Invitation Competitors
| INVH Stock | USD 27.38 0.94 3.56% |
Invitation Homes vs Equity Residential Correlation
Very good diversification
The correlation between Invitation Homes and EQR is -0.29 (i.e., Very good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Invitation Homes and EQR in the same portfolio, assuming nothing else is changed.
Moving together with Invitation Stock
Moving against Invitation Stock
| 0.64 | NEWTH | NewtekOne 8625 percent | PairCorr |
| 0.6 | CASH | Meta Financial Group | PairCorr |
| 0.57 | ENS | Enersys Earnings Call Tomorrow | PairCorr |
| 0.55 | ANDE | Andersons Earnings Call This Week | PairCorr |
| 0.55 | BNKHF | BOC Hong Kong | PairCorr |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invitation Homes' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Invitation Homes Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invitation Homes and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Invitation and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Invitation Homes does not affect the price movement of the other competitor.
| 0.37 | 0.61 | 0.04 | -0.23 | 0.01 | 0.28 | ESS | ||
| 0.37 | 0.41 | 0.11 | 0.48 | 0.14 | 0.8 | MAA | ||
| 0.61 | 0.41 | 0.17 | -0.01 | -0.01 | 0.09 | AMH | ||
| 0.04 | 0.11 | 0.17 | 0.18 | 0.57 | 0.14 | SUI | ||
| -0.23 | 0.48 | -0.01 | 0.18 | 0.58 | 0.63 | WY | ||
| 0.01 | 0.14 | -0.01 | 0.57 | 0.58 | 0.46 | ELS | ||
| 0.28 | 0.8 | 0.09 | 0.14 | 0.63 | 0.46 | EQR | ||
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Invitation Stock performing well and Invitation Homes Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Invitation Homes' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| ESS | 0.97 | (0.02) | (0.06) | 0.05 | 1.16 | 2.14 | 5.23 | |||
| MAA | 0.92 | 0.02 | (0.02) | 0.14 | 1.10 | 2.09 | 6.14 | |||
| AMH | 1.06 | (0.07) | 0.00 | (0.11) | 0.00 | 2.00 | 7.05 | |||
| SUI | 0.94 | (0.02) | (0.05) | 0.04 | 1.28 | 2.11 | 5.73 | |||
| WY | 1.19 | 0.25 | 0.15 | 0.87 | 0.93 | 3.49 | 8.64 | |||
| ELS | 0.83 | 0.12 | 0.04 | 1.45 | 0.78 | 2.21 | 4.37 | |||
| EQR | 0.95 | 0.10 | 0.04 | 0.28 | 1.11 | 2.09 | 6.31 |
Cross Equities Net Income Analysis
Compare Invitation Homes and related stocks such as Essex Property Trust, Mid America Apartment, and American Homes 4 Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ESS | 3.3 M | 47.1 M | 125.3 M | 156.3 M | 122.2 M | 232.1 M | 415 M | 433.1 M | 390.2 M | 439.3 M | 568.9 M | 488.6 M | 408.3 M | 405.8 M | 741.5 M | 672.5 M | 706.1 M |
| MAA | 7 M | 48.8 M | 105.2 M | 115.3 M | 148 M | 332.3 M | 212.2 M | 328.4 M | 222.9 M | 353.8 M | 254.6 M | 533.8 M | 637.4 M | 552.8 M | 527.5 M | 446.9 M | 469.3 M |
| AMH | (42 K) | (42 K) | (10.2 M) | (32.3 M) | (48.1 M) | (62.3 M) | 6.7 M | 81 M | 108.3 M | 141 M | 140.4 M | 189.1 M | 273.1 M | 380.2 M | 412.4 M | 474.3 M | 498 M |
| SUI | 300 K | (1.1 M) | 6 M | 16.7 M | 28.5 M | 155.4 M | 26.3 M | 72.2 M | 107.2 M | 161.6 M | 131.6 M | 380.2 M | 242 M | (213.3 M) | 89 M | 102.3 M | 107.5 M |
| WY | 200.1 M | 331 M | 385 M | 563 M | 1.8 B | 506 M | 1 B | 582 M | 748 M | (76 M) | 797 M | 2.6 B | 1.9 B | 839 M | 396 M | 324 M | 626.5 M |
| ELS | 10.4 M | 36.6 M | 69.4 M | 116.2 M | 128 M | 139.4 M | 173.3 M | 197.6 M | 212.6 M | 279.1 M | 228.3 M | 262.5 M | 182.3 M | 314.2 M | 367 M | 386.5 M | 405.8 M |
| EQR | 6.1 M | 893.6 M | 841.7 M | 1.8 B | 631.3 M | 870.1 M | 4.3 B | 603.5 M | 657.5 M | 970.4 M | 913.6 M | 1.3 B | 776.9 M | 835.4 M | 1 B | 1.1 B | 836.5 M |
Invitation Homes and related stocks such as Essex Property Trust, Mid America Apartment, and American Homes 4 Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Invitation Homes financial statement analysis. It represents the amount of money remaining after all of Invitation Homes operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Invitation Homes Competitive Analysis
The better you understand Invitation Homes competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invitation Homes' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Invitation Homes' competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Invitation Homes Competition Performance Charts
Five steps to successful analysis of Invitation Homes Competition
Invitation Homes' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Invitation Homes in relation to its competition. Invitation Homes' competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Invitation Homes in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Invitation Homes' competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invitation Homes, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Invitation Homes Correlation with its peers. For more detail on how to invest in Invitation Stock please use our How to Invest in Invitation Homes guide.You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Is there potential for Single-Family Residential REITs market expansion? Will Invitation introduce new products? Factors like these will boost the valuation of Invitation Homes. Market participants price Invitation higher when confident in its future expansion prospects. Understanding fair value requires weighing current performance against future potential. All the valuation information about Invitation Homes listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.467 | Dividend Share 1.16 | Earnings Share 0.95 | Revenue Per Share | Quarterly Revenue Growth 0.065 |
Understanding Invitation Homes requires distinguishing between market price and book value, where the latter reflects Invitation's accounting equity. The concept of intrinsic value - what Invitation Homes' is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Market sentiment, economic cycles, and investor behavior can push Invitation Homes' price substantially above or below its fundamental value.
Please note, there is a significant difference between Invitation Homes' value and its price as these two are different measures arrived at by different means. Investors typically determine if Invitation Homes is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. In contrast, Invitation Homes' trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.