Invitation Homes Stock Beta

INVH Stock  USD 33.94  0.35  1.04%   
Invitation Homes fundamentals help investors to digest information that contributes to Invitation Homes' financial success or failures. It also enables traders to predict the movement of Invitation Stock. The fundamental analysis module provides a way to measure Invitation Homes' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Invitation Homes stock.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Invitation Homes Company Beta Analysis

Invitation Homes' Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

 = 

Covariance

Variance

More About Beta | All Equity Analysis

Current Invitation Homes Beta

    
  1.01  
Most of Invitation Homes' fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Invitation Homes is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Invitation Beta Driver Correlations

Understanding the fundamental principles of building solid financial models for Invitation Homes is extremely important. It helps to project a fair market value of Invitation Stock properly, considering its historical fundamentals such as Beta. Since Invitation Homes' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Invitation Homes' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Invitation Homes' interrelated accounts and indicators.
0.990.97-0.510.790.980.80.890.250.9-0.170.71-0.480.07-0.680.79-0.990.940.280.98-0.32-0.77-0.32-0.19-0.030.67
0.990.99-0.530.680.980.720.920.330.81-0.180.63-0.490.12-0.640.72-0.960.90.220.99-0.29-0.82-0.29-0.19-0.020.72
0.970.99-0.490.640.970.710.950.310.79-0.230.64-0.490.21-0.640.71-0.940.90.181.0-0.3-0.83-0.3-0.160.010.73
-0.51-0.53-0.49-0.28-0.38-0.41-0.45-0.1-0.4-0.270.060.490.2-0.17-0.360.53-0.48-0.26-0.52-0.180.37-0.180.6-0.11-0.28
0.790.680.64-0.280.720.880.54-0.010.97-0.10.86-0.29-0.26-0.690.82-0.830.830.510.66-0.29-0.37-0.29-0.13-0.110.27
0.980.980.97-0.380.720.720.890.310.83-0.220.72-0.430.13-0.730.72-0.950.90.260.97-0.32-0.77-0.32-0.12-0.080.69
0.80.720.71-0.410.880.720.70.10.91-0.250.75-0.410.02-0.730.93-0.830.910.30.73-0.32-0.52-0.320.00.210.46
0.890.920.95-0.450.540.890.70.440.69-0.450.59-0.590.3-0.650.73-0.870.87-0.040.95-0.38-0.9-0.38-0.020.160.81
0.250.330.31-0.1-0.010.310.10.44-0.01-0.420.12-0.18-0.17-0.350.15-0.220.22-0.060.30.1-0.380.10.04-0.010.39
0.90.810.79-0.40.970.830.910.69-0.01-0.130.82-0.39-0.09-0.70.88-0.930.930.390.81-0.37-0.55-0.37-0.15-0.050.45
-0.17-0.18-0.23-0.27-0.1-0.22-0.25-0.45-0.42-0.13-0.420.53-0.20.45-0.450.2-0.320.45-0.240.350.470.35-0.320.02-0.43
0.710.630.640.060.860.720.750.590.120.82-0.42-0.3-0.05-0.810.71-0.710.760.40.63-0.29-0.37-0.290.04-0.180.25
-0.48-0.49-0.490.49-0.29-0.43-0.41-0.59-0.18-0.390.53-0.30.060.12-0.550.51-0.550.13-0.520.170.580.170.270.08-0.45
0.070.120.210.2-0.260.130.020.3-0.17-0.09-0.2-0.050.06-0.23-0.020.020.03-0.50.19-0.41-0.36-0.410.580.590.42
-0.68-0.64-0.64-0.17-0.69-0.73-0.73-0.65-0.35-0.70.45-0.810.12-0.23-0.70.67-0.7-0.07-0.640.510.550.51-0.43-0.14-0.56
0.790.720.71-0.360.820.720.930.730.150.88-0.450.71-0.55-0.02-0.7-0.850.940.10.75-0.38-0.64-0.38-0.080.00.58
-0.99-0.96-0.940.53-0.83-0.95-0.83-0.87-0.22-0.930.2-0.710.510.020.67-0.85-0.97-0.27-0.960.340.760.340.220.07-0.67
0.940.90.9-0.480.830.90.910.870.220.93-0.320.76-0.550.03-0.70.94-0.970.250.92-0.29-0.72-0.29-0.2-0.040.62
0.280.220.18-0.260.510.260.3-0.04-0.060.390.450.40.13-0.5-0.070.1-0.270.250.140.590.370.59-0.54-0.36-0.48
0.980.991.0-0.520.660.970.730.950.30.81-0.240.63-0.520.19-0.640.75-0.960.920.14-0.34-0.85-0.34-0.170.010.75
-0.32-0.29-0.3-0.18-0.29-0.32-0.32-0.380.1-0.370.35-0.290.17-0.410.51-0.380.34-0.290.59-0.340.631.0-0.64-0.4-0.68
-0.77-0.82-0.830.37-0.37-0.77-0.52-0.9-0.38-0.550.47-0.370.58-0.360.55-0.640.76-0.720.37-0.850.630.63-0.13-0.19-0.97
-0.32-0.29-0.3-0.18-0.29-0.32-0.32-0.380.1-0.370.35-0.290.17-0.410.51-0.380.34-0.290.59-0.341.00.63-0.64-0.4-0.68
-0.19-0.19-0.160.6-0.13-0.120.0-0.020.04-0.15-0.320.040.270.58-0.43-0.080.22-0.2-0.54-0.17-0.64-0.13-0.640.650.29
-0.03-0.020.01-0.11-0.11-0.080.210.16-0.01-0.050.02-0.180.080.59-0.140.00.07-0.04-0.360.01-0.4-0.19-0.40.650.31
0.670.720.73-0.280.270.690.460.810.390.45-0.430.25-0.450.42-0.560.58-0.670.62-0.480.75-0.68-0.97-0.680.290.31
Click cells to compare fundamentals
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Competition

