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INVH vs KIM

Comparison between Invitation Homes Inc (INVH, Company) and Kimco Realty Corporation (KIM, Company).

Both INVH and KIM are from the Real Estate sector.

5-Year PerformanceKIM has outperformed INVH, delivering a return of +9.0% compared to -3.0%

INVH vs KIM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
INVH
$18B
Winner
KIM
$18B
Max Drawdown
Winner
INVH
50.54%
KIM
86.95%
Sharpe Ratio
INVH
-0.35
Winner
KIM
0.96
5Y Beta
Winner
INVH
0.37
KIM
0.56
Industry
INVH
Reit - Residential
KIM
Reit - Retail
P/E Ratio
INVH
30.74
Winner
KIM
28.63
Forward P/E
INVH
36.36
Winner
KIM
35.46
PEG Ratio
INVH
1.32
Winner
KIM
0.45
Dividend Yield
Winner
INVH
3.95%
KIM
3.91%
5Y Dividends CAGR
INVH
18.25%
Winner
KIM
24.38%
5Y EPS CAGR
Winner
INVH
21.63%
KIM
-15.37%
Debt to Equity
INVH
96.82%
Winner
KIM
0.00%
Free Cash Flow Yield
Winner
INVH
6.84%
KIM
6.46%
P/S Ratio
Winner
INVH
6.30
KIM
8.16
P/B Ratio
INVH
1.95
Winner
KIM
1.69

INVH vs KIM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
INVH
+2.36%
KIM
+2.18%
3M
INVH
+8.92%
Winner
KIM
+9.13%
6M
INVH
+10.68%
Winner
KIM
+25.51%
1Y
INVH
-5.37%
Winner
KIM
+21.79%
5Y(CAGR)
INVH
-3.04%
Winner
KIM
+9.00%
10Y(CAGR)
Winner
INVH
+6.92%
KIM
+2.96%
Max(CAGR)
INVH
+6.92%
Winner
KIM
+8.33%

INVH vs KIM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearINVHKIM
2026+8.57%+31.14%
2025-8.13%-7.49%
2024-4.58%+15.19%
2023+21.23%+5.65%
2022-32.45%-10.54%
2021+61.66%+77.51%
2020+2.97%-19.32%
2019+55.21%+50.49%
2018-12.80%-13.05%
2017+19.02%-24.40%
2016N/A+1.38%
2015N/A+8.04%
2014N/A+32.30%
2013N/A+5.34%
2012N/A+21.03%
2011N/A-7.63%
2010N/A+37.72%
2009N/A-19.52%
2008N/A-46.82%
2007N/A-16.33%
2006N/A+42.03%
2005N/A+16.39%
2004N/A+35.26%
2003N/A+51.95%
2002N/A-1.45%
2001N/A+18.99%
2000N/A+39.39%
1999N/A+1.58%

INVH vs KIM Drawdown Comparison

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

The maximum drawdown for KIM was -85.66%, occurring on Mar 30, 2009. Recovery took 3817 trading sessions.

The current INVH drawdown is -24.05%. The current KIM drawdown is -1.53%.

RankINVHKIM
#1-50.54%
Feb 18, 2020 - Mar 26, 2021
-85.66%
Feb 21, 2007 - Apr 19, 2022
#2-38.45%
Dec 31, 2021 - Mar 20, 2026
-33.66%
Apr 28, 2022 - Sep 11, 2024
#3-18.47%
Sep 21, 2018 - Mar 14, 2019
-25.89%
Nov 27, 2024 - Apr 17, 2026
#4-14.73%
Dec 15, 2017 - Sep 11, 2018
-20.79%
Apr 1, 2004 - Sep 3, 2004
#5-9.75%
Sep 2, 2021 - Dec 6, 2021
-15.35%
Apr 12, 2002 - Feb 14, 2003
#6-7.31%
Oct 21, 2019 - Jan 22, 2020
-15.12%
Mar 29, 2006 - Aug 22, 2006
#7-5.86%
Aug 17, 2017 - Nov 10, 2017
-14.00%
Aug 2, 2005 - Dec 23, 2005
#8-5.02%
Jun 2, 2017 - Aug 11, 2017
-11.20%
Nov 3, 1999 - Jan 6, 2000
#9-4.72%
Jun 19, 2019 - Jul 9, 2019
-10.77%
Aug 21, 2001 - Oct 9, 2001
#10-4.63%
Sep 3, 2019 - Sep 20, 2019
-10.28%
Dec 30, 2004 - May 18, 2005
#11-3.99%
Jul 27, 2021 - Aug 30, 2021
-9.97%
Dec 6, 2001 - Apr 10, 2002
#12-3.83%
Nov 10, 2017 - Dec 14, 2017
-7.86%
Jan 10, 2000 - Mar 16, 2000
#13-3.81%
Apr 15, 2019 - Apr 26, 2019
-7.84%
Jan 3, 2001 - Apr 26, 2001
#14-3.79%
Jun 10, 2021 - Jul 6, 2021
-7.03%
Jul 25, 2000 - Dec 5, 2000
#15-3.53%
Jul 10, 2019 - Aug 16, 2019
-6.74%
Sep 4, 2003 - Nov 6, 2003

Correlation

Correlation between INVH and KIM is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

INVH vs KIM dividend yield comparison.

YearINVHKIM
20262.04%2.02%
20254.21%4.98%
20243.53%4.14%
20233.87%4.79%
20222.97%3.97%
20211.50%2.76%
20202.02%3.60%
20191.74%5.41%
20182.19%7.65%
20170.93%6.01%
20160.00%4.11%
20150.00%3.68%
20140.00%3.64%
20130.00%4.33%
20120.00%4.04%
20110.00%4.50%
20100.00%3.66%
20090.00%5.32%
20080.00%9.19%
20070.00%4.18%
20060.00%3.07%
20050.00%3.96%
20040.00%4.00%
20030.00%4.89%
20020.00%6.85%
20010.00%6.00%
20000.00%6.16%
19990.00%1.95%

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