Необязательная аналитика продукта
С вашего разрешения мы используем ограниченную аналитику с защитой конфиденциальности, чтобы понять, какие исследовательские сценарии работают. Мы не используем рекламные трекеры или запись сеансов. Этот выбор можно изменить в настройках. Прочитайте Политику конфиденциальности.
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 | |
|---|---|---|
| P/E (forward) | 30.4x |
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.
Рейтинг, который имело опубликованное в каждом месяце издание исследования. Рейтинг сравнивает цену на дату анализа со справедливой стоимостью; он не показывает, оправдалась ли оценка.
| Год | янв. | февр. | март | апр. | май | июнь | июль | авг. | сент. | окт. | нояб. | дек. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