In accordance with the recently published financial statements, Invitation Homes has a Beta of 1.014. This is 40.83% higher than that of the Residential REITs sector and significantly higher than that of the Real Estate industry. The beta for all United States stocks is notably lower than that of the firm.

Invitation Beta Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invitation Homes' direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Invitation Homes could also be used in its relative valuation, which is a method of valuing Invitation Homes by comparing valuation metrics of similar companies.
Invitation Homes is currently under evaluation in beta category among its peers.

Invitation Homes Current Valuation Drivers

We derive many important indicators used in calculating different scores of Invitation Homes from analyzing Invitation Homes' financial statements. These drivers represent accounts that assess Invitation Homes' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Invitation Homes' important valuation drivers and their relationship over time.
201920202021202220232024 (projected)
Market Cap15.9B16.5B26.2B18.1B20.9B13.3B
Enterprise Value24.3B24.3B33.6B25.6B28.7B19.8B

Invitation Homes ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Invitation Homes' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Invitation Homes' managers, analysts, and investors.
Environmental
Governance
Social

Invitation Homes Institutional Holders

Institutional Holdings refers to the ownership stake in Invitation Homes that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Invitation Homes' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Invitation Homes' value.
Shares
Daiwa Securities Group Inc2024-09-30
11.7 M
Morgan Stanley - Brokerage Accounts2024-09-30
10.6 M
Centersquare Investment Management Llc2024-09-30
M
Dimensional Fund Advisors, Inc.2024-09-30
8.8 M
Resolution Capital Limited2024-09-30
M
Legal & General Group Plc2024-09-30
6.9 M
Charles Schwab Investment Management Inc2024-09-30
6.6 M
Jpmorgan Chase & Co2024-09-30
6.3 M
Cbre Investment Management Listed Real Assets Llc2024-09-30
5.6 M
Vanguard Group Inc2024-09-30
94.9 M
Cohen & Steers Inc2024-09-30
60.6 M
Invitation Homes returns are very sensitive to returns on the market. As the market goes up or down, Invitation Homes is expected to follow.

Invitation Fundamentals

About Invitation Homes Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Invitation Homes's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invitation Homes using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invitation Homes based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

Currently Active Assets on Macroaxis

When determining whether Invitation Homes offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Invitation Homes' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Invitation Homes Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Invitation Homes Stock:
Check out Invitation Homes Piotroski F Score and Invitation Homes Altman Z Score analysis.
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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Is Single-Family Residential REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Invitation Homes. If investors know Invitation will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. 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
(0.29)
Dividend Share
1.12
Earnings Share
0.72
Revenue Per Share
4.171
Quarterly Revenue Growth
0.058
The market value of Invitation Homes is measured differently than its book value, which is the value of Invitation that is recorded on the company's balance sheet. Investors also form their own opinion of Invitation Homes' value that differs from its market value or its book value, called intrinsic value, which is Invitation Homes' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invitation Homes' market value can be influenced by many factors that don't directly affect Invitation Homes' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic 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. However, Invitation Homes' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.