BIP vs INVH

Comparison between Brookfield Infrastructure Partners L.P (BIP, Company) and Invitation Homes Inc (INVH, Company).

BIP is from the Utilities sector, while INVH is from the Real Estate sector.

5-Year PerformanceBIP has outperformed INVH, delivering a return of +5.3% compared to -0.8%

BIP vs INVH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BIP(COMPANY)	INVH(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	59.34%	50.54%
Sharpe Ratio	0.95	-0.82
5Y Beta	0.84	0.42
Industry	Utilities - Diversified	Reit - Residential
P/E Ratio	41.02	29.95
Forward P/E	142.86	34.84
PEG Ratio	0.29	1.29
Dividend Yield	4.95%	4.07%
5Y Dividends CAGR	5.94%	18.85%
5Y EPS CAGR	1.89%	21.63%
Debt to Equity	1206.60%	96.82%
Free Cash Flow Yield	-3.96%	7.02%
P/S Ratio	0.71	6.14
P/B Ratio	3.07	1.87

Market Cap

BIP

$17B

Winner

INVH

$17B

Max Drawdown

BIP

59.34%

Winner

INVH

50.54%

Sharpe Ratio

Winner

BIP

0.95

INVH

-0.82

5Y Beta

BIP

0.84

Winner

INVH

0.42

Industry

BIP

Utilities - Diversified

INVH

Reit - Residential

P/E Ratio

BIP

41.02

Winner

INVH

29.95

Forward P/E

BIP

142.86

Winner

INVH

34.84

PEG Ratio

Winner

BIP

0.29

INVH

1.29

Dividend Yield

Winner

BIP

4.95%

INVH

4.07%

5Y Dividends CAGR

BIP

5.94%

Winner

INVH

18.85%

5Y EPS CAGR

BIP

1.89%

Winner

INVH

21.63%

Debt to Equity

BIP

1206.60%

Winner

INVH

96.82%

Free Cash Flow Yield

BIP

-3.96%

Winner

INVH

7.02%

P/S Ratio

Winner

BIP

0.71

INVH

6.14

P/B Ratio

BIP

3.07

Winner

INVH

1.87

BIP vs INVH - Historical Returns

Returns include dividend reinvestment.

Period	BIP	INVH
1 month	+0.16%	+11.35%
3 months	-3.08%	+10.01%
6 months	+6.88%	+5.00%
1 year	+21.05%	-13.31%
5 years(CAGR)	+5.30%	-0.75%
10 years(CAGR)	+13.05%	+6.69%
Max(CAGR)	+14.55%	+6.69%

BIP

+0.16%

Winner

INVH

+11.35%

BIP

-3.08%

Winner

INVH

+10.01%

Winner

BIP

+6.88%

INVH

+5.00%

Winner

BIP

+21.05%

INVH

-13.31%

5Y(CAGR)

Winner

BIP

+5.30%

INVH

-0.75%

10Y(CAGR)

Winner

BIP

+13.05%

INVH

+6.69%

Max(CAGR)

Winner

BIP

+14.55%

INVH

+6.69%

BIP vs INVH - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	BIP	INVH
2026	+8.45%	+4.93%
2025	+14.84%	-8.13%
2024	+7.69%	-4.58%
2023	+5.55%	+21.23%
2022	-21.10%	-32.45%
2021	+27.52%	+61.66%
2020	+15.36%	+2.97%
2019	+49.52%	+55.21%
2018	-18.87%	-12.80%
2017	+39.81%	+19.02%
2016	+42.16%	N/A
2015	-6.16%	N/A
2014	+13.17%	N/A
2013	+14.55%	N/A
2012	+31.91%	N/A
2011	+38.55%	N/A
2010	+34.03%	N/A
2009	+39.88%	N/A
2008	-37.64%	N/A

BIP vs INVH Drawdown Comparison

The maximum drawdown for BIP was -56.05%, occurring on Mar 4, 2009. Recovery took 541 trading sessions.

The maximum drawdown for INVH was -50.54%, occurring on Mar 23, 2020. Recovery took 279 trading sessions.

The current BIP drawdown is -7.33%. The current INVH drawdown is -26.59%.

Rank	BIP	INVH
#1	-56.05% Jan 28, 2008 - Mar 22, 2010	-50.54% Feb 18, 2020 - Mar 26, 2021
#2	-51.31% Feb 20, 2020 - Nov 9, 2020	-38.45% Dec 31, 2021 - Mar 20, 2026
#3	-49.84% Apr 20, 2022 - Feb 6, 2026	-18.47% Sep 21, 2018 - Mar 14, 2019
#4	-28.40% Apr 6, 2015 - Jun 6, 2016	-14.73% Dec 15, 2017 - Sep 11, 2018
#5	-25.40% Dec 27, 2017 - Jun 7, 2019	-9.75% Sep 2, 2021 - Dec 6, 2021
#6	-17.02% Mar 22, 2010 - Sep 9, 2010	-7.31% Oct 21, 2019 - Jan 22, 2020
#7	-16.61% Sep 20, 2011 - Dec 27, 2011	-5.86% Aug 17, 2017 - Nov 10, 2017
#8	-14.38% Mar 4, 2013 - Oct 28, 2013	-5.02% Jun 2, 2017 - Aug 11, 2017
#9	-12.60% Aug 29, 2014 - Dec 2, 2014	-4.72% Jun 19, 2019 - Jul 9, 2019
#10	-12.48% Nov 18, 2013 - May 7, 2014	-4.63% Sep 3, 2019 - Sep 20, 2019
#11	-12.25% Mar 2, 2026 - Apr 29, 2026	-3.99% Jul 27, 2021 - Aug 30, 2021
#12	-10.86% Nov 8, 2010 - Feb 14, 2011	-3.83% Nov 10, 2017 - Dec 14, 2017
#13	-10.64% Aug 3, 2011 - Aug 15, 2011	-3.81% Apr 15, 2019 - Apr 26, 2019
#14	-10.05% Sep 30, 2016 - Jan 5, 2017	-3.79% Jun 10, 2021 - Jul 6, 2021
#15	-9.25% Aug 22, 2012 - Jan 3, 2013	-3.53% Jul 10, 2019 - Aug 16, 2019

Correlation

Correlation between BIP and INVH is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2008 - 2026)

BIP vs INVH dividend yield comparison.

Year	BIP	INVH
2026	1.24%	1.04%
2025	4.95%	4.21%
2024	5.10%	3.53%
2023	4.86%	3.87%
2022	4.65%	2.97%
2021	3.35%	1.50%
2020	3.92%	2.02%
2019	4.02%	1.74%
2018	5.45%	2.19%
2017	3.88%	0.93%
2016	4.62%	0.00%
2015	5.59%	0.00%
2014	4.59%	0.00%
2013	4.38%	0.00%
2012	4.26%	0.00%
2011	4.77%	0.00%
2010	5.22%	0.00%
2009	6.32%	0.00%
2008	7.89%	0.00%