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INVH vs BIP

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

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

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

INVH vs BIP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

INVH vs BIP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
INVH
+11.35%
BIP
+0.16%
3M
Winner
INVH
+10.01%
BIP
-3.08%
6M
INVH
+5.00%
Winner
BIP
+6.88%
1Y
INVH
-13.31%
Winner
BIP
+21.05%
5Y(CAGR)
INVH
-0.75%
Winner
BIP
+5.30%
10Y(CAGR)
INVH
+6.69%
Winner
BIP
+13.05%
Max(CAGR)
INVH
+6.69%
Winner
BIP
+14.55%

INVH vs BIP - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

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

INVH vs BIP Drawdown Comparison

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

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

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

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

Correlation

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

0.85
-101

Dividend Comparison (2008 - 2026)

INVH vs BIP dividend yield comparison.

YearINVHBIP
20261.04%1.24%
20254.21%4.95%
20243.53%5.10%
20233.87%4.86%
20222.97%4.65%
20211.50%3.35%
20202.02%3.92%
20191.74%4.02%
20182.19%5.45%
20170.93%3.88%
20160.00%4.62%
20150.00%5.59%
20140.00%4.59%
20130.00%4.38%
20120.00%4.26%
20110.00%4.77%
20100.00%5.22%
20090.00%6.32%
20080.00%7.89%

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