. Debt/Equity 0.85 = 2.16 |
| 5. Debt/Ebitda 5.00 = -2.50 |
| 6. ROIC - WACC (= -1.38)% = -1.72 |
| 7. RoE 5.58% = 0.47 |
| 8. Rev. Trend 98.69% = 7.40 |
| 9. EPS Trend -17.28% = -0.86 |
What is the price of INVH shares?
Over the past week, the price has changed by -2.51%, over one month by -1.40%, over three months by -10.75% and over the past year by -16.90%.
Is Invitation Homes a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of INVH is around 27.85 USD . This means that INVH is currently overvalued and has a potential downside of -5.69%.
Is INVH a buy, sell or hold?
- Strong Buy: 5
- Buy: 6
- Hold: 13
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the INVH price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 36.8 | 24.6% |
| Analysts Target Price | 36.8 | 24.6% |
| ValueRay Target Price | 30.5 | 3.1% |
Last update: 2025-09-05 04:47
INVH Fundamental Data Overview
CCE Cash And Equivalents = 65.1m USD (Cash And Short Term Investments, last quarter)
P/E Trailing = 33.9663
P/E Forward = 34.7222
P/S = 6.9996
P/B = 1.9167
P/EG = 12.9175
Beta = 0.779
Revenue TTM = 2.68b USD
EBIT TTM = 904.7m USD
EBITDA TTM = 1.64b USD
Long Term Debt = 7.63b USD (from longTermDebt, last quarter)
Short Term Debt = 540.0m USD (from shortTermDebt, last quarter)
Debt = 8.17b USD (Calculated: Short Term 540.0m + Long Term 7.63b)
Net Debt = 8.11b USD (from netDebt column, last quarter)
Enterprise Value = 26.64b USD (18.53b + Debt 8.17b - CCE 65.1m)
Interest Coverage Ratio = 2.53 (Ebit TTM 904.7m / Interest Expense TTM 357.9m)
FCF Yield = 3.37% (FCF TTM 898.3m / Enterprise Value 26.64b)
FCF Margin = 33.58% (FCF TTM 898.3m / Revenue TTM 2.68b)
Net Margin = 20.37% (Net Income TTM 545.0m / Revenue TTM 2.68b)
Gross Margin = 58.94% ((Revenue TTM 2.68b - Cost of Revenue TTM 1.10b) / Revenue TTM)
Tobins Q-Ratio = -17.60 (set to none) (Enterprise Value 26.64b / Book Value Of Equity -1.51b)
Interest Expense / Debt = 1.07% (Interest Expense 87.4m / Debt 8.17b)
Taxrate = 0.32% (1.45m / 455.4m)
NOPAT = 901.8m (EBIT 904.7m * (1 - 0.32%))
Current Ratio = 0.61 (Total Current Assets 520.9m / Total Current Liabilities 848.3m)
Debt / Equity = 0.85 (Debt 8.17b / last Quarter total Stockholder Equity 9.67b)
Debt / EBITDA = 5.00 (Net Debt 8.11b / EBITDA 1.64b)
Debt / FCF = 9.10 (Debt 8.17b / FCF TTM 898.3m)
Total Stockholder Equity = 9.76b (last 4 quarters mean)
RoA = 2.92% (Net Income 545.0m, Total Assets 18.66b )
RoE = 5.58% (Net Income TTM 545.0m / Total Stockholder Equity 9.76b)
RoCE = 5.20% (Ebit 904.7m / (Equity 9.76b + L.T.Debt 7.63b))
RoIC = 4.97% (NOPAT 901.8m / Invested Capital 18.14b)
WACC = 6.35% (E(18.53b)/V(26.71b) * Re(8.68%)) + (D(8.17b)/V(26.71b) * Rd(1.07%) * (1-Tc(0.00)))
Shares Correlation 3-Years: 30.30 | Cagr: 0.01%
Discount Rate = 8.68% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 76.94% ; FCFE base≈907.7m ; Y1≈965.2m ; Y5≈1.16b
Fair Price DCF = 29.35 (DCF Value 17.99b / Shares Outstanding 613.0m; 5y FCF grow 7.00% → 3.0% )
EPS Correlation: -17.28 | EPS CAGR: 7.47% | SUE: -0.77 | # QB: 0
Revenue Correlation: 98.69 | Revenue CAGR: 6.80%
Additional Sources for INVH Stock
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Fund Manager Positions: Dataroma | Stockcircle