INVHInvitation Homes Inc.
Real Estate Operators (no Developers) & Lessors
- Revenue
- $2.7B
- 4.2% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $8.7B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear205% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear64% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear2% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.0B | $2.2B | $2.4B | $2.6B | $2.7B | 4.2% |
| Net income | $261M | $383M | $519M | $454M | $588M | 30% |
| Operating cash flow | $908M | $1.0B | $1.1B | $1.1B | $1.2B | 12% |
| Stock-based comp | $27M | $29M | $30M | $28M | $28M | 0.3% |
| Buybacks | — | — | $0 | $0 | $53M | |
| Dividends | $394M | $539M | $638M | $689M | $713M | 3.4% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.