Company Analysis

Invitation Homes Inc. (INVH)

NYSE: INVH · Real Estate Operators (No Developers) & Lessors · Dallas, TX · filing with the SEC since 2016
Grade6.3
◀ Past 7.8● Present 5.8▶ Future 5.8

The grade of Invitation Homes Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.3/10
◀ Past7.825% of the headline
● Present5.845% of the headline
▶ Future5.830% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

7.8/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
8.3/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 45% of this tense · 83rd percentile among 15 sector filers · read for itself

From the record

Invitation Homes Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
8.1/10

What has it actually done, year after year?

+7.5% a year over 7 filed years; profitable in 7 of 7.

weight 33% of this tense · 81st percentile among 14 sector filers · read for its customers

From the record

Invitation Homes Inc.'s 7 filed years say what it did: revenue went from $1.8 billion in fiscal 2019 to $2.7 billion in fiscal 2025, up 7.5% a year; it rose in 6 of 6 years; it never fell from a peak; net income was positive in 7 of 7 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span7.5%top 46% of its family
  • the share of years revenue rosetop 7% of its family
  • the share of filed years with a profittop 14% of its family
  • the deepest fall from a revenue peak0.0%top 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
6.3/10

How has it treated the people who own it?

Share count grew 0.1% a year. 62% of cash flow returned. Insiders: 0 sales, 0 purchases.

weight 22% of this tense · 63rd percentile among 11 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Invitation Homes Inc.'s diluted share count grew about 0.1% a year, and dividends and buybacks returned about 62% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 39% of its family
  • cash returned against operating cash flowtop 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.8/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
6.0/10

Is it financially healthy right now?

ROE 6%: 6¢ of profit per shareholder dollar. Leverage 49%: owes 49¢ per asset dollar.

weight 45% of this tense · 60th percentile among 14 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Invitation Homes Inc. earned about 6 cents of profit for every dollar of shareholders' money. Leverage: it owed about 49 cents per dollar of assets, and net share issuance: its share count shrank 0.1% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 39% of its family
  • return on equitytop 35% of its family
  • the share count against the year beforetop 46% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.3/10

How strong is its position in its industry?

top 27% of 15 in its family; net margin 21.5%.

weight 33% of this tense · 73rd percentile among 15 sector filers · read for its customers

From the record

Invitation Homes Inc.'s standing among 15 graded names in its industry family: revenue of $2.7 billion in fiscal 2025 ranks in the top 12% by size; a net margin of 21.5% ranks in the top 23%; revenue growth of 6.8% a year over the last 3 filed years ranks in the top 46% (its annual reports).

What it rests on

  • revenue against the family$2.73Btop 12% of its family
  • net margin21.5%top 23% of its family
  • three-year revenue growth6.8%top 46% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
3.1/10

What are the people in charge doing?

bottom 31% of 7 in its family for leadership; chief executive since 2019.

weight 22% of this tense · 31st percentile among 7 sector filers · read for its shareholders

From the record

Invitation Homes Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Tanner, Dallas B (President and CEO, as filed), filing under that title since 2019-02-08, 7.8 years (bottom 36% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 5 years (bottom 7%); 9 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 50%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge9 in three years among 14 peopletop 50% of its family
  • the median years the people in charge have filed5.0 yearsbottom 7% of its family
  • the chief executive's years on the record7.8 yearsbottom 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.8/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.9/10

How much room does it have to grow?

bottom 49% of 14 in its family for room to expand.

weight 22% of this tense · 49th percentile among 14 sector filers · read for itself

From the record

Invitation Homes Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $130 million against debt of $8.4 billion leaves -44.2% of its assets as net cash, bottom 17% of its family; cash from operations less capital spending is 44.2% of revenue (top 18%) (its annual report).

What it rests on

  • cash less debt against assets-44.2%bottom 17% of its family
  • cash from operations less capital spending against revenue44.2%top 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.9/10

What could actually drive growth from here?

top 41% of 14 in its family for growth drivers.

weight 33% of this tense · 59th percentile among 14 sector filers · read for its customers

From the record

Invitation Homes Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 6.8% a year over the last three filed years against 7.5% over all 7, slowing (bottom 39% of its family); the newest year grew 4.2% (top 46%); capital spending grew 41.8% a year (top 17%) (its annual reports). Invitation Homes Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span-0.7 points a yearbottom 39% of its family
  • the newest year's revenue growth4.2%top 46% of its family
  • three-year growth of capital spending41.8%top 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.1/10

Did its newest year beat what its own record pointed to?

top 39% of 14 in its family for expectations against reality.

weight 45% of this tense · 61st percentile among 14 sector filers · read for its shareholders

From the record

Invitation Homes Inc.'s newest year against its own record: revenue of $2.7 billion in fiscal 2025 came in 3.7% below the $2.8 billion its prior three years' pace pointed to (bottom 46% of its family); net income of $588 million against a prior three-year average of $452 million (top 39%); a net margin of 21.5% against 18.6% before (top 25%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-3.7%bottom 46% of its family
  • net income against the prior three years' average+30%top 39% of its family
  • net margin against its prior average+2.9 pointstop 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton INVH · research, not advice