INVH vs BEKE

Comparison between Invitation Homes Inc (INVH, Company) and KE Holdings Inc (BEKE, Company).

Both INVH and BEKE are from the Real Estate sector.

5-Year PerformanceINVH has outperformed BEKE, delivering a return of -1.7% compared to -17.9%

INVH vs BEKE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INVH(COMPANY)	BEKE(COMPANY)
Market Cap	$18B	$18B
Max Drawdown	50.54%	88.26%
Sharpe Ratio	-0.43	-0.20
5Y Beta	0.40	0.75
Industry	Reit - Residential	Real Estate Services
P/E Ratio	30.96	41.44
Forward P/E	36.23	15.43
PEG Ratio	1.33	0.49
Dividend Yield	4.01%	1.63%
5Y Dividends CAGR	18.85%	N/A
5Y EPS CAGR	21.63%	-7.61%
Debt to Equity	96.82%	0.28%
Free Cash Flow Yield	6.79%	-0.30%
P/S Ratio	6.38	0.20
P/B Ratio	1.95	1.87

Market Cap

INVH

$18B

Winner

BEKE

$18B

Max Drawdown

Winner

INVH

50.54%

BEKE

88.26%

Sharpe Ratio

INVH

-0.43

Winner

BEKE

-0.20

5Y Beta

Winner

INVH

0.40

BEKE

0.75

Industry

INVH

Reit - Residential

BEKE

Real Estate Services

P/E Ratio

Winner

INVH

30.96

BEKE

41.44

Forward P/E

INVH

36.23

Winner

BEKE

15.43

PEG Ratio

INVH

1.33

Winner

BEKE

0.49

Dividend Yield

Winner

INVH

4.01%

BEKE

1.63%

5Y Dividends CAGR

INVH

18.85%

BEKE

N/A

5Y EPS CAGR

Winner

INVH

21.63%

BEKE

-7.61%

Debt to Equity

INVH

96.82%

Winner

BEKE

0.28%

Free Cash Flow Yield

Winner

INVH

6.79%

BEKE

-0.30%

P/S Ratio

INVH

6.38

Winner

BEKE

0.20

P/B Ratio

INVH

1.95

Winner

BEKE

1.87

INVH vs BEKE - Historical Returns

Returns include dividend reinvestment.

Period	INVH	BEKE
1 month	+4.25%	-8.80%
3 months	+19.59%	+4.49%
6 months	+15.23%	-0.53%
1 year	-8.28%	-9.49%
5 years(CAGR)	-1.68%	-17.88%
10 years(CAGR)	+6.98%	N/A
Max(CAGR)	+6.98%	-11.68%

Winner

INVH

+4.25%

BEKE

-8.80%

Winner

INVH

+19.59%

BEKE

+4.49%

Winner

INVH

+15.23%

BEKE

-0.53%

Winner

INVH

-8.28%

BEKE

-9.49%

5Y(CAGR)

Winner

INVH

-1.68%

BEKE

-17.88%

10Y(CAGR)

INVH

+6.98%

BEKE

N/A

Max(CAGR)

Winner

INVH

+6.98%

BEKE

-11.68%

INVH vs BEKE - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	INVH	BEKE
2026	+8.33%	+7.03%
2025	-8.13%	-10.03%
2024	-4.58%	+20.11%
2023	+21.23%	+10.61%
2022	-32.45%	-29.21%
2021	+61.66%	-65.01%
2020	+2.97%	+64.37%
2019	+55.21%	N/A
2018	-12.80%	N/A
2017	+19.02%	N/A

INVH vs BEKE Drawdown Comparison

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

The maximum drawdown for BEKE was -88.26%, occurring on Mar 14, 2022. This drawdown has not yet recovered.

The current INVH drawdown is -24.21%. The current BEKE drawdown is -76.33%.

Rank	INVH	BEKE
#1	-50.54% Feb 18, 2020 - Mar 26, 2021	-88.26% Feb 22, 2021 - Mar 14, 2022
#2	-38.45% Dec 31, 2021 - Mar 20, 2026	-24.09% Oct 22, 2020 - Feb 22, 2021
#3	-18.47% Sep 21, 2018 - Mar 14, 2019	-18.39% Sep 1, 2020 - Sep 15, 2020
#4	-14.73% Dec 15, 2017 - Sep 11, 2018	-13.74% Sep 16, 2020 - Sep 28, 2020
#5	-9.75% Sep 2, 2021 - Dec 6, 2021	-11.86% Aug 13, 2020 - Aug 17, 2020
#6	-7.31% Oct 21, 2019 - Jan 22, 2020	-10.10% Sep 29, 2020 - Oct 9, 2020
#7	-5.86% Aug 17, 2017 - Nov 10, 2017	-8.40% Aug 25, 2020 - Aug 31, 2020
#8	-5.02% Jun 2, 2017 - Aug 11, 2017	-3.82% Aug 19, 2020 - Aug 24, 2020
#9	-4.72% Jun 19, 2019 - Jul 9, 2019	-3.01% Oct 9, 2020 - Oct 15, 2020
#10	-4.63% Sep 3, 2019 - Sep 20, 2019	-2.65% Oct 16, 2020 - Oct 22, 2020
#11	-3.99% Jul 27, 2021 - Aug 30, 2021	N/A
#12	-3.83% Nov 10, 2017 - Dec 14, 2017	N/A
#13	-3.81% Apr 15, 2019 - Apr 26, 2019	N/A
#14	-3.79% Jun 10, 2021 - Jul 6, 2021	N/A
#15	-3.53% Jul 10, 2019 - Aug 16, 2019	N/A

Correlation

Correlation between INVH and BEKE is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.52

-101