Invitation Homes, Inc. (INVH) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

Realty Income Corp.

VICI Properties, Inc.

Digital Realty Trust, Inc.

Equity Residential

Invitation Homes, Inc.

Extra Space Storage, Inc.

Simon Property Group, Inc.

AvalonBay Communities, Inc.

Weyerhaeuser Co.

SBA Communications Corp.

Crown Castle, Inc.

Why is Invitation Homes, Inc. ?

Strong Long Term Fundamental Strength with a 10.62% CAGR growth in Operating Profits

Poor long term growth as Net Sales has grown by an annual rate of 9.25%

Flat results in Jun 25

DEBT-EQUITY RATIO (HY) Highest at 82.22 %
RAW MATERIAL COST(Y) Grown by 5.22% (YoY)
CASH AND EQV(HY) Lowest at USD 602.35 MM

With ROE of 5.03%, it has a expensive valuation with a 2.09 Price to Book Value

The stock is trading at a discount compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of -17.65%, its profits have fallen by -9.7%
At the current price, the company has a high dividend yield of 342.9

Consistent Underperformance against the benchmark over the last 3 years

Along with generating -17.65% returns in the last 1 year, the stock has also underperformed S&P 500 in each of the last 3 annual periods

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Invitation Homes, Inc. should be less than 10%
Overall Portfolio exposure to Realty should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Realty)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Invitation Homes, Inc. for you?

Low Risk, Low Return

Absolute

Risk Adjusted

Volatility

Invitation Homes, Inc.

-19.33%

-1.06

20.44%

S&P 500

13.22%

0.64

20.20%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

9.25%

EBIT Growth (5y)

10.62%

EBIT to Interest (avg)

2.78

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

Dividend Payout Ratio

332.35%

Pledged Shares

Institutional Holding

100.00%

ROCE (avg)

6.10%

ROE (avg)

4.04%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

2.09

EV to EBIT

27.66

EV to EBITDA

13.85

EV to Capital Employed

2.13

EV to Sales

7.38

PEG Ratio

Dividend Yield

342.92%

ROCE (Latest)

7.70%

ROE (Latest)

5.03%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bullish

Bearish

RSI

No Signal

Bollinger Bands

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Dow Theory

No Trend

Mildly Bearish

OBV

No Trend

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

7What is working for the Company

ROCE(HY)

Highest at 5.65%

DIVIDEND PER SHARE(HY)

Highest at USD 41.48

PRE-TAX PROFIT(Q)

Highest at USD 94.78 MM

EPS(Q)

Highest at USD 0.15

-4What is not working for the Company

DEBT-EQUITY RATIO (HY)

Highest at 82.22 %

RAW MATERIAL COST(Y)

Grown by 5.22% (YoY

CASH AND EQV(HY)

Lowest at USD 602.35 MM

Here's what is working for Invitation Homes, Inc.

Dividend per share

Highest at USD 41.48 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Pre-Tax Profit

Highest at USD 94.78 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (USD MM)

Pre-Tax Profit

At USD 94.78 MM has Grown at 68.45%

over average net sales of the previous four periods of USD 56.26 MM

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (USD MM)

EPS

Highest at USD 0.15

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (USD)

Depreciation

Highest at USD 185.46 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (USD MM)

Here's what is not working for Invitation Homes, Inc.

Debt-Equity Ratio

Highest at 82.22 % and Grown

In each half year in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio

Cash and Eqv

Lowest at USD 602.35 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Raw Material Cost

Grown by 5.22% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin

Raw Material Cost as a percentage of Sales