Invitation Homes (INVH) is a single-family residential reits company in the Real Estate sector. Listed on the NASDAQ, Invitation Homes is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $29.71.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $29.71 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 1.03% |
| Risk / Std Dev (Annualized) | 23.24% |
| Sharpe Ratio (rf=4.5%) | -0.15 |
S&P 500 Context
- Sector: Real Estate
- Sub-Industry: Single-Family Residential REITs
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 1.03% with an annualized volatility of 23.24%. The Sharpe ratio of -0.15 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 17.65B |
| Enterprise Value | 26.41B |
| Trailing P/E | 31.27 |
| Forward P/E | 44.73 |
| Price to Book | 1.94 |
| Price to Sales | 6.35 |
| EV/Revenue | 9.5 |
| EV/EBITDA | 17.69 |
| Profitability | | | Profit Margin | 20.96% | | Operating Margin | 24.28% | | ROE | 6.19% | | ROA | 2.47% |
| Growth | | | Revenue Growth | 9.2% | | Earnings Growth | -3.7% |
| Dividend | | | Dividend Yield | 404.0% | | Payout Ratio | 124.21% | | 5Y Avg Yield | 296.0% |
| Financial Health | | | Total Revenue | 2.78B | | Total Debt | 8.86B | | Total Cash | 0.14B | | Free Cash Flow | 1.02B | | Operating Cash Flow | 1.2B |
| Price & Technical | | | 52W High | $34.25$ | | 52W Low | $24.25$ | | 50-Day Avg | $27.82$ | | 200-Day Avg | $27.69$ | | Beta | 0.85 | | Shares Outstanding | 0.59B | | Float Shares | 0.54B | | Insider Holdings | 0.34% | | Institutional Holdings | 103.05% | | Short Ratio | 3.29 | | Short % of Float | 4.32% |
| Analyst Targets | | | Target High | $38.0$ | | Target Low | $26.0$ | | Target Mean | $31.61$ | | Target Median | $32.0$ | | # of Analysts | 23 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.