Analyse produit facultative
Avec votre autorisation, nous utilisons une analyse limitée et respectueuse de la vie privée pour comprendre les parcours de recherche utiles. Nous n’utilisons ni traceurs publicitaires ni enregistrement de session. Vous pouvez modifier ce choix dans les préférences. Consultez la Politique de confidentialité.
Invitation Homes Inc.'s published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $15.8B | |
|---|---|---|
| Revenue (ttm) | 2.8B | |
| Net income (ttm) | 658.8M | |
| EPS (ttm) | $1.09 | |
| Shares out | 592.8M | |
| P/E (trailing) | 24.6x | |
| P/E (forward) | 30.4x | |
| Dividend | $1.20 (4.49%) | |
| Volume | 3,938,246 | |
| Beta | 0.83 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $2.00B | $2.24B | $2.43B | $2.62B | $2.73B | +8.1% |
| Gross profit | $1.22B | $1.36B | $1.46B | $1.55B | $100.7M | -46.4% |
| Operating income | $585.4M | $688.9M | $854.5M | $821.4M | $725.0M | +5.5% |
| Net income | $261.4M | $383.3M | $519.5M | $453.9M | $587.9M | +22.5% |
| EPS (diluted) | $0.45 | $0.63 | $0.85 | $0.74 | $0.96 | +20.9% |
| EBITDA | $1.18B | $1.33B | $1.53B | $1.54B | $1.47B | +5.7% |
| R&D | $0 | $0 | $0 | — | — | +14.0% |
| SG&A | $75.8M | $74.0M | $82.3M | $90.6M | $95.3M | +5.9% |
Recent company headlines from major financial publishers.
Under the base case, Invitation Homes achieves a target of $27.49, delivering an implied return of 2.6% with an estimated probability of 55.0% against the share price of $26.79 as of $26.79 (as of 2026-10-09). This modal trajectory reflects steady renewal rent growth driven by supply constraints in core Sunbelt submarkets, balanced by disciplined controllable cost management that sustains property operating margins despite moderate property tax and insurance headwinds.
Under the bull case, Invitation Homes reaches Potential value of $37.48 with a target of $37.48, representing an implied return of 39.9% and an estimated probability of 20.0%. This upside path materializes if severe residential homeownership affordability constraints and robust in-state household formation accelerate renewal rent growth, while scaled procurement and third-party management partnerships expand operating margins and drive higher cash flow conversion.
| Ke ↓ / g → | 1.8% | 2.0% | 2.3% | 2.5% | 2.8% |
|---|---|---|---|---|---|
| 7.4% | $32.3 | $32.4 | $32.6 | $32.9 | $33.1 |
| 7.9% | $29.9 | $30.1 | $30.2 | $30.4 | $30.6 |
| 8.4% | $27.2 | $27.4 | $27.5 | $27.6 | $27.8 |
| 8.9% | $26.4 | $26.5 | $26.6 | $26.7 | $26.8 |
| 9.4% | $25.0 | $25.1 | $25.2 | $25.3 | $25.4 |
Upcoming earnings date and setup when available.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
