Invitation Homes Inc
INVH - Insider Information
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+ FollowMarket Cap$15.69B
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Earnings Call Q1 2025
May 1, 2025 - AI Summary
Solid Performance Metrics: Invitation Homes reported a strong first quarter with a 3.6% blended rent growth, 97.2% average occupancy, and a 3.7% year-over-year increase in Net Operating Income (NOI). Core Funds From Operations (FFO) per share grew by 3.5% year-over-year, while Adjusted FFO (AFFO) grew by 4%. These metrics illustrate resilience in the single-family rental (SFR) market despite economic volatility.
Positive Rental and Occupancy Trends: For the month of April, blended rent growth increased to 4%, with renewal rent growth at 4.5% and average occupancy rising to 97.4%. This indicates strong demand in the SFR sector, with residents showing a tendency to renew leases due to favorable living conditions and economic uncertainties in homeownership.
Home Acquisition Strategy: The company acquired 577 homes for around $194 million, predominantly newly built, while disposing of 454 homes to first-time homeowners. This capital recycling approach ensures continuous portfolio growth and minimizes risks associated with on-balance sheet development. The strategy aims for a 6% average yield on cost.
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$31.76
15.2% upside
Current Fair Value
15.2% upsideUndervalued by 15.2% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $15.69 Billion |
|---|---|
| Enterprise Value | $24.16 Billion |
| Annual dividend | $1.20 |
| Dividend yield | 4.52% |
| Earnings per Share | $0.96 |
| Beta | 0.83 |
| Outstanding Shares | 588,412,559 |
Return
| Return on Equity | 7.54% |
|---|---|
| Return on Assets | 3.70% |
| Return on Invested Capital | 4.60% |
Valuation & Multiples
| P/E Ratio | 23.3 |
|---|---|
| PEG | 146.48 |
| Price to Sales | 6.89 |
| Price to Book Ratio | 1.84 |
| Enterprise Value to Revenue | 8.34 |
| Enterprise Value to EBIT | 29.26 |
| Enterprise Value to Net Income | 35 |
| Total Debt to Enterprise | 0.35 |
| Debt to Equity | 0.94 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 28, 2026
EPS Estimate
$0.18
Consensus analyst estimateRevenue Estimate
$742.55 M
Consensus analyst estimateNext Earnings Call
Expected Date
February 17, 2027
EPS Estimate
$0.19
Consensus analyst estimateRevenue Estimate
$736.48 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 30.89% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 2,984▼ 99.45% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.53%▼ 99.24% |
|---|---|
| Total Invested | $394.67M▼ 97.83% |
| Investors Holding | 174▼ 464.00% |