(INVH) Invitation Homes - Ratings and Ratios
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US46187W1071
Single-Family Rentals, Leasing
Dividends
| Dividend Yield | 4.38% |
| Yield on Cost 5y | 4.65% |
| Yield CAGR 5y | 17.15% |
| Payout Consistency | 98.4% |
| Payout Ratio | 1.7% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 21.2% |
| Value at Risk 5%th | 34.5% |
| Relative Tail Risk | -1.12% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -1.10 |
| Alpha | -26.35 |
| CAGR/Max DD | -0.11 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.352 |
| Beta | 0.402 |
| Beta Downside | 0.310 |
| Drawdowns 3y | |
|---|---|
| Max DD | 26.86% |
| Mean DD | 7.62% |
| Median DD | 6.50% |
Description: INVH Invitation Homes October 16, 2025
Invitation Homes (NYSE: INVH) is the largest publicly traded single-family rental (SFR) operator in the United States and a constituent of the S&P 500. The company’s business model centers on acquiring, renovating, and leasing high-quality homes in markets with strong employment prospects and reputable schools, positioning itself to capture the growing demand for flexible, cost-effective housing solutions.
Key operational metrics as of the latest filing show a portfolio of roughly 80,000 homes with an occupancy rate near 96% and an average rent increase of about 5% year-over-year, driven by tight housing supply and rising household formation among millennials and Gen Z. Financially, INVH reported a Funds-From-Operations (FFO) growth of 12% YoY, reflecting both rent growth and effective cost controls, while its leverage ratio of 5.5× net debt to EBITDA remains above the industry median, indicating sensitivity to interest-rate fluctuations-a primary macro-economic driver for REIT valuations.
For a deeper quantitative dive, you might explore ValueRay’s analyst tools to benchmark INVH’s metrics against peers.
Piotroski VR‑10 (Strict, 0-10) 6.5
| Net Income (586.5m TTM) > 0 and > 6% of Revenue (6% = 162.2m TTM) |
| FCFTA 0.06 (>2.0%) and ΔFCFTA 2.06pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 7.73% (prev 14.89%; Δ -7.16pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.06 (>3.0%) and CFO 1.21b > Net Income 586.5m (YES >=105%, WARN >=100%) |
| Net Debt (8.07b) to EBITDA (1.68b) ratio: 4.79 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.51 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (613.1m) change vs 12m ago -0.09% (target <= -2.0% for YES) |
| Gross Margin 60.01% (prev 59.02%; Δ 0.98pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 14.07% (prev 13.16%; Δ 0.91pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 2.64 (EBITDA TTM 1.68b / Interest Expense TTM 357.6m) >= 6 (WARN >= 3) |
Altman Z'' -0.05
| (A) 0.01 = (Total Current Assets 616.4m - Total Current Liabilities 407.3m) / Total Assets 18.78b |
| (B) -0.08 = Retained Earnings (Balance) -1.57b / Total Assets 18.78b |
| (C) 0.05 = EBIT TTM 945.6m / Avg Total Assets 19.21b |
| (D) -0.17 = Book Value of Equity -1.56b / Total Liabilities 9.12b |
| Total Rating: -0.05 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 69.83
| 1. Piotroski 6.50pt |
| 2. FCF Yield 4.61% |
| 3. FCF Margin 42.86% |
| 4. Debt/Equity 0.86 |
| 5. Debt/Ebitda 4.79 |
| 6. ROIC - WACC (= -0.14)% |
| 7. RoE 6.05% |
| 8. Rev. Trend 98.36% |
| 9. EPS Trend 23.36% |
What is the price of INVH shares?
As of December 12, 2025, the stock is trading at USD 26.48 with a total of 4,088,671 shares traded.
Over the past week, the price has changed by -4.27%, over one month by -5.56%, over three months by -10.88% and over the past year by -17.57%.
Over the past week, the price has changed by -4.27%, over one month by -5.56%, over three months by -10.88% and over the past year by -17.57%.
Is INVH a buy, sell or hold?
Invitation Homes has received a consensus analysts rating of 3.67.
Therefor, it is recommend to hold INVH.
