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Key Factors to Consider Before Investing in Invitation Homes (INVH)

Invitation Homes logged a 0.4% change during today's morning session, and is now trading at a price of $28.06 per share.

Invitation Homes returned losses of -18.8% last year, with its stock price reaching a high of $35.8 and a low of $27.32. Over the same period, the stock underperformed the S&P 500 index by -30.5%. AThe company's 50-day average price was $28.69. Invitation Homes, an S&P 500 company, is the nation's premier single-family home leasing and management company, meeting changing lifestyle demands by providing access to high-quality homes with valued features such as close proximity to jobs and access to good schools. Our purpose, Unlock the Power of Home, reflects our commitment to providing living solutions and Genuine CARE to the growing share of people who count on the flexibility and savings of leasing a home. Based in Dallas, TX, the Large-Cap Finance company has 1,750 full time employees. Invitation Homes has offered a 4.2% dividend yield over the last 12 months.

Generally Positive Cash Flows but Growing Revenues:

2019 2020 2021 2022 2023 2024
Revenue (M) $1,765 $1,823 $1,997 $2,238 $2,432 $2,619
Interest Income (M) $367 $354 $323 $304 $333 $321
Net Margins 8% 11% 13% 17% 21% 17%
Net Income (M) $145 $196 $261 $383 $519 $454
Depreciation & Amort. (M) $534 $553 $592 $638 $674 $714
Diluted Shares (M) 542 555 579 611 613 614
Earnings Per Share $0.27 $0.35 $0.45 $0.63 $0.85 $0.74
EPS Growth n/a 29.629629629629612% 28.57142857142858% 40.0% 34.92063492063492% -12.941176470588234%
Avg. Price $24.31 $25.83 $35.06 $38.08 $34.11 $27.95
P/E Ratio 90.04 73.8 77.91 60.44 40.13 37.77
Free Cash Flow (M) $605 $598 $830 $901 $1,077 $1,051
CAPEX (M) $57 $99 $77 $122 $30 $31
Total Debt (M) $8,467 $8,032 $7,999 $7,769 $8,546 $8,202

Invitation Homes's Valuation Is in Line With Its Sector Averages:

Invitation Homes has a trailing twelve month P/E ratio of 30.2, compared to an average of 15.92 for the Finance sector. Based on its EPS guidance of $0.74, the company has a forward P/E ratio of 38.8. Invitation Homes's PEG ratio is 2.54 on the basis of the 11.9% weighted average of the company and the broader market's EPS compound average growth rates. This suggests that the company's shares are overvalued. The market is placing a fair value on Invitation Homes's equity, since its P/B ratio of 1.79 is comparable to its sector average of 1.78. The company's shares are currently trading 72.5% below their Graham number. In conclusion, Invitation Homes's impressive cash flow trend, decent P/B ratio, and reasonable use of leverage demonstrate that the company may still be fairly valued — despite its elevated earnings multiple.

There's an Analyst Consensus of Some Upside Potential for Invitation Homes:

The 22 analysts following Invitation Homes have set target prices ranging from $30.0 to $41.0 per share, for an average of $34.84 with a buy rating. The company is trading -19.5% away from its average target price, indicating that there is an analyst consensus of some upside potential.

Invitation Homes has an average amount of shares sold short because 2.6% of the company's shares are sold short. Institutions own 103.5% of the company's shares, and the insider ownership rate stands at 0.31%, suggesting a small amount of insider investors. The largest shareholder is Vanguard Group Inc, whose 15% stake in the company is worth $2,652,787,495.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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