INVH vs IEX

Comparison between Invitation Homes Inc (INVH, Company) and Idex Corporation (IEX, Company).

INVH is from the Real Estate sector, while IEX is from the Industrials sector.

5-Year PerformanceIEX has outperformed INVH, delivering a return of +2.5% compared to -1.9%

INVH vs IEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INVH(COMPANY)	IEX(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	50.54%	59.66%
Sharpe Ratio	-0.67	1.00
5Y Beta	0.40	0.85
Industry	Reit - Residential	Specialty Industrial Machinery
P/E Ratio	29.60	35.58
Forward P/E	34.72	26.53
PEG Ratio	1.28	N/A
Dividend Yield	4.14%	0.95%
5Y Dividends CAGR	18.85%	6.99%
5Y EPS CAGR	21.63%	1.90%
Debt to Equity	96.82%	46.23%
Free Cash Flow Yield	7.10%	3.66%

Market Cap

Winner

INVH

$17B

IEX

$17B

Max Drawdown

Winner

INVH

50.54%

IEX

59.66%

Sharpe Ratio

INVH

-0.67

Winner

IEX

1.00

5Y Beta

Winner

INVH

0.40

IEX

0.85

Industry

INVH

Reit - Residential

IEX

Specialty Industrial Machinery

P/E Ratio

Winner

INVH

29.60

IEX

35.58

Forward P/E

INVH

34.72

Winner

IEX

26.53

PEG Ratio

INVH

1.28

IEX

N/A

Dividend Yield

Winner

INVH

4.14%

IEX

0.95%

5Y Dividends CAGR

Winner

INVH

18.85%

IEX

6.99%

5Y EPS CAGR

Winner

INVH

21.63%

IEX

1.90%

Debt to Equity

INVH

96.82%

Winner

IEX

46.23%

Free Cash Flow Yield

Winner

INVH

7.10%

IEX

3.66%

INVH vs IEX - Historical Returns

Returns include dividend reinvestment.

Period	INVH	IEX
1 month	-1.18%	+8.19%
3 months	+15.20%	+18.70%
6 months	+6.07%	+27.62%
1 year	-12.22%	+30.50%
5 years(CAGR)	-1.89%	+2.51%
10 years(CAGR)	+6.47%	+11.56%
Max(CAGR)	+6.47%	+13.66%

INVH

-1.18%

Winner

IEX

+8.19%

INVH

+15.20%

Winner

IEX

+18.70%

INVH

+6.07%

Winner

IEX

+27.62%

INVH

-12.22%

Winner

IEX

+30.50%

5Y(CAGR)

INVH

-1.89%

Winner

IEX

+2.51%

10Y(CAGR)

INVH

+6.47%

Winner

IEX

+11.56%

Max(CAGR)

INVH

+6.47%

Winner

IEX

+13.66%

INVH vs IEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	INVH	IEX
2026	+3.73%	+26.51%
2025	-8.13%	-12.32%
2024	-4.58%	-1.43%
2023	+21.23%	-4.28%
2022	-32.45%	+0.16%
2021	+61.66%	+22.20%
2020	+2.97%	+16.32%
2019	+55.21%	+39.28%
2018	-12.80%	-2.95%
2017	+19.02%	+46.63%
2016	N/A	+20.89%
2015	N/A	-0.00%
2014	N/A	+8.76%
2013	N/A	+56.60%
2012	N/A	+27.22%
2011	N/A	-5.04%
2010	N/A	+25.74%
2009	N/A	+22.23%
2008	N/A	-31.02%
2007	N/A	+15.92%
2006	N/A	+15.91%
2005	N/A	+5.67%
2004	N/A	+48.84%
2003	N/A	+25.27%
2002	N/A	-2.58%
2001	N/A	+11.55%
2000	N/A	+11.85%
1999	N/A	+22.45%

INVH vs IEX Drawdown Comparison

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

The maximum drawdown for IEX was -58.66%, occurring on Mar 9, 2009. Recovery took 837 trading sessions.

The current INVH drawdown is -27.43%. The current IEX drawdown is -5.54%.

Rank	INVH	IEX
#1	-50.54% Feb 18, 2020 - Mar 26, 2021	-58.66% Aug 9, 2007 - Dec 3, 2010
#2	-38.45% Dec 31, 2021 - Mar 20, 2026	-36.46% Apr 26, 2011 - Dec 10, 2012
#3	-18.47% Sep 21, 2018 - Mar 14, 2019	-35.52% Feb 12, 2020 - Aug 12, 2020
#4	-14.73% Dec 15, 2017 - Sep 11, 2018	-34.60% Mar 21, 2024 - Aug 11, 2025
#5	-9.75% Sep 2, 2021 - Dec 6, 2021	-33.79% Apr 10, 2002 - Aug 19, 2003
#6	-7.31% Oct 21, 2019 - Jan 22, 2020	-30.94% Sep 5, 2001 - Feb 15, 2002
#7	-5.86% Aug 17, 2017 - Nov 10, 2017	-27.33% Dec 16, 2021 - Nov 30, 2022
#8	-5.02% Jun 2, 2017 - Aug 11, 2017	-26.51% Jan 20, 2000 - Apr 28, 2000
#9	-4.72% Jun 19, 2019 - Jul 9, 2019	-26.45% Jun 2, 2000 - Dec 5, 2000
#10	-4.63% Sep 3, 2019 - Sep 20, 2019	-24.08% Sep 20, 2018 - Apr 1, 2019
#11	-3.99% Jul 27, 2021 - Aug 30, 2021	-23.44% Dec 5, 2000 - Aug 23, 2001
#12	-3.83% Nov 10, 2017 - Dec 14, 2017	-23.08% May 9, 2006 - Feb 26, 2007
#13	-3.81% Apr 15, 2019 - Apr 26, 2019	-21.83% Dec 13, 2022 - Mar 1, 2024
#14	-3.79% Jun 10, 2021 - Jul 6, 2021	-18.28% Jul 3, 2014 - Mar 16, 2016
#15	-3.53% Jul 10, 2019 - Aug 16, 2019	-14.10% Jun 30, 2004 - Sep 16, 2004

Correlation

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

0.85

-101

Dividend Comparison (2000 - 2026)

INVH vs IEX dividend yield comparison.

Year	INVH	IEX
2026	1.06%	0.64%
2025	4.21%	1.58%
2024	3.53%	1.29%
2023	3.87%	1.16%
2022	2.97%	1.02%
2021	1.50%	0.90%
2020	2.02%	1.00%
2019	1.74%	1.12%
2018	2.19%	1.31%
2017	0.93%	1.10%
2016	0.00%	1.49%
2015	0.00%	1.62%
2014	0.00%	1.37%
2013	0.00%	1.21%
2012	0.00%	1.65%
2011	0.00%	1.78%
2010	0.00%	1.46%
2009	0.00%	1.54%
2008	0.00%	1.99%
2007	0.00%	1.27%
2006	0.00%	1.20%
2005	0.00%	1.17%
2004	0.00%	1.05%
2003	0.00%	1.35%
2002	0.00%	1.71%
2001	0.00%	1.62%
2000	0.00%	1.69%