- 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 | 34.7 | 31% |
| Analysts Target Price | 34.7 | 31% |
| ValueRay Target Price | 27.2 | 2.8% |
INVH Fundamental Data Overview December 03, 2025
Market Cap USD = 17.04b (17.04b USD * 1.0 USD.USD)
P/E Trailing = 29.2526
P/E Forward = 34.8432
P/S = 6.3339
P/B = 1.7959
P/EG = 12.9175
Beta = 0.834
Revenue TTM = 2.70b USD
EBIT TTM = 945.6m USD
EBITDA TTM = 1.68b USD
Long Term Debt = 8.23b USD (from longTermDebt, last quarter)
Short Term Debt = 36.0m USD (from shortTermDebt, last quarter)
Debt = 8.23b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 8.07b USD (from netDebt column, last quarter)
Enterprise Value = 25.11b USD (17.04b + Debt 8.23b - CCE 155.4m)
Interest Coverage Ratio = 2.64 (Ebit TTM 945.6m / Interest Expense TTM 357.6m)
FCF Yield = 4.61% (FCF TTM 1.16b / Enterprise Value 25.11b)
FCF Margin = 42.86% (FCF TTM 1.16b / Revenue TTM 2.70b)
Net Margin = 21.70% (Net Income TTM 586.5m / Revenue TTM 2.70b)
Gross Margin = 60.01% ((Revenue TTM 2.70b - Cost of Revenue TTM 1.08b) / Revenue TTM)
Gross Margin QoQ = 62.36% (prev 58.89%)
Tobins Q-Ratio = 1.34 (Enterprise Value 25.11b / Total Assets 18.78b)
Interest Expense / Debt = 1.10% (Interest Expense 90.8m / Debt 8.23b)
Taxrate = 0.32% (1.45m / 455.4m)
NOPAT = 942.6m (EBIT 945.6m * (1 - 0.32%))
Current Ratio = 1.51 (Total Current Assets 616.4m / Total Current Liabilities 407.3m)
Debt / Equity = 0.86 (Debt 8.23b / totalStockholderEquity, last quarter 9.63b)
Debt / EBITDA = 4.79 (Net Debt 8.07b / EBITDA 1.68b)
Debt / FCF = 6.97 (Net Debt 8.07b / FCF TTM 1.16b)
Total Stockholder Equity = 9.69b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.12% (Net Income 586.5m / Total Assets 18.78b)
RoE = 6.05% (Net Income TTM 586.5m / Total Stockholder Equity 9.69b)
RoCE = 5.28% (EBIT 945.6m / Capital Employed (Equity 9.69b + L.T.Debt 8.23b))
RoIC = 5.27% (NOPAT 942.6m / Invested Capital 17.87b)
WACC = 5.42% (E(17.04b)/V(25.27b) * Re(7.50%) + D(8.23b)/V(25.27b) * Rd(1.10%) * (1-Tc(0.00)))
Discount Rate = 7.50% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: -100.0 | Cagr: -0.05%
[DCF Debug] Terminal Value 79.16% ; FCFE base≈1.02b ; Y1≈1.08b ; Y5≈1.30b
Fair Price DCF = 37.03 (DCF Value 22.70b / Shares Outstanding 613.0m; 5y FCF grow 7.00% → 3.0% )
EPS Correlation: 23.36 | EPS CAGR: 17.54% | SUE: 0.95 | # QB: 1
Revenue Correlation: 98.36 | Revenue CAGR: 7.75% | SUE: 1.36 | # QB: 3
EPS next Quarter (2026-03-31): EPS=0.16 | Chg30d=-0.022 | Revisions Net=-1 | Analysts=1
EPS next Year (2026-12-31): EPS=0.73 | Chg30d=-0.050 | Revisions Net=-1 | Growth EPS=-4.2% | Growth Revenue=+3.4%
P/E Trailing = 29.2526
P/E Forward = 34.8432
P/S = 6.3339
P/B = 1.7959
P/EG = 12.9175
Beta = 0.834
Revenue TTM = 2.70b USD
EBIT TTM = 945.6m USD
EBITDA TTM = 1.68b USD
Long Term Debt = 8.23b USD (from longTermDebt, last quarter)
Short Term Debt = 36.0m USD (from shortTermDebt, last quarter)
Debt = 8.23b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 8.07b USD (from netDebt column, last quarter)
Enterprise Value = 25.11b USD (17.04b + Debt 8.23b - CCE 155.4m)
Interest Coverage Ratio = 2.64 (Ebit TTM 945.6m / Interest Expense TTM 357.6m)
FCF Yield = 4.61% (FCF TTM 1.16b / Enterprise Value 25.11b)
FCF Margin = 42.86% (FCF TTM 1.16b / Revenue TTM 2.70b)
Net Margin = 21.70% (Net Income TTM 586.5m / Revenue TTM 2.70b)
Gross Margin = 60.01% ((Revenue TTM 2.70b - Cost of Revenue TTM 1.08b) / Revenue TTM)
Gross Margin QoQ = 62.36% (prev 58.89%)
Tobins Q-Ratio = 1.34 (Enterprise Value 25.11b / Total Assets 18.78b)
Interest Expense / Debt = 1.10% (Interest Expense 90.8m / Debt 8.23b)
Taxrate = 0.32% (1.45m / 455.4m)
NOPAT = 942.6m (EBIT 945.6m * (1 - 0.32%))
Current Ratio = 1.51 (Total Current Assets 616.4m / Total Current Liabilities 407.3m)
Debt / Equity = 0.86 (Debt 8.23b / totalStockholderEquity, last quarter 9.63b)
Debt / EBITDA = 4.79 (Net Debt 8.07b / EBITDA 1.68b)
Debt / FCF = 6.97 (Net Debt 8.07b / FCF TTM 1.16b)
Total Stockholder Equity = 9.69b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.12% (Net Income 586.5m / Total Assets 18.78b)
RoE = 6.05% (Net Income TTM 586.5m / Total Stockholder Equity 9.69b)
RoCE = 5.28% (EBIT 945.6m / Capital Employed (Equity 9.69b + L.T.Debt 8.23b))
RoIC = 5.27% (NOPAT 942.6m / Invested Capital 17.87b)
WACC = 5.42% (E(17.04b)/V(25.27b) * Re(7.50%) + D(8.23b)/V(25.27b) * Rd(1.10%) * (1-Tc(0.00)))
Discount Rate = 7.50% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: -100.0 | Cagr: -0.05%
[DCF Debug] Terminal Value 79.16% ; FCFE base≈1.02b ; Y1≈1.08b ; Y5≈1.30b
Fair Price DCF = 37.03 (DCF Value 22.70b / Shares Outstanding 613.0m; 5y FCF grow 7.00% → 3.0% )
EPS Correlation: 23.36 | EPS CAGR: 17.54% | SUE: 0.95 | # QB: 1
Revenue Correlation: 98.36 | Revenue CAGR: 7.75% | SUE: 1.36 | # QB: 3
EPS next Quarter (2026-03-31): EPS=0.16 | Chg30d=-0.022 | Revisions Net=-1 | Analysts=1
EPS next Year (2026-12-31): EPS=0.73 | Chg30d=-0.050 | Revisions Net=-1 | Growth EPS=-4.2% | Growth Revenue=+3.4%
Additional Sources for INVH Stock
News:
Wall Street Journal |
Benzinga |
Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle