Loading stock…

Invitation Homes Inc. (INVH) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Invitation Homes Inc.

INVHMarket cap $16BPrice $26.5

Country🇺🇸United States

SectorReal Estate

IndustryResidential REITs

Buys, renovates, and rents out single-family homes across the Sun Belt, turning the American Dream into a subscription. It's one of the largest landlords in the country, managing over 80,000 houses that renters can't get approved to buy themselves.

In Bastion Portfolios?

52W Return-5%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+7%6

Revenue Forecast

Rev CAGR (1y)+9%6

Rev CAGR (3y)+5%4

Rev CAGR (5y)+3%3

Earnings Forecast

EPS Growth Y+1-7%3

EPS Growth Y+2-1%3

EPS Growth Y+3+20%8

Quality

Margins

EBIT Margin26%8

Net Income Margin23%8

Free Cash Flow Margin42%10

Debt

Net Debt/EBITDA5.61

Efficiency

ROE7%3

ROA4%5

Earnings Stability77

GEAR+AVERAGE45

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)421

P/E Ratio (Forward 3y)321

P/BV1.77

EV Multiples

EV/EBITDA Fwd153

EV/EBIT Fwd322

Yield

Free Cash Flow Yieldna–

Dividend Yield4.5%9

Momentum

Short term

1 month return-5%5

3 month return-9%4

YTD return-1%5

Mid term

Price vs 52wHigh87%7

1 year return-1%4

Long term

3 year return-7%2

5 year return-18%3

Risk Shield

Price Risk

Beta0.39

Volatility21%9

Free Cash Flow

Free Cash Flow Margin42%10

Free Cash Flow Yieldna–

Quality

ROCE4%3

Earnings Stability77

Net Debt/EBITDA5.61

02Growth

Is it actually growing, and how fast?

INVHInvitation Homes

Revenue FY25$2.6B

GROWTH RATING↗

AVERAGE35 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+7%6

Revenue, next 1Y+9%6

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-7%3

EPS growth, FY27E-1%3

EPS growth, FY28E+20%8

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

A mid-pack grower, ahead of 35% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 7%/yr over the last 3 years and is set to keep growing around 5%/yr.

WEAKNESSES

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

Earnings are set to fall even as revenue grows (EPS about -1%/yr vs revenue 5%/yr).

BOTTOM LINE

Modest Grower

A middle-of-the-pack grower. The one thing to watch: the five-year outlook is thin.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK28 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-9%4

YTD return-1%5

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return-1%4

3-year return-7%2

5-year return-18%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's down 1% over the past year, now 13% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-5%), over three months (-9%) and so far this year (-1%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-7.1% over three years and -18% over five), behind 70% of the market.

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Invitation Homes. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

INVHInvitation Homes

Revenue FY25$2.6B

GROWTH RATING↗

AVERAGE35 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+7%6

Revenue, next 1Y+9%6

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-7%3

EPS growth, FY27E-1%3

EPS growth, FY28E+20%8

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

A mid-pack grower, ahead of 35% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 7%/yr over the last 3 years and is set to keep growing around 5%/yr.

WEAKNESSES

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

Earnings are set to fall even as revenue grows (EPS about -1%/yr vs revenue 5%/yr).

BOTTOM LINE

Modest Grower

A middle-of-the-pack grower. The one thing to watch: the five-year outlook is thin.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK28 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-9%4

YTD return-1%5

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return-1%4

3-year return-7%2

5-year return-18%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's down 1% over the past year, now 13% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-5%), over three months (-9%) and so far this year (-1%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-7.1% over three years and -18% over five), behind 70% of the market.

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Invitation Homes. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